To identify the most alarming 3-ALARM funds, we examine the performance of each 3-ALARM fund in this month's database versus its respective benchmark. We give three-year performance versus benchmark a 30% weight, and we weight five-year performance 70%. We then add these two weightings for an overall "Weighted Performance Rating." The Weighted Performance Rating is useful for comparing comparative ugliness within each benchmark category, but isn't meaningful when used to compare funds in different categories. | 3-ALARM Fund | Weighted Performance Rating | Benchmark |
|---|---|---|
| ICON Consumer Discretion (ICCCX) | -11.3 | Dreyf MidCap Idx |
| Matthew 25 (MXXVX) | -9.4 | Dreyf MidCap Idx |
| Electric City Value (ECVFX) | -7.9 | Dreyf MidCap Idx |
| Fountainhead Special Value (KINGX) | -7.9 | Dreyf MidCap Idx |
| Natixis Harris Associates Focused Value A (NRSAX) | -7.9 | Dreyf MidCap Idx |
| Legg Mason Spec Investment Prim (LMASX) | -7.7 | Dreyf MidCap Idx |
| Ariel (ARGFX) | -7.5 | Dreyf MidCap Idx |
| Phoenix Mid Cap Grth B (PSKBX) | -7.3 | Dreyf MidCap Idx |
| FAM Equity-Income (FAMEX) | -7.1 | Dreyf MidCap Idx |
| Legg Mason Opportunity Prim (LMOPX) | -6.7 | Dreyf MidCap Idx |
| SunAmerica New Century B (SEGBX) | -6.7 | Dreyf MidCap Idx |
| Flex-funds Quantex (FLCGX) | -6.6 | Dreyf MidCap Idx |
| Legg Mason Spec Investment Instl (LMNSX) | -6.6 | Dreyf MidCap Idx |
| Phoenix Mid Cap Grth A (PHSKX) | -6.5 | Dreyf MidCap Idx |
| Ariel Appreciation (CAAPX) | -6.4 | Dreyf MidCap Idx |
| AssetMark Small/Mid Cap Value (AFSVX) | -6.3 | Dreyf MidCap Idx |
| Kinetics Global (WWWEX) | -6.2 | Dreyf MidCap Idx |
| Phoenix Small-Mid Cap I (PKSFX) | -6.2 | Dreyf MidCap Idx |
| Enterprise Mergers & Acquisitions C (EMACX) | -6 | Dreyf MidCap Idx |
| FAM Value (FAMVX) | -6 | Dreyf MidCap Idx |
| Fidelity Select Retailing (FSRPX) | -6 | Dreyf MidCap Idx |
| Legg Mason Opportunity F.I. (LMOFX) | -6 | Dreyf MidCap Idx |
| SunAmerica New Century A (SEGAX) | -5.9 | Dreyf MidCap Idx |
| Nicholas (NICSX) | -5.7 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap B (OMDBX) | -5.7 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap C (OMDCX) | -5.7 | Dreyf MidCap Idx |
| Fidelity Select Automotive (FSAVX) | -5.6 | Dreyf MidCap Idx |
| Kirr Marbach Partners Value (KMVAX) | -5.6 | Dreyf MidCap Idx |
| Legg Mason Opportunity Instl (LMNOX) | -5.6 | Dreyf MidCap Idx |
| Enterprise Mergers & Acquisitions A (EMAAX) | -5.5 | Dreyf MidCap Idx |
| Monetta Mid-Cap Equity (MMCEX) | -5.5 | Dreyf MidCap Idx |
| RiverSource Mid Cap Growth B (IDQBX) | -5.4 | Dreyf MidCap Idx |
| MFS Mid Cap Growth B (OTCBX) | -5.3 | Dreyf MidCap Idx |
| MFS Mid Cap Growth C (OTCCX) | -5.3 | Dreyf MidCap Idx |
| Putnam Discovery Growth B (PVYBX) | -5.1 | Dreyf MidCap Idx |
| Principal Inv Mid Cap Stock C (Principal InvCCX) | -5 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap A (OMDAX) | -4.9 | Dreyf MidCap Idx |
| Wells Fargo Adv C&B Mid Cap Value D (CBMDX) | -4.9 | Dreyf MidCap Idx |
| Forward Opportunities A (HSYTX) | -4.8 | Dreyf MidCap Idx |
| Putnam Discovery Growth M (PVYMX) | -4.8 | Dreyf MidCap Idx |
| Rydex Multi-Cap Core Equity H (RYQMX) | -4.8 | Dreyf MidCap Idx |
| MFS Mid Cap Growth A (OTCAX) | -4.5 | Dreyf MidCap Idx |
| Aquila Rocky Mountain A (ROCAX) | -4.4 | Dreyf MidCap Idx |
| Fidelity Select Construct & Housing (FSHOX) | -4.4 | Dreyf MidCap Idx |
| BlackRock Aurora Inv B (SSRPX) | -4.3 | Dreyf MidCap Idx |
| BlackRock Aurora Inv C (SSRDX) | -4.3 | Dreyf MidCap Idx |
| Putnam Discovery Growth A (PVIIX) | -4.3 | Dreyf MidCap Idx |
| Hennessy Cornerstone Growth (HFCGX) | -4.2 | Dreyf MidCap Idx |
| Aquila Rocky Mountain Y (ROCYX) | -4.1 | Dreyf MidCap Idx |
| Delaware American Services B (DAMCX) | -4.1 | Dreyf MidCap Idx |
| American Heritage (AHERX) | -23.5 | Schwab Intl Idx |
| Commonwealth Japan (CNJFX) | -14.3 | Schwab Intl Idx |
| Fidelity Japan Small Co (FJSCX) | -10.6 | Schwab Intl Idx |
| Evergreen Asset Allocation B (EABFX) | -9.7 | Schwab Intl Idx |
| Evergreen Asst Allocation C (EACFX) | -9.7 | Schwab Intl Idx |
| UBS Global Allocation B (BNPBX) | -9.3 | Schwab Intl Idx |
| Evergreen Asset Allocation A (EAAFX) | -8.9 | Schwab Intl Idx |
| Janus Adviser Worldwide S (JWGRX) | -8.8 | Schwab Intl Idx |
| Matthews Japan (MJFOX) | -8.6 | Schwab Intl Idx |
| Fidelity Adv Japan C (FAJCX) | -8.4 | Schwab Intl Idx |
| Goldman Sachs Growth & Inc Str B (GOIBX) | -8.4 | Schwab Intl Idx |
| Goldman Sachs Growth & Inc Str C (GOICX) | -8.4 | Schwab Intl Idx |
| UBS Global Allocation A (BNGLX) | -8.4 | Schwab Intl Idx |
| Janus Worldwide (JAWWX) | -8.3 | Schwab Intl Idx |
| Ivy Cundill Global Value B (ICDBX) | -8.2 | Schwab Intl Idx |
| Janus Aspen Worldwide Growth Instl (JAWGX) | -8.2 | Schwab Intl Idx |
| UBS Global Allocation Y (BPGLX) | -8.1 | Schwab Intl Idx |
| Templeton Growth C (TEGTX) | -8 | Schwab Intl Idx |
| Ivy Cundill Global Value C (ICDCX) | -7.9 | Schwab Intl Idx |
| Transamerica Templeton Global B (IGLWX) | -7.7 | Schwab Intl Idx |
| AIM Global Value B (AWSBX) | -7.6 | Schwab Intl Idx |
| Credit Suisse Global Small Cap Adv (WPVAX) | -7.6 | Schwab Intl Idx |
| Goldman Sachs Growth & Inc Str A (GOIAX) | -7.6 | Schwab Intl Idx |
| Van Kampen Global Value Equity B (MGEBX) | -7.6 | Schwab Intl Idx |
| Van Kampen Global Value Equity C (MGECX) | -7.6 | Schwab Intl Idx |
| Templeton Growth R (TEGRX) | -7.5 | Schwab Intl Idx |
| DFA Japanese Small Co I (DFJSX) | -7.4 | Schwab Intl Idx |
| Dreyfus Premier Worldwide Growth B (PGWBX) | -7.4 | Schwab Intl Idx |
| JPMorgan Intrepid Japan B (CVJBX) | -7.4 | Schwab Intl Idx |
| Oppenheimer Quest Intl B (QIVBX) | -7.4 | Schwab Intl Idx |
| Credit Suisse Global Small Cap Comm (WVCCX) | -7.3 | Schwab Intl Idx |
| Dreyfus Premier Worldwide Growth C (PGRCX) | -7.3 | Schwab Intl Idx |
| Evergreen Global Large Cap Equity B (EBGLX) | -7.3 | Schwab Intl Idx |
| Oppenheimer Quest Intl C (QIVCX) | -7.3 | Schwab Intl Idx |
| Russell Tax Managed Global Equity C (RTGCX) | -7.3 | Schwab Intl Idx |
| Credit Suisse Global Small Cap A (CPVAX) | -7.2 | Schwab Intl Idx |
| Ivy Cundill Global Value A (ICDAX) | -7.2 | Schwab Intl Idx |
| Janus Global Value (JGVAX) | -7.2 | Schwab Intl Idx |
| Templeton Growth A (TEPLX) | -7.2 | Schwab Intl Idx |
| Morgan Stanley Global Div Growth C (GLBCX) | -7.1 | Schwab Intl Idx |
| Transamerica Templeton Global A (IGLBX) | -7 | Schwab Intl Idx |
| Morgan Stanley Japan B (JPNBX) | -6.9 | Schwab Intl Idx |
| Templeton Growth Adv (TGADX) | -6.9 | Schwab Intl Idx |
| UBS Global Equity Y (BPGEX) | -6.9 | Schwab Intl Idx |
| AIM Global Value A (AWSAX) | -6.8 | Schwab Intl Idx |
| Huntington Rotating Markets A (HRIAX) | -6.8 | Schwab Intl Idx |
| Morgan Stanley Japan C (JPNCX) | -6.8 | Schwab Intl Idx |
| Oppenheimer Quest Intl N (QIVNX) | -6.8 | Schwab Intl Idx |
| Van Kampen Global Value Equity A (MGEAX) | -6.8 | Schwab Intl Idx |
| JPMorgan Intrepid Japan A (CVJAX) | -6.7 | Schwab Intl Idx |
| ProFunds UltraSector Mobile Telecom Svc (WCPSX) | -16.9 | Specialty-Commun |
| ProFunds UltraSector Mobile Telecom Inv (WCPIX) | -15.9 | Specialty-Commun |
| Fidelity Select Multimedia (FBMPX) | -7.4 | Specialty-Commun |
| DWS Communications B (FTEBX) | -5.2 | Specialty-Commun |
| DWS Communications C (FTICX) | -5.2 | Specialty-Commun |
| DWS Communications A (TISHX) | -4.4 | Specialty-Commun |
| DWS Communications I (FLICX) | -4.1 | Specialty-Commun |
| Fidelity Select Telecomm (FSTCX) | -2.3 | Specialty-Commun |
| Fidelity Select Home Finance (FSVLX) | -11.7 | Specialty-Financial |
| Senbanc (SENBX) | -8.9 | Specialty-Financial |
| Rydex Banking Adv (RYKAX) | -8.2 | Specialty-Financial |
| Rydex Banking Inv (RYKIX) | -7.6 | Specialty-Financial |
| ProFunds UltraSector Financial Svc (FNPSX) | -6.6 | Specialty-Financial |
| ProFunds UltraSector Financial Inv (FNPIX) | -5.7 | Specialty-Financial |
| AIM Financial Services C (IFSCX) | -5.6 | Specialty-Financial |
| AIM Financial Services Inv (FSFSX) | -4.8 | Specialty-Financial |
| Fidelity Select Banking (FSRBX) | -4.7 | Specialty-Financial |
| JHancock Regional Bank B (FRBFX) | -3.6 | Specialty-Financial |
| ProFunds Pharmaceuticals UltraSector Svc (PHPSX) | -11.8 | Specialty-Health |
| ProFunds Pharmaceuticals UltraSector Inv (PHPIX) | -10.9 | Specialty-Health |
| Saratoga Health & Biotech B (SHPBX) | -5.8 | Specialty-Health |
| Allianz RCM Biotechnology B (RBBTX) | -5.6 | Specialty-Health |
| ProFunds UltraSector Health Care Svc (HCPSX) | -5.4 | Specialty-Health |
| ProFunds UltraSector Health Care Inv (HCPIX) | -4.4 | Specialty-Health |
| Putnam Health Sciences B (PHSBX) | -3.2 | Specialty-Health |
| Putnam Health Sciences C (PCHSX) | -3.2 | Specialty-Health |
| Allianz RCM Healthcare D (DGHCX) | -3 | Specialty-Health |
| AllianceBernstein Global Health Care B (AHLBX) | -2.9 | Specialty-Health |
| Rydex Precious Metals C (RYZCX) | -9.2 | Specialty-Metals |
| Rydex Precious Metals Inv (RYPMX) | -8 | Specialty-Metals |
| American Century Global Gold A (ACGGX) | -5.1 | Specialty-Metals |
| American Century Global Gold Inv (BGEIX) | -4.8 | Specialty-Metals |
| RiverSource Precious Metals & Mining B (INPBX) | -3.2 | Specialty-Metals |
| Tocqueville Gold (TGLDX) | -2.9 | Specialty-Metals |
| RiverSource Precious Metals & Mining A (INPMX) | -2.2 | Specialty-Metals |
| Fidelity Select Paper & Forest Pr (FSPFX) | -24.8 | Specialty-NatRes |
| Rydex Basic Materials Inv (RYBIX) | -5.7 | Specialty-NatRes |
| Fidelity Select Materials (FSDPX) | -3.9 | Specialty-NatRes |
| Putnam Global Natural Res B (PNRBX) | -2.3 | Specialty-NatRes |
| Putnam Global Natural Res M (PGLMX) | -1.9 | Specialty-NatRes |
| Rydex Energy Adv (RYEAX) | -1.8 | Specialty-NatRes |
| Putnam Global Natural Res A (EBERX) | -1.3 | Specialty-NatRes |
| Rydex Energy Inv (RYEIX) | -1.1 | Specialty-NatRes |
| Kensington Select Income A (KIFAX) | -13 | Specialty-RealEst |
| Alpine U.S. Real Estate Eqty (EUEYX) | -11.2 | Specialty-RealEst |
| Franklin Real Estate Secur C (FRRSX) | -7.1 | Specialty-RealEst |
| Kensington Strategic Realty B (KSRBX) | -6.7 | Specialty-RealEst |
| Kensington Strategic Realty C (KSRCX) | -6.7 | Specialty-RealEst |
| Franklin Real Estate Secur A (FREEX) | -6.3 | Specialty-RealEst |
| Franklin Real Estate Secur Adv (FRLAX) | -6.1 | Specialty-RealEst |
| Kensington Strategic Realty A (KSRAX) | -5.9 | Specialty-RealEst |
| Spirit of America Real Estate Inc & Growth A (SOAAX) | -5.6 | Specialty-RealEst |
| Cohen & Steers Realty Income B (CSBIX) | -4.3 | Specialty-RealEst |
| ProFunds Semiconductor UltraSector Svc (SMPSX) | -13 | Specialty-Tech |
| ProFunds Semiconductor UltraSector Inv (SMPIX) | -12 | Specialty-Tech |
| JHancock Technology B (FGTBX) | -8.7 | Specialty-Tech |
| JHancock Technology C (JHTCX) | -8.7 | Specialty-Tech |
| Rydex Electronics Adv (RYSAX) | -8.5 | Specialty-Tech |
| BlackRock Tech B (MBGTX) | -8 | Specialty-Tech |
| BlackRock Tech C (MCGTX) | -8 | Specialty-Tech |
| JHancock Technology A (NTTFX) | -7.9 | Specialty-Tech |
| Rydex Electronics Inv (RYSIX) | -7.9 | Specialty-Tech |
| BlackRock Tech A (MDGTX) | -7.1 | Specialty-Tech |
| Rydex Utilities Adv (RYAUX) | -6.2 | Specialty-Utils |
| Gabelli Utilities AAA (GABUX) | -5.8 | Specialty-Utils |
| Rydex Utilities Inv (RYUIX) | -5.7 | Specialty-Utils |
| Franklin Utilities B (FRUBX) | -3.7 | Specialty-Utils |
| Franklin Utilities C (FRUSX) | -3.7 | Specialty-Utils |
| Van Kampen Utility B (VKUBX) | -3.6 | Specialty-Utils |
| Van Kampen Utility C (VKUCX) | -3.6 | Specialty-Utils |
| Fidelity Utilities (FIUIX) | -3.4 | Specialty-Utils |
| Morgan Stanley Utilities C (UTLCX) | -3.4 | Specialty-Utils |
| Franklin Utilities A (FKUTX) | -3.1 | Specialty-Utils |
| Legg Mason Partners Multi Disc All Cap Growth & Value B (SPBBX) | -8.7 | Vang 500 Idx |
| Legg Mason Partners Multi Disc All Cap Growth & Value C (SPBLX) | -8.7 | Vang 500 Idx |
| Legg Mason Value Prim (LMVTX) | -8 | Vang 500 Idx |
| ING Index Plus LargeCap Equity B (NPPBX) | -7.9 | Vang 500 Idx |
| Legg Mason Partners All Cap 1 (LMGOX) | -7.9 | Vang 500 Idx |
| Kelmoore Strategy C (KSOIX) | -7.7 | Vang 500 Idx |
| Legg Mason Value FI (LMVFX) | -7.4 | Vang 500 Idx |
| Kelmoore Strategy A (KSAIX) | -7 | Vang 500 Idx |
| Legg Mason Value Instl (LMNVX) | -7 | Vang 500 Idx |
| Thompson Plumb Growth (THPGX) | -6.6 | Vang 500 Idx |
| Putnam Classic Equity B (PGIIX) | -6 | Vang 500 Idx |
| Natixis Westpeak 130/30 Growth B (NECBX) | -5.9 | Vang 500 Idx |
| CM Advisers (CMAFX) | -5.8 | Vang 500 Idx |
| Oakmark Select II (OARLX) | -5.8 | Vang 500 Idx |
| Wells Fargo Adv Large Co Growth B (NVLOX) | -5.8 | Vang 500 Idx |
| Putnam Classic Equity M (PGIMX) | -5.7 | Vang 500 Idx |
| Clipper (CFIMX) | -5.5 | Vang 500 Idx |
| Oakmark Select I (OAKLX) | -5.5 | Vang 500 Idx |
| Putnam Classic Equity A (PXGIX) | -5.2 | Vang 500 Idx |
| Boyar Value (BOYAX) | -5.1 | Vang 500 Idx |
| Natixis Westpeak 130/30 Growth A (NEFCX) | -5.1 | Vang 500 Idx |
| Weitz Value (WVALX) | -5.1 | Vang 500 Idx |
| Wells Fargo Adv Large Co Growth Z (WFLZX) | -5.1 | Vang 500 Idx |
| Fidelity Select Consumer Discretionary (FSCPX) | -5 | Vang 500 Idx |
| JHancock Classic Value B (JCVBX) | -5 | Vang 500 Idx |
| JHancock Classic Value C (JCVCX) | -5 | Vang 500 Idx |
| Legg Mason Amer Leading Prim (LMALX) | -5 | Vang 500 Idx |
| Federated American Leaders B (FALBX) | -4.9 | Vang 500 Idx |
| Federated American Leaders C (FALCX) | -4.9 | Vang 500 Idx |
| Dreyfus Premier Intrinsic Value B (BLCBX) | -4.8 | Vang 500 Idx |
| Torray Institutional (TORRX) | -4.8 | Vang 500 Idx |
| Wells Fargo Adv Large Co Growth Adm (NVLCX) | -4.8 | Vang 500 Idx |
| Fidelity Growth & Income (FGRIX) | -4.7 | Vang 500 Idx |
| Putnam Fund for Growth & Inc B (PGIBX) | -4.7 | Vang 500 Idx |
| Putnam Fund for Growth & Inc C (PGRIX) | -4.7 | Vang 500 Idx |
| Security Equity B (SEQBX) | -4.7 | Vang 500 Idx |
| Weitz Partners Value (WPVLX) | -4.7 | Vang 500 Idx |
| JHancock Growth Trends B (JGTBX) | -4.5 | Vang 500 Idx |
| SSgA Aggressive Equity (SSAEX) | -4.5 | Vang 500 Idx |
| Putnam Fund for Growth & Inc M (PGRMX) | -4.4 | Vang 500 Idx |
| Fidelity Adv Dividend Growth B (FADBX) | -4.3 | Vang 500 Idx |
| Fidelity Adv Dividend Growth C (FDGCX) | -4.3 | Vang 500 Idx |
| RiverSource Growth B (IGRBX) | -4.3 | Vang 500 Idx |
| Dreyfus Prem Intrinsic Value T (BLCAX) | -4.2 | Vang 500 Idx |
| JHancock Classic Value A (PZFVX) | -4.2 | Vang 500 Idx |
| Copley (COPLX) | -4.1 | Vang 500 Idx |
| Federated American Leaders A (FALDX) | -4.1 | Vang 500 Idx |
| State Farm Equity A Legacy (SLEAX) | -4.1 | Vang 500 Idx |
| American Growth D (AMRGX) | -4 | Vang 500 Idx |
| Federated American Leaders F (FALFX) | -4 | Vang 500 Idx |
| ProFunds UltraShort NASDAQ Inv (USPIX) | -27.2 | Vang Bal Idx |
| Rydex Inverse OTC 2x Strategy H (RYVNX) | -27.2 | Vang Bal Idx |
| Comstock Strategy C (CPFCX) | -19.4 | Vang Bal Idx |
| Comstock Strategy A (CPFAX) | -18.8 | Vang Bal Idx |
| Comstock Strategy O (CPSFX) | -18.6 | Vang Bal Idx |
| Rydex Inverse Nasdaq-100Strategy Inv (RYAIX) | -15.4 | Vang Bal Idx |
| Phoenix Market Neutral A (EMNAX) | -9.9 | Vang Bal Idx |
| Rydex Inverse Govt Long Bond Strategy C (RYJCX) | -8.2 | Vang Bal Idx |
| DWS Value Builder B (FVBBX) | -6.9 | Vang Bal Idx |
| DWS Value Builder A (FLVBX) | -6.1 | Vang Bal Idx |
| Oppenheimer Quest Bal B (QGRBX) | -4.2 | Vang Bal Idx |
| Oppenheimer Quest Bal C (QGRCX) | -4.2 | Vang Bal Idx |
| Hennessy Balanced (HBFBX) | -3.9 | Vang Bal Idx |
| SSgA Life Solutions Inc & Growth (SSLIX) | -3.7 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 30% A (SBCPX) | -3.5 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 50% B (SCBBX) | -3.4 | Vang Bal Idx |
| Oppenheimer Quest Bal A (QVGIX) | -3.4 | Vang Bal Idx |
| SunAmerica Balanced Assets B (SBABX) | -3.3 | Vang Bal Idx |
| SunAmerica Balanced Assets C (SBDTX) | -3.3 | Vang Bal Idx |
| Dreyfus Premier Balanced Oppty B (DBOBX) | -3.2 | Vang Bal Idx |
| Calvert Social Inv Bal B (CSLBX) | -3 | Vang Bal Idx |
| George Putnam of Boston B (PGEBX) | -3 | Vang Bal Idx |
| Merger (MERFX) | -2.9 | Vang Bal Idx |
| George Putnam of Boston M (PGEMX) | -2.8 | Vang Bal Idx |
| Principal Inv LifeTime Strat Adv Sel (PLSNX) | -2.8 | Vang Bal Idx |
| Madison Mosaic Balanced (BHBFX) | -2.7 | Vang Bal Idx |
| Principal Inv LifeTime Strat J (PLSJX) | -2.7 | Vang Bal Idx |
| Putnam Asset Alloc: Conserv A (PACAX) | -2.7 | Vang Bal Idx |
| New Covenant Balanced Income (NCBIX) | -2.6 | Vang Bal Idx |
| SunAmerica Balanced Assets A (SBAAX) | -2.6 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 50% A (SBBAX) | -2.5 | Vang Bal Idx |
| Dreyfus Premier Balanced Oppty A (DBOAX) | -2.3 | Vang Bal Idx |
| George Putnam of Boston A (PGEOX) | -2.3 | Vang Bal Idx |
| AllianceBernstein Balanced B (CABBX) | -2.2 | Vang Bal Idx |
| AllianceBernstein Balanced C (CBACX) | -2.2 | Vang Bal Idx |
| Delaware Balanced A (DELFX) | -2.2 | Vang Bal Idx |
| Dreyfus Premier Balanced Oppty J (THPBX) | -2.1 | Vang Bal Idx |
| Hartford Advisers B (IHABX) | -2.1 | Vang Bal Idx |
| ING Strategic Alloc Conservative I (ALEGX) | -2.1 | Vang Bal Idx |
| Calvert Social Inv Bal A (CSIFX) | -2 | Vang Bal Idx |
| DWS Balanced B (KTRBX) | -2 | Vang Bal Idx |
| George Putnam of Boston Y (PGEYX) | -2 | Vang Bal Idx |
| Goldman Sachs Balanced C (GSBCX) | -2 | Vang Bal Idx |
| Hartford Advisers C (HAFCX) | -2 | Vang Bal Idx |
| Transamerica Partners Balanced (DVIBX) | -2 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 70% B (SGRBX) | -1.9 | Vang Bal Idx |
| RiverSource Balanced B (IDMBX) | -1.9 | Vang Bal Idx |
| AIM Basic Balanced A (BBLAX) | -1.8 | Vang Bal Idx |
| AIM Basic Balanced Inv (BBLTX) | -1.8 | Vang Bal Idx |
| DWS LifeCompass Retirement A (SUCAX) | -1.8 | Vang Bal Idx |
| Frontier MicroCap (FEFPX) | -33.4 | Vang SmCap Idx |
| Van Wagoner Emerging Growth (VWEGX) | -18.8 | Vang SmCap Idx |
| Van Wagoner Small Cap Growth (VWMCX) | -17.9 | Vang SmCap Idx |
| Bjurman Barry Small-Cap Growth (BBSFX) | -11.8 | Vang SmCap Idx |
| Calvert New Vision Small Cap A (CNVAX) | -10.1 | Vang SmCap Idx |
| Undiscovered Mgrs Small Cap Growth Instl (USRLX) | -9.7 | Vang SmCap Idx |
| SunAmerica Growth Oppty B (SGWBX) | -9.3 | Vang SmCap Idx |
| SunAmerica Growth Oppty A (SGWAX) | -8.6 | Vang SmCap Idx |
| MainStay Small Cap Growth B (MSOBX) | -8 | Vang SmCap Idx |
| Dreyfus Premier Future Leaders B (DFLBX) | -7.9 | Vang SmCap Idx |
| Goldman Sachs Structured Sm Cap Equity B (GCSBX) | -7.9 | Vang SmCap Idx |
| CNI Charter RCB Small Cap Value R (RCBSX) | -7.8 | Vang SmCap Idx |
| Bjurman Barry Micro-Cap Growth (BMCFX) | -7.7 | Vang SmCap Idx |
| MainStay Small Cap Value B (MSPBX) | -7.7 | Vang SmCap Idx |
| Oberweis Emerging Growth (OBEGX) | -7.7 | Vang SmCap Idx |
| Delaware Small Cap Growth C (DSCCX) | -7.4 | Vang SmCap Idx |
| Allegiant Multi-Factor Sm Cap Value A (AMRRX) | -7.3 | Vang SmCap Idx |
| MainStay Small Cap Growth A (MSMAX) | -7.2 | Vang SmCap Idx |
| Allegiant Multi-Factor Sm Cap Value I (AMRIX) | -7 | Vang SmCap Idx |
| JHancock Small Cap Equity B (SPVBX) | -7 | Vang SmCap Idx |
| JHancock Small Cap Equity C (SPVCX) | -7 | Vang SmCap Idx |
| Navellier Aggress Micro Cap (NPMCX) | -7 | Vang SmCap Idx |
| MainStay Small Cap Growth I (MSSIX) | -6.9 | Vang SmCap Idx |
| Tocqueville Small Cap Value (TSCVX) | -6.9 | Vang SmCap Idx |
| Goldman Sachs Structured Sm Cap Equity I (GCSIX) | -6.7 | Vang SmCap Idx |
| SSgA Small Cap (SVSCX) | -6.7 | Vang SmCap Idx |
| Target Small Cap Growth (TASGX) | -6.5 | Vang SmCap Idx |
| Neuberger Berman Fasciano In (NBFSX) | -6.4 | Vang SmCap Idx |
| Schwartz Value (RCMFX) | -6.3 | Vang SmCap Idx |
| Dreyfus Emerging Leaders (DRELX) | -6.2 | Vang SmCap Idx |
| JHancock Small Cap Equity A (SPVAX) | -6.2 | Vang SmCap Idx |
| Phoenix Small Cap Value B (PDSBX) | -6.1 | Vang SmCap Idx |
| Evergreen Special Equity I (ESDDX) | -6 | Vang SmCap Idx |
| Legg Mason U.S. Small Val Prim (LMSVX) | -6 | Vang SmCap Idx |
| Aston/Veredus Aggressive Growth N (VERDX) | -5.9 | Vang SmCap Idx |
| MassMutual Premier Small Company Opp A (DLBMX) | -5.9 | Vang SmCap Idx |
| Steward Small-Cap Equity Indv (TRDFX) | -5.9 | Vang SmCap Idx |
| Bridgeway Micro-Cap Limited (BRMCX) | -5.8 | Vang SmCap Idx |
| DWS Small Cap Growth A (SSDAX) | -5.8 | Vang SmCap Idx |
| HighMark Small Cap Value Ret A (HASVX) | -5.8 | Vang SmCap Idx |
| Wells Fargo Adv Small Co Value B (SCVBX) | -5.8 | Vang SmCap Idx |
| LKCM Aquinas Small Cap (AQBLX) | -5.7 | Vang SmCap Idx |
| MainStay Small Cap Oppty A (MOPAX) | -5.7 | Vang SmCap Idx |
| DWS Small Cap Value S (SCSUX) | -5.6 | Vang SmCap Idx |
| MassMutual Premier Small Company Opp S (MSCDX) | -5.6 | Vang SmCap Idx |
| HighMark Small Cap Value Fid (HMSCX) | -5.5 | Vang SmCap Idx |
| JHancock Small Cap A (DSISX) | -5.5 | Vang SmCap Idx |
| Phoenix Small Cap Value A (PDSAX) | -5.3 | Vang SmCap Idx |
| Mainstay Small Cap Oppty I (MOPIX) | -5.2 | Vang SmCap Idx |
| Oberweis Micro-Cap (OBMCX) | -5.2 | Vang SmCap Idx |