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Funds w POOR risk/return compared to relevant index
Funds w POOR risk/return compared to relevant index Charts, Rankings, Analysis. Daily, Dividend-Adjusted Data

Tuesday, September 07, 2010

Funds w POOR risk/return compared to relevant index
Momentum Model:
Active Diversification

This chart takes 5-star mutual funds and shifts 25% of assets among them quarterly earning your portfolio outstanding annualized , 10-year, yellow return.

The Best of Funds w POOR risk/return compared to relevant index

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Chart uses Vanguard Index Funds Funds w POOR risk/return compared to relevant index  Mutual Fund Chart

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Funds w POOR risk/return compared to relevant index  Family Member Charts
Click Here to read the prospectus any of the listed funds. Note: Stocks and indexes do not have a prospectus.

MLSAX Aberdeen Equity Long/Short-AMLSBX Aberdeen Equity Long/Short-B
MLSCX Aberdeen Equity Long/Short-CGGUIX Aberdeen INST:Equity Long-Short
EGFFX AdvInCir Edgewood Growth RetailEGFIX AdvInCir INST:Edgewood Growth
CLBLX AdvisOne Select Allocation-NAARFX Akros Absolute Return
SPEIX Alger International Opportunities-AABZYX Alliance ADV:Brnstn Global Growth
ACIYX Alliance ADV:Brnstn Tax MngConserWltStraABZAX Alliance Brnstn Global Growth-A
GCHAX Alliance Brnstn Greater China 97-AACIAX Alliance Brnstn Tax Mgd ConservWlthStr-A
PICAX Allianz ADM:CCM Capital AppreciationPMCGX Allianz ADM:CCM MidCap
PCFAX Allianz CCM Capital Appreciation-APCADX Allianz CCM Capital Appreciation-D
AFWDX Allianz CCM Focused Growth-DPFMAX Allianz CCM MidCap-A
PFMBX Allianz CCM MidCap-BPFMCX Allianz CCM MidCap-C
PMCDX Allianz CCM MidCap-DPMCRX Allianz CCM MidCap-R
PAPIX Allianz INST:CCM Capital AppreciationAFGIX Allianz INST:CCM Focused Growth
PMGIX Allianz INST:CCM MidCapAOTDX Allianz NACM Emerging Markets Opport-D
NGBAX Allianz NACM Global-ANGBDX Allianz NACM Global-D
NGBRX Allianz NACM Global-RNGWAX Allianz NACM Growth-A
NGWDX Allianz NACM Growth-DAECOX Allianz RCM Global Ecotrends
ADBYX Alpine Dynamic BalanceTWEAX AmerCent Equity Income-A
AEYIX AmerCent Equity Income-CAEURX AmerCent Equity Income-R
ABINX AmerCent INST:BalancedACIIX AmerCent INST:Equity Income
ARNIX AmerCent INST:LIVESTRONG 2015ACCIX AmerCent INST:Strategic Allocat Conserv
TWVIX AmerCent INST:VistaTWEIX AmerCent INV:Equity Income
ACFOX AmerCent INV:Legacy Focused LargeCapACGOX AmerCent INV:Legacy LargeCap
TWNOX AmerCent INV:New OpportunitiesAOCIX AmerCent INV:One Choice Conservative
AONIX AmerCent INV:One Choice Very ConservativANOIX AmerCent INV:SmallCap Growth
AMVIX AmerCent INV:Veedot InvestmentTWCVX AmerCent INV:Vista
ARSRX AmerCent Livestrong Income-RTWVAX AmerCent Vista-A
CAIBX AmerFund Capital Income Builder-ACIBCX AmerFund Capital Income Builder-C
CIBFX AmerFund Capital Income Builder-F1RIRCX AmerFund Capital Income Builder-R3
FAINX AmerFund Fallen Angels IncomeNPFBX AmerFund New Perspective-B
NPFCX AmerFund New Perspective-CRNPAX AmerFund New Perspective-R1
RNPBX AmerFund New Perspective-R2NETWX AmerInde INST:NestEgg Target 2020-I
NEFYX AmerInde INST:NestEgg Target 2040-IYCVTX AmerPens Efficient Frontier Value-C
AMDEX Amidex 35 IsraelCNCRX Amidex Cancer Innovations & Hlthcare-A
AGPLX Appleton Group PlusORTFX Aquila OR Tax-Free-A
ORTYX Aquila OR Tax-Free-YROCAX Aquila Rocky Mountain Equity-A
ROCYX Aquila Rocky Mountain Equity-YARMSX Armstron Associates
DWAFX Arrow DWA Balanced-ADWTFX Arrow DWA Tactical-A
BJGQX Artio Global Equity-AJETAX Artio International Equity II-A
JETIX Artio International Equity II-IASENX Aston Dynamic Allocation-N
MOBIX Aston Montag & Caldwell Balanced-IMOBAX Aston Montag & Caldwell Balanced-N
ANENX Aston NewCentury Absolute ReturnETF-NARSMX Aston River Road Select Value-N
AUERX Auer GrowthBMBIX Baird INST:Intermediate Muni Bond
BHGIX Baird INST:LargeCapBMBSX Baird INV:Intermediate Muni Bond
BMDSX Baird INV:MidCapBGRWX Barrett Growth
BVATX BB&T INST:VA Intermed Tax-Free BondBSRIX BishopSt INST:Strategic Growth
MALOX BlackRoc INST:Global AllocationMALVX BlackRoc INST:LargeCap Value
SSRAX BlackRoc INV:Aurora-ASSRPX BlackRoc INV:Aurora-B
MDLOX BlackRoc INV:Global Allocation-AMBLOX BlackRoc INV:Global Allocation-B
MCLOX BlackRoc INV:Global Allocation-CMDLVX BlackRoc INV:LargeCap Value-A
MBLVX BlackRoc INV:LargeCap Value-BMCLVX BlackRoc INV:LargeCap Value-C
SCGAX BlackRoc INV:Small/MidCap Growth-ABSQCX BlackRoc INV:SmallCap Core Equity-C
MDWIX BlackRoc INV:World Income-ABWAFX Brandywn ADV:MidCap Growth
BLUEX Brandywn BlueBRWIX Brandywn Fund
BRAGX Bridgewa Aggressive Investors 1BRAIX Bridgewa Aggressive Investors 2
BRBPX Bridgewa BalancedBRSGX Bridgewa SmallCap Growth
CVLOX Calamos Global Growth & Income-ACGCIX Calamos Global Growth and Income-I
CHYDX Calamos High-Yield Bond-ACMNIX Calamos Market Neutral Income-I
CVSIX Calamos Market Neutral-ACOAGX Caldwell Market Opportunity
CFNTX Californ Tax-Free IncomeCGAEX Calvert Global Alternative Energy-A
CNVAX Calvert New Vision SmallCap-ACVSMX Calvert New Vision SmallCap-I
CSIFX Calvert Social Investment Balanced-ACMEIX Capital INST:Management MidCap
CGMFX Cgm FocusLOMMX Cgm Mutual
CIPMX Champlai MidCapCIPSX Champlai SmallCap
CHASX ChaseInv GrowthCHAMX ChaseInv MidCap Growth-N
ETF CLOSED Aberdeen Emerging Mkts TelecommGDL CLOSED Gabelli Global Deal
KF CLOSED KoreaMXE CLOSED Mexico Equity & Income
CAF CLOSED MStanley China AJGT CLOSED Nuveen Multi-Cur ST Gov Inc
SWZ CLOSED Swiss HelvetiaTWN CLOSED Taiwan
ZTR CLOSED Zweig Total ReturnCSUAX CohenSte Global Infrastructure-A
CSUBX CohenSte Global Infrastructure-BCSUCX CohenSte Global Infrastructure-C
CSUIX CohenSte Global Infrastructure-ICHGAX Columbia Conservative High-Yield-A
CMHYX Columbia Conservative High-Yield-ZPACIX Columbia Convertible Securities-A
NCVBX Columbia Convertible Securities-BNCIAX Columbia Convertible Securities-Z
NGPAX Columbia LifeGoal Growth-ZNMTAX Columbia Marsico 21st Century-A
NMTBX Columbia Marsico 21st Century-BNMYCX Columbia Marsico 21st Century-C
NMYAX Columbia Marsico 21st Century-ZNIIAX Columbia Multi-Advisor Intern'l Equity-A
NIENX Columbia Multi-Advisor Intern'l Equity-BNITRX Columbia Multi-Advisor Intern'l Equity-C
NIEQX Columbia Multi-Advisor Intern'l Equity-ZNSCGX Columbia SmallCap Growth II-A
NCPCX Columbia SmallCap Growth II-CCTCAX Columbia Technology-A
CTCBX Columbia Technology-BCMTFX Columbia Technology-Z
CGUAX Columbia World Equity-ACNZLX Commonw Australia/New Zealand
CONVX Concorde ValueBTBFX Coventry Balanced
WSBFX Coventry Walden Social BalanceCRIMX CRM INST:MidCap Value
CRIAX CRM INST:Small/Mid Cap ValueCRMMX CRM INV:MidCap Value
CRMAX CRM INV:Small/MidCap ValueCLVFX Croft Value
CIHDX Cullen INV:Intermational Hi-DividendRPFCX Davis Appreciation & Income-A
DGTSX DFA Global 25/75-IDFJSX DFA Japanese SmallCap I
DFSHX DFA Selectively Hedged Glbl Fix IncPDHYX Direxion INV:Dynamic High-Yield Bond
PEVEX Direxion INV:Evolution AllCap EquityPEVSX Direxion INV:Evolution Market Leaders
PHBRX Direxion INV:High-Yield BearDXKSX Direxion INV:Monthly 10 Yr Note Bear 2x
DXDDX Direxion INV:Monthly Dollar Bear 2xDXCSX Direxion INV:PSI Core Strength
DXMTX Direxion INV:PSI Macro TrendsSFEOX Direxion SER:Spectrum Equity Opportunity
SFGPX Direxion SER:Spectrum Global PerspectiveSEOAX Dreyfus Emerging Markets Opportunity-A
DRTAX Dreyfus Municipal BondPTEBX Dreyfus Municipal Bond Opportunity-A
DSORX Dreyfus S&P Stars Opportunities-IDPPAX Dreyfus S&P Stars-A
AAAAX DWS Alternative Asset Alloc Plus-AAAASX DWS Alternative Asset Alloc Plus-S
SDGAX DWS Capital Growth-AWRMAX DWS Climate Change-A
SZEAX DWS Emerging Markets Fix Income-ASCEMX DWS Emerging Markets Fix Income-S
WRMIX DWS INST:Climate ChangeSGGAX DWS LargeCap Focus Growth-A
SCQGX DWS LargeCap Focus Growth-SKRFCX DWS Target 2012
HEIAX Eagle International Equity-AEVIFX EatonVan Balanced-A
EMIFX EatonVan Balanced-BEVTMX EatonVan Dividend Builder-A
EMTMX EatonVan Dividend Builder-BECTMX EatonVan Dividend Builder-C
EIUTX EatonVan Dividend Builder-IETEMX EatonVan Emerging Markets-A
ETIAX EatonVan Global Growth-AEROAX EatonVan Risk Managed Eq Option Inc-A
ETIGX EatonVan Tax-Managed Intern'l Equity-AEAAFX Evergren Asset Allocation-A
EKSAX Evergren Diversified Income Builder-AEKSYX Evergren Diversified Income Builder-I
EHABX Evergren Health Care-AEHCBX Evergren Health Care-B
EHCCX Evergren Health Care-CEHCYX Evergren Health Care-I
EKZAX Evergren International Equity-AEKZBX Evergren International Equity-B
EKZYX Evergren International Equity-IEKAAX Evergren MidCap Growth-A
EKABX Evergren MidCap Growth-BEKAYX Evergren MidCap Growth-I
EFXAX Evergren Short-Interm Term Bond-APCA EXTRADED Autnmc Balanced NFA Glol(PowSh)
CFT EXTRADED Barclay Credit Bond(iShr)AYT EXTRADED Barclay GEMS Asia-8 ETN
GBF EXTRADED Barclay Gov Credit Bond(iShr)CIU EXTRADED Barclay Intm Credit Bd(iShr)
PKB EXTRADED Building & Construc Dyn(PowSh)PEZ EXTRADED Consumer Discre Dyn(PowSh)
IYC EXTRADED Consumer Service DJUS Ix Fd(iShWIP EXTRADED DB Intn'l Gov Inflat Prot(SPDR)
UDN EXTRADED DB US Dollar Bearish(PowSh)BAL EXTRADED DJ-UBS Cotton TotRet ETN(iPath)
PDP EXTRADED DWA Technical Leaders(PowSh)DEM EXTRADED Emerging Markets Eq Inc(WTree)
PBJ EXTRADED Food & Beverage Dyn(PowSh)PBD EXTRADED Global Clean Energy(PowSh)
PKN EXTRADED Global Nuclear Energy(PowSh)FAN EXTRADED Global Wind Energy IxFd(1Trust)
PWND EXTRADED Global Wind Energy(PowSh)MES EXTRADED Gulf States Index Fund(MrktV)
PTJ EXTRADED Health Care Services Dyn(PowSh)LQD EXTRADED iBoxx $ Invst Grade CorpBd(iShr
PRN& EXTRADED Industrials Dyn(PowSh)MDD EXTRADED Intern'l S&P MidCap(SPDR)
DBU EXTRADED Intern'l Utilities(WTree)DFJ EXTRADED Japan SmallCap Dividends(WTree)
PIQ EXTRADED MagniQuant Dynamic(PowSh)MKH EXTRADED Market 2000+(HLDRS)
PWC EXTRADED Market Dynamic(PowSh)PWJ EXTRADED MidCap Growth Dyn(PowSh)
EWH EXTRADED MSCI Hong Kong Index Fund(iShr)EWJ EXTRADED MSCI Japan Index Fund(iShr)
PQBW EXTRADED NASDAQ 100 BuyWrite(PowSh)NLR EXTRADED Nuclear Energy(MrktV)
PMR EXTRADED Retail Dyn(PowSh)RSP EXTRADED S&P 500 Equal Weight(Rydx)
AOA EXTRADED S&P Aggress Allocat Ix Fd(iShr)AOK EXTRADED S&P Conserv Allocat Ix Fd(iShr)
NUCL EXTRADED S&P Global Nuclear Index Fd(iShWOOD EXTRADED S&P Global Timb&Forest Ix Fd(iS
AOR EXTRADED S&P Growth Allocatn Ix Fd(iShr)IPN EXTRADED S&P Intn'l Industrial Sec(SPDR)
AOM EXTRADED S&P Moderate Alloc Ix Fd(iShr)NFO EXTRADED Sabrient Insider(Claym)
PSI EXTRADED Semiconductor Dyn(PowSh)TDN EXTRADED TDX Independence 2030(XShares)
PTE EXTRADED Telecomm & Wire Dyn(PowSh)PST EXTRADED UltraShort Lhmn Trs 7-10(ProShr
PYH EXTRADED Value Line Industry(PowSh)FIW EXTRADED Water ISE Index Fund(1Trust)
PHO EXTRADED Water Resources(PowSh)AFBAX FBR Balanced-I
AFSAX FBR INV:BalancedFBRPX FBR INV:Pegasus
FEDEX Federatd Capital Appreciation-ACPAKX Federatd Capital Appreciation-K
LEIFX Federatd Equity Income-ALFEIX Federatd Equity Income-F
QABGX Federatd MDT Balanced-AQASCX Federatd MDT SmallCap Core-A
QASGX Federatd MDT SmallCap Growth-AFGSAX Federatd MidCap Growth Strategies-A
FMUAX Federatd Muni & Stock Advantage-AFSTBX Federatd Stock & Bond-A
FAMEX Fenimore Equity IncomeFAMVX Fenimore Value
FDETX FidAdvis Dstny Capital Development-O/306FDTTX FidAdvis Dstny Capital Developmnt-A/396
FDEBX FidAdvis Dstny Capital Developmnt-B/1447FDECX FidAdvis Dstny Capital Developmnt-C/1448
FDEIX FidAdvis Dstny Capital Developmnt-I/1451FDTZX FidAdvis Dstny Capital Developmnt-T/1449
FFYBX FidAdvis Fifty-B/392FRJAX FidAdvis Income Replacement 2016-A
FRJCX FidAdvis Income Replacement 2016-CFRJIX FidAdvis Income Replacement 2016-I
FRJTX FidAdvis Income Replacement 2016-TFIIAX FidAdvis Midcap II-A
FIIBX FidAdvis MidCap II-BFIICX FidAdvis MidCap II-C
FIIMX FidAdvis MidCap II-IFITIX FidAdvis MidCap II-T
FSCDX FidAdvis SmallCap-A/294FSCBX FidAdvis SmallCap-B/296
FSCEX FidAdvis SmallCap-C/297FSCIX FidAdvis SmallCap-I/298
FSCTX FidAdvis SmallCap-T/299CNGRX Fidelity Congress Street/24
FDGFX Fidelity Dividend Growth/330FHIFX Fidelity Focused High Income/1366
FFFBX Fidelity Freedom 2000/370FIRJX Fidelity Income Replacement 2016
FSLGX Fidelity LargeCap Growth/763FLATX Fidelity Latin America/349
FMHTX Fidelity MI Municipal Income/81FSLEX Fidelity Sel Environment&Alterntve Energ
FDLSX Fidelity Sel Leisure/62FSRPX Fidelity Sel Retail/46
FSEAX Fidelity Southeast Asia/351FTXMX Fidelity Tax-Managed Stock/343
FWWFX Fidelity Worldwide/318FSPIX FifthThr Dividend Growth-A
LCVAX FifthThr LifeModel Conservative-ALMAAX FifthThr LifeModel Moderately Aggress-A
KIFIX FifthThr Total Return Bond-AFATAX FirstAm MidCap Select-A
FITBX FirstAm MidCap Select-BFTACX FirstAm MidCap Select-C
FATCX FirstAm MidCap Select-YFEFAX FirstEag Fund of America-A
FEAMX FirstEag Fund of America-CFEAFX FirstEag Fund of America-Y
SGOVX FirstEag Overseas-AFESOX FirstEag Overseas-C
SGOIX FirstEag Overseas-IFEVAX FirstEag US Value-A
FEVCX FirstEag US Value-CFEVIX FirstEag US Value-I
TLFQX Firsthan Technology LeadersTVFQX Firsthan Technology Value
FLAGX Flex Aggressive GrowthFLDFX Flex Defensive Balanced
FLDGX Flex Dynamic GrowthFLMFX Flex Muirfield
FMIRX FMI Provident Trust StrategyINTLX Forester Discovery
ASFAX Forum Absolute Strategies-RAOFOX Forum INST:Absolute Opportunites
ASFIX Forum INST:Absolute StrategiesPTSCX Forward INST:International SmallCap
FFHIX Forward INST:SmallCap EquityASAFX Forward INST:Strategy Alternatives
PISRX Forward INV:International SmallCapFFSCX Forward INV:SmallCap Equity
FMRVX Franklin ADV:Mutual RecoveryTGBAX Franklin ADV:Templeton Global Bond
TZINX Franklin ADV:Templeton IncomeFROTX Franklin Convertible Securities-C
FMINX Franklin MN Tax-Free Income-ATEDIX Franklin Mutual Global Discovery-A
TEDBX Franklin Mutual Global Discovery-BTEDSX Franklin Mutual Global Discovery-C
TEDRX Franklin Mutual Global Discovery-RMDISX Franklin Mutual Global Discovery-Z
TEQIX Franklin Mutual Quest-ATEBQX Franklin Mutual Quest-B
TEMQX Franklin Mutual Quest-CMQIFX Franklin Mutual Quest-Z
FMRAX Franklin Mutual Recovery-AFTCIX Franklin Templeton Conservative Target-A
FTCRX Franklin Templeton Conservative Target-RTPINX Franklin Templeton Global Bond-A
TEGBX Franklin Templeton Global Bond-CTINCX Franklin Templeton Income-A
FNSVX Frontegr INST:Netols SmallCap ValueHOTFX FundX Aggressive Upgrader
UNBOX FundX ETF Aggressive UpgraderTACTX FundX Tactical Upgader
FUNDX FundX UpgraderGTCAX Gabelli GAMCO Global TeleCom-A
GABTX Gabelli GAMCO Global TeleCom-AAAWEBAX Gabelli GAMCO Westwood Balanced-AAA
WBCBX Gabelli GAMCO Westwood Balanced-BWBCCX Gabelli GAMCO Westwood Balanced-C
WESWX Gabelli GAMCO Westwood Equity-AAAWEQCX Gabelli GAMCO Westwood Equity-C
GTECX Gateway Class-CGATEX Gateway Fund-A
GTEYX Gateway Fund-YELDFX GE Elfun Diversified
GSIVX GE INST:INV:Strategic InvestmentGESIX GE Total Return-A
GESDX GE Total Return-YINDEX Giant5 INV:Total Index System
GMOCX GMO Currency Hedged Intern'l Eq IIIGIEAX GMO Intern'l Equity Allocation III
GMISX GMO International SmallCap IIIGMWMX GMO US Growth-M
GARTX Goldman Absolute Return Tracker-AGJRTX Goldman Absolute Return Tracker-I
GIPAX Goldman Balanced Strategy-AGSDAX Goldman Emerging Markets Debt-A
GSDIX Goldman Emerging Markets Debt-IGOIAX Goldman Growth & Income Strategy-A
GOIIX Goldman INST:Growth & Income StrategyGCBLX GreenCen Balanced
GRSPX Greenspr FundHHRAX HancockH Growth-A
HHGTX HancockH Value TrustHHGAX HancockH Value-A
HHGCX HancockH Value-CHRIGX Harbor ADM:International Growth
HAIGX Harbor INST:International GrowthHIIGX Harbor INV:International Growth
HLEMX Harding Loevner Emerging MarketsHNCAX Hartford International Growth-A
HNCJX Hartford International Growth-IHNCYX Hartford International Growth-Y
HFMCX Hartford MidCap-AHAMBX Hartford MidCap-B
HMDCX Hartford MidCap-CHIASX Hartford SmallCap HLS-IA
HDMBX Hartford SmallCap HLS-IBIHSAX Hartford SmallCap-A
IHSIX Hartford SmallCap-IIHSSX Hartford SmallCap-R4
HSCYX Hartford SmallCap-YALPHX Hatteras Alpha Hedged Strategies
BETAX Hatteras Beta Hedged StrategiesHRVIX HeartLnd INV:Value Plus
HFCGX Hennessy Cornerstone GrowthHENLX Hennessy Cornerstone Growth II
HFTFX Hennessy Focus 30HEOAX Highland Long/Short Equity-A
HMITX Highmark CA Intermed Tax-Free Bond FidHMCIX Highmark CA Intermed Tax-Free Retail-A
HOLBX Holland BalancedHGWTX Huntingt INST:Growth
HNETX Huntingt INST:New EconomyHSTRX Hussman Strategic Total Return
ICARX Icon Asia-PacificICNIX Icon Core Equity-I
ICNZX Icon Core Equity-ZICLEX Icon Leisure & Consumer Staples
IOCCX Icon Risk Managed Equity-CIOCIX Icon Risk Managed Equity-I
IOCZX Icon Risk Managed Equity-ZISAAX ING ADV:Index Solution 2015
IABAX ING Alternative Beta-AIAFSX ING American Growth
IMVSX ING BlackRock LargeCap Value-SIEHSX ING Evergreen Health Sciences-S
IIBAX ING Intermediate Bond-AIICIX ING Intermediate Bond-I
IPIIX ING Intermediate Bond-IIIBWX ING Intermediate Bond-W
IVCCX ING International Value Choice-CIIVIX ING International Value-I
IJCTX ING Janus Contrarian S2IJCSX ING Janus Contrarian-S
IJBSX ING Julius Baer Foreign-SIMISX ING Marsico Intern'l Opportun-S
IPTIX ING Pimco Total Return InitialIPEIX ING Pioneer Equity Income-I
IPVIX ING Pioneer MidCap Value-IATLAX ING Strategic Allocation Conserv-A
ACLGX ING Strategic Allocation Conserv-CIGIAX Integrty Growth & Income-A
ICPAX Integrty Willistn Bsn Mid-Nth Amer Stk-AICMBX Intrepid Capital
BBLAX Invesco Basic Balanced-AACNAX Invesco Conservative Allocation-A
CSTGX Invesco Constellation-ACSTBX Invesco Constellation-B
CSTRX Invesco Constellation-RAMIFX Invesco Income-A
SMEIX Invesco INST:SmallCap EquityAIIVX Invesco INV:Income
LCGIX Invesco INV:LargeCap GrowthFLISX Invesco INV:Leisure
LCGAX Invesco LargeCap Growth-ALCRGX Invesco LargeCap Growth-R
ILSAX Invesco Leisure-AILSRX Invesco Leisure-R
ACMGX Invesco Moderate Growth Allocation-CSMEAX Invesco SmallCap Equity-A
SMERX Invesco SmallCap Equity-RASMMX Invesco Summit-A
SMMIX Invesco Summit-PIVIOX IVA International-A
IVIQX IVA International-IIVWAX IVA Worldwide
IVWIX IVA Worldwide-IWASAX Ivy Asset Strategy-A
WASBX Ivy Asset Strategy-BWASCX Ivy Asset Strategy-C
WASYX Ivy Asset Strategy-YIBNAX Ivy Balanced-A
IBNYX Ivy Balanced-YICDAX Ivy Cundill Global Value-A
IVDBX Ivy Dividend Opportunities-BWBLAX Ivy Invested Balanced-A
GLRBX JamesAdv Balanced Golden Rainbow-AJALCX JamesAdv Equity-A
JALSX Janus ADV:Long/Short-AJLSIX Janus ADV:Long/Short-I
JSLSX Janus ADV:Long/Short-SJHCVX JHancock 2 All Cap Value-NAV
GOSIX JHancock 3 Growth Opportunities-IGIDEX JHancock 3 International Core-A
RLGIX JHancock 3 Rainer Growth-IRGROX JHancock 3 Rainier Growth-A
GOUGX JHancock 3 Value Opportunities-AGMPIX JHancock 3 Value Opportunities-I
SVBAX JHancock Balanced-ASVBCX JHancock Balanced-C
JORDX Jordan OpportunityJEMSX JPMorgan Emerging Market Select
JFAMX JPMorgan Emerging Markets Equity-AJMIEX JPMorgan INST:Emerging Market Equity
ONCFX JPMorgan Investor Conservative Grow SelOICAX JPMorgan Investor Conservative Growth-A
OICGX JPMorgan Investor Conservative Growth-BOCGCX JPMorgan Investor Conservative Growth-C
HLOMX JPMorgan OH Municipal SelectKMCVX Keeley MidCap Value-A
KWIAX Kinetics ADV:The Water Infrastructure-AKWINX Kinetics The Water Infrastructure
RISIX Laudus INV:Rosenberg Intn'l SmallCapSWOSX Laudus INV:SmallCap MarketMasters
ICSIX Laudus Rosenberg Intn'l SmallCap SelecRDISX Laudus Rosenberg US Discovery Select
SWMSX Laudus SmallCap MarketMasters SelectLCAIX Lazard INST:Capital Allocation Opportn
LZESX Lazard Intern'l Equity Select OpenCFIPX LeggMasn BatteryMarch Global Equity-A
LMGEX LeggMasn BatteryMarch Intern'l Eq Tr-CSDSAX LeggMasn Westn Ast Strategic Income-A
SLDSX LeggMasn Westn Ast Strategic Income-BLCORX Leuthold Core Investment
GLBLX Leuthold GlobalGLBIX Leuthold INST:Global
LKBAX LKCM BalancedLLINX Longleaf International/136
LLPFX Longleaf Partners/133LAMAX LordAbb Capital Structure-A
LACFX LordAbb Convertible-ALCFYX LordAbb Convertible-I
LACCX LordAbb Convertibles-CLDMYX LordAbb Developing Local Markets-I
LSBAX LordAbb SmallCap Blend-ALSBYX LordAbb SmallCap Blend-I
LSBPX LordAbb SmallCap Blend-PGTSGX MadisonM MidCap
MTRAX MainStay Income Builder-AMTOIX MainStay Income Builder-I
MINEX MainStay International Equity-BMIECX MainStay International Equity-C
MGGBX Managers Global BondMMAFX Managers INST:FQ Global Essentials
MSSCX Managers SER:Frontier SmallCap GrowthCZOCX Managers Zacks Multi-Cap Opportunities-C
MFLDX Marketfi FundMOFQX Marketro Masters 100
MXXIX Marsico 21st CenturyMIOFX Marsico International Opportunities
MPHLX MassMutu Premier High Yield-LMPHSX MassMutu Premier High Yield-S
MMEGX MassMutu Select Emerging Growth Equity-AMSEFX Masters Select Equity
MSVFX Masters Select ValueMAVFX Matrix Advisors Value
MAPIX Matthews Asia DividendMPACX Matthews Asia-Pacific
MJFOX Matthews JapanMHNAX Members High Income-A
MHNBX Members High Income-BMERDX Meridian Growth
MVALX Meridian ValueMFCAX MFS Core Growth-A
MFCIX MFS Core Growth-IMCRRX MFS Core Growth-R2
MFCJX MFS Core Growth-R4DVRAX MFS Diversified Target Return-A
MFWTX MFS Global Total Return-AMTCAX MFS Technology-A
MTCBX MFS Technology-BMTCCX MFS Technology-C
MTCIX MFS Technology-IMCFAX Miller Convertible-A
MPIAX MMAPraxs International-AMONTX Monetta Fund
GADAX MorgStan Global Advantage-AGADBX MorgStan Global Advantage-B
GLBBX MorgStan Global Dividend Growth Secur-BUTLDX MorgStan Global Infrastructure-I
SRTAX MorgStan Global Strategist-ASRTBX MorgStan Global Strategist-B
UTLBX MorgStan Infrastructure-BIFOAX MorgStan Technology-A
IFOBX MorgStan Technology-BUTLAX MorgStan Utilities-A
MSIEX MorgStnI INST:Emerging Markets Debt-IMSISX MorgStnI INST:International SmallCap-I
ARGIX MTB INST:Strategic Allocation-IARBAX MTB Strategic Allocation-A
MUHLX Muhlenka FundMUBAX Munder Asset Allocation Balanced-A
MUBKX Munder Asset Allocation Balanced-KMUBYX Munder Asset Allocation Balanced-Y
NWEAX Nationwd Destination 2015-AGIMCX Nationwd INST:Invest Destinat Conserv
GMIMX Nationwd INST:Invest Destinat ModConservGCFRX Nationwd Invest Destinat Conserv-R2
NDCAX Nationwd Invest Destinat Conservative-ANADCX Nationwd Invest Destinat Mod Conserv-A
GMMRX Nationwd Invest Destinat Mod Conserv-R2GMDRX Nationwd Invest Destinat Moderate-R2
NWRAX Nationwd Retirement Income-ANDCSX Nationwd SER:Invest Destinat Conserv
NSDCX Nationwd SER:Invest Destinat Mod ConservGAFYX Natixis ASG Global Alternatives-Y
IIDPX Natixis Income Diversified-ACIDPX Natixis Income Diversified-C
LGMAX Natixis Loomis Sayles Global Markets-ALGMCX Natixis Loomis Sayles Global Markets-C
LSWWX Natixis Loomis Sayles Global Markets-YLAGRX Natixis Loomis Sayles MidCap Growth-A
LSAIX Natixis Loomis Sayles MidCap Growth-YNFMAX Navellie Fundamental-A
NBGAX NeuBerm ADV:GenesisNBGEX NeuBerm Genesis Trust
NBGIX NeuBerm INST:GenesisNBGNX NeuBerm INV:Genesis
NMANX NeuBerm INV:MidCap GrowthNBMTX NeuBerm MidCap Growth Trust
NCHPX NewCenty Alternative StrategiesNCIPX NewCenty Balanced
NCCPX NewCenty CapitalNCICX NewCoven Income
NCTWX Nicholas II Fund-INNTWX Nicholas II Fund-N
AAXCX NorLight Adaptive AllocationDWATX NorLight Arrow DWA Balanced-C
EASAX NorLight EAS Genesis-AEASYX NorLight EAS Genesis-C
EASIX NorLight EAS Genesis-IWADEX NorLight INV:Wade Core Destination
KCMTX NorLight KCM Macro Trends-R1PALIX NorLight Palantir Fund
NHFIX Northern High-Yield Fixed IncomeNSGRX Northern SmallCap Core
PSVFX Nottingh Piedmont Select ValueNHYAX Nuveen High Yield Bond-A
NHYRX Nuveen High Yield Bond-INNSAX Nuveen Moderate Allocation-A
NAIGX Nuveen Tradewinds International Val-ANBIGX Nuveen Tradewinds International Val-B
NCIGX Nuveen Tradewinds International Val-CBOGSX OakAsso Emerging Technology
OTMZX OldMutua TS&W MidCap Value-ZOACVX OldMutua TS&W SmallCap Value-A
OSMVX OldMutua TS&W SmallCap Value-ZOWSMX OldWestb Global SmallCap and MidCap
OPASX Oppenhmr Balanced-AOPOCX Oppenhmr Discovery-A
ODIBX Oppenhmr Discovery-BODIYX Oppenhmr Discovery-Y
OEGAX Oppenhmr Emerging Growth-AOEGYX Oppenhmr Emerging Growth-Y
QOPBX Oppenhmr Quest Opportunity Value-BQOPNX Oppenhmr Quest Opportunity Value-N
QOPYX Oppenhmr Quest Opportunity Value-YQVOPX Oppenhmr Quest Opportunity-A
QOPCX Oppenhmr Quest Opportunity-COBRDX Oppenhmr Rising Dividends-B
OPSIX Oppenhmr Strategic Income-AOSIYX Oppenhmr Strategic Income-Y
OSTFX Osterwes FundPCGSX PacificC Growth Stock-A
PCGFX PacificC Growth Stock-BPFSLX Paradigm Select
PAXWX PaxWorld Balanced IndividualPYHRX Payden High Income
PFEQX Performa INST:LargeCap EquityPCGIX Performa INST:MidCap Equity
PFECX Performa LargeCap Equity-APCGCX Performa MidCap Equity-A
PRPFX Permanen PortfolioPFCAX Pimco ADM:Convertible
PEBAX Pimco ADM:Emerging Markets BondPLMAX Pimco Developing Local Markets-A
PLMCX Pimco Developing Local Markets-CPLMDX Pimco Developing Local Markets-D
PELAX Pimco Emerging Local Bond-APLBDX Pimco Emerging Local Bond-D
PAEMX Pimco Emerging Markets Bond-APEMDX Pimco Emerging Markets Bond-D
PFIDX Pimco Floating Income-DPGMDX Pimco Global Multi Asset-D
PFCIX Pimco INST:ConvertiblePLMIX Pimco INST:Developing Local Markets
PEBIX Pimco INST:Emerging Markets BondPFIIX Pimco INST:Floating Income
PFATX Pimco INST:Fundament Advant TotRetrnPGAIX Pimco INST:Global Multi-Asset
PEQIX Pioneer Equity Income-APBEQX Pioneer Equity Income-B
PQIRX Pioneer Equity Income-RPYEQX Pioneer Equity Income-Y
AMGEX Pioneer Government Income-APCGRX Pioneer MidCap Value-A
PBCGX Pioneer MidCap Value-BPCMRX Pioneer MidCap Value-R
PYCGX Pioneer MidCap Value-YPRIAX Princpal International Emerging Market-A
PEPSX Princpal International Emerging Mkts-R5PLLAX Princpal SmallCap Blend-A
PPMNX Princpal SmallCap Growth II-R2CANGX Professi HD CanSlim Growth
PORTX Professi Portfolio 21VILLX Professi Villere Balanced
FYAIX ProFunds INV:Access Flex High-YieldFDPIX ProFunds INV:Falling US Dollar
RRPIX ProFunds INV:Rising Rates OpportunityRTPIX ProFunds INV:Rising Rates Opportunity 10
FYASX ProFunds SER:Access Flex High-YieldFDPSX ProFunds SER:Falling US Dollar
RRPSX ProFunds SER:Rising Rates OpportunityRTPSX ProFunds SER:Rising Rates Opportunity 10
PIBAX Prudenti Asset Allocation-APJIAX Prudenti Jennison Equity Opportunity-A
PJGZX Prudenti Jennison Equity Opportunity-ZPNSAX Putnam SmallCap Growth-A
PSYGX Putnam SmallCap Growth-YPVISX Putnam Vista-A
QUKTX Quaker Capital Opportunities-AQCOCX Quaker Capital Opportunities-C
QUSVX Quaker SmallCap Value-AQUAGX Quaker Strategic Growth-A
RIMBX Rainier BalancedRAISX Rainier INST:Small MidCap Equity
RIMEX Rainier LargeCap EquityRIMSX Rainier Small MidCap Equity
SENBX RBB SenbancIPOSX Renaissn IPO Plus Aftermarket
RBCGX Reynolds Blue Chip GrowthSTICX RidgeWor Corporate Bond-I
SAMHX RidgeWor Seix High-Yield-IRPRCX Royce ADV:Premier Consultant
RSFTX Royce INV:Global SelectRPRRX Royce Premier-R
RYFSX Royce SER:Financial ServicesRPFFX Royce SER:Premier
RSPFX RSInvest PartnersRYIAX RydexSGI ADV:Internet
RYRAX RydexSGI ADV:RetailingRYMAX RydexSGI ADV:Telecommunication
RYGEX RydexSGI All-Asset Aggressive Strategy-CRYGHX RydexSGI All-Asset Aggressive Strategy-H
RYEOX RydexSGI All-Asset Conservative Stratg-ARYEEX RydexSGI All-Asset Conservative Stratg-C
RYEPX RydexSGI All-Asset Conservative Stratg-HRYMOX RydexSGI All-Asset Moderate Strategy-A
RYMYX RydexSGI All-Asset Moderate Strategy-CRYMLX RydexSGI All-Asset Moderate Strategy-H
RYFDX RydexSGI Alternative Strategies Alloc-ARYFFX RydexSGI Alternative Strategies Alloc-C
RYFOX RydexSGI Alternative Strategies Alloc-HSEQAX RydexSGI Global-A
RYFWX RydexSGI International Opportunity-CRYINX RydexSGI Internet-A
RYICX RydexSGI Internet-CRYIIX RydexSGI INV:Internet
RYRIX RydexSGI INV:RetailingRYMIX RydexSGI INV:Telecommunications
RYMQX RydexSGI Multi Hedge Strategies-ARYMRX RydexSGI Multi Hedge Strategies-C
RYMSX RydexSGI Multi Hedge Strategies-HRYRTX RydexSGI Retailing-A
RYRCX RydexSGI Retailing-CRYTLX RydexSGI Telecommunications-A
RYCSX RydexSGI Telecommunications-CSIUSX RydexSGI US Intermediate Bond-A
RYAMX RydexSGI US Long Short Momentum-ARYISX RydexSGI US Long Short Momentum-C
RYSRX RydexSGI US Long Short Momentum-HSFPAX Saratoga Financial Services-A
SALVX Schroder ADV:MultiAsset GrowthSALIX Schroder INV:MultiAsset Growth
SALAX Schroder MultiAsset Growth-ASWLSX Schwab SEL:LargeCap Growth
AVEGX Schwartz Ave Maria GrowthRCMFX Schwartz Value
UMBHX Scout SmallCapUMBSX Scout Stock
SLFRX Seligman Frontier-ASNYTX Seligman NY Municipal-A
SECMX Sentinel Conservative Allocation-ASGLFX Sentinel Growth Leaders-C
SNTNX Sentinel MidCap Growth-ASYVAX Sentinel MidCap Value-A
SAGWX Sentinel SmallCap-ASEQUX Sequoia Fund
SSGFX Sextant GrowthSSIFX Sextant International
SIBAX Sit BalancedSGFFX Sparrow Growth-A
SSLBX SSgA Life Solutions BalancedSSLIX SSgA Life Solutions Income & Growth
SVSCX SSgA SmallCapSSCRX SSgA SmallCap-R
SITAX STAAR Alternative CategoriesSITIX STAAR International
ETFRX Stadion Core Advantage-ASTFBX StateFar Balanced
SFBDX StateFar Municipal BondSFTAX StateFar Tax-Advantaged Bond Legacy-A
SCARX StockCar Stocks Index FundSTSCX Stratton SmallCap Value
FFEAX SunAmer Focused Fixed Income & Equity-AFOGAX SunAmer Focused Growth & Income-A
FOGTX SunAmer Focused Growth & Income-CNSKAX SunAmer Focused SmallCap Growth-A
SSSBX SunAmer Focused SmallCap Value-BSSSTX SunAmer Focused SmallCap Value-C
STNAX SunAmer Focused Technology-ASTNTX SunAmer Focused Technology-C
STEAX SunAmer Tax-Exempt Insured-ATCMSX TCM SmallCap Growth
TGBIX TCW Balanced-ITGBNX TCW Balanced-N
TGPCX TCW Conservative Allocation-ITGPNX TCW Conservative Allocation-N
TGPMX TCW Moderate Allocation-ITGPOX TCW Moderate Allocation-N
TEBRX Teberg FundTFSMX TFS Market Neutral
TGVRX Thornbur International Value R3THGCX Thornbur International Value-C
AASMX Thrivent SmallCap Stock-ATSCSX Thrivent SmallCap Stock-I
TCGAX TimothyP Conservative Growth-ATHBCX Touchstn HealthCare & Biotechnology-A
TMCPX Touchstn INST:Midcap CoreTMCTX Touchstn MidCap-Z
TSVOX Touchstn SmallCap Value Opportunity-ZTHYPX Transame AEGON High-Yield Bond-P
IBALX Transame Balanced-ATABPX Transame Balanced-P
DVMGX Transame INV:Partners Mid GrowthIMUAX Transame Multi-Manager Alt Strategy-A
DVIEX Transame Partners International EquityTSEIX Turner INV:SmallCap Equity
FCIEX Unified FCI EquityIMSCX Unified IMS Capital Value
IMSAX Unified IMS Dividend GrowthBULLX Unified Roosevelt Multi Cap
SMIVX Unified Sound Mind Managed VolatilityUSCGX USAA Capital Growth
UFSGX USAA First Start GrowthUGOFX USAA Global Opportunities
USTRX USAA Total Return StrategyGWGFX USAMutua Generation Wave Growth
VICEX USAMutua ViceUSCOX USGlobal China Region
GEMFX USGlobal INV:Emerging MarketsMEGAX USGlobal MegaTrends
VLAAX ValuLine Asset AllocationVALCX ValuLine Convertible
VALIX ValuLine Income & GrowthVALLX ValuLine INV:Larger Companies
VCVSX Vanguard Convertible Securities/82VMNIX Vanguard INST:Market Neutral
VASIX Vanguard LifeStrategy IncomeVBLTX Vanguard Long-Term Bond Index Fund/522
VMNFX Vanguard Market NeutralVTMFX Vanguard Tax-Managed Balanced/103
ACHVX VanKampn High Yield-IVASCX VanKampn SmallCap Growth-A
VBSCX VanKampn SmallCap Growth-BVCSCX VanKampn SmallCap Growth-C
VTFAX VanKampn Technology-AVTFBX VanKampn Technology-B
VTFCX VanKampn Technology-CSBALX Victory Balanced-A/871
SIMIX Victory Core Bond-ASBFCX Victory Investment Grade Convert-A/288
HIBZX Virtus Balanced Allocation-AHGRZX Virtus Core Equity-A
HGRIX Virtus Core Equity-IHIEMX Virtus Emerging Markets Opportunits-I
HEMZX Virtus Emerging Markets-APHCHX Virtus High-Yield Bond-A
PAMAX Virtus SmallCap Growth-AVOLMX Volumetr Fund
UNASX WaddellR ADV:Asset Strategy-AWBASX WaddellR ADV:Asset Strategy-B
WCASX WaddellR ADV:Asset Strategy-CWYASX WaddellR ADV:Asset Strategy-Y
WDVAX WaddellR ADV:Dividend Opportunities-AWDVBX WaddellR ADV:Dividend Opportunities-B
WDVCX WaddellR ADV:Dividend Opportunities-CWTEAX WaddellR ADV:Tax-Managed Equity-A
WBTMX WaddellR ADV:Tax-Managed Equity-BWCTMX WaddellR ADV:Tax-Managed Equity-C
WYTMX WaddellR Ivy Tax-Managed Equity-IFMLSX Wasatch 1st Source Long/Short
WAHVX Wasatch Heritage ValueWBALX Weitz Balanced
NVCBX WellsFar ADM:Conservative AllocationWFLOX WellsFar ADM:Dow Jones Target Today
MNEFX WellsFar ADM:Emerging Markets EquityNVMBX WellsFar ADM:Moderate Balanced
STWRX WellsFar Dow Jones Target Today-AMFFAX WellsFar Emerging Markets Equity-A
SHBAX WellsFar High Income-AWOTDX WellsFar INST:Dow Jones Target Today
SHYYX WellsFar INST:High IncomeSASPX WellsFar INV:Asia Pacific
STHYX WellsFar INV:High IncomeSGRIX WellsFar INV:LargeCap Core
SCOVX WellsFar INV:SmallCap DisciplinedWFAPX WellsFar LargeCap Appreciation-A
SGNAX WellsFar LargeCap Core-AWBGIX WellsFar WealthBuilder Equity
WBGBX WellsFar WealthBuilder Growth BalancedWBBBX WellsFar WealthBuilder Moderate Balanced
WPSCX WestPort Select Cap-IWPSRX WestPort Select Cap-R
WHGBX WHG INST:BalancedWHGIX WHG INST:Income Opportunties
JAMBX Willburg Jamestown BalancedJAMEX Willburg Jamestown Equity
WMRIX Wilmingt INST:Multi-Manager Real AssetWMMRX Wilmingt Multi-Manager Real Asset-A
PLBBX Wisconsn Plumb BalancedWIIEX WmBlair INST:International Equity
WIEIX WmBlair International Equity-IWIENX WmBlair International Equity-N
CZOAX ZACKS Multi-Cap Opportunities-A



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