The following excerpts are taken from the FundAlarm discussion, "Deciding to Sell a Mutual Fund":
| The table below lists all of this month's 3-ALARM funds, in alphabetical order. (By definition, a 3-ALARM fund has underperformed its respective benchmark for the past 12 months, three years, and five years.) The second column indicates each fund's risk rating, as assigned by FundAlarm. The following excerpts are taken from the FundAlarm discussion, "Deciding to Sell a Mutual Fund": |
| 3-ALARM Fund | Risk -2, -1, +1, +2 Best --> Worst |
|---|---|
| Accessor Growth & Inc Alloc A (AOIAX) | +2 |
| Accessor Small to Mid Cap Adv (ASMCX) | +2 |
| Accessor Small to Mid Cap Inv (ACSIX) | +2 |
| Aegis Value (AVALX) | +1 |
| AFBA Five Star Mid Cap Value I (AFMIX) | +1 |
| AFBA Five Star Small Cap I (AFCIX) | +2 |
| AHA Balanced I (AHBPX) | +1 |
| AIM Basic Balanced A (BBLAX) | +2 |
| AIM Basic Balanced Inv (BBLTX) | +2 |
| AIM Basic Value A (GTVLX) | +2 |
| AIM Basic Value B (GTVBX) | +2 |
| AIM Basic Value C (GTVCX) | +2 |
| AIM Capital Development B (ACDBX) | +1 |
| AIM Capital Development Inv (ACDIX) | +1 |
| AIM Financial Services C (IFSCX) | NA |
| AIM Financial Services Inv (FSFSX) | NA |
| AIM Global Equity A (GTNDX) | +2 |
| AIM Global Growth A (AGGAX) | +2 |
| AIM Global Growth B (AGGBX) | +2 |
| AIM Global Value A (AWSAX) | +2 |
| AIM Global Value B (AWSBX) | +2 |
| AIM Intl Core Equity C (IBVCX) | +2 |
| AIM Intl Core Equity Inv (IIBCX) | +2 |
| AIM Large Cap Basic Value Inv (LCINX) | +2 |
| AIM Leisure A (ILSAX) | +2 |
| AIM Leisure C (IVLCX) | +2 |
| AIM Leisure Inv (FLISX) | +2 |
| AIM Select Equity A (AGWFX) | +2 |
| AIM Select Equity B (AGWBX) | +2 |
| AIM Select Equity C (AGWCX) | +2 |
| AIM Technology A (ITYAX) | NA |
| AIM Technology B (ITYBX) | NA |
| AIM Technology C (ITHCX) | NA |
| AIM Technology Instl (FTPIX) | NA |
| AIM Technology Inv (FTCHX) | NA |
| Alger Balanced C (ALBCX) | +2 |
| Allegiant Multi-Factor Sm Cap Value A (AMRRX) | +2 |
| Allegiant Multi-Factor Sm Cap Value I (AMRIX) | +2 |
| Allegiant S&P 500 Index I (AQDIX) | +1 |
| AllianceBernstein Balanced A (CABNX) | +2 |
| AllianceBernstein Balanced B (CABBX) | +2 |
| AllianceBernstein Balanced C (CBACX) | +2 |
| AllianceBernstein Global Health Care A (AHLAX) | NA |
| AllianceBernstein Global Health Care B (AHLBX) | NA |
| AllianceBernstein Global Health Care C (AHLCX) | NA |
| AllianceBernstein Global Real Estate Investment B (AREBX) | NA |
| AllianceBernstein Global Real Estate Investment C (ARECX) | NA |
| AllianceBernstein Global Research Adv (ABZYX) | +2 |
| AllianceBernstein Growth & Income A (CABDX) | +2 |
| AllianceBernstein Growth & Income Adv (CBBYX) | +2 |
| AllianceBernstein Growth & Income B (CBBDX) | +2 |
| AllianceBernstein Growth & Income C (CBBCX) | +2 |
| AllianceBernstein Mid Cap Growth A (CHCLX) | +2 |
| AllianceBernstein Mid Cap Growth B (CHCBX) | +2 |
| AllianceBernstein Mid Cap Growth C (CHCCX) | +2 |
| AllianceBernstein Small-Mid Cap Value A (ABASX) | +1 |
| AllianceBernstein Small-Mid Cap Value B (ABBSX) | +2 |
| AllianceBernstein Small-Mid Cap Value C (ABCSX) | +2 |
| AllianceBernstein Tax Managed Bal Wealth St A (AGIAX) | +1 |
| AllianceBernstein Value C (ABVCX) | +2 |
| Allianz CCM Emerg Co Instl (PMCIX) | +2 |
| Allianz OCC Equity Premium Strat B (PGRBX) | +1 |
| Allianz OCC Renaissance A (PQNAX) | +2 |
| Allianz OCC Renaissance Admin (PRAAX) | +2 |
| Allianz OCC Renaissance B (PQNBX) | +2 |
| Allianz OCC Renaissance C (PQNCX) | +2 |
| Allianz OCC Renaissance D (PREDX) | +2 |
| Allianz OCC Renaissance Instl (PRNIX) | +2 |
| Allianz OCC Value A (PDLAX) | +2 |
| Allianz OCC Value B (PDLBX) | +2 |
| Allianz OCC Value C (PDLCX) | +2 |
| Allianz OCC Value D (PVLDX) | +2 |
| Allianz RCM Global Small Cap D (DGSNX) | +2 |
| Allianz RCM Healthcare D (DGHCX) | NA |
| Alpine Realty Income & Growth (AIGYX) | NA |
| Alpine U.S. Real Estate Eqty (EUEYX) | NA |
| American Beacon Intl Eqty Ins (AAIEX) | +1 |
| American Beacon Intl Eqty Plan Ahd (AAIPX) | +1 |
| American Beacon S&P 500 Inst (AASPX) | +1 |
| American Beacon S&P 500 Plan Ahd (AAFPX) | +1 |
| American Beacon Small CapVal Plan Ahd (AVPAX) | +1 |
| American Beacon Small CapValue AMR (AASVX) | +1 |
| American Beacon Small CapValue Instl (AVFIX) | +1 |
| American Century Capital Value Inv (ACTIX) | +2 |
| American Century Equity Index Instl (ACQIX) | +1 |
| American Century Equity Index Inv (ACIVX) | +1 |
| American Century Global Gold A (ACGGX) | NA |
| American Century Global Gold Inv (BGEIX) | NA |
| American Century Inc & Growth A (AMADX) | +2 |
| American Century Inc & Growth C (ACGCX) | +2 |
| American Century Inc & Growth Instl (AMGIX) | +2 |
| American Century Inc & Growth Inv (BIGRX) | +2 |
| American Century Large Co Value A (ALPAX) | +2 |
| American Century Large Co Value Inv (ALVIX) | +2 |
| American Century Small Cap Val Adv (ACSCX) | +1 |
| American Century Small Cap Value Ins (ACVIX) | +1 |
| American Century Small Cap Value Inv (ASVIX) | +1 |
| American Century Small Co Adv (ASQAX) | +2 |
| American Century Small Co Inst (ASCQX) | +2 |
| American Century Small Co Inv (ASQIX) | +2 |
| American Century Utilities Inv (BULIX) | NA |
| American Century Value A (TWADX) | +2 |
| American Century Value Instl (AVLIX) | +2 |
| American Century Value Inv (TWVLX) | +2 |
| American Funds Amcap 529C (CAFCX) | +2 |
| American Funds Amcap 529E (CAFEX) | +1 |
| American Funds Amcap A (AMCPX) | +1 |
| American Funds Amcap B (AMPBX) | +2 |
| American Funds Amcap C (AMPCX) | +2 |
| American Funds Amcap F (AMPFX) | +1 |
| American Funds Amcap R2 (RAFBX) | +2 |
| American Funds Amcap R3 (RAFCX) | +1 |
| American Funds Amcap R4 (RAFEX) | +1 |
| American Funds American Balanced A (ABALX) | +1 |
| American Funds American Balanced B (BALBX) | +2 |
| American Funds American Balanced C (BALCX) | +2 |
| American Funds American Balanced F (BALFX) | +1 |
| American Funds American Balanced R2 (RLBBX) | +2 |
| American Funds American Balanced R3 (RLBCX) | +1 |
| American Funds American Balanced R4 (RLBEX) | +1 |
| American Funds American Balanced R5 (RLBFX) | +1 |
| American Funds American Mutual B (AMFBX) | -1 |
| American Funds American Mutual C (AMFCX) | -1 |
| American Funds American Mutual R2 (RMFBX) | -1 |
| American Funds Inv Company of America 529C (CICCX) | -1 |
| American Funds Inv Company of America C (AICCX) | -1 |
| American Funds Inv Company of America R2 (RICBX) | -1 |
| American Funds Smallcap World 529C (CSPCX) | +2 |
| American Funds Smallcap World B (SCWBX) | +2 |
| American Funds Smallcap World C (SCWCX) | +2 |
| American Funds Smallcap World R2 (RSLBX) | +2 |
| American Funds Washington 529A (CWMAX) | -1 |
| American Funds Washington 529B (CWMBX) | +1 |
| American Funds Washington A (AWSHX) | -1 |
| American Funds Washington B (WSHBX) | +1 |
| American Funds Washington C (WSHCX) | +1 |
| American Funds Washington F (WSHFX) | -1 |
| American Funds Washington R3 (RWMCX) | +1 |
| American Funds Washington R4 (RWMEX) | -1 |
| American Funds Washington R5 (RWMFX) | -1 |
| American Growth D (AMRGX) | +2 |
| American Heritage (AHERX) | +2 |
| Ameristock (AMSTX) | +2 |
| Aquila Rocky Mountain A (ROCAX) | +2 |
| Aquila Rocky Mountain Y (ROCYX) | +2 |
| Ariel (ARGFX) | +2 |
| Ariel Appreciation (CAAPX) | +2 |
| Artisan Small Cap (ARTSX) | +2 |
| AssetMark Intl Equity (AFIEX) | +1 |
| AssetMark Large Cap Value (AFLVX) | +2 |
| AssetMark Small/Mid Cap Value (AFSVX) | +2 |
| Aston/Veredus Aggressive Growth N (VERDX) | +2 |
| Ave Maria Catholic Values (AVEMX) | +2 |
| Barclays Global Inv S&P 500 (WFSPX) | +1 |
| Baron Growth (BGRFX) | +2 |
| Batterymarch US Small Cap Equity I (LMSIX) | +2 |
| BB&T International Equity I (BBTIX) | +1 |
| BB&T Large Cap I (BBISX) | +2 |
| BB&T Mid Cap Value I (OVEIX) | +2 |
| Bernstein Tax-Managed Intl (SNIVX) | +1 |
| Bjurman Barry Micro-Cap Growth (BMCFX) | +2 |
| Bjurman Barry Small-Cap Growth (BBSFX) | +2 |
| BlackRock Aurora Inv A (SSRAX) | +2 |
| BlackRock Aurora Inv B (SSRPX) | +2 |
| BlackRock Aurora Inv C (SSRDX) | +2 |
| BlackRock Balanced Cap B (MBCPX) | +1 |
| BlackRock Balanced Cap C (MCCPX) | +1 |
| BlackRock Basic Value B (MBBAX) | +1 |
| BlackRock Basic Value C (MCBAX) | +1 |
| BlackRock EuroFund B (MBEFX) | +1 |
| BlackRock EuroFund C (MCEFX) | +1 |
| BlackRock Focus Value A (MDPNX) | +2 |
| BlackRock Focus Value B (MBPNX) | +2 |
| BlackRock Index Equity Inv A (CIEAX) | +1 |
| BlackRock Index Equity Inv B (CIEBX) | +1 |
| BlackRock Index Equity Inv C (CIECX) | +1 |
| BlackRock Index Equity Svc (PNESX) | +1 |
| BlackRock Intl Index A (MDIIX) | +1 |
| BlackRock Intl Value B (MBIVX) | +2 |
| BlackRock Intl Value C (MCIVX) | +2 |
| BlackRock Large Cap Growth B (MBLHX) | +2 |
| BlackRock Large Cap Growth C (MCLHX) | +2 |
| BlackRock Mid Cap Value Opptys B (MBRFX) | +1 |
| BlackRock Mid Cap Value Opptys C (MCRFX) | +1 |
| BlackRock Pacific B (MBPCX) | +1 |
| BlackRock Pacific C (MCPCX) | +1 |
| BlackRock S&P 500 Index A (MDSRX) | +1 |
| BlackRock S&P 500 Index I (MASRX) | +1 |
| BlackRock Sm Cap Index A (MDSKX) | +1 |
| BlackRock Small Cap Val Svc (PSESX) | +1 |
| BlackRock Small Cap Value Inst (PNSEX) | +1 |
| BlackRock Small Cap Value Inv A (PSEIX) | +1 |
| BlackRock Small Cap Value Inv B (CCVBX) | +2 |
| BlackRock Tech A (MDGTX) | NA |
| BlackRock Tech B (MBGTX) | NA |
| BlackRock Tech C (MCGTX) | NA |
| BlackRock Tech I (MAGTX) | NA |
| BlackRock Value Opptys A (MDSPX) | +1 |
| BlackRock Value Opptys B (MBSPX) | +1 |
| BlackRock Value Opptys C (MCSPX) | +1 |
| BlackRock Value Opptys I (MASPX) | +1 |
| BNY Hamilton Multi-Cap Equity A (BKMCX) | +2 |
| BNY Mellon International M (MPITX) | +2 |
| BNY Mellon Small Cap Stock M (MPSSX) | +1 |
| Bogle Small Cap Growth Inv (BOGLX) | +2 |
| Boyar Value (BOYAX) | +2 |
| Bridgeway Blue Chip 35 Index (BRLIX) | +1 |
| Bridgeway Micro-Cap Limited (BRMCX) | +2 |
| Bridgeway Ultra-Small Co (BRUSX) | +2 |
| Bridgeway Ultra-Small Co. Market (BRSIX) | +2 |
| Buffalo Large Cap (BUFEX) | +2 |
| Buffalo Mid Cap (BUFMX) | +2 |
| Buffalo Small Cap (BUFSX) | +2 |
| California Investment Euro Growth & Inc (EUGIX) | +1 |
| California Investment S&P 500 Index (SPFIX) | +1 |
| California Investment S&P Mid Cap Idx (SPMIX) | +1 |
| Calvert Intl Eq A (CWVGX) | +2 |
| Calvert Intl Eq C (CWVCX) | +2 |
| Calvert Social Index A (CSXAX) | +2 |
| Calvert Social Inv Bal A (CSIFX) | +1 |
| Calvert Social Inv Bal B (CSLBX) | +2 |
| Calvert Social Inv Enh Equity A (CMIFX) | +2 |
| Causeway Intl Value Instl (CIVIX) | +2 |
| Causeway Intl Value Inv (CIVVX) | +2 |
| Clipper (CFIMX) | +2 |
| CM Advisers (CMAFX) | +2 |
| CNI Charter RCB Small Cap Value R (RCBSX) | +2 |
| Cohen & Steers Realty Income A (CSEIX) | NA |
| Cohen & Steers Realty Income B (CSBIX) | NA |
| Cohen & Steers Realty Income C (CSCIX) | NA |
| Cohen & Steers Realty Income I (CSDIX) | NA |
| Columbia Acorn USA A (LAUAX) | +2 |
| Columbia Acorn USA Z (AUSAX) | +2 |
| Columbia Asset Alloc II A (PHAAX) | +2 |
| Columbia Global Value C (NCGLX) | +2 |
| Columbia International Stock A (CISAX) | +1 |
| Columbia International Stock Z (CMISX) | +1 |
| Columbia Intl Value C (NVICX) | +2 |
| Columbia Multi-Advisor Intl Equity A (NIIAX) | +1 |
| Columbia Multi-Advisor Intl Equity B (NIENX) | +1 |
| Columbia Multi-Advisor Intl Equity C (NITRX) | +1 |
| Columbia Pacific/Asia Z (USPAX) | +2 |
| Columbia Small Cap Value I B (CSSBX) | -1 |
| Columbia World Equity A (CGUAX) | +2 |
| Columbia World Equity B (CGUBX) | +2 |
| Columbia World Equity C (CGUCX) | +2 |
| Commerce MidCap Growth Instl (CFAGX) | +1 |
| Commerce Value Instl (CFVLX) | +1 |
| Commonwealth Aust/New Zealand (CNZLX) | +2 |
| Commonwealth Japan (CNJFX) | +2 |
| Comstock Strategy A (CPFAX) | +2 |
| Comstock Strategy C (CPFCX) | +2 |
| Comstock Strategy O (CPSFX) | +2 |
| Concorde Value (CONVX) | +2 |
| Consulting Group Intl Equity (TIEUX) | +1 |
| Copley (COPLX) | +2 |
| CornerCap Balanced (CBLFX) | +1 |
| CornerCap Small Cap Value (CSCVX) | +1 |
| Credit Suisse Global Small Cap A (CPVAX) | +2 |
| Credit Suisse Global Small Cap Adv (WPVAX) | +2 |
| Credit Suisse Global Small Cap Comm (WVCCX) | +2 |
| Credit Suisse Large Cap Value A (WFGIX) | +1 |
| Credit Suisse Large Cap Value Adv (CSLVX) | +1 |
| Credit Suisse Large Cap Value B (WGIBX) | +2 |
| Credit Suisse Small Cap Core A (WFAGX) | +2 |
| Credit Suisse Small Cap Core Com (CSWCX) | +2 |
| CRM Small Cap Value Instl (CRISX) | -1 |
| CRM Small Cap Value Inv (CRMSX) | -1 |
| Davis Opportunity A (RPEAX) | +2 |
| Davis Real Estate B (DREBX) | NA |
| Davis Real Estate C (DRECX) | NA |
| Delaware American Services A (DASAX) | +2 |
| Delaware American Services B (DAMCX) | +2 |
| Delaware American Services C (DASBX) | +2 |
| Delaware American Services I (DASIX) | +2 |
| Delaware Balanced A (DELFX) | +2 |
| Delaware Dividend Inc A (DDIAX) | +2 |
| Delaware Growth Opporty B (DFBIX) | +2 |
| Delaware Growth Oppty A (DFCIX) | +2 |
| Delaware Growth Oppty Instl (DFDIX) | +2 |
| Delaware Intl Value Equity A (DEGIX) | +2 |
| Delaware Intl Value Equity C (DEGCX) | +2 |
| Delaware Intl Value Equity Instl (DEQIX) | +2 |
| Delaware Large Cap Value A (DELDX) | +2 |
| Delaware Large Cap Value B (DEIBX) | +2 |
| Delaware Large Cap Value Inst (DEDIX) | +2 |
| Delaware Pooled Large-Cap Value Equity (DPDEX) | +2 |
| Delaware Small Cap Growth C (DSCCX) | +2 |
| Delaware Small Cap Value A (DEVLX) | +1 |
| Delaware Small Cap Value B (DEVBX) | +1 |
| Delaware Small Cap Value C (DEVCX) | +1 |
| Delaware Small Cap Value I (DEVIX) | +1 |
| DFA Enhanced US Large Co I (DFELX) | +1 |
| DFA Japanese Small Co I (DFJSX) | +2 |
| DFA Tax-Mgd U.S. Targeted Value (DTMVX) | +1 |
| DFA U.S. Micro Cap I (DFSCX) | +2 |
| DFA U.S. Small Cap I (DFSTX) | +1 |
| Diamond Hill Financial Long-Short A (BANCX) | NA |
| Domini Inst Social Equity (DIEQX) | +2 |
| Domini Social Equity (DSEFX) | +2 |
| Dreyfus Basic S&P 500 Stock (DSPIX) | +1 |
| Dreyfus Emerging Leaders (DRELX) | +2 |
| Dreyfus Founders Worldwide F (FWWGX) | +2 |
| Dreyfus Intl Stock Index (DIISX) | +1 |
| Dreyfus LifeTime Growth & Inc Iv (DGIIX) | +1 |
| Dreyfus Prem Intrinsic Value T (BLCAX) | +2 |
| Dreyfus Premier Balanced Oppty A (DBOAX) | +2 |
| Dreyfus Premier Balanced Oppty B (DBOBX) | +2 |
| Dreyfus Premier Balanced Oppty J (THPBX) | +2 |
| Dreyfus Premier Enterprise A (DPMGX) | +1 |
| Dreyfus Premier Enterprise B (DMCGX) | +2 |
| Dreyfus Premier Enterprise C (DMCCX) | +2 |
| Dreyfus Premier Future Leaders B (DFLBX) | +2 |
| Dreyfus Premier Intl Value A (DVLAX) | +2 |
| Dreyfus Premier Intrinsic Value B (BLCBX) | +2 |
| Dreyfus Premier Midcap Stock A (DPMAX) | +2 |
| Dreyfus Premier Midcap Stock I (DDMRX) | +2 |
| Dreyfus Premier Midcap Value (DMCVX) | +1 |
| Dreyfus Premier New Leaders A (DNLDX) | +2 |
| Dreyfus Premier New Leaders T (DNLTX) | +2 |
| Dreyfus Premier Small Cap Value A (DSVAX) | +2 |
| Dreyfus Premier Small Cap Value B (DSVBX) | +2 |
| Dreyfus Premier Small Cap Value I (DSVRX) | +2 |
| Dreyfus Premier Struct Mid Cap A (DPSAX) | +1 |
| Dreyfus S&P 500 Index (PEOPX) | +1 |
| Dreyfus Small Cap Stock Index (DISSX) | +1 |
| Dryden Intl Equity A (PJRAX) | +2 |
| Dryden Large Cap Core Equity B (PTMBX) | +1 |
| Dryden Small Cap Core Equity A (PQVAX) | +1 |
| Dryden Small Cap Core Equity C (PQVCX) | +1 |
| Dryden Stock Index A (PSIAX) | +1 |
| Dryden Stock Index I (PDSIX) | +1 |
| Dryden Stock Index Z (PSIFX) | +1 |
| Dryden Strategic Value C (SUVCX) | +2 |
| DWS Communications A (TISHX) | NA |
| DWS Communications B (FTEBX) | NA |
| DWS Communications C (FTICX) | NA |
| DWS Communications I (FLICX) | NA |
| DWS Dreman High Ret Equity A (KDHAX) | +2 |
| DWS Dreman High Ret Equity B (KDHBX) | +2 |
| DWS Dreman High Ret Equity C (KDHCX) | +2 |
| DWS Dreman High Ret Equity S (KDHSX) | +2 |
| DWS EAFE Equity Index Instl (BTAEX) | +1 |
| DWS Equity 500 Index S (BTIEX) | +1 |
| DWS Equity Partners A (FLEPX) | +2 |
| DWS Equity Partners B (FEPBX) | +2 |
| DWS Europe Equity S (SCGEX) | +2 |
| DWS Global Opportunities B (KGDBX) | +2 |
| DWS Japan Equity S (FJESX) | +2 |
| DWS LifeCompass 2015 A (SPDAX) | +1 |
| DWS LifeCompass 2015 S (SPBAX) | +1 |
| DWS Micro Cap Instl (MGMCX) | +2 |
| DWS Mid Cap Gorwth Instl (BTEAX) | +2 |
| DWS Mid Cap Growth A (SMCAX) | +2 |
| DWS Mid Cap Growth B (SMCBX) | +2 |
| DWS Mid Cap Growth C (SMCCX) | +2 |
| DWS Mid Cap Growth S (SMCSX) | +2 |
| DWS S&P 500 Index S (SCPIX) | +1 |
| DWS Small Cap Core S (SSLCX) | +2 |
| DWS Small Cap Growth A (SSDAX) | +2 |
| DWS Small Cap Value S (SCSUX) | +2 |
| DWS Technology A (KTCAX) | NA |
| DWS Technology B (KTCBX) | NA |
| DWS Technology C (KTCCX) | NA |
| DWS Technology S (KTCSX) | NA |
| DWS Value Builder A (FLVBX) | +2 |
| DWS Value Builder B (FVBBX) | +2 |
| Eaton Vance Tax-Managed Growth 1.1 A (ETTGX) | +1 |
| Eaton Vance Tax-Managed Growth 1.1 B (EMTGX) | +1 |
| Eaton Vance Tax-Managed Growth 1.1 C (ECTGX) | +1 |
| Eaton Vance Tax-Managed Growth 1.2 A (EXTGX) | +1 |
| Eaton Vance Tax-Managed Growth 1.2 B (EYTGX) | +1 |
| Eaton Vance Tax-Managed Growth 1.2 C (EZTGX) | +1 |
| Eaton Vance Worldwide Health C (ECHSX) | NA |
| Edgar Lomax Value (LOMAX) | +2 |
| Electric City Value (ECVFX) | +2 |
| Enterprise Mergers & Acquisitions A (EMAAX) | -1 |
| Enterprise Mergers & Acquisitions C (EMACX) | +1 |
| EquiTrust Blue Chip B (FBBLX) | +1 |
| Evergreen Equity Income B (ETRBX) | +2 |
| Evergreen Equity Income I (EVTRX) | +1 |
| Evergreen Equity Index A (ESINX) | +1 |
| Evergreen Equity Index B (ESIOX) | +1 |
| Evergreen Global Large Cap Equity A (EAGLX) | +2 |
| Evergreen Global Large Cap Equity B (EBGLX) | +2 |
| Evergreen Growth A (EGWAX) | +1 |
| Evergreen Growth C (EGRTX) | +2 |
| Evergreen Intl Equity B (EKZBX) | +1 |
| Evergreen Intl Equity C (EKZCX) | +1 |
| Evergreen Intrinsic World Equity A (EWEAX) | +2 |
| Evergreen Small Cap Value A (ESKAX) | +1 |
| Evergreen Small Cap Value I (ESKIX) | +1 |
| Evergreen Special Equity I (ESDDX) | +2 |
| Evergreen Special Value A (ESPAX) | -1 |
| Evergreen Special Value C (ESPCX) | +1 |
| Evergreen Special Value I (ESPIX) | -1 |
| FAM Equity-Income (FAMEX) | +2 |
| FAM Value (FAMVX) | +2 |
| FBP Value (FBPEX) | +2 |
| FBR Focus (FBRVX) | +2 |
| Federated American Leaders A (FALDX) | +2 |
| Federated American Leaders B (FALBX) | +2 |
| Federated American Leaders C (FALCX) | +2 |
| Federated American Leaders F (FALFX) | +2 |
| Federated Equity-Income B (LEIBX) | -1 |
| Federated Equity-Income C (LEICX) | -1 |
| Federated International Value A (FGFAX) | +2 |
| Federated International Value B (FGFBX) | +2 |
| Federated International Value C (FGFCX) | +2 |
| Federated Intl Equity A (FTITX) | +2 |
| Federated Intl Equity B (FIEBX) | +2 |
| Federated Intl Equity C (FIECX) | +2 |
| Federated Max-Cap Index Instl (FISPX) | +1 |
| Federated Max-Cap Index Instl Svc (FMXSX) | +1 |
| Federated Mid-Cap Index (FMDCX) | +1 |
| Federated Mini Cap Index C (MNCCX) | +1 |
| Federated Mini-Cap Index Instl (FMCPX) | +1 |
| Federated Stock (FSTKX) | +1 |
| Fidelity Adv Div Intl A (FDVAX) | +2 |
| Fidelity Adv Div Intl B (FDIBX) | +2 |
| Fidelity Adv Div Intl C (FADCX) | +2 |
| Fidelity Adv Div Intl I (FDVIX) | +2 |
| Fidelity Adv Div Intl T (FADIX) | +2 |
| Fidelity Adv Diversified Stock I (FDTIX) | +2 |
| Fidelity Adv Dividend Growth A (FADAX) | +2 |
| Fidelity Adv Dividend Growth B (FADBX) | +2 |
| Fidelity Adv Dividend Growth C (FDGCX) | +2 |
| Fidelity Adv Dividend Growth T (FDGTX) | +2 |
| Fidelity Adv Electronics A (FELAX) | NA |
| Fidelity Adv Electronics B (FELBX) | NA |
| Fidelity Adv Electronics C (FELCX) | NA |
| Fidelity Adv Electronics I (FELIX) | NA |
| Fidelity Adv Electronics T (FELTX) | NA |
| Fidelity Adv Equity Inc B (FEIBX) | +2 |
| Fidelity Adv Equity Inc T (FEIRX) | +1 |
| Fidelity Adv Equity Value B (FAVBX) | +1 |
| Fidelity Adv Financial A (FAFDX) | NA |
| Fidelity Adv Financial B (FAFBX) | NA |
| Fidelity Adv Financial C (FAFCX) | NA |
| Fidelity Adv Financial Instl (FFSIX) | NA |
| Fidelity Adv Financial T (FAFSX) | NA |
| Fidelity Adv Health A (FACDX) | NA |
| Fidelity Adv Health B (FAHTX) | NA |
| Fidelity Adv Health C (FHCCX) | NA |
| Fidelity Adv Health Instl (FHCIX) | NA |
| Fidelity Adv Health T (FACTX) | NA |
| Fidelity Adv Intl Cap Apprec I (FCPIX) | +2 |
| Fidelity Adv Japan C (FAJCX) | +2 |
| Fidelity Adv Technology A (FADTX) | NA |
| Fidelity Adv Technology B (FABTX) | NA |
| Fidelity Adv Technology C (FTHCX) | NA |
| Fidelity Adv Technology Instl (FATIX) | NA |
| Fidelity Adv Technology T (FATEX) | NA |
| Fidelity Adv Value Strat A (FSOAX) | +2 |
| Fidelity Adv Value Strat B (FASBX) | +2 |
| Fidelity Adv Value Strat T (FASPX) | +2 |
| Fidelity Aggressive Growth (FDEGX) | +2 |
| Fidelity Aggressive Intl (FIVFX) | +2 |
| Fidelity Asset Manager 50% (FASMX) | +1 |
| Fidelity Asset Manager 70% (FASGX) | +2 |
| Fidelity Dividend Growth (FDGFX) | +1 |
| Fidelity Equity-Income II (FEQTX) | +2 |
| Fidelity Growth & Income (FGRIX) | +2 |
| Fidelity Japan (FJPNX) | +2 |
| Fidelity Japan Small Co (FJSCX) | +2 |
| Fidelity Mid Cap Growth (FSMGX) | +2 |
| Fidelity Mid Cap Value (FSMVX) | +1 |
| Fidelity Sel Networking & Infrastruc (FNINX) | NA |
| Fidelity Select Air Transport (FSAIX) | +2 |
| Fidelity Select Automotive (FSAVX) | +2 |
| Fidelity Select Banking (FSRBX) | NA |
| Fidelity Select Construct & Housing (FSHOX) | +2 |
| Fidelity Select Consumer Discretionary (FSCPX) | +2 |
| Fidelity Select Electronics (FSELX) | NA |
| Fidelity Select Financial Servcces (FIDSX) | NA |
| Fidelity Select Health Care (FSPHX) | NA |
| Fidelity Select Home Finance (FSVLX) | NA |
| Fidelity Select Leisure (FDLSX) | +2 |
| Fidelity Select Materials (FSDPX) | NA |
| Fidelity Select Multimedia (FBMPX) | NA |
| Fidelity Select Paper & Forest Pr (FSPFX) | NA |
| Fidelity Select Retailing (FSRPX) | +2 |
| Fidelity Select Technology (FSPTX) | NA |
| Fidelity Select Telecomm (FSTCX) | NA |
| Fidelity Small Cap Retirement (FSCRX) | +2 |
| Fidelity Utilities (FIUIX) | NA |
| Fidelity Value (FDVLX) | +1 |
| Fidelity Value Strategies (FSLSX) | +2 |
| Fifth Third Equity Index Instl (KNIEX) | +1 |
| Fifth Third Equity Index Tr (KNITX) | +1 |
| Fifth Third Intl Equity A (FSIEX) | +1 |
| Fifth Third Intl Equity Instl (FIEIX) | +1 |
| Fifth Third LifeModel Moderate A (LMDAX) | +1 |
| Fifth Third Microcap Value Inst (MXAIX) | +2 |
| Fifth Third Mid Cap Growth A (FSMCX) | +1 |
| Fifth Third Mid Cap Growth Inst (FMCIX) | +1 |
| Fifth Third Structured Large Cap Plus A (KNVIX) | +2 |
| Fifth Third Structured Large Cap Plus I (KNVEX) | +2 |
| First American Equity Index A (FAEIX) | +1 |
| First American Equity Index B (FAEQX) | +1 |
| First American Equity Index Y (FEIIX) | +1 |
| First American Intl Y (FAICX) | +1 |
| First American Mid Cap Value A (FASEX) | +1 |
| First American Mid Cap Value B (FAESX) | +1 |
| First American Mid Cap Value C (FACSX) | +1 |
| First American Small Cap Growth Opptys A (FRMPX) | +2 |
| First American Small Cap Growth Opptys Y (FIMPX) | +2 |
| First American Small Cap Index A (FMDAX) | +1 |
| First American Small Cap Select A (EMGRX) | +1 |
| First American Small Cap Select C (FHMCX) | +2 |
| First American Small Cap Select R (ASEIX) | +1 |
| First American Small Cap Select Y (ARSTX) | +1 |
| First American Small Cap Value A (FSCAX) | +2 |
| First American Small Cap Value Y (FSCCX) | +1 |
| First Focus Growth Opp Instl (FOGRX) | -1 |
| First Investors Blue Chip A (FIBCX) | +1 |
| First Investors Growth & Inc A (FGINX) | +2 |
| First Investors Opportunity A (FIUSX) | +1 |
| First Investors Special Sit A (FISSX) | +1 |
| Flex-funds Quantex (FLCGX) | +2 |
| Flex-funds Socially Responsible Util (FLRUX) | NA |
| FMI Focus (FMIOX) | +1 |
| Forward Banking & Finance A (HSSAX) | NA |
| Forward Growth A (HSPGX) | +1 |
| Forward Mini-Cap (FFHMX) | +1 |
| Forward Opportunities A (HSYTX) | +2 |
| Fountainhead Special Value (KINGX) | +2 |
| FPA Paramount (FPRAX) | +2 |
| FPA Perennial (FPPFX) | +2 |
| Franklin Balance Sheet Investment (FRBSX) | +2 |
| Franklin Equity Income A (FISEX) | +2 |
| Franklin Equity Income C (FRETX) | +2 |
| Franklin Global Health C (FGIIX) | NA |
| Franklin Real Estate Secur A (FREEX) | NA |
| Franklin Real Estate Secur Adv (FRLAX) | NA |
| Franklin Real Estate Secur C (FRRSX) | NA |
| Franklin Rising Dividends A (FRDPX) | +1 |
| Franklin Rising Dividends B (FRDBX) | +1 |
| Franklin Rising Dividends C (FRDTX) | +1 |
| Franklin Small Cap Growth A (FSGRX) | +2 |
| Franklin Small Cap Growth Adv (FSSAX) | +2 |
| Franklin Small Cap Growth B (FBSGX) | +2 |
| Franklin Small Cap Growth C (FCSGX) | +2 |
| Franklin Small-Mid Cap Growth A (FRSGX) | +2 |
| Franklin Small-Mid Cap Growth Adv (FSGAX) | +2 |
| Franklin Small-Mid Cap Growth C (FRSIX) | +2 |
| Frontier MicroCap (FEFPX) | +2 |
| Gabelli Utilities AAA (GABUX) | NA |
| George Putnam of Boston A (PGEOX) | +2 |
| George Putnam of Boston B (PGEBX) | +2 |
| George Putnam of Boston M (PGEMX) | +2 |
| George Putnam of Boston Y (PGEYX) | +2 |
| GKM Growth (GKMGX) | +2 |
| Glenmede International (GTCIX) | +2 |
| Glenmede Philadelphia International (GTIIX) | +2 |
| Glenmede Sm Cap Eq Inst (GTSCX) | +1 |
| Goldman Sachs Balanced A (GSBFX) | +1 |
| Goldman Sachs Balanced C (GSBCX) | +2 |
| Goldman Sachs Concent Intl Equity A (GSIFX) | +2 |
| Goldman Sachs Concent Intl Equity B (GSEBX) | +2 |
| Goldman Sachs Concent Intl Equity C (GSICX) | +2 |
| Goldman Sachs Concent Intl Equity Svc (GSISX) | +2 |
| Goldman Sachs Equity Growth Strat A (GAPAX) | +2 |
| Goldman Sachs Equity Growth Strat B (GAPBX) | +2 |
| Goldman Sachs Growth Str A (GGSAX) | +2 |
| Goldman Sachs Growth Str B (GGSBX) | +2 |
| Goldman Sachs Growth Str C (GGSCX) | +2 |
| Goldman Sachs Intl Small Cap C (GISCX) | +2 |
| Goldman Sachs Japanese Eqty C (GSJCX) | +2 |
| Goldman Sachs Sm Cap Value A (GSSMX) | +1 |
| Goldman Sachs Sm Cap Value B (GSQBX) | +1 |
| Goldman Sachs Sm Cap Value C (GSSCX) | +1 |
| Goldman Sachs Sm Cap Value Instl (GSSIX) | +1 |
| Goldman Sachs Structured Large Cap Growth A (GLCGX) | +2 |
| Goldman Sachs Structured Large Cap Growth B (GCLCX) | +2 |
| Goldman Sachs Structured Large Cap Growth C (GLCCX) | +2 |
| Goldman Sachs Structured Large Cap Value C (GCVCX) | +2 |
| Goldman Sachs Structured Sm Cap Equity B (GCSBX) | +2 |
| Goldman Sachs Structured Sm Cap Equity I (GCSIX) | +2 |
| Goldman Sachs Structured U.S. Equity A (GSSQX) | +2 |
| Goldman Sachs Structured U.S. Equity B (GSSBX) | +2 |
| Goldman Sachs Structured U.S. Equity C (GSU.S.X) | +2 |
| Green Century Balanced (GCBLX) | +2 |
| Green Century Equity (GCEQX) | +2 |
| Harbor Small Cap Value Inv (HISVX) | +2 |
| Hartford Advisers A (ITTAX) | +2 |
| Hartford Advisers B (IHABX) | +2 |
| Hartford Advisers C (HAFCX) | +2 |
| Hartford Advisers HLS IA (HADAX) | +1 |
| Hartford Disciplined Equity B (HGIBX) | +1 |
| Hartford Intl Growth A (HNCAX) | +2 |
| Hartford Mid Cap Value A (HMVAX) | +2 |
| Hartford Small Cap Growth A (HSLAX) | +2 |
| Hartford Small Cap Growth C (HSLCX) | +2 |
| Hartford Small Cap Growth L (FACAX) | +2 |
| Hartford Stock A (IHSTX) | +1 |
| Hartford Stock B (ITSBX) | +2 |
| Hartford Stock C (HSFCX) | +2 |
| Hartford Value Opportunities A (HVOAX) | +2 |
| Hartford Value Opportunities L (FVAAX) | +2 |
| Hennessy Balanced (HBFBX) | +2 |
| Hennessy Cornerstone Growth (HFCGX) | +2 |
| Hennessy Cornerstone Value (HFCVX) | +2 |
| Hennessy Total Return (HDOGX) | +2 |
| HighMark Balanced Fid (HMBAX) | +1 |
| HighMark Balanced Ret A (HMBRX) | +1 |
| HighMark Cognitive Value M (HCLMX) | +1 |
| HighMark Small Cap Value Fid (HMSCX) | +2 |
| HighMark Small Cap Value Ret A (HASVX) | +2 |
| Hillman Advantage Equity (HCMTX) | +2 |
| Hotchkis and Wiley All CapValue A (HWAAX) | +2 |
| Hotchkis and Wiley Large Cap Value A (HWLAX) | +2 |
| Hotchkis and Wiley Large Cap Value C (HWLCX) | +2 |
| Hotchkis and Wiley Large Cap Value I (HWLIX) | +2 |
| Hotchkis and Wiley Mid Cap Value A (HWMAX) | +2 |
| Hotchkis and Wiley Mid Cap Value I (HWMIX) | +2 |
| Hotchkis and Wiley Small Cap Value A (HWSAX) | +2 |
| Hotchkis and Wiley Small Cap Value I (HWSIX) | +2 |
| Huntington Rotating Markets A (HRIAX) | +2 |
| ICON Consumer Discretion (ICCCX) | +2 |
| ICON Healthcare (ICHCX) | NA |
| ICON Information Technology (ICTEX) | NA |
| IMS Capital Value (IMSCX) | +1 |
| IMS Strategic Allocation (IMSAX) | +2 |
| ING Amer Cent Large Co Val A (ISVAX) | +2 |
| ING Amer Cent Sm-Mid Cap Val I (IACIX) | +1 |
| ING DIRECT Index Plus Large Cap O (IDLOX) | +2 |
| ING DIRECT Index Plus Mid Cap O (IDMOX) | +1 |
| ING DIRECT Index Plus Small Cap O (IDSOX) | +2 |
| ING Index Plus Large Cap A (AELAX) | +2 |
| ING Index Plus Large Cap B (ATLBX) | +2 |
| ING Index Plus Large Cap I (AELIX) | +1 |
| ING Index Plus LargeCap Equity B (NPPBX) | +2 |
| ING Index Plus Mid Cap A (AIMAX) | +1 |
| ING Index Plus Mid Cap B (APMBX) | +2 |
| ING Index Plus Mid Cap C (APMCX) | +1 |
| ING Index Plus Mid Cap I (AIMIX) | +1 |
| ING Index Plus Small Cap A (AISAX) | +2 |
| ING Index Plus Small Cap B (AISBX) | +2 |
| ING Index Plus Small Cap C (APSCX) | +2 |
| ING Index Plus Small Cap I (AISIX) | +2 |
| ING Intl Value B (NIVBX) | +2 |
| ING Intl Value C (NIVCX) | +2 |
| ING Legg Mason Partners Agg Grth I (IMEIX) | +1 |
| ING Strategic Alloc Moderate I (ACROX) | +2 |
| IPO Plus Aftermarket (IPOSX) | +2 |
| Ironwood Isabelle Small Co Stock Inv (IZZYX) | +2 |
| Ivy Cundill Global Value A (ICDAX) | +2 |
| Ivy Cundill Global Value B (ICDBX) | +2 |
| Ivy Cundill Global Value C (ICDCX) | +2 |
| Ivy Small Cap Value A (IYSAX) | +1 |
| Ivy Small Cap Value B (IYSBX) | +2 |
| James Equity (JALCX) | +1 |
| James Small Cap (JASCX) | +2 |
| Janus Adviser Small Co Value S (JISCX) | +2 |
| Janus Adviser Worldwide S (JWGRX) | +2 |
| Janus Aspen Worldwide Growth Instl (JAWGX) | +2 |
| Janus Global Value (JGVAX) | +2 |
| Janus Worldwide (JAWWX) | +2 |
| JHancock Classic Value A (PZFVX) | +2 |
| JHancock Classic Value B (JCVBX) | +2 |
| JHancock Classic Value C (JCVCX) | +2 |
| JHancock Core Equity A (JHDCX) | +2 |
| JHancock Core Equity B (JHIDX) | +2 |
| JHancock Global Real Estate A (JREAX) | NA |
| JHancock Global Real Estate B (JREBX) | NA |
| JHancock Global Real Estate C (JRECX) | NA |
| JHancock Growth Trends A (JGTAX) | +2 |
| JHancock Growth Trend |