| Fund | Type | Objective | Assets | Fees | Expense ratio | Return 2001 | 3-Yr Return | 5-Yr Return | Turnover | Risk | Best Quarter | Worst Quarter | | |
|
| ABN Amro Montag & Calswell Growth I | large cap | Growth | 1184.9 | No | 0.77 | -13.1 | -0.2 | 11.7 | low | average | 27.1 | -15.5 | | |
|
| AIM Aggressive Growth A | small cap | Growth | 2639.2 | Yes | 1.04 | -26.0 | 3.4 | 5.4 | low | high | 31.4 | -24.7 | | |
|
| Aim Basic Value A | large cap | Value | 1863.9 | Yes | 1.32 | 0.1 | 16.7 | 16.7 | average | low | 21.1 | -17.3 | | |
|
| Aim Small Cap Growth A | small cap | Growth | 602.2 | Yes | 1.13 | -13.8 | 17.7 | 18.5 | low | high | 38.1 | -24.4 | | |
|
| AIM Summit I | large cap | Growth | 1912.5 | Yes | 0.72 | -33.8 | -5.2 | 7.3 | average | high | 37.1 | -30.3 | | |
|
| AIM Value B | large cap | Growth | 9232.2 | No | 1.77 | -13.6 | -2.1 | 8.8 | average | average | 27.1 | -16 | | |
|
| AIM Weingarten A | large cap | Growth | 4134.7 | Yes | 1.03 | -34.1 | -10.9 | 3.5 | high | high | 28 | -27.7 | | |
|
| Alger Capital Appreciation B | large cap | Growth | 614.0 | No | 2.11 | -18.7 | -1.0 | 9.9 | high | high | 40.3 | -26.6 | | |
|
| Alger Large Cap Growth B | large cap | Growth | 614.0 | No | 1.96 | -12.9 | -0.9 | 11.5 | average | high | 25 | -18.4 | | |
|
| Alliance Growth & Income B | large cap | Value | 3628.8 | No | 1.67 | -2.5 | 6.6 | 13.3 | average | low | 22.9 | -14.1 | | |
|
| Alliance Growth B | large cap | Growth | 2434.1 | No | 1.97 | -25.1 | -8.9 | 4.0 | average | high | 28.6 | -23.8 | | |
|
| Alliance Premier Growth B | large cap | Growth | 5788.9 | No | 2.13 | -24.5 | -8.3 | 8.5 | high | high | 30.8 | -20 | | |
|
| Amer. Century Equity Growth Inv. | large cap | Growth | 1481.2 | No | 0.67 | -11.0 | -2.1 | 9.9 | average | average | 23.1 | -15.4 | | |
|
| Amer. Century GiftTrust Inv. | small cap | Growth | 921.1 | No | 1.00 | -35.4 | 0.3 | -2.8 | average | very high | 56.3 | -35.1 | | |
|
| Amer. Century Growth Inv. | large cap | Growth | 6280.4 | No | 1.00 | -18.7 | -2.2 | 10.6 | average | average | 23.6 | -19.3 | | |
|
| Amer. Century Heritage Inv. | mid cap | Growth | 1250.0 | No | 1.00 | -25.6 | 9.7 | 9.5 | average | average | 40.4 | -21.2 | | |
|
| Amer. Century Select Inv. | large cap | Growth | 4988.9 | No | 1.00 | -18.2 | -3.0 | 10.4 | average | average | 22.4 | -14.6 | | |
|
| Amer. Century Ultra Inv. | large cap | Growth | 26453.2 | No | 0.99 | -14.6 | -1.1 | 9.9 | average | high | 32.1 | -17.5 | | |
|
| Amer. Century Vista Inv. | small cap | Growth | 1239.8 | No | 1.00 | -27.6 | 16.2 | 4.2 | average | high | 72.2 | -27.5 | | |
|
| American Mutual A | large cap | Value | 8836.3 | Yes | 0.59 | 6.7 | 2.8 | 11.0 | low | very low | 12.4 | -7.6 | | |
|
| Ameristock | large cap | Value | 1127.6 | No | 0.83 | 2.3 | 8.2 | 17.1 | very low | low | 18.3 | -10.1 | | |
|
| Ariel Appreciation | mid cap | Value | 707.3 | No | 1.26 | 16.2 | 9.9 | 17.0 | low | low | 23.4 | -12.9 | | |
|
| Armada Equity Growth I | large cap | Growth | 840.4 | No | 0.93 | -16.3 | -0.8 | 11.5 | low | average | 22.9 | -16.1 | | |
|
| Armada Large Cap value I | large cap | Value | 679.3 | No | 0.97 | -3.8 | 2.4 | 8.8 | average | low | 12.6 | -10.8 | | |
|
| Armada Small Cap value I | small cap | Value | 638.1 | No | 1.20 | 17.3 | 19.1 | 15.8 | high | low | 19.3 | -17.6 | | |
|
| AXP Blue Chip Advantage A | large cap | Growth | 1594.6 | Yes | 0.85 | -17.0 | -4.0 | 6.5 | high | average | 20.2 | -16.6 | | |
|
| AXP Diversified Equity Income A | large cap | Value | 1615.3 | Yes | 0.95 | 2.7 | 3.3 | 8.1 | high | low | 15.4 | -11.9 | | |
|
| AXP Equity Select A | mid cap | Growth | 1240.9 | Yes | 0.95 | -12.7 | 3.2 | 11.3 | average | high | 31.4 | -19.4 | | |
|
| AXP Equity Value A | large cap | Value | 1132.0 | Yes | 0.95 | -4.4 | 2.0 | 7.5 | high | low | 16.4 | -13.9 | | |
|
| AXP Growth A | large cap | Growth | 3288.6 | Yes | 0.99 | -31.3 | -8.1 | 2.8 | low | high | 27.1 | -28.2 | | |
|
| AXP New Dimensions A | large cap | Growth | 12871.4 | Yes | 1.00 | -15.5 | 0.4 | 10.1 | low | average | 24.3 | -15.7 | | |
|
| AXP Small Company Index A | small cap | Value | 652.3 | Yes | 0.87 | 5.4 | 9.0 | 9.3 | average | average | 20.2 | -21.1 | | |
|
| AXP Stategy Aggressive A | mid cap | Growth | 1014.3 | Yes | 1.10 | -32.9 | -1.8 | 5.5 | average | very high | 55 | -28.8 | | |
|
| Baron Asset | small cap | Growth | 2691.0 | No | 1.36 | -10.1 | 1.6 | 7.9 | very low | high | 26.6 | -23.5 | | |
|
| Berger Growth | large cap | Growth | 847.0 | No | 1.13 | -32.5 | -5.9 | 1.9 | average | high | 42.9 | -28 | | |
|
| Berger Small Company Growth Inv | small cap | Growth | 717.9 | No | 1.27 | -33.8 | 7.5 | 8.3 | average | very high | 59 | -38.8 | | |
|
| Brazos Small Cap Y | small cap | Growth | 850.8 | No | 1.03 | -9.0 | 9.5 | 18.2 | average | average | 29.9 | -19.5 | | |
|
| Clipper | mid cap | Value | 2468.0 | No | 1.09 | 10.3 | 14.1 | 18.2 | low | very low | 16.2 | -4.3 | | |
|
| Columbia Common Stock | large cap | Growth | 676.6 | No | 0.75 | -17.6 | -0.8 | 9.1 | average | average | 23.3 | -17.4 | | |
|
| Columbia Growrh | large cap | Growth | 1347.0 | No | 0.65 | -21.4 | -3.0 | 8.5 | high | high | 25.6 | -22 | | |
|
| Columbia Special | mid cap | Growth | 775.9 | No | 0.99 | -21.0 | 7.0 | 10.0 | high | high | 37.4 | -20.3 | | |
|
| Consulting Group Large Cap Growth | large cap | Growth | 1667.2 | No | 0.77 | -20.7 | -6.4 | 7.8 | high | high | 26.1 | -22.9 | | |
|
| Consulting Group Large Val. Eq. | large cap | Value | 1528.0 | No | 0.78 | -4.8 | 2.1 | 9.4 | average | low | 16.8 | -14.1 | | |
|
| Consulting Group Small Cap Growth | small cap | Growth | 696.4 | No | 1.06 | -13.3 | 2.8 | 4.3 | low | very high | 36.1 | -28.9 | | |
|
| Credit Suisse Capital Appreciation Cmn. | large cap | Growth | 963.5 | No | 0.98 | -24.4 | 2.1 | 11.9 | high | average | 33 | -23.2 | | |
|
| Credit Suisse Emerging Growth Cmn. | mid cap | Growth | 950.1 | No | 1.19 | -24.8 | -2.1 | 3.8 | high | high | 39.3 | -27.8 | | |
|
| Davis NY Venture A | large cap | Value | 10240.5 | Yes | 0.89 | -11.4 | 4.6 | 11.9 | low | average | 21.4 | -14.4 | | |
|
| Delaware Decatur Equity Income A | large cap | Value | 1132.5 | Yes | 1.12 | -3.7 | 0.7 | 7.9 | average | low | 13.8 | -10.5 | | |
|
| Delaware Trend A | small cap | Growth | 732.6 | Yes | 1.34 | -14.9 | 10.8 | 10.7 | low | high | 35 | -26.4 | | |
|
| Dodge & Cox Stock | large cap | Value | 8768.5 | No | 0.54 | 9.3 | 15.2 | 15.6 | low | low | 16.6 | -14.3 | | |
|
| Domini Social Equity | large cap | Growth | 1207.1 | No | 0.93 | -12.8 | -3.1 | 10.5 | very low | average | 24.6 | -14.3 | | |
|
| Dreyfus | large cap | Value | 1868.0 | No | 0.71 | -10.1 | -1.5 | 4.4 | average | average | 20.3 | -14.7 | | |
|
| Dreyfus Appreciation | large cap | Growth | 3427.9 | No | 0.88 | -10.7 | 0.0 | 10.8 | very low | low | 20.5 | -10.8 | | |
|
| Dreyfus Founders Discovery F | small cap | Growth | 802.1 | No | 1.25 | -17.8 | 13.6 | 13.4 | average | high | 41.9 | -27.9 | | |
|
| Dreyfus Founders Growth F | large cap | Growth | 905.3 | No | 1.06 | -24.9 | -8.8 | 3.8 | high | high | 31.8 | -25 | | |
|
| Dreyfus Growth & Income | large cap | Value | 1123.8 | No | 0.96 | -6.1 | 1.8 | 6.6 | average | average | 18.5 | -16.4 | | |
|
| Dreyfus Growth & Value Midcap Value | mid cap | Value | 1210.5 | No | 1.15 | 17.1 | 24.1 | 18.6 | very high | average | 29.5 | -27.7 | | |
|
| Dreyfus Premier Core Value A | large cap | Value | 678.0 | Yes | 1.15 | -4.0 | 7.8 | 10.9 | high | low | 15.3 | -14.6 | | |
|
| Dreyfus Premier Third Century Z | large cap | Growth | 850.0 | No | 0.95 | -23.7 | -4.7 | 7.8 | average | average | 24.3 | -18 | | |
|
| Eaton Vance Tax-Mgd. Growth 1.1 B | large cap | Growth | 3347.1 | No | 1.54 | -10.7 | 2.0 | 11.6 | very low | low | 21.2 | -14 | | |
|
| Enterprise Growth A | large cap | Growth | 809.8 | Yes | 1.41 | -13.4 | -0.9 | 10.9 | average | average | 26.8 | -15.6 | | |
|
| Evergreen Omega B | large cap | Growth | 863.4 | No | 2.06 | -16.2 | 0.9 | 9.9 | high | high | 28.9 | -25.7 | | |
|
| Excelsior Value & Restructuring | large cap | Value | 2124.2 | No | 0.95 | -5.0 | 13.1 | 16.3 | low | average | 28 | -20.5 | | |
|
| Federated American Leaders A | large cap | Value | 1594.2 | Yes | 1.16 | -4.6 | 1.3 | 10.0 | low | low | 16.1 | -12.4 | | |
|
| Federated Growth Strategies A | mid cap | Growth | 708.2 | Yes | 1.20 | -22.6 | 2.1 | 9.5 | average | high | 42 | -20.9 | | |
|
| Federated Kaufmann K | small cap | Growth | 3210.4 | No | 1.88 | 7.9 | 14.6 | 11.3 | low | average | 35.6 | -18.7 | | |
|
| Federated Stock Trust | large cap | Value | 1573.0 | No | 0.94 | 0.8 | 3.3 | 11.7 | low | low | 16.5 | -11.8 | | |
|
| Fidelity | large cap | Growth | 12249.4 | No | 0.51 | -11.2 | -0.6 | 11.2 | high | average | 23.8 | -18.3 | | |
|
| Fidelity Advisor Growth Opportunities T | large cap | Value | 8152.0 | Yes | 1.03 | -15.1 | -10.3 | 2.8 | high | average | 20.5 | -16.6 | | |
|
| Fidelity Advisor Equity Growth T | large cap | Growth | 7129.9 | Yes | 1.26 | -18.2 | -0.4 | 11.1 | average | average | 24.1 | -22.1 | | |
|
| Fidelity Advisor Equity Income T | large cap | Value | 2060.0 | Yes | 1.18 | -2.4 | 3.3 | 10.0 | high | low | 17.8 | -12.3 | | |
|
| Fidelity Advisor Mid Cap T | mid cap | Growth | 1404.2 | No | 1.31 | -13.2 | 16.4 | 18.1 | high | average | 28.3 | -21.9 | | |
|
| Fidelity Advisor Value Strategies T | mid cap | Value | 667.4 | Yes | 1.14 | 12.1 | 14.0 | 13.5 | low | average | 30.1 | -28.7 | | |
|
| Fidelity Aggressive Growth | large cap | Growth | 7439.0 | No | 0.89 | -47.3 | -7.9 | 5.9 | high | very high | 48.3 | -40.3 | | |
|
| Fidelity Blue Chip Growth | large cap | Growth | 21859.4 | No | 0.87 | -16.6 | -2.5 | 9.7 | low | average | 23.4 | -18.4 | | |
|
| Fidelity Contrafund | large cap | Growth | 31836.6 | Yes | 0.84 | -12.6 | 0.6 | 10.5 | high | low | 23.7 | -13.2 | | |
|
| Fidelity Disciplined Equity | large cap | Growth | 2965.5 | No | 0.84 | -14.2 | 0.4 | 10.5 | average | average | 21 | -13.8 | | |
|
| Fidelity Dividend Growth | large cap | Value | 14388.3 | No | 0.94 | -3.7 | 5.5 | 15.4 | high | low | 19.5 | -12.7 | | |
|
| Fidelity Equity Income | large cap | Value | 21636.2 | No | 0.67 | -5.0 | 3.4 | 10.1 | low | low | 16.2 | -12.9 | | |
|
| Fidelity Equity Income II | large cap | Value | 12032.9 | No | 0.63 | -7.2 | 1.4 | 10.2 | very high | low | 20.8 | -13.4 | | |
|
| Fidelity Export & Multinational | small cap | Growth | 630.8 | No | 0.81 | 0.7 | 13.2 | 17.0 | high | average | 28.4 | -14.8 | | |
|
| Fidelity Growth Company | large cap | Growth | 22409.6 | No | 0.85 | -22.3 | 7.9 | 13.7 | average | high | 44.5 | -26.5 | | |
|
| Fidelity Independence | large cap | Growth | 5485.4 | No | 0.85 | -27.2 | 2.9 | 11.9 | very high | high | 35.7 | -24.9 | | |
|
| Fidelity Large Cap Stock | large cap | Growth | 647.5 | No | 0.93 | -17.7 | -2.9 | 9.3 | high | average | 23.5 | -19 | | |
|
| Fidelity Low Priced Stock | small cap | Value | 11402.4 | Yes | 1.00 | 26.7 | 16.5 | 15.1 | average | very low | 16.5 | -16.8 | | |
|
| Fidelity Magellan | large cap | Growth | 78790.2 | Yes | 0.88 | -11.7 | -0.2 | 11.0 | low | average | 27.2 | -15.4 | | |
|
| Fidelity Mid Cap Stock | mid cap | Growth | 6272.7 | No | 0.84 | -12.8 | 17.2 | 18.7 | high | average | 28.5 | -24.7 | | |
|
| Fidelity New Millenium | small cap | Growth | 2828.4 | Yes | 0.89 | -18.2 | 17.1 | 17.6 | average | high | 53.7 | -28.3 | | |
|
| Fidelity OTC | large cap | Growth | 8087.4 | No | 0.94 | -24.1 | -1.4 | 8.1 | very high | high | 46.2 | -32 | | |
|
| Fidelity Small Cap Indepence | small cap | Growth | 855.8 | No | 0.74 | 6.3 | 8.7 | 8.6 | very high | average | 17.4 | -24.5 | | |
|
| Fidelity Stock Selector | large cap | Growth | 1079.7 | No | 0.63 | -14.4 | 0.2 | 8.2 | high | average | 19.7 | -15.9 | | |
|
| Fidelity Trend | large cap | Growth | 994.8 | No | 0.52 | -12.4 | 4.6 | 5.0 | very high | high | 24.9 | -27 | | |
|
| Fidelity Value | mid cap | Value | 4956.8 | No | 0.77 | 12.2 | 9.6 | 9.8 | low | average | 25.6 | -20.1 | | |
|
| Fortis Growth A | mid cap | Growth | 649.7 | Yes | 1.04 | -24.1 | 6.5 | 10.3 | high | high | 43.9 | -23.9 | | |
|
| Franklin Balance Sheet Invest. A | small cap | Value | 1623.4 | Yes | 1.06 | 17.7 | 11.8 | 11.8 | very low | low | 17.6 | -13.6 | | |
|
| Franklin California Growth A | mid cap | Growth | 1433.5 | Yes | 0.88 | -23.2 | 11.7 | 12.3 | very low | high | 56.4 | -26 | | |
|
| Franklin Growth & Income A | large cap | Growth | 956.2 | Yes | 0.90 | -23.1 | 5.7 | 11.1 | low | high | 37.2 | -21.3 | | |
|
| Franklin Growth A | large cap | Value | 1871.3 | Yes | 0.91 | -9.5 | 3.0 | 9.0 | very low | low | 14 | -15.4 | | |
|
| Franklin Small Mid Cap Growth A | mid cap | Growth | 8117.9 | Yes | 0.86 | -20.5 | 12.2 | 10.3 | very low | high | 59.8 | -25.1 | | |
|
| Fremont U.S. Micro Cap | small cap | Growth | 653.3 | No | 1.57 | 5.3 | 29.3 | 18.9 | average | high | 49.7 | -29 | | |
|
| Gabelli Growth | large cap | Growth | 2998.9 | No | 1.38 | -24.1 | -0.2 | 12.9 | average | average | 30.2 | -22.3 | | |
|
| Gabelli Value A | mid cap | Value | 1216.7 | Yes | 1.36 | 5.4 | 8.6 | 18.5 | average | low | 21.3 | -14.6 | | |
|
| Goldman Sachs Capital Growth A | large cap | Growth | 1990.0 | Yes | 1.42 | -15.5 | -0.2 | 12.5 | low | average | 24.3 | -16.5 | | |
|
| Growth Fund of America A | large cap | Growth | 35402.0 | Yes | 0.71 | -12.3 | 11.2 | 18.1 | low | average | 27.2 | -20.6 | | |
|
| Guardian Park Avenue A | large cap | Growth | 1793.8 | Yes | 0.79 | -21.7 | -6.0 | 6.3 | high | high | 25.1 | -20.5 | | |
|
| Harbor Capital Appeciation | large cap | Growth | 6745.0 | No | 0.64 | -17.7 | -0.1 | 12.4 | average | high | 30 | -19.5 | | |
|
| Heartland Value | small cap | Value | 1006.4 | No | 1.22 | 29.5 | 18.2 | 12.5 | average | low | 21.7 | -18.6 | | |
|
| Icap Equity | large cap | Value | 1108.4 | No | 0.80 | -0.6 | 7.6 | 12.4 | high | low | 17.2 | -17.5 | | |
|
| Idex Janus Growth A | large cap | Growth | 879.7 | Yes | 1.40 | -28.3 | -6.6 | 9.3 | low | high | 31.8 | -31.7 | | |
|
| Invesco Dynamics Inv | mid cap | Growth | 5900.6 | No | 1.00 | -32.9 | 2.1 | 10.2 | low | high | 38.8 | -35 | | |
|
| Invesco Equity Income Inv | large cap | Value | 3439.5 | No | 0.96 | -11.8 | 1.2 | 8.4 | low | low | 13.3 | -13.5 | | |
|
| Invesco Growth Inv | large cap | Growth | 964.0 | No | 1.16 | -49.1 | -18.7 | -0.7 | high | very high | 34.5 | -43.2 | | |
|
| Invesco Small Company Growth Inv | small cap | Growth | 1245.3 | No | 1.29 | -20.9 | 8.0 | 11.4 | average | high | 46.7 | -28.7 | | |
|
| Investment Company of America A | large cap | Value | 54008.1 | Yes | 0.56 | -4.6 | 4.9 | 13.0 | low | low | 17.3 | -10.2 | | |
|
| J P Morgan Growth and Inc A | large cap | Value | 876.5 | Yes | 1.30 | -13.5 | -2.1 | 6.8 | very low | average | 16.6 | -14.3 | | |
|
| Janu Aspen Growth Instl | large cap | Growth | 2446.9 | No | 0.67 | -24.7 | -2.5 | 9.0 | low | average | 27.7 | -24.8 | | |
|
| Janus | large cap | Growth | 25757.0 | No | 0.84 | -26.1 | -2.6 | 9.5 | average | high | 28.4 | -25.8 | | |
|
| Janus Core Equity | mid cap | Growth | 788.7 | No | 0.93 | -12.1 | 4.2 | 15.8 | high | low | 26.6 | -14.5 | | |
|
| Janus Enterprise | mid cap | Growth | 3227.1 | No | 0.88 | -39.9 | -2.5 | 6.5 | low | very high | 57.9 | -32.7 | | |
|
| Janus Growth and Income | large cap | Growth | 6983.9 | No | 0.88 | -14.4 | 4.7 | 15.8 | low | average | 29.2 | -15.9 | | |
|
| Janus Special Situations | large cap | Growth | 1024.6 | No | 0.94 | -16.0 | 1.8 | 14.1 | average | average | 28.5 | -25.6 | | |
|
| Janus Twenty | large cap | Growth | 15300.3 | No | 0.85 | -29.2 | -7.6 | 12.2 | low | high | 38.4 | -25.4 | | |
|
| Janus Venture | small cap | Growth | 1100.3 | No | 0.86 | -11.9 | 4.8 | 9.8 | average | very high | 82.8 | -30.2 | | |
|
| John Hancock Large Cap Value A | large cap | Value | 765.1 | Yes | 1.14 | -3.4 | 9.0 | 15.4 | high | average | 31.7 | -24 | | |
|
| John Hancock Small Cap Growth A | small cap | Growth | 712.2 | Yes | 1.28 | -14.2 | 3.6 | 7.6 | average | very high | 43.9 | -26.5 | | |
|
| John Hancock Sovereign Investor A | large cap | Growth | 1217.8 | Yes | 1.08 | -6.1 | 1.2 | 9.1 | average | low | 15.6 | -7.9 | | |
|
| Liberty Acorn Z | small cap | Value | 3992.0 | No | 0.83 | 6.1 | 15.9 | 15.6 | low | low | 21.9 | -19.5 | | |
|
| Liberty Growth and Income B | large cap | Value | 915.4 | No | 2.07 | -1.2 | 8.0 | 15.0 | high | low | 21.4 | -14.2 | | |
|
| Longleaf Partners | large cap | Value | 4166.0 | No | 0.93 | 10.3 | 10.8 | 14.8 | low | low | 18.5 | -18.4 | | |
|
| Longleaf Partners Small Cap | small cap | Value | 1618.5 | No | 0.98 | 5.4 | 7.4 | 12.5 | low | low | 18.5 | -18.4 | | |
|
| Lord Abbett Affiliated A | large cap | Value | 10041.1 | Yes | 0.79 | -7.9 | 7.4 | 12.2 | average | low | 17.1 | -14 | | |
|
| Lord Abbett Developing Growth A | small cap | Growth | 982.2 | Yes | 1.11 | -7.0 | 1.9 | 8.4 | low | high | 28.3 | -22.5 | | |
|
| Lord Abbett Mid Cap Value A | mid cap | Value | 1148.4 | Yes | 1.35 | 8.0 | 19.9 | 17.7 | average | low | 17.6 | -17.3 | | |
|
| Mainstay Capital Appeciation B | large cap | Growth | 2027.1 | No | 1.74 | -24.5 | -6.2 | 7.1 | low | high | 26.9 | -20.1 | | |
|
| Mainstay Value B | large cap | Value | 746.7 | No | 1.95 | -2.4 | 5.2 | 5.5 | high | average | 13.2 | -16.6 | | |
|
| Mairs and Power Growth | mid cap | Value | 656.3 | No | 0.78 | 6.5 | 13.0 | 15.2 | very low | low | 19 | -13.2 | | |
|
| Massachusetts Investors Growth Stk A | large cap | Growth | 8398.2 | Yes | 0.85 | -24.8 | -1.1 | 15.0 | very high | average | 28.2 | -21.6 | | |
|
| Meridian Value | small cap | Value | 989.9 | No | 1.10 | 11.7 | 28.4 | 25.0 | average | low | 25 | -17.5 | | |
|
| Merrill Lynch Basic Value B | large cap | Value | 2496.4 | No | 1.57 | -1.5 | 3.4 | 9.4 | low | low | 14.2 | -14.3 | | |
|
| Merrill Lynch Fundamental Growth B | large cap | Growth | 2271.8 | No | 1.81 | -20.2 | -0.1 | 11.7 | high | average | 27.1 | -15.1 | | |
|
| Merrill Lynch Master Small Cap Value B | small cap | Growth | 841.7 | No | 2.06 | 29.3 | 25.0 | 17.8 | average | average | 28.1 | -26 | | |
|
| MFS Growth Opportunities A | large cap | Growth | 696.1 | Yes | 0.80 | -24.7 | -3.9 | 7.2 | high | high | 30.2 | -24 | | |
|
| MFS Emerging Growth A | large cap | Growth | 4636.6 | Yes | 1.09 | -25.8 | -6.0 | 4.5 | low | high | 35.9 | -31.5 | | |
|
| MFS Mid Cap Growth | mid cap | Growth | 1164.0 | Yes | 1.26 | -19.9 | 15.5 | 15.7 | average | high | 39.9 | -33 | | |
|
| MFS Strategic Growth A | large cap | Growth | 1146.8 | Yes | 1.37 | -25.1 | -1.3 | 16.0 | average | high | 29.3 | -25.4 | | |
|
| MFS Value A | large cap | Value | 1199.2 | Yes | 1.21 | -7.8 | 8.4 | 14.9 | average | low | 13.7 | -11.1 | | |
|
| MS American Opportunity B | large cap | Growth | 6307.2 | No | 1.28 | -27.3 | -1.5 | 10.5 | very high | average | 34.9 | -20.3 | | |
|
| MS Dividend Growth Secs B | large cap | Value | 10010.8 | No | 1.42 | -9.2 | -1.8 | 7.0 | very low | low | 15.7 | -13.3 | | |
|
| MS Growth B | large cap | Growth | 784.6 | No | 1.59 | -16.0 | 1.0 | 8.8 | average | average | 25.1 | -18.5 | | |
|
| MS Instl Mid Cap Growth Instl | mid cap | Growth | 1213.6 | No | 0.61 | -29.6 | 3.1 | 14.9 | average | high | 39.2 | -27.6 | | |
|
| MS Instl Value Adv | large cap | Value | 835.3 | No | 0.87 | 4.3 | 7.8 | 8.4 | low | average | 15.7 | -19.1 | | |
|
| MS Mid Cap Equity Tr. B | mid cap | Growth | 705.6 | No | 1.58 | -39.4 | -4.3 | 9.6 | very low | very high | 62.2 | -40.4 | | |
|
| MS Value Added Market B | large cap | Value | 1019.4 | No | 1.59 | -3.0 | 5.7 | 10.7 | very low | low | 16.5 | -14.1 | | |
|
| Mutual Beacon Z | mid cap | Value | 3046.7 | No | 0.81 | 6.1 | 12.3 | 12.3 | average | very low | 12.6 | -17.5 | | |
|
| Mutual Qualified Z | large cap | Value | 2956.9 | No | 0.80 | 8.2 | 12.0 | 12.0 | average | very low | 13.4 | -17.7 | | |
|
| Mutual Shares Z | mid cap | Value | 5371.3 | No | 0.78 | 6.3 | 11.7 | 12.1 | average | very low | 13.3 | -17 | | |
|
| Neuberger Berman Focus Inv | mid cap | Growth | 1565.1 | No | 0.83 | -6.7 | 9.8 | 13.2 | low | high | 34.5 | -29.2 | | |
|
| Neuberger Berman Genesis Inv | small cap | Value | 989.5 | No | 1.11 | 12.1 | 15.6 | 14.2 | low | low | 20.1 | -16.4 | | |
|
| Neuberger Berman Guardian Inv | large cap | Value | 1949.3 | No | 0.84 | -1.8 | 1.5 | 4.8 | high | average | 23.1 | -26.2 | | |
|
| Neuberger Berman Partners Inv | large cap | Value | 1655.2 | No | 0.84 | -3.0 | 1.7 | 7.6 | average | average | 16.4 | -15.9 | | |
|
| Northern Growth Equity | large cap | Growth | 873.7 | No | 1.00 | -16.7 | -1.5 | 10.7 | average | average | 24.8 | -15.8 | | |
|
| Nuveen Large Cap Value A | large cap | Value | 662.1 | Yes | 1.32 | -2.3 | 6.4 | 11.1 | high | low | 15.7 | -16.6 | | |
|
| One Group Large Cap Value I | large cap | Value | 1286.0 | No | 0.96 | -13.0 | 1.1 | 8.2 | high | average | 15.5 | -16.5 | | |
|
| One Group Mid Cap Growth I | mid cap | Growth | 1358.9 | No | 0.99 | -10.7 | 6.9 | 16.9 | average | high | 39.9 | -21 | | |
|
| One Group Mid Cap Value I | mid cap | Value | 1145.8 | No | 0.96 | 5.0 | 10.4 | 14.0 | high | low | 16 | -13.6 | | |
|
| Oppenheim Capital Appreciation A | large cap | Growth | 3240.0 | Yes | 1.03 | -12.7 | 7.0 | 13.9 | low | average | 28.9 | -19.9 | | |
|
| Oppenheim Discovery A | small cap | Growth | 825.3 | Yes | 1.25 | -11.6 | 5.1 | 4.6 | average | high | 59.4 | -23.6 | | |
|
| Oppenheim Growth A | large cap | Growth | 1547.5 | Yes | 1.06 | -24.5 | -0.5 | 5.2 | average | high | 30.2 | -25.6 | | |
|
| Oppenheim Quest Opp. Value A | large cap | Value | 12324.2 | Yes | 1.53 | -4.6 | 4.6 | 8.2 | average | low | 12.6 | -13 | | |
|
| Oppenheim Quest Value A | large cap | Value | 602.5 | Yes | 1.56 | -7.9 | 1.3 | 7.6 | average | low | 13.5 | -13.6 | | |
|
| PBHG Growth | mid cap | Growth | 2504.0 | No | 1.25 | -34.5 | -1.0 | -1.2 | average | very high | 64.6 | -32.6 | | |
|
| Phoenix-Engemann Capital Growth A | large cap | Growth | 1320.7 | Yes | 1.06 | -35.2 | -11.8 | 1.8 | average | high | 26.7 | -29.5 | | |
|
| PIMCO Growth C | large cap | Growth | 1223.5 | No | 1.90 | -29.6 | -5.7 | 7.2 | average | high | 38.2 | -23.7 | | |
|
| PIMCO Renaissance C | mid cap | Value | 854.9 | No | 2.00 | 18.5 | 20.9 | 21.4 | high | low | 21 | -16.8 | | |
|
| PIMCO Target C | mid cap | Growth | 927.8 | No | 1.95 | -29.2 | 8.5 | 12.7 | average | high | 52.7 | -27.2 | | |
|
| Pioneer Growth Shares A | large cap | Growth | 864.6 | Yes | 1.22 | -19.2 | -7.7 | 8.5 | average | average | 24.1 | -18.6 | | |
|
| Pioneer Mid Cap Growth A | mid cap | Growth | 676.8 | Yes | 0.85 | -11.4 | 3.0 | 5.1 | low | high | 32.2 | -23 | | |
|
| Pioneer Mid Cap Value A | mid cap | Value | 975.0 | Yes | 1.11 | 5.6 | 11.8 | 9.4 | average | low | 13.9 | -21.4 | | |
|
| Pioneer Value A | mid cap | Value | 4189.6 | Yes | 0.94 | -3.1 | 4.5 | 5.4 | very low | average | 15.5 | -22.3 | | |
|
| Prudential Equity A | large cap | Value | 1563.2 | Yes | 0.62 | -12.1 | 1.2 | 6.8 | average | average | 15.1 | -15.9 | | |
|
| Prudential Jennison Growth A | large cap | Growth | 1280.8 | Yes | 0.81 | -18.6 | -1.8 | 11.5 | average | high | 30.1 | -20 | | |
|
| Putnam Classic Equity A | large cap | Value | 1159.2 | Yes | 0.94 | -6.8 | -0.7 | 6.6 | average | low | 17 | -12.6 | | |
|
| Putnam Equity Income A | large cap | Value | 1247.9 | Yes | 0.96 | -1.6 | 4.0 | 9.9 | average | low | 13.9 | -10.2 | | |
|
| Putnam Growth Opportunities A | large cap | Growth | 1866.7 | Yes | 0.99 | -32.2 | -9.0 | 7.6 | average | high | 36.1 | -27.5 | | |
|
| Putnam Investors A | large cap | Growth | 5073.3 | Yes | 0.89 | -24.8 | -7.3 | 7.8 | average | high | 25.3 | -20.3 | | |
|
| Putnam New Opportunities A | large cap | Growth | 10511.6 | Yes | 0.89 | -30.1 | -4.3 | 6.0 | average | high | 50 | -29.3 | | |
|
| Putnam New Value A | large cap | Value | 608.7 | Yes | 1.11 | 3.3 | 8.0 | 9.6 | average | low | 16.4 | -13.9 | | |
|
| Putnam OTC Emerging Growth A | small cap | Growth | 1817.6 | Yes | 1.04 | -46.1 | -15.9 | -6.1 | average | very high | 81.3 | -43.2 | | |
|
| Putnam Vista A | mid cap | Growth | 4043.4 | Yes | 0.89 | -33.6 | -0.8 | 7.5 | average | high | 42.1 | -32.2 | | |
|
| Putnam Voyager A | large cap | Growth | 15936.5 | Yes | 0.88 | -22.5 | 0.2 | 9.5 | high | high | 40.2 | -19.1 | | |
|
| Rainier Core Equity | large cap | Growth | 712.4 | No | 1.11 | 13.3 | 1.8 | 11.2 | average | average | 25.1 | -15.2 | | |
|
| Royce Low Priced Stock | small cap | Value | 852.1 | No | 1.49 | 25.1 | 26.2 | 19.7 | average | average | 27.7 | -21.5 | | |
|
| Royce Premier | small cap | Value | 748.8 | No | 1.20 | 9.6 | 12.7 | 12.6 | low | low | 21 | -14.8 | | |
|
| RS Diversified Growth A | small cap | Growth | 713.6 | No | 1.51 | 1.9 | 23.1 | 22.9 | very high | high | 62.9 | -29.4 | | |
|
| RS Emerging Growth A | mid cap | Growth | 2461.1 | No | 1.29 | -27.3 | 15.5 | 18.5 | high | very high | 75.2 | -31.3 | | |
|
| Rydex OTC Inv | large cap | Growth | 1001.7 | No | 1.16 | -34.7 | -6.6 | 13.1 | very high | very high | 53 | -36.8 | | |
|
| Safeco Equity | large cap | Value | 1088.7 | No | 0.89 | -9.7 | -4.2 | 6.4 | low | average | 18.7 | -11.5 | | |
|
| Safeco Growth Opportunities | small cap | Growth | 683.6 | No | 1.05 | 22.2 | 6.3 | 13.4 | low | high | 34.5 | -25.4 | | |
|
| Salomon Brothers Investment Value | large cap | Value | 655.7 | No | 0.73 | -4.2 | 7.3 | 12.5 | average | low | 17.4 | -12.8 | | |
|
| Schwab Capital Small vap Index Inv | small cap | Growth | 870.5 | No | 0.49 | -0.9 | 8.5 | 9.1 | low | average | 19.6 | -20.9 | | |
|
| Scudder Capital Growth AARP | large cap | Growth | 1438.9 | No | 0.88 | -20.4 | -1.1 | 10.1 | low | average | 25.8 | -20.6 | | |
|
| Scudder Dreman High Return A | large cap | Value | 2104.1 | Yes | 1.27 | 1.2 | 7.5 | 12.9 | very low | low | 22.8 | -12.7 | | |
|
| Scudder Growth A | large cap | Growth | 1373.2 | Yes | 1.02 | -23.0 | -5.4 | 2.5 | average | high | 29.1 | -22.2 | | |
|
| Scudder Large Company Growth | large cap | Growth | 795.8 | No | 1.07 | -22.7 | -5.5 | 8.3 | average | high | 28.1 | -21.2 | | |
|
| Scudder Large Company Value | large cap | Value | 2167.7 | No | 0.89 | -12.5 | 1.6 | 8.8 | average | low | 16 | -14.7 | | |
|
| Security Equity | large cap | Growth | 612.0 | Yes | 1.02 | -11.8 | -5.1 | 7.0 | low | average | 20.9 | -15 | | |
|
| Selected American | large cap | Value | 5456.9 | No | 0.92 | -11.2 | 5.3 | 13.3 | low | low | 22.2 | -14.8 | | |
|
| Seligman Growth A | large cap | Growth | 686.7 | Yes | 1.14 | -19.3 | -4.1 | 7.1 | high | high | 24.2 | -25.2 | | |
|
| Sentinel Common Stock A | large cap | Value | 1130.4 | Yes | 1.03 | -10.0 | 0.8 | 8.4 | average | low | 16.5 | -11.7 | | |
|
| Sequoia | large cap | Value | 4058.0 | No | 1.00 | 10.5 | 3.5 | 16.5 | low | low | 21.5 | -14.4 | | |
|
| Smith Barney Aggressive Growth | large cap | Growth | 2106.0 | Yes | 1.99 | -5.0 | 22.8 | 26.3 | very low | average | 37.6 | -22.4 | | |
|
| Smith Barney Fundamental Value B | large cap | Value | 1567.9 | No | 1.83 | -7.0 | 11.7 | 12.9 | average | low | 18.2 | -17.6 | | |
|
| Smith Barney Large Cap Core | large cap | Growth | 3382.7 | Yes | 0.71 | -14.8 | 1.3 | 11.3 | very low | average | 23.6 | -15.2 | | |
|
| State Farm Growth | large cap | Growth | 2536.8 | No | 0.11 | -10.8 | 0.1 | 9.6 | very low | average | 19.8 | -11.5 | | |
|
| State Street Research Aurora | small cap | Value | 1557.0 | Yes | 1.44 | 15.8 | 28.5 | 21.4 | low | low | 22.7 | -23.7 | | |
|
| Steinroe Investment Growth Stock | large cap | Growth | 598.5 | No | 0.95 | -23.9 | -2.7 | 8.8 | average | high | 25.4 | -20.1 | | |
|
| Strong Advisor Common Stock Z | mid cap | Value | 1624.7 | No | 1.20 | -1.7 | 10.9 | 12.5 | average | average | 25.3 | -20.1 | | |
|
| Strong Large Cap Growth | large cap | Growth | 995.5 | No | 1.00 | -32.3 | -2.0 | 9.0 | average | high | 42.7 | -26.5 | | |
|
| T. Rowe Price Blue Chip Growth | large cap | Growth | 6142.5 | No | 0.91 | -14.4 | 0.0 | 10.5 | average | average | 24.7 | -17.2 | | |
|
| T. Rowe Price Equity Income | large cap | Value | 9988.7 | No | 0.60 | 1.6 | 6.1 | 10.9 | low | low | 13.3 | -8.5 | | |
|
| T. Rowe Price Growth and Income | large cap | Value | 2390.7 | No | 0.77 | -2.2 | 3.4 | 8.5 | average | low | 12.9 | -10.8 | | |
|
| T. Rowe Price Growth Stock | large cap | Growth | 4615.3 | No | 0.73 | -9.8 | 3.4 | 12.2 | average | average | 23.1 | -15 | | |
|
| T. Rowe Price Mid Cap Growth | mid cap | Growth | 6354.0 | No | 0.85 | -1.0 | 9.6 | 13.7 | low | average | 26.8 | -17.7 | | |
|
| T. Rowe Price New Horizons | small cap | Growth | 5234.7 | No | 0.88 | -2.8 | 8.1 | 8.1 | low | high | 30.2 | -25.2 | | |
|
| T. Rowe Price Small Cap Value | small cap | Value | 1870.5 | No | 0.90 | 21.9 | 13.9 | 10.6 | very low | low | 16.7 | -20.3 | | |
|
| T. Rowe Price Value | mid cap | Value | 1277.9 | No | 1.10 | 1.6 | 8.7 | 12.1 | average | low | 15 | -13.4 | | |
|
| TCW Galileo Select Equity I | large cap | Growth | 979.3 | No | 0.85 | -19.2 | 2.7 | 12.9 | average | high | 31.2 | -25.8 | | |
|
| Torray | large cap | Value | 1609.2 | No | 1.06 | -0.5 | 6.0 | 12.1 | average | average | 21.3 | -21.3 | | |
|
| Turner Mid Cap Growth | mid cap | Growth | 727.4 | No | 1.04 | -28.4 | 14.1 | 21.4 | very high | high | 54.6 | -32.3 | | |
|
| Tweedy Browne American Value | large cap | Value | 914.9 | No | 1.36 | -0.1 | 5.3 | 12.2 | very low | low | 15.7 | -14.6 | | |
|
| USAA Growth | large cap | Growth | 1094.9 | No | 0.99 | -23.8 | -9.1 | 0.5 | average | high | 26.1 | -25.5 | | |
|
| USAA Growth & Income | large cap | Value | 1050.4 | No | 0.89 | -6.1 | 3.4 | 8.2 | low | low | 17.5 | -17.5 | | |
|
| USAA Income Stock | large cap | Value | 1830.8 | No | 0.67 | -4.2 | 2.7 | 8.4 | low | low | 10.7 | -8.3 | | |
|
| Van Kampen Aggressive Growth A | small cap | Growth | 769.7 | Yes | 1.19 | -39.7 | 6.1 | 12.9 | very high | very high | 56.8 | -29.1 | | |
|
| Van Kampen Comstock A | large cap | Value | 3651.4 | Yes | 0.93 | -1.8 | 9.9 | 15.7 | high | low | 15.4 | -13.5 | | |
|
| Van Kampen Emerging Growth A | mid cap | Growth | 6005.3 | Yes | 0.93 | -32.6 | 6.8 | 14.8 | high | high | 61.3 | -25.3 | | |
|
| Van Kampen Enterprise A | large cap | Growth | 1752.9 | Yes | 0.89 | -20.7 | -5.2 | 6.2 | high | high | 24.6 | -21.5 | | |
|
| Van Kampen Growth & Income A | large cap | Value | 1702.5 | Yes | 0.88 | -6.1 | 8.0 | 13.2 | high | low | 15.9 | -11.5 | | |
|
| Van Kampen Pace A | large cap | Growth | 2253.7 | Yes | 0.87 | -16.2 | -5.8 | 5.8 | high | average | 20.5 | -16.5 | | |
|
| Vanguard Equity Income | large cap | Value | 2242.0 | No | 0.47 | -2.3 | 3.4 | 11.2 | low | low | 13.2 | -8.4 | | |
|
| Vanguard Explorer | small cap | Growth | 4334.5 | No | 0.71 | 0.5 | 14.7 | 12.3 | average | high | 30 | -21.7 | | |
|
| Vanguard Growth Equity | large cap | Growth | 740.4 | No | 0.77 | -27.4 | -5.0 | 9.2 | very high | high | 39.7 | -29 | | |
|
| Vanguard Growth Inv | large cap | Growth | 8500.6 | No | 0.22 | -13.0 | -4.5 | 11.1 | low | average | 24.6 | -17.5 | | |
|
| Vanguard Morgan Growth | large cap | Growth | 3460.1 | No | 0.40 | -13.6 | 0.5 | 10.1 | average | average | 25.9 | -20.8 | | |
|
| Vanguard PrimeCap | mid cap | Growth | 17885.0 | No | 0.48 | -13.3 | 8.6 | 17.0 | very low | average | 28.8 | -21.7 | | |
|
| Vanguard Selected Value | mid cap | Value | 954.8 | No | 0.63 | 15.1 | 9.9 | 6.6 | low | average | 17.5 | -27.2 | | |
|
| Vanguard U.S. Growth | large cap | Growth | 9543.1 | No | 0.44 | -31.7 | -12.6 | 3.3 | high | high | 24.7 | -31 | | |
|
| Vanguard Value Inv | large cap | Value | 3013.5 | No | 0.22 | -11.9 | 1.7 | 9.4 | low | average | 17.5 | -16.3 | | |
|
| Vanguard Windsor | large cap | Value | 15798.6 | No | 0.31 | 5.7 | 11.0 | 10.9 | average | average | 14.4 | -19.4 | | |
|
| Vanguard Windsor II Inv | large cap | Value | 22105.0 | No | 0.37 | -3.4 | 2.1 | 10.4 | low | low | 14.9 | -13.6 | | |
|
| Waddell & Reed Adv Accumulative A | large cap | Value | 2096.3 | Yes | 1.04 | -15.4 | 8.5 | 15.2 | very high | low | 24.9 | -12.6 | | |
|
| Waddell & Reed Adv Core Invmnt A | large cap | Growth | 6439.4 | Yes | 0.98 | -15.3 | 2.6 | 11.3 | very low | low | 18.7 | -14.6 | | |
|
| Waddell & Reed Adv New Concepts A | mid cap | Growth | 1164.0 | Yes | 1.44 | -18.1 | 4.4 | 13.0 | very low | high | 46.2 | -21.5 | | |
|
| Waddell & Reed Adv Vanguard A | large cap | Growth | 1800.7 | Yes | 1.11 | -24.7 | 2.4 | 11.0 | average | average | 31.1 | -21.9 | | |
|
| Wasatch Small Cap Growth | small cap | Growth | 796.2 | No | 1.36 | 24.2 | 26.9 | 22.0 | low | average | 32 | -23.8 | | |
|
| Washington Mutual Investors A | large cap | Value | 48135.1 | Yes | 0.65 | 1.5 | 3.8 | 12.2 | low | low | 14.4 | -9.4 | | |
|
| Wells Fargo Equity Income | large cap | Value | 1250.1 | No | 0.85 | -5.4 | 1.4 | 9.5 | very low | low | 15.7 | -10.4 | | |
|
| Wells Fargo Large Company Growth | large cap | Growth | 1286.4 | No | 0.97 | -21.6 | 0.2 | 14.7 | very low | high | 31.6 | -22.8 | | |
|
| White Oak Growth | large cap | Growth | 3671.3 | No | 0.96 | -39.1 | -1.8 | 10.5 | very low | high | 37.5 | -33.3 | | |
|
Jaspereric
MutualFunds.csv
