StatSheet tables for January 20, 2005 © www.successful-investment.com
1. Domestic Top 25 Sorted by: 4wk
Fav Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD% DD%
  ANDEX Analytic Defensive Equity Instl Large Blend   $12.21 0.25% 2.78% 6.92% -0.25% $11.57 5.51% 4.36% 4.54% 2004/12/31 $12.24 -0.25% -8.30%
  JENSX Jensen J Large Growth   $24.34 -0.37% 2.57% 4.64% -1.14% $23.63 3.00% 1.80% 4.69% 2004/12/30 $24.68 -1.38% -0.47%
  JENRX *Jensen R Large Growth   $24.15 -0.37% 2.59% 4.64% -1.15% $23.45 2.97% 1.81% 4.68% 2004/12/30 $24.49 -1.39% 0.00%
  RSCOX RS Contrarian Value Mid-Cap Blend   $21.71 -0.41% 2.02% 13.19% -1.41% $18.80 15.47% 8.77% 14.50% 2004/12/31 $22.02 -1.41% -4.15%
  CAMOX Cambiar Opportunity Inst Large Blend   $16.59 -0.42% 3.69% 9.50% -0.96% $15.23 8.91% 5.74% 9.87% 2005/01/18 $16.80 -1.25% 0.00%
  AQEGX Aquinas Growth Large Growth   $14.59 -0.48% 0.69% 6.96% -0.55% $13.76 6.02% 3.70% 6.19% 2004/12/01 $14.69 -0.68% -1.67%
  BARAX Baron Asset Mid-Cap Growth   $54.93 -0.49% 4.37% 12.15% -2.19% $48.81 12.54% 8.26% 13.66% 2004/12/29 $56.28 -2.40% -1.01%
  BPTRX Baron Partners Mid-Cap Growth   $17.04 -0.64% 4.99% 13.83% -1.33% $14.69 16.01% 9.44% 15.60% 2005/01/18 $17.32 -1.62% -0.89%
  SMCDX Strong Mid Cap Disciplined Mid-Cap Value   $24.47 -0.93% 1.41% 5.70% -1.69% $23.08 6.01% 3.73% 4.93% 2004/12/31 $24.89 -1.69% -0.93%
  KDHAX *Scudder Dreman High Return Eq A Large Value   $43.18 -0.94% 1.91% 7.57% -1.51% $40.21 7.40% 4.48% 7.12% 2004/12/29 $43.86 -1.55% -4.02%
  NPRTX Neuberger Berman Partners Inv Large Blend   $24.95 -1.03% 1.46% 10.30% -1.23% $22.59 10.46% 6.58% 9.38% 2005/01/18 $25.36 -1.62% -4.11%
  ICLEX ICON Leisure & Consumer Staples Mid-Cap Blend   $15.88 -1.06% 0.38% 8.10% -1.91% $14.85 6.92% 3.66% 7.01% 2004/12/29 $16.21 -2.04% -3.02%
  HILVX Harbor Large Cap Value Inv Large Value   $16.07 -1.17% 1.71% 7.35% -1.83% $15.05 6.74% 3.61% 7.49% 2004/12/30 $16.38 -1.89% -0.87%
JVUIX Janus Adviser Focused Value Inv Mid-Cap Value   $23.05 -1.20% 0.48% 3.41% -1.54% $22.37 3.02% 1.45% 3.97% 2004/12/30 $23.44 -1.66% -0.54%
WVALX Weitz Value Mid-Cap Value   $40.41 -1.25% 2.25% 5.62% -2.25% $38.20 5.78% 4.07% 4.72% 2004/12/30 $41.37 -2.32% -6.54%
BSCFX Baron Small Cap Small Growth   $22.13 -1.25% 3.75% 10.65% -2.21% $20.16 9.78% 8.22% 13.55% 2004/12/30 $22.64 -2.25% -1.82%
NBRVX Neuberger Berman Regency Inv Mid-Cap Value   $16.55 -1.25% 0.98% 9.24% -2.24% $15.11 9.56% 4.68% 8.31% 2004/12/31 $16.93 -2.24% -1.17%
MUHLX Muhlenkamp Mid-Cap Value   $77.23 -1.32% 3.59% 12.06% -2.33% $68.46 12.81% 8.07% 12.76% 2004/12/31 $79.07 -2.33% -0.92%
NYVTX *Davis NY Venture A Large Blend   $30.63 -1.32% 0.59% 6.02% -1.51% $28.96 5.76% 2.27% 5.69% 2004/12/30 $31.13 -1.61% -2.61%
ARVAX *Armada Mid Cap Value A Mid-Cap Value   $14.16 -1.32% 1.07% 8.09% -1.87% $12.91 9.66% 4.58% 8.59% 2004/12/30 $14.44 -1.94% -3.50%
DTMGX *Dreyfus Premier Tax-Managed Growth A Large Blend   $16.12 -1.35% 0.94% 4.95% -1.23% $15.76 2.27% 1.51% 3.47% 2004/12/28 $16.36 -1.47% -2.09%
QUAGX *Quaker Strategic Growth A Large Blend   $21.36 -1.39% -4.39% 2.35% -1.79% $20.64 3.48% -0.88% 3.09% 2004/12/15 $22.56 -5.32% -3.03%
LCBAX *AIM Large Cap Basic Value A Large Value   $13.20 -1.42% 1.07% 6.88% -2.15% $12.59 4.83% 3.04% 6.28% 2004/12/30 $13.51 -2.29% -1.71%
NEFOX *CDC Nvest Harris Associates Lg-Cp Val A Large Blend   $13.09 -1.43% 0.77% 4.72% -2.09% $12.53 4.44% 1.87% 5.56% 2004/12/30 $13.39 -2.24% -1.27%
ICSLX ICAP Select Equity Large Value   $34.37 -1.46% 0.32% 7.64% -2.14% $32.09 7.12% 2.51% 6.57% 2004/12/30 $35.13 -2.16% -8.94%
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 10/5/04 DD%
ANDEX Analytic Defensive Equity Instl Large Blend 0.25% 2.78% 6.92% -0.25% 5.51% 4.54% -0.25%
JENSX Jensen J Large Growth -0.37% 2.57% 4.64% -1.14% 3.00% 4.69% -1.38%
JENRX *Jensen R Large Growth -0.37% 2.59% 4.64% -1.15% 2.97% 4.68% -1.39%
RSCOX RS Contrarian Value Mid-Cap Blend -0.41% 2.02% 13.19% -1.41% 15.47% 14.50% -1.41%
CAMOX Cambiar Opportunity Inst Large Blend -0.42% 3.69% 9.50% -0.96% 8.91% 9.87% -1.25%
AQEGX Aquinas Growth Large Growth -0.48% 0.69% 6.96% -0.55% 6.02% 6.19% -0.68%
BARAX Baron Asset Mid-Cap Growth -0.49% 4.37% 12.15% -2.19% 12.54% 13.66% -2.40%
BPTRX Baron Partners Mid-Cap Growth -0.64% 4.99% 13.83% -1.33% 16.01% 15.60% -1.62%
SMCDX Strong Mid Cap Disciplined Mid-Cap Value -0.93% 1.41% 5.70% -1.69% 6.01% 4.93% -1.69%
KDHAX *Scudder Dreman High Return Eq A Large Value -0.94% 1.91% 7.57% -1.51% 7.40% 7.12% -1.55%
NPRTX Neuberger Berman Partners Inv Large Blend -1.03% 1.46% 10.30% -1.23% 10.46% 9.38% -1.62%
ICLEX ICON Leisure & Consumer Staples Mid-Cap Blend -1.06% 0.38% 8.10% -1.91% 6.92% 7.01% -2.04%
HILVX Harbor Large Cap Value Inv Large Value -1.17% 1.71% 7.35% -1.83% 6.74% 7.49% -1.89%
JVUIX Janus Adviser Focused Value Inv Mid-Cap Value -1.20% 0.48% 3.41% -1.54% 3.02% 3.97% -1.66%
WVALX Weitz Value Mid-Cap Value -1.25% 2.25% 5.62% -2.25% 5.78% 4.72% -2.32%
BSCFX Baron Small Cap Small Growth -1.25% 3.75% 10.65% -2.21% 9.78% 13.55% -2.25%
NBRVX Neuberger Berman Regency Inv Mid-Cap Value -1.25% 0.98% 9.24% -2.24% 9.56% 8.31% -2.24%
MUHLX Muhlenkamp Mid-Cap Value -1.32% 3.59% 12.06% -2.33% 12.81% 12.76% -2.33%
NYVTX *Davis NY Venture A Large Blend -1.32% 0.59% 6.02% -1.51% 5.76% 5.69% -1.61%
ARVAX *Armada Mid Cap Value A Mid-Cap Value -1.32% 1.07% 8.09% -1.87% 9.66% 8.59% -1.94%
DTMGX *Dreyfus Premier Tax-Managed Growth A Large Blend -1.35% 0.94% 4.95% -1.23% 2.27% 3.47% -1.47%
QUAGX *Quaker Strategic Growth A Large Blend -1.39% -4.39% 2.35% -1.79% 3.48% 3.09% -5.32%
LCBAX *AIM Large Cap Basic Value A Large Value -1.42% 1.07% 6.88% -2.15% 4.83% 6.28% -2.29%
NEFOX *CDC Nvest Harris Associates Lg-Cp Val A Large Blend -1.43% 0.77% 4.72% -2.09% 4.44% 5.56% -2.24%
ICSLX ICAP Select Equity Large Value -1.46% 0.32% 7.64% -2.14% 7.12% 6.57% -2.16%
Sorted by: 12wk
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD%
QUASX *AllianceBernstein Small Cap Growth A Small Growth   $26.00 -3.92% 15.04% 23.75% -4.52% $21.39 21.53% 19.10% 24.46% 2004/12/28 $27.32 -4.83%
BPTRX Baron Partners Mid-Cap Growth   $17.04 -0.64% 4.99% 13.83% -1.33% $14.69 16.01% 9.44% 15.60% 2005/01/18 $17.32 -1.62%
RSCOX RS Contrarian Value Mid-Cap Blend   $21.71 -0.41% 2.02% 13.19% -1.41% $18.80 15.47% 8.77% 14.50% 2004/12/31 $22.02 -1.41%
HWAAX *Hotchkis And Wiley All Cap Value A Mid-Cap Value   $19.20 -1.84% 0.63% 12.94% -2.59% $17.29 11.03% 5.49% 11.63% 2004/12/30 $19.72 -2.64%
BARAX Baron Asset Mid-Cap Growth   $54.93 -0.49% 4.37% 12.15% -2.19% $48.81 12.54% 8.26% 13.66% 2004/12/29 $56.28 -2.40%
MUHLX Muhlenkamp Mid-Cap Value   $77.23 -1.32% 3.59% 12.06% -2.33% $68.46 12.81% 8.07% 12.76% 2004/12/31 $79.07 -2.33%
TURNX The Turnaround Fund Mid-Cap Blend   $14.47 -2.43% 2.99% 10.97% -4.55% $13.64 6.06% 7.82% 8.31% 2004/12/30 $15.17 -4.61%
SCOVX Strong Small Company Value Small Value   $17.10 -2.45% 0.65% 10.68% -2.73% $15.91 7.45% 6.21% 8.64% 2004/12/30 $17.60 -2.84%
BSCFX Baron Small Cap Small Growth   $22.13 -1.25% 3.75% 10.65% -2.21% $20.16 9.78% 8.22% 13.55% 2004/12/30 $22.64 -2.25%
THPSX Thompson Plumb Select Large Value   $13.00 -2.33% 3.01% 10.54% -3.20% $11.53 12.80% 9.61% 15.04% 2004/12/30 $13.45 -3.35%
NPRTX Neuberger Berman Partners Inv Large Blend   $24.95 -1.03% 1.46% 10.30% -1.23% $22.59 10.46% 6.58% 9.38% 2005/01/18 $25.36 -1.62%
MMOAX *Mainstay Mid Cap Opp. Mid-Cap Blend   $25.72 -2.50% -0.08% 9.96% -3.42% $23.59 9.03% 5.15% 7.48% 2004/12/31 $26.63 -3.42%
ICBMX ICON Materials Mid-Cap Value   $9.74 -4.98% -2.21% 9.93% -5.16% $8.79 10.83% 4.73% 5.64% 2004/12/28 $10.35 -5.89%
SMTVX Strong Multi-Cap Value Mid-Cap Value   $61.47 -4.64% -2.68% 9.92% -4.86% $56.79 8.24% 5.31% 5.58% 2004/12/31 $64.61 -4.86%
JOPHX *Jundt Opportunity A Large Growth   $12.51 -1.73% 2.37% 9.83% -1.57% $11.46 9.15% 6.02% 9.83% 2004/12/27 $12.85 -2.65%
MOPAX *Mainstay Sm. Cap. Opp. Small Value   $20.41 -2.99% 0.10% 9.79% -2.72% $18.44 10.66% 7.42% 7.03% 2004/12/28 $21.14 -3.45%
LSLTX Leuthold Select Industries Mid-Cap Growth   $13.32 -2.63% -2.56% 9.63% -2.70% $12.30 8.33% 4.63% 6.14% 2004/12/28 $13.75 -3.13%
TCVGX *Texas Capital Value & Growth Small Blend   $28.63 -2.05% -0.21% 9.61% -2.72% $26.09 9.75% 5.45% 6.55% 2004/12/31 $29.43 -2.72%
LMVFX Legg Mason Value Large Blend CBC $67.35 -2.52% 1.71% 9.53% -4.13% $62.70 7.42% 5.12% 8.70% 2004/12/30 $70.50 -4.47%
IZZYX ICM/Isabelle Small Cap Value Invmt Small Value   $15.29 -5.44% 0.07% 9.53% -6.20% $14.35 6.58% 6.40% 7.37% 2004/12/28 $16.35 -6.48%
CAMOX Cambiar Opportunity Inst Large Blend   $16.59 -0.42% 3.69% 9.50% -0.96% $15.23 8.91% 5.74% 9.87% 2005/01/18 $16.80 -1.25%
NBRVX Neuberger Berman Regency Inv Mid-Cap Value   $16.55 -1.25% 0.98% 9.24% -2.24% $15.11 9.56% 4.68% 8.31% 2004/12/31 $16.93 -2.24%
YAFFX Yacktman Focused Mid-Cap Value   $17.66 -1.51% 3.58% 9.21% -2.21% $16.47 7.22% 6.19% 9.49% 2004/12/30 $18.08 -2.32%
CHGIX *Van Eck Mid Cap Value A Mid-Cap Blend   $21.00 -2.69% -0.90% 9.15% -3.54% $19.44 8.01% 4.43% 6.54% 2004/12/31 $21.77 -3.54%
LMOFX Legg Mason Opportunity F. I. Mid-Cap Blend   $14.82 -4.26% 0.88% 9.05% -5.96% $13.95 6.22% 5.11% 8.81% 2004/12/30 $15.82 -6.32%
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 10/5/04 DD%
QUASX *AllianceBernstein Small Cap Growth A Small Growth -3.92% 15.04% 23.75% -4.52% 21.53% 24.46% -4.83%
BPTRX Baron Partners Mid-Cap Growth -0.64% 4.99% 13.83% -1.33% 16.01% 15.60% -1.62%
RSCOX RS Contrarian Value Mid-Cap Blend -0.41% 2.02% 13.19% -1.41% 15.47% 14.50% -1.41%
HWAAX *Hotchkis And Wiley All Cap Value A Mid-Cap Value -1.84% 0.63% 12.94% -2.59% 11.03% 11.63% -2.64%
BARAX Baron Asset Mid-Cap Growth -0.49% 4.37% 12.15% -2.19% 12.54% 13.66% -2.40%
MUHLX Muhlenkamp Mid-Cap Value -1.32% 3.59% 12.06% -2.33% 12.81% 12.76% -2.33%
TURNX The Turnaround Fund Mid-Cap Blend -2.43% 2.99% 10.97% -4.55% 6.06% 8.31% -4.61%
SCOVX Strong Small Company Value Small Value -2.45% 0.65% 10.68% -2.73% 7.45% 8.64% -2.84%
BSCFX Baron Small Cap Small Growth -1.25% 3.75% 10.65% -2.21% 9.78% 13.55% -2.25%
THPSX Thompson Plumb Select Large Value -2.33% 3.01% 10.54% -3.20% 12.80% 15.04% -3.35%
NPRTX Neuberger Berman Partners Inv Large Blend -1.03% 1.46% 10.30% -1.23% 10.46% 9.38% -1.62%
MMOAX *Mainstay Mid Cap Opp. Mid-Cap Blend -2.50% -0.08% 9.96% -3.42% 9.03% 7.48% -3.42%
ICBMX ICON Materials Mid-Cap Value -4.98% -2.21% 9.93% -5.16% 10.83% 5.64% -5.89%
SMTVX Strong Multi-Cap Value Mid-Cap Value -4.64% -2.68% 9.92% -4.86% 8.24% 5.58% -4.86%
JOPHX *Jundt Opportunity A Large Growth -1.73% 2.37% 9.83% -1.57% 9.15% 9.83% -2.65%
MOPAX *Mainstay Sm. Cap. Opp. Small Value -2.99% 0.10% 9.79% -2.72% 10.66% 7.03% -3.45%
LSLTX Leuthold Select Industries Mid-Cap Growth -2.63% -2.56% 9.63% -2.70% 8.33% 6.14% -3.13%
TCVGX *Texas Capital Value & Growth Small Blend -2.05% -0.21% 9.61% -2.72% 9.75% 6.55% -2.72%
LMVFX Legg Mason Value Large Blend -2.52% 1.71% 9.53% -4.13% 7.42% 8.70% -4.47%
IZZYX ICM/Isabelle Small Cap Value Invmt Small Value -5.44% 0.07% 9.53% -6.20% 6.58% 7.37% -6.48%
CAMOX Cambiar Opportunity Inst Large Blend -0.42% 3.69% 9.50% -0.96% 8.91% 9.87% -1.25%
NBRVX Neuberger Berman Regency Inv Mid-Cap Value -1.25% 0.98% 9.24% -2.24% 9.56% 8.31% -2.24%
YAFFX Yacktman Focused Mid-Cap Value -1.51% 3.58% 9.21% -2.21% 7.22% 9.49% -2.32%
CHGIX *Van Eck Mid Cap Value A Mid-Cap Blend -2.69% -0.90% 9.15% -3.54% 8.01% 6.54% -3.54%
LMOFX Legg Mason Opportunity F. I. Mid-Cap Blend -4.26% 0.88% 9.05% -5.96% 6.22% 8.81% -6.32%
Only positive numbers! Sorted by: 4wk (top 50) No listings this week!
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD%
NEGAX Nations MidCap Growth Inv A Mid-Cap Growth   $12.64 6.13% 10.20% 15.96% 14.29% $11.08 14.11% 10.10% 15.22% 2004/12/28 $12.67 -0.24%
IZZYX ICM/Isabelle Small Cap Value Invmt Small Value   $16.31 5.91% 14.14% 14.46% 18.19% $14.28 14.23% 13.50% 14.54% 2004/12/28 $16.35 -0.24%
BARAX Baron Asset Mid-Cap Growth   $56.19 5.56% 11.64% 16.82% 28.20% $48.26 16.43% 10.74% 16.26% 2004/12/29 $56.28 -0.16%
MUHLX Muhlenkamp Mid-Cap Value   $79.01 5.47% 10.77% 15.78% 24.41% $67.61 16.86% 10.57% 15.36% 2004/12/30 $79.01 0.00%
FUSMX Fremont U.S. Micro-Cap Small Growth   $32.59 5.26% 13.67% 15.77% 9.62% $28.29 15.19% 12.65% 14.67% 2004/12/30 $32.59 0.00%
NMTAX Nations Marsico 21st Century Inv A Large Growth   $11.36 5.19% 8.92% 16.39% 22.15% $9.69 17.18% 9.13% 16.04% 2004/12/28 $11.38 -0.18%
BPTRX Baron Partners Mid-Cap Growth   $17.26 5.05% 12.30% 17.74% 41.82% $14.45 19.43% 10.85% 17.10% 2004/12/29 $17.29 -0.17%
LMNVX Legg Mason Value Institutional Large Blend 401k $71.36 5.02% 10.17% 13.98% 13.49% $62.86 13.52% 10.09% 13.87% 2004/12/30 $71.36 0.00%
LMVFX Legg Mason Value Large Blend CBC $70.50 4.99% 10.10% 13.87% 13.11% $62.18 13.38% 10.04% 13.78% 2004/12/30 $70.50 0.00%
FIIIX INVESCO Core Equity Inv Large Blend   $12.72 4.86% 7.43% 10.03% 7.89% $11.59 9.80% 6.71% 9.47% 2004/12/30 $12.72 0.00%
NFEAX Nations Marsico Focused Eq Inv A Large Growth   $18.53 4.75% 9.39% 11.83% 11.09% $16.43 12.78% 8.81% 11.29% 2004/12/29 $18.56 -0.16%
VMGRX Mid-Cap Growth Fund Mid-Cap Growth 401k Schiller $16.04 4.70% 9.26% 15.06% 11.31% $14.07 13.99% 8.82% 14.98% 2004/12/28 $16.05 -0.06%
WFMCX Wells Fargo Montgomery Mid Cap Growth A Mid-Cap Growth   $6.76 4.64% 8.51% 14.19% 21.36% $5.97 13.21% 7.64% 14.00% 2004/12/29 $6.76 0.00%
BFSVX Bridgeway Small-Cap Value R Small Value   $12.01 4.62% 11.31% 13.41% 16.94% $10.33 16.25% 11.10% 13.30% 2004/12/28 $12.07 -0.50%
PEEAX Jennison US Emerging Growth A Mid-Cap Growth   $17.13 4.58% 9.88% 15.04% 19.46% $14.97 14.40% 9.81% 15.12% 2004/12/30 $17.13 0.00%
YAFFX Yacktman Focused Mid-Cap Value   $18.08 4.57% 9.44% 12.72% 9.98% $16.37 10.45% 8.72% 12.09% 2004/12/30 $18.08 0.00%
JORNX Janus Orion Mid-Cap Growth   $6.94 4.52% 8.44% 10.51% 14.90% $6.29 10.29% 8.44% 9.29% 2004/12/30 $6.94 0.00%
LMGAX Lord Abbett Growth Opportunities A Mid-Cap Growth   $20.34 4.47% 9.59% 12.69% 11.57% $18.17 11.92% 8.77% 12.31% 2004/12/30 $20.34 0.00%
BVEFX Becker Value Equity Large Value   $12.32 4.41% 8.55% 10.30% 17.33% $11.20 10.02% 8.17% 9.61% 2004/12/30 $12.32 0.00%
TWHIX American Century Heritage Inv Mid-Cap Growth   $11.85 4.31% 8.12% 10.34% 7.05% $10.86 9.10% 7.92% 10.13% 2004/12/29 $11.87 -0.17%
USAUX USAA Aggressive Growth Large Growth 401k $29.36 4.30% 8.62% 11.17% 13.49% $26.18 12.15% 8.10% 10.58% 2004/12/29 $29.39 -0.10%
NMGIX Nations Marsico Grth Inv A Large Growth   $17.83 4.27% 7.80% 11.37% 15.78% $15.78 12.96% 7.22% 10.75% 2004/12/28 $17.86 -0.17%
JAVTX Janus Venture Small Growth   $58.69 4.23% 11.26% 16.22% 17.76% $50.68 15.80% 10.44% 16.17% 2004/12/30 $58.69 0.00%
JAVLX Janus Twenty Large Growth   $45.21 4.12% 9.55% 12.55% 24.41% $39.53 14.38% 9.20% 12.27% 2004/12/30 $45.21 0.00%
PAGRX Permanent Portfolio Aggressive Growth Mid-Cap Blend   $92.06 4.09% 7.87% 14.11% 12.90% $80.29 14.66% 7.28% 13.77% 2004/12/30 $92.06 0.00%
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 10/5/04 DD%
NEGAX Nations MidCap Growth Inv A Mid-Cap Growth 6.13% 10.20% 15.96% 14.29% 14.11% 15.22% -0.24%
IZZYX ICM/Isabelle Small Cap Value Invmt Small Value 5.91% 14.14% 14.46% 18.19% 14.23% 14.54% -0.24%
BARAX Baron Asset Mid-Cap Growth 5.56% 11.64% 16.82% 28.20% 16.43% 16.26% -0.16%
MUHLX Muhlenkamp Mid-Cap Value 5.47% 10.77% 15.78% 24.41% 16.86% 15.36% 0.00%
FUSMX Fremont U.S. Micro-Cap Small Growth 5.26% 13.67% 15.77% 9.62% 15.19% 14.67% 0.00%
NMTAX Nations Marsico 21st Century Inv A Large Growth 5.19% 8.92% 16.39% 22.15% 17.18% 16.04% -0.18%
BPTRX Baron Partners Mid-Cap Growth 5.05% 12.30% 17.74% 41.82% 19.43% 17.10% -0.17%
LMNVX Legg Mason Value Institutional Large Blend 5.02% 10.17% 13.98% 13.49% 13.52% 13.87% 0.00%
LMVFX Legg Mason Value Large Blend 4.99% 10.10% 13.87% 13.11% 13.38% 13.78% 0.00%
FIIIX INVESCO Core Equity Inv Large Blend 4.86% 7.43% 10.03% 7.89% 9.80% 9.47% 0.00%
NFEAX Nations Marsico Focused Eq Inv A Large Growth 4.75% 9.39% 11.83% 11.09% 12.78% 11.29% -0.16%
VMGRX Mid-Cap Growth Fund Mid-Cap Growth 4.70% 9.26% 15.06% 11.31% 13.99% 14.98% -0.06%
WFMCX Wells Fargo Montgomery Mid Cap Growth A Mid-Cap Growth 4.64% 8.51% 14.19% 21.36% 13.21% 14.00% 0.00%
BFSVX Bridgeway Small-Cap Value R Small Value 4.62% 11.31% 13.41% 16.94% 16.25% 13.30% -0.50%
PEEAX Jennison US Emerging Growth A Mid-Cap Growth 4.58% 9.88% 15.04% 19.46% 14.40% 15.12% 0.00%
YAFFX Yacktman Focused Mid-Cap Value 4.57% 9.44% 12.72% 9.98% 10.45% 12.09% 0.00%
JORNX Janus Orion Mid-Cap Growth 4.52% 8.44% 10.51% 14.90% 10.29% 9.29% 0.00%
LMGAX Lord Abbett Growth Opportunities A Mid-Cap Growth 4.47% 9.59% 12.69% 11.57% 11.92% 12.31% 0.00%
BVEFX Becker Value Equity Large Value 4.41% 8.55% 10.30% 17.33% 10.02% 9.61% 0.00%
TWHIX American Century Heritage Inv Mid-Cap Growth 4.31% 8.12% 10.34% 7.05% 9.10% 10.13% -0.17%
USAUX USAA Aggressive Growth Large Growth 4.30% 8.62% 11.17% 13.49% 12.15% 10.58% -0.10%
NMGIX Nations Marsico Grth Inv A Large Growth 4.27% 7.80% 11.37% 15.78% 12.96% 10.75% -0.17%
JAVTX Janus Venture Small Growth 4.23% 11.26% 16.22% 17.76% 15.80% 16.17% 0.00%
JAVLX Janus Twenty Large Growth 4.12% 9.55% 12.55% 24.41% 14.38% 12.27% 0.00%
PAGRX Permanent Portfolio Aggressive Growth Mid-Cap Blend 4.09% 7.87% 14.11% 12.90% 14.66% 13.77% 0.00%
Positive 2nd 25 funds
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD%
SOCAX Wells Fargo Small Cap Growth A Small Growth   $17.06 4.09% 10.06% 13.36% 14.50% $15.37 11.02% 9.08% 13.21% 2004/12/30 $17.06 0.00%
JOPHX Jundt Opportunity A Large Growth Not a Schwab fd $12.74 4.08% 9.45% 13.45% 13.65% $11.47 11.10% 7.97% 11.85% 2004/12/27 $12.85 -0.86%
FIEGX INVESCO Small Company Growth Inv Small Growth   $12.59 4.05% 10.73% 15.40% 13.22% $11.05 13.95% 9.57% 14.56% 2004/12/30 $12.59 0.00%
CUEGX Credit Suisse Mid Cap Growth Comm Mid-Cap Growth   $31.18 4.00% 8.64% 13.84% 13.80% $28.12 10.88% 7.85% 13.46% 2004/12/30 $31.18 0.00%
BSCFX Baron Small Cap Small Growth   $22.64 4.00% 11.20% 16.52% 21.98% $20.01 13.15% 10.71% 16.16% 2004/12/30 $22.64 0.00%
MEAGX Managers AMG Essex Agg Gr Inv Mid-Cap Growth   $9.47 3.95% 10.37% 10.37% 2.49% $8.76 8.16% 9.73% 9.35% 2004/12/30 $9.47 0.00%
BGRFX Baron Growth Small Growth   $45.00 3.95% 8.64% 13.95% 26.98% $38.90 15.69% 8.10% 14.07% 2004/12/28 $45.00 0.00%
ICCCX ICON Consumer Discretionary Mid-Cap Blend   $14.22 3.95% 5.41% 12.23% 5.72% $13.14 8.20% 4.79% 11.35% 2004/12/30 $14.22 0.00%
NAMCX Nicholas-Applegate US Mini Cap Growth I Small Growth   $14.61 3.84% 13.61% 14.05% 5.64% $13.29 9.94% 12.82% 13.34% 2004/12/28 $14.70 -0.61%
SEMRX Strong U.S. Emerging Growth Small Growth   $15.90 3.79% 8.02% 12.85% 6.71% $14.36 10.76% 7.94% 11.58% 2004/12/28 $15.95 -0.31%
PTWAX Jennison 20/20 Focus A Large Blend   $12.50 3.73% 5.84% 9.27% 16.71% $11.21 11.51% 5.84% 9.27% 2004/12/29 $12.51 -0.08%
RSCOX RS Contrarian Value Mid-Cap Blend   $21.96 3.73% 10.97% 15.82% 28.95% $18.53 18.49% 10.02% 15.82% 2004/12/28 $21.98 -0.09%
ALGRX Alger LargeCap Growth Institutional I Large Growth   $11.82 3.68% 6.29% 8.84% 4.97% $11.00 7.45% 6.01% 8.04% 2004/12/30 $11.82 0.00%
GTSGX Mosaic Mid-Cap Mid-Cap Blend   $13.25 3.68% 7.29% 11.91% 18.73% $11.88 11.51% 6.85% 11.53% 2004/12/30 $13.25 0.00%
TMCGX Turner Micro Cap Growth Small Growth   $58.15 3.67% 9.65% 12.69% 21.93% $50.39 15.39% 8.96% 11.38% 2004/12/29 $58.43 -0.48%
THPSX Thompson Plumb Select Large Value   $13.45 3.62% 13.98% 20.52% 17.98% $11.39 18.05% 13.41% 19.03% 2004/12/30 $13.45 0.00%
MGOAX Munder MidCap Select A Mid-Cap Growth   $20.14 3.60% 8.45% 11.58% 22.13% $17.90 12.51% 8.11% 10.84% 2004/12/30 $20.14 0.00%
JAMRX Janus Mercury Large Growth   $21.60 3.60% 7.52% 10.94% 10.77% $19.62 10.07% 7.14% 10.60% 2004/12/30 $21.60 0.00%
POGSX Pin Oak Aggressive Stock Mid-Cap Growth   $21.34 3.59% 9.04% 15.29% 8.22% $18.96 12.53% 8.16% 15.35% 2004/12/30 $21.34 0.00%
HRVIX Heartland Value Plus Small Value   $27.69 3.59% 6.75% 8.33% 17.18% $25.13 10.20% 6.46% 7.28% 2004/12/30 $27.69 0.00%
MLPIX ProFunds Mid Cap Value Inv Mid-Cap Value   $39.01 3.58% 7.82% 11.30% 16.83% $34.85 11.93% 7.76% 10.64% 2004/12/30 $39.01 0.00%
BTEAX Scudder Mid Cap Growth Instl Mid-Cap Growth   $13.90 3.58% 6.84% 12.10% 10.23% $12.40 12.09% 6.27% 12.01% 2004/12/29 $13.90 0.00%
PNMAX North Track Managed Growth A Mid-Cap Growth   $15.36 3.57% 6.74% 10.34% 20.09% $13.77 11.53% 6.44% 10.11% 2004/12/29 $15.39 -0.19%
NMANX Neuberger Berman Manhattan Inv Mid-Cap Growth   $6.96 3.57% 6.58% 11.90% 16.39% $6.20 12.17% 6.26% 11.18% 2004/12/28 $6.97 -0.14%
WEHIX Weitz Hickory Small Blend   $32.87 3.56% 6.24% 8.30% 21.79% $29.44 11.65% 6.48% 8.55% 2004/12/29 $32.99 -0.36%
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 10/5/04 DD%
SOCAX Wells Fargo Small Cap Growth A Small Growth 4.09% 10.06% 13.36% 14.50% 11.02% 13.21% 0.00%
JOPHX Jundt Opportunity A Large Growth 4.08% 9.45% 13.45% 13.65% 11.10% 11.85% -0.86%
FIEGX INVESCO Small Company Growth Inv Small Growth 4.05% 10.73% 15.40% 13.22% 13.95% 14.56% 0.00%
CUEGX Credit Suisse Mid Cap Growth Comm Mid-Cap Growth 4.00% 8.64% 13.84% 13.80% 10.88% 13.46% 0.00%
BSCFX Baron Small Cap Small Growth 4.00% 11.20% 16.52% 21.98% 13.15% 16.16% 0.00%
MEAGX Managers AMG Essex Agg Gr Inv Mid-Cap Growth 3.95% 10.37% 10.37% 2.49% 8.16% 9.35% 0.00%
BGRFX Baron Growth Small Growth 3.95% 8.64% 13.95% 26.98% 15.69% 14.07% 0.00%
ICCCX ICON Consumer Discretionary Mid-Cap Blend 3.95% 5.41% 12.23% 5.72% 8.20% 11.35% 0.00%
NAMCX Nicholas-Applegate US Mini Cap Growth I Small Growth 3.84% 13.61% 14.05% 5.64% 9.94% 13.34% -0.61%
SEMRX Strong U.S. Emerging Growth Small Growth 3.79% 8.02% 12.85% 6.71% 10.76% 11.58% -0.31%
PTWAX Jennison 20/20 Focus A Large Blend 3.73% 5.84% 9.27% 16.71% 11.51% 9.27% -0.08%
RSCOX RS Contrarian Value Mid-Cap Blend 3.73% 10.97% 15.82% 28.95% 18.49% 15.82% -0.09%
ALGRX Alger LargeCap Growth Institutional I Large Growth 3.68% 6.29% 8.84% 4.97% 7.45% 8.04% 0.00%
GTSGX Mosaic Mid-Cap Mid-Cap Blend 3.68% 7.29% 11.91% 18.73% 11.51% 11.53% 0.00%
TMCGX Turner Micro Cap Growth Small Growth 3.67% 9.65% 12.69% 21.93% 15.39% 11.38% -0.48%
THPSX Thompson Plumb Select Large Value 3.62% 13.98% 20.52% 17.98% 18.05% 19.03% 0.00%
MGOAX Munder MidCap Select A Mid-Cap Growth 3.60% 8.45% 11.58% 22.13% 12.51% 10.84% 0.00%
JAMRX Janus Mercury Large Growth 3.60% 7.52% 10.94% 10.77% 10.07% 10.60% 0.00%
POGSX Pin Oak Aggressive Stock Mid-Cap Growth 3.59% 9.04% 15.29% 8.22% 12.53% 15.35% 0.00%
HRVIX Heartland Value Plus Small Value 3.59% 6.75% 8.33% 17.18% 10.20% 7.28% 0.00%
MLPIX ProFunds Mid Cap Value Inv Mid-Cap Value 3.58% 7.82% 11.30% 16.83% 11.93% 10.64% 0.00%
BTEAX Scudder Mid Cap Growth Instl Mid-Cap Growth 3.58% 6.84% 12.10% 10.23% 12.09% 12.01% 0.00%
PNMAX North Track Managed Growth A Mid-Cap Growth 3.57% 6.74% 10.34% 20.09% 11.53% 10.11% -0.19%
NMANX Neuberger Berman Manhattan Inv Mid-Cap Growth 3.57% 6.58% 11.90% 16.39% 12.17% 11.18% -0.14%
WEHIX Weitz Hickory Small Blend 3.56% 6.24% 8.30% 21.79% 11.65% 8.55% -0.36%
2. ETFs Sorted by: 4wk
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 10/5/04 DD%
XLP Consumer Staples Select Large Blend 1.43% 2.77% 7.10% 1.26% 3.44% 7.05% -0.26%
IYM Dow Jones US Basic Mat's Large Value 0.00% -4.06% 6.04% -3.73% 6.26% 2.00% -4.60%
IWB Russell 1000 Index Large Blend 0.00% -0.96% 4.50% -2.65% 3.94% 3.95% -3.29%
IWV Russell 3000 Index Large Blend 0.00% -1.01% 4.30% -3.20% 3.94% 3.80% -3.48%
IYC Dow Jones US Consumer Large Blend 0.00% -0.34% 5.74% -3.06% 6.31% 7.68% -3.31%
IYJ Dow Jones US Industrial Large Blend 0.00% -2.59% 4.12% -4.49% 4.33% 3.29% -4.99%
IYK Dow Jones US Cons. Non-Cycl. Large Blend 0.00% 3.75% 10.20% -0.28% 4.79% 9.90% -0.60%
IYY Dow Jones US Tot. Market Large Blend 0.00% -0.97% 4.58% -3.24% 4.00% 4.06% -3.51%
NY NYSE 100 Index Moderate Allocation 0.00% -0.18% 4.08% -2.58% 2.54% 2.60% -2.79%
NYC NYSE Composite Moderate Allocation 0.00% -1.43% 4.41% -3.43% 4.63% 4.07% -3.49%
FFF Fortune 500 Index Large Blend -2.30% -0.68% 4.55% -2.75% 3.66% 3.80% -2.75%
ELG DJ US LargeCap Growth Large Growth -2.69% -1.39% 3.41% -3.10% 1.32% 2.71% -3.34%
IWD Russell 1000 Value Large Value -2.70% -0.66% 5.36% -2.58% 5.84% 4.99% -3.26%
IWS Russell MidCap Value Mid-Cap Value -2.71% -0.69% 7.22% -3.26% 8.54% 7.63% -3.41%
ELV DJ US LargeCap Value Large Value -2.75% -0.76% 4.21% -2.85% 4.01% 2.90% -2.95%
SPY SPDRS Large Blend -2.78% -0.71% 3.79% -2.80% 3.37% 3.22% -3.08%
JKD Morningstar Large Core Large Blend -2.78% 0.28% 5.69% -2.56% 0.00% 5.22% -2.84%
DGT DJ Global Titans Large Blend -2.80% -1.32% 3.22% -2.87% 1.89% 2.07% -3.01%
VV Vanguard LargeCap Large Blend -2.80% -0.92% 4.60% -3.29% 3.79% 3.92% -3.33%
IWP Russell MidCap Growth Mid-Cap Growth -2.82% 0.11% 6.57% -3.67% 6.56% 7.47% -3.79%
JKI Morningstar MidValue Mid-Cap Value -2.84% -0.83% 6.24% -3.11% 0.00% 6.28% -3.11%
IWW Russell 3000 Value Large Value -2.88% -0.94% 5.02% -3.10% 5.68% 5.02% -3.50%
XLY Consumer Discretionary Sec. Large Blend -2.95% -1.71% 4.09% -4.14% 5.75% 6.22% -4.49%
IWF Russell 1000 Growth Large Growth -3.09% -1.13% 3.31% -3.36% 1.75% 2.69% -3.64%
IVE S&P 500/BARRA Value Large Value -3.22% -0.94% 4.96% -2.99% 5.22% 3.97% -3.33%
DIA DIA Diamond EFT Large Value -3.23% -0.20% 4.43% -2.68% 1.83% 2.72% -3.44%
JKF Morningstar Large Value Large Value -3.24% -0.57% 4.39% -2.47% 0.00% 3.55% -3.24%
RSP Rydex S&P Equal Weight Large Blend -3.25% -1.28% 5.81% -3.80% 5.91% 5.68% -3.83%
IJK S&P MidCap 400/BARRA Mid-Cap Growth -3.27% -0.11% 5.35% -3.76% 5.29% 5.74% -3.94%
VTV Vanguare Value Large Value -3.32% -0.45% 4.98% -2.54% 5.29% 4.57% -3.32%
IWR Russell MidCap Index Fs Mid-Cap Blend -3.35% -0.91% 6.34% -3.95% 7.14% 6.83% -4.13%
JKG Morningstar MidCore Mid-Cap Blend -3.38% -0.36% 7.39% -4.38% 0.00% 7.71% -4.38%
                   
ISI S&P 1500 Large Blend -3.39% -0.95% 4.40% -3.18% 3.76% 3.85% -3.39%
MDY MidCap SPDRS Mid-Cap Blend -3.42% -0.48% 5.83% -3.87% 5.78% 5.68% -4.00%
DSG DJ US SmallCap Growth Small Growth -3.45% -0.97% 5.88% -4.18% 5.97% 6.52% -4.37%
DVY DJ Select Dividend Index Mid-Cap Value -3.45% -3.39% 2.24% -3.34% 3.98% 1.89% -3.97%
IVV S&P 500 Large Blend -3.45% -0.93% 3.97% -2.74% 3.37% 3.38% -3.51%
IWZ Russell 3000 Growth Large Growth -3.50% -1.44% 3.20% -4.03% 1.78% 2.68% -4.17%
VTI Total Market VIPERs Large Blend -3.57% -0.86% 4.60% -3.25% 4.26% 4.17% -3.57%
IJJ S&P MidCap 400/BARRA Mid-Cap Value -3.60% -0.99% 6.66% -3.85% 6.39% 5.82% -3.92%
OEF S&P 100 Index Large Growth -3.60% -1.29% 3.36% -2.51% 1.64% 2.36% -3.60%
IJH S&P MidCap 400 Mid-Cap Blend -3.62% -0.68% 6.00% -3.73% 5.84% 5.74% -4.07%
JKH Morningstar MidGrowth Mid-Cap Growth -3.66% -0.87% 6.77% -4.33% 0.00% 7.76% -4.33%
VUG Vanguard Growth Large Growth -3.69% -1.49% 3.64% -3.50% 2.07% 3.18% -3.69%
IVW S&P 500/BARRA Growth Large Growth -3.74% -1.05% 3.05% -2.41% 1.58% 2.51% -3.74%
IJT S&P SmallCap 600/BARRA Small Growth -3.84% -1.35% 6.40% -3.69% 7.85% 6.69% -4.27%
XLB Materials Select Sector Large Blend -3.86% -3.50% 6.58% -3.57% 6.41% 3.43% -4.21%
VO Vanguard Mid-Cap Mid-Cap Blend -4.01% -1.16% 6.60% -3.63% 8.05% 7.65% -4.01%
PWO Powershares Dynamic OTC Mid-Cap Growth -4.23% -1.78% 5.73% -5.25% 8.21% 9.31% -5.25%
JKE Morningstar Large Growth Large Growth -4.26% -2.99% 1.09% -3.65% 0.00% -0.16% -4.99%
VXF Extended Mkts VIPERs Mid-Cap Blend -4.64% -1.14% 5.59% -4.40% 6.72% 6.17% -4.64%
IJR S&P Sm.Cap 600 Small Blend -4.78% -2.65% 5.22% -4.73% 6.75% 4.63% -5.03%
VBK Vanguard SmallCap Growth Small Growth -4.93% -1.79% 5.60% -5.23% 5.82% 5.73% -5.53%
XLI Industrial Select Sector Large Value -4.96% -2.69% 4.06% -4.41% 4.30% 3.74% -5.08%
JKJ Morningstar SmallCore Small Blend -4.97% -2.91% 5.26% -4.82% 0.00% 5.26% -5.11%
IWN Russell 2000 Value Small Value -5.44% -3.43% 4.36% -5.44% 5.90% 3.80% -5.96%
ONEQ Fidelity Commonwealth Large Growth -5.50% -3.81% 2.65% -5.99% 2.67% 3.46% -6.35%
DSV DJ US SmallCap Value Small Value -5.55% -8.00% -0.79% -6.15% 0.82% -1.63% -9.52%
JKL Morningstar Small Value Small Value -5.56% -3.23% 5.19% -5.34% 0.00% 4.26% -5.58%
IJS S&P SmallCap 600/BARRA Small Value -5.67% -3.95% 4.16% -5.29% 5.64% 2.68% -5.77%
IWM Russell 2000 Small Blend -5.74% -2.96% 4.47% -5.92% 5.30% 3.95% -6.42%
VB Vanguard SmallCap Small Blend -5.81% -2.78% 4.46% -5.27% 5.77% 4.56% -5.81%
JKK Morningstar SmallGrowth Small Growth -5.89% -2.39% 4.66% -6.30% 0.00% 5.07% -6.80%
IWO Russell 2000 Growth Small Growth -5.91% -2.87% 4.74% -6.38% 4.74% 4.39% -7.01%
QQQQ Nasdaq 100 Trust Shares Large Growth -6.04% -4.72% 1.08% -6.41% 2.54% 2.75% -7.71%
VBR Vanguard SmallCap Value Small Value -6.21% -3.62% 4.00% -4.94% 5.96% 3.59% -6.21%
IYT Dow Jones Transportation Mid-Cap Blend -7.54% -4.10% 0.80% -7.78% 7.32% 5.08% -7.99%
3. International Funds Sorted by: 4wk
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD%
KGDAX *Scudder Global Discovery A World Stock Int. $33.12 -1.43% 1.28% 11.22% -2.73% $29.53 12.15% 5.34% 13.19% 2004/12/31 $34.05 -2.73%
GTIIX Glenmede Institutional International Foreign Large Value Int. $17.31 -1.54% 1.11% 6.98% -2.70% $15.76 9.82% 3.90% 9.35% 2004/12/28 $17.82 -2.86%
PHITX *Phoenix-Aberdeen International A Foreign Large Blend Int. $10.20 -1.73% 2.10% 7.71% -3.32% $9.29 9.74% 5.05% 8.97% 2004/12/31 $10.55 -3.32%
AWPAX *AllianceBernstein Worldwide Privat A Foreign Large Blend Int. $13.03 -1.81% 0.93% 8.49% -3.27% $11.71 11.26% 4.83% 9.59% 2004/12/30 $13.47 -3.27%
IOO MSCI EAFE Ishares World Stock Int. $59.50 -2.60% -2.30% 3.30% -3.25% $57.80 2.95% -0.30% 3.16% 2004/12/15 $62.10 -4.19%
EFA MSCI EAFE Ishares Foreign Large Blend Int. $153.65 -2.69% -1.38% 5.07% -3.91% $143.94 6.74% 0.92% 6.78% 2004/12/28 $160.00 -3.97%
BTEQX Scudder International Equity Invm Foreign Large Blend Int. $22.35 -2.91% -0.31% 6.43% -4.41% $20.81 7.40% 2.76% 7.81% 2004/12/30 $23.38 -4.41%
IEV MSCI EAFE Ishares Europe Stock Int. $72.44 -3.46% -2.32% 4.55% -3.67% $67.74 6.94% 0.26% 6.64% 2004/12/15 $75.81 -4.45%
EZU European Monetary Union Index Europe Stock Int. $69.24 -3.82% -2.00% 5.47% -4.63% $63.62 8.83% 1.23% 8.63% 2004/12/28 $72.89 -5.01%
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 11/5/04 DD%
KGDAX *Scudder Global Discovery A World Stock -1.43% 1.28% 11.22% -2.73% 12.15% 5.34% -2.73%
GTIIX Glenmede Institutional International Foreign Large Value -1.54% 1.11% 6.98% -2.70% 9.82% 3.90% -2.86%
PHITX *Phoenix-Aberdeen International A Foreign Large Blend -1.73% 2.10% 7.71% -3.32% 9.74% 5.05% -3.32%
AWPAX *AllianceBernstein Worldwide Privat A Foreign Large Blend -1.81% 0.93% 8.49% -3.27% 11.26% 4.83% -3.27%
IOO MSCI EAFE Ishares World Stock -2.60% -2.30% 3.30% -3.25% 2.95% -0.30% -4.19%
EFA MSCI EAFE Ishares Foreign Large Blend -2.69% -1.38% 5.07% -3.91% 6.74% 0.92% -3.97%
BTEQX Scudder International Equity Invm Foreign Large Blend -2.91% -0.31% 6.43% -4.41% 7.40% 2.76% -4.41%
IEV MSCI EAFE Ishares Europe Stock -3.46% -2.32% 4.55% -3.67% 6.94% 0.26% -4.45%
EZU European Monetary Union Index Europe Stock -3.82% -2.00% 5.47% -4.63% 8.83% 1.23% -5.01%
4a. A Global Perspective Sorted by: YTD
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD% DD%
TF Thai Capital Fund Pacific Asia/excl. Japan Country $9.55 12.35% 12.35% 24.03% 12.49% $7.63 25.10% 19.52% 21.81% 2005/01/07 $9.77 -2.25% -8.30%
EWY iShares S. Korea Index Pacific Asia/excl. Japan Country $29.96 6.24% 7.00% 18.65% 2.43% $25.33 18.26% 13.06% 16.35% 2005/01/18 $30.59 -2.06% -0.47%
EWM iShares Malaysia Index Pacific Asia/excl. Japan Country $7.36 2.51% 0.27% 9.52% 2.94% $6.75 8.97% 5.14% 8.08% 2005/01/14 $7.49 -1.74% 0.00%
EWS iShares Singapore Index Pacific Asia/excl. Japan Country $7.19 0.98% -0.69% 3.75% 0.28% $6.62 8.64% 1.27% 3.60% 2004/12/21 $7.36 -2.31% -4.15%
EWA iShares Australia Index Foreign Large Blend Country $16.17 -0.92% -4.83% 5.34% -3.17% $14.43 12.06% 0.75% 10.53% 2004/11/26 $16.99 -4.83% 0.00%
EPP iShares Pacific ex. Japan Pacific Asia/excl. Japan Country $86.88 -2.07% -4.49% 4.17% -3.65% $78.91 10.10% 0.73% 7.01% 2004/12/22 $91.30 -4.84% -1.67%
EWT iShares Taiwan Index Pacific Asia/excl. Japan Country $11.32 -2.25% -0.09% 6.39% -6.14% $10.88 4.00% -1.74% 0.62% 2004/12/31 $12.06 -6.14% -1.01%
EWL iShares Switzerland Index Europe Stock Country $16.39 -2.44% -1.86% 6.02% -4.71% $15.47 5.96% 0.24% 7.83% 2004/12/28 $17.25 -4.99% -0.89%
EWI iShares Italy Index Europe Stock Country $24.81 -2.51% 0.85% 9.20% -3.09% $21.85 13.54% 5.17% 13.65% 2004/12/22 $25.82 -3.91% -0.93%
EWC iShares Canada Index Foreign Large Value Country $16.31 -2.68% -6.37% 0.99% -5.67% $15.10 7.98% -2.92% 3.82% 2004/11/26 $17.42 -6.37% -4.02%
EWW iShares Mexico Index Latin America Stock Country $23.98 -3.11% 4.08% 13.06% -4.69% $20.67 16.01% 7.29% 13.92% 2004/12/30 $25.18 -4.77% -4.11%
EWU iShares United Kingdom Index Europe Stock Country $17.33 -3.40% -2.70% 3.22% -4.41% $16.52 4.89% -1.14% 4.59% 2004/12/15 $18.28 -5.20% -3.02%
EWQ iShares France Index Europe Stock Country $22.81 -3.55% -2.98% 3.12% -4.48% $21.49 6.14% -0.26% 5.16% 2004/12/28 $24.00 -4.96% -0.87%
EWN iShares Netherlands Index Europe Stock Country $17.69 -3.60% -1.56% 5.55% -3.91% $16.58 6.72% 2.14% 7.34% 2004/12/15 $18.50 -4.38% -0.54%
EEM iShares Emerging Mkts Index Div. Emerging Mkts Country $190.90 -3.94% -2.55% 8.02% -5.42% $170.96 11.66% 3.08% 7.56% 2004/12/31 $201.85 -5.42% -6.54%
EWK iShares Belgium Index Europe Stock Country $17.73 -4.37% -2.80% 4.17% -4.47% $15.68 13.06% 0.28% 7.58% 2004/12/15 $18.70 -5.19% -1.82%
EWP iShares Spain Index Europe Stock Country $33.45 -4.67% -0.77% 7.04% -5.24% $29.77 12.36% 3.79% 13.27% 2004/12/30 $35.65 -6.17% -1.17%
EWD iShares Sweden Index Europe Stock Country $19.83 -5.12% -5.35% 6.16% -5.39% $18.10 9.57% 2.59% 4.87% 2004/11/29 $21.30 -6.90% -0.92%
ILF iShares S&P 40 Latin America Latin America Stock Country $75.19 -5.15% 1.59% 9.65% -6.65% $64.76 16.10% 5.43% 7.81% 2004/12/31 $80.55 -6.65% -2.61%
EWO iShares Austria Index Europe Stock Country $21.46 -5.21% -0.37% 13.42% -6.78% $18.31 17.18% 8.38% 18.56% 2004/12/30 $23.05 -6.90% -3.50%
EWG iShares Germany Index Europe Stock Country $17.49 -5.25% -2.56% 6.84% -6.12% $16.20 8.00% 2.04% 8.23% 2004/12/28 $18.68 -6.37% -2.09%
EWH iShares Hong Kong Index Pacific Asia/excl. Japan Country $11.32 -5.90% -6.14% 3.85% -6.37% $10.80 4.80% -1.74% -0.70% 2004/12/02 $12.29 -7.89% -3.03%
IIF Morgan Stanley India Fund India Country $28.07 -6.43% 8.80% 12.69% -9.33% $23.38 20.07% 7.22% 19.09% 2004/12/29 $31.42 -10.66%  
EWZ iShares Brazil Index Latin America Stock Country $19.80 -8.50% -3.74% 6.62% -10.97% $17.30 14.44% 2.06% 1.18% 2004/12/31 $22.24 -10.97% -1.71%
EZA iShares South Africa Index N/A Country $70.62 -10.38% -6.60% 3.55% -11.28% $63.48 11.24% -0.03% 9.13% 2004/12/22 $80.32 -12.08%  
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A
TF Thai Capital Fund Pacific Asia/excl. Japan 12.35% 12.35% 24.03% 12.49% 25.10%
EWY iShares S. Korea Index Pacific Asia/excl. Japan 6.24% 7.00% 18.65% 2.43% 18.26%
EWM iShares Malaysia Index Pacific Asia/excl. Japan 2.51% 0.27% 9.52% 2.94% 8.97%
EWS iShares Singapore Index Pacific Asia/excl. Japan 0.98% -0.69% 3.75% 0.28% 8.64%
EWA iShares Australia Index Foreign Large Blend -0.92% -4.83% 5.34% -3.17% 12.06%
EPP iShares Pacific ex. Japan Pacific Asia/excl. Japan -2.07% -4.49% 4.17% -3.65% 10.10%
EWT iShares Taiwan Index Pacific Asia/excl. Japan -2.25% -0.09% 6.39% -6.14% 4.00%
EWL iShares Switzerland Index Europe Stock -2.44% -1.86% 6.02% -4.71% 5.96%
EWI iShares Italy Index Europe Stock -2.51% 0.85% 9.20% -3.09% 13.54%
EWC iShares Canada Index Foreign Large Value -2.68% -6.37% 0.99% -5.67% 7.98%
EWW iShares Mexico Index Latin America Stock -3.11% 4.08% 13.06% -4.69% 16.01%
EWU iShares United Kingdom Index Europe Stock -3.40% -2.70% 3.22% -4.41% 4.89%
EWQ iShares France Index Europe Stock -3.55% -2.98% 3.12% -4.48% 6.14%
EWN iShares Netherlands Index Europe Stock -3.60% -1.56% 5.55% -3.91% 6.72%
EEM iShares Emerging Mkts Index Div. Emerging Mkts -3.94% -2.55% 8.02% -5.42% 11.66%
EWK iShares Belgium Index Europe Stock -4.37% -2.80% 4.17% -4.47% 13.06%
EWP iShares Spain Index Europe Stock -4.67% -0.77% 7.04% -5.24% 12.36%
EWD iShares Sweden Index Europe Stock -5.12% -5.35% 6.16% -5.39% 9.57%
ILF iShares S&P 40 Latin America Latin America Stock -5.15% 1.59% 9.65% -6.65% 16.10%
EWO iShares Austria Index Europe Stock -5.21% -0.37% 13.42% -6.78% 17.18%
EWG iShares Germany Index Europe Stock -5.25% -2.56% 6.84% -6.12% 8.00%
EWH iShares Hong Kong Index Pacific Asia/excl. Japan -5.90% -6.14% 3.85% -6.37% 4.80%
IIF Morgan Stanley India Fund India -6.43% 8.80% 12.69% -9.33% 20.07%
EWZ iShares Brazil Index Latin America Stock -8.50% -3.74% 6.62% -10.97% 14.44%
EZA iShares South Africa Index N/A -10.38% -6.60% 3.55% -11.28% 11.24%
4b. Special Situation Funds
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD% Cycle3
PSAFX Prudent Global Income World Allocation   $13.15 -3.10% -3.94% -0.08% -3.73% $12.87 2.16% -1.35% 2.57% 2004/11/26 $13.69 -3.94% 0.00%
                               
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A
PSAFX Prudent Global Income World Allocation -3.10% -3.94% -0.08% -3.73% 2.16%
5. Bear Market Funds Sorted by: 4wk
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A CurrBuyCycle DD%
RYVNX Rydex Venture 100 (200%) Bear Market 13.25% 8.22% -4.18% 14.26% -9.27% 0.00% 0.00%
USPIX ProFunds UltraShort OTC (200%) Bear Market 13.22% 8.20% -4.29% 14.15% -9.23% 0.00% 0.00%
UCPIX ProFunds UltraShort Small-Cap (200%) Bear Market 12.23% 5.62% -9.39% 13.52% -13.46% 0.00% 0.00%
RYCWX Rydex Inverse  Dow 30 (200%) Bear Market 6.81% 0.63% -9.54% 5.88% 0.00% 0.00% 0.00%
UWPIX ProFunds UltraShort Dow30(200%) Bear Market 6.72% 0.72% -9.40% 5.91% 0.00% 0.00% 0.00%
SOPIX ProFunds Short OTC Inv Bear Market 6.61% 4.44% -1.77% 7.07% -3.81% 0.00% 0.00%
UIPIX ProFunds UltraShort (200%) Bear Market 6.50% 0.93% -11.34% 8.59% -13.05% 0.00% 0.00%
POSSX Potomac Small Cap/Short Bear Market 6.15% 2.28% -5.67% 6.35% -7.34% 0.00% 0.00%
SHPIX ProFunds Short Small Cap Inv Bear Market 6.11% 3.31% -4.19% 6.38% -5.86% 0.00% 0.00%
URPIX ProFunds UltraBear Inv (200%) Bear Market 6.10% 1.16% -8.34% 6.56% -8.42% 0.00% 0.00%
RYTPX Rydex Tempest 500 H (200%) Bear Market 6.02% 1.08% -8.37% 6.24% -8.42% 0.00% 0.00%
GRZZX Grizzly Short Fund Bear Market 3.85% 1.30% -3.71% 5.10% -5.46% 0.00% 0.00%
BRPIX ProFunds Bear Inv Bear Market 3.08% 0.70% -4.28% 3.11% -3.99% 0.00% 0.00%
PSPSX Potomac U.S./Short Bear Market 2.83% 0.28% -4.81% 3.01% -4.91% 0.00% 0.00%
BEARX Prudent Bear Bear Market 1.96% -1.89% -3.22% 0.53% -4.20% 0.00% 0.00%
DRCVX *Comstock Capital Value A Bear Market 1.41% -0.69% -6.21% 1.41% -7.91% 0.00% 0.00%
CPFAX *Comstock Strategy A Bear Market 0.00% -1.13% -4.12% 0.58% -5.76% 0.00% 0.00%
6. 401k Funds Sorted by: Ticker Symbol
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD%
AAGFX AIM Aggressive Growth Mid-Cap Growth 401k $10.02 -2.81% 0.10% 4.27% -3.75% $9.52 5.24% 1.62% 6.14% 2004/12/30 $10.42 -3.84%
ABALX American Balanced Domestic Hybrid   $18.85 -1.57% 0.16% 2.89% -1.67% $18.26 3.23% 0.86% 2.61% 2004/12/30 $19.19 -1.77%
ACVIX American Century Small Cap Small Value 401k $10.76 -3.58% -2.27% 4.77% -4.10% $10.14 6.09% 1.13% 5.08% 2004/12/30 $11.23 -4.19%
AGTHX American Growth Large Growth CBC $26.59 -2.53% -0.82% 4.11% -3.20% $25.46 4.42% 1.06% 4.19% 2004/12/30 $27.48 -3.24%
AIVSX American ICA Large Value   $31.56 -2.26% -1.03% 3.92% -2.44% $30.34 4.01% 0.77% 3.27% 2004/12/30 $32.40 -2.59%
ALARX *Alger Capital Appreciation Instl I Large Growth   $11.77 -3.37% -0.59% 6.61% -3.84% $11.24 4.68% 3.98% 6.81% 2004/12/29 $12.29 -4.23%
ALMRX *Alger MidCap Growth Institutional I Mid-Cap Growth   $16.36 -3.54% -1.68% 6.30% -4.44% $15.40 6.23% 3.74% 7.63% 2004/12/29 $17.13 -4.50%
ARGFX Ariel Small Value   $53.22 -2.87% -1.30% 3.22% -3.20% $50.29 5.82% 0.42% 3.56% 2004/12/29 $54.98 -3.20%
ASQAX American Century Sm. Cap Small Blend 401k $10.25 -3.39% 0.20% 10.10% -3.67% $9.26 10.70% 5.89% 8.93% 2004/12/28 $10.70 -4.21%
AVFIX American Small Cap Value Small Value 401k $20.66 -3.73% -1.29% 6.71% -4.31% $19.18 7.70% 2.73% 5.57% 2004/12/30 $21.61 -4.40%
AWSHX Washington Mutual Investors Large Value 401k $31.50 -2.54% -0.54% 3.45% -2.48% $30.49 3.32% 0.54% 2.04% 2004/12/29 $32.36 -2.66%
BERIX Berwyn Income Conservative Allocation 401k $12.59 -1.72% -0.79% 0.40% -0.79% $12.38 1.70% -0.16% 1.12% 2004/12/15 $12.82 -1.79%
BGRFX Baron Growth Small Growth 401k $43.94 -1.66% 2.52% 9.03% -2.07% $39.32 11.76% 5.55% 11.38% 2004/12/28 $45.00 -2.36%
BIASX Brown Small Cap Growth Small Growth 401k $9.97 -6.91% -3.95% 0.81% -7.34% $9.82 1.48% -2.16% 1.84% 2004/12/28 $10.86 -8.20%
BSCFX Baron Small Cap Small Growth   $22.13 -1.25% 3.75% 10.65% -2.21% $20.16 9.78% 8.22% 13.55% 2004/12/30 $22.64 -2.25%
BTSCX Scudder Small Cap Growth Invmt Small Growth   $23.37 -3.75% -0.51% 5.13% -4.50% $21.96 6.43% 1.96% 7.01% 2004/12/30 $24.56 -4.85%
BUFBX Buffalo Balanced Moderate Allocation   $10.48 -1.60% -0.57% 2.64% -1.60% $10.12 3.58% 0.77% 2.14% 2004/12/23 $10.65 -1.60%
BUFSX Buffalo Small Cap Small Growth 401k $26.32 -7.81% -5.29% 0.42% -4.81% $25.44 3.44% -3.91% 2.89% 2004/12/28 $28.75 -8.45%
CAAPX Ariel Appreciation Mid-Cap Blend   $47.50 -2.28% 1.37% 5.79% -2.88% $44.91 5.77% 2.41% 4.79% 2004/12/30 $48.94 -2.94%
CGMFX CGM Focus Small Blend 401k $32.76 -2.33% -3.96% 6.16% -2.50% $30.53 7.32% 1.74% 0.31% 2004/11/26 $34.11 -3.96%
CSTGX AIM Constellation Large Growth 401k $22.00 -3.51% -1.70% 3.68% -3.68% $21.27 3.41% 0.50% 3.72% 2004/12/29 $22.89 -3.89%
CVGRX Calamos Growth Mid-Cap Growth   $50.42 -4.36% -2.46% 4.93% -5.08% $47.59 5.96% 2.21% 5.22% 2004/12/28 $53.23 -5.28%
DGTIX Delaware Trend Institutional Mid-Cap Growth 401k $20.87 -5.31% -1.60% 3.01% -5.78% $20.22 3.23% -0.62% 2.96% 2004/12/28 $22.31 -6.45%
DMCVX Dreyfus Mid Cap Value Mid-Cap Blend 401k $30.52 -4.92% -2.74% 5.79% -5.95% $29.06 5.04% 2.01% 5.46% 2004/12/30 $32.45 -5.95%
DODGX Dodge & Cox Stock Large Value 401k $134.08 -2.06% 0.70% 7.21% -2.73% $124.24 7.92% 3.47% 7.69% 2004/12/30 $138.07 -2.89%
DRLCX Pimco Large Cap Growth Large Growth 401k $12.45 -2.51% 0.40% 5.24% -2.58% $11.98 3.92% 2.05% 4.71% 2004/12/29 $12.82 -2.89%
EMTGX Eaton Vance Growth Large Blend 401k $20.80 -2.80% -0.86% 3.95% -2.94% $20.15 3.22% 0.53% 3.33% 2004/12/30 $21.46 -3.08%
FASMX Fidelity Asset Mgr Domestic Hybrid Fid. $16.74 -1.24% 0.36% 2.83% -1.41% $16.30 2.69% 1.21% 2.83% 2004/12/30 $16.99 -1.47%
FBALX Fidelity Balanced Moderate Allocation 401k $18.40 -1.55% 0.33% 4.96% -2.02% $17.46 5.39% 2.45% 4.55% 2004/12/31 $18.78 -2.02%
FBGRX Fidelity Blue Chip Growth Large Growth 401k $41.04 -2.82% -0.48% 3.58% -3.02% $40.03 2.53% 0.71% 3.09% 2004/12/30 $42.41 -3.23%
FCNTX Fidelity Contrafund Large Blend 401k $55.19 -2.40% -0.63% 4.96% -2.87% $52.19 5.75% 2.18% 4.70% 2004/12/30 $56.91 -3.02%
FDCAX Fidelity Cap. Apprec. Large Growth 401k $26.07 -3.23% -0.99% 4.16% -4.33% $24.98 4.38% 1.92% 3.49% 2004/12/31 $27.25 -4.33%
FDGFX Fidelity Div. Growth Large Blend Fid. $28.36 -2.31% 0.28% 4.50% -2.54% $27.55 2.93% 1.54% 3.96% 2004/12/30 $29.15 -2.71%  
FDGRX Fidelity Growth Large Growth 401k $53.40 -4.13% -1.26% 3.93% -4.88% $51.08 4.53% 1.41% 5.55% 2004/12/30 $56.23 -5.03%
FDVLX Fidelity Value Mid-Cap Value 401k $72.96 -2.29% -0.53% 6.84% -2.93% $67.64 7.86% 2.91% 5.97% 2004/12/30 $75.18 -2.95%
FEQIX Fidelity Equity Income Large Value Fid. $55.31 -2.66% -0.47% 4.79% -2.78% $53.02 4.32% 1.39% 3.99% 2004/12/30 $56.93 -2.85%
FFFCX Fidelity Freedom 2010 Conservative Allocation 401k $13.75 -1.22% 0.22% 2.84% -1.43% $13.28 3.56% 1.33% 3.15% 2004/12/30 $13.95 -1.43%
FFFFX Fidelity Freedom 2040 Large Blend 401k $8.28 -2.47% -0.12% 4.94% -2.93% $7.87 5.14% 1.85% 5.08% 2004/12/28 $8.53 -2.93%
FGRIX Fidelity Growth & Income Large Cap Fid. $38.53 -2.36% -0.13% 4.36% -2.46% $37.05 3.99% 0.84% 3.63% 2004/12/30 $39.58 -2.65%
FKREX Franklin Capital Growth (A) Large Growth 401k $10.63 -3.89% -0.28% 3.30% -3.97% $10.41 2.08% 0.28% 2.61% 2004/12/29 $11.09 -4.15%
FLIVX Scudder Flag Investor Moderate Allocation 401k $25.02 -0.67% 2.84% 8.74% -1.53% $23.66 5.77% 5.53% 7.57% 2004/12/31 $25.41 -1.53%
FLPSX Fidelity Low Price Stock Small Value Fid. $41.74 -1.74% 1.04% 8.56% -2.75% $38.25 9.12% 4.82% 8.44% 2004/12/30 $42.92 -2.75%
FMAGX Fidelity Magellan Large Blend Fid. $103.11 -2.40% -0.39% 3.99% -2.53% $99.67 3.45% 0.71% 3.38% 2004/12/30 $105.93 -2.66%
FMCAX Fidelity Advisor Mid-Cap Mid-Cap Blend 401k $25.21 -1.94% 0.60% 9.13% -2.81% $23.06 9.30% 4.69% 9.61% 2004/12/30 $25.97 -2.93%
FMCSX Fidelity Mid-Cap Stock Fd Mid-Cap Growth 401k $22.65 -3.37% -0.53% 4.81% -4.07% $21.56 5.08% 1.84% 5.10% 2004/12/28 $23.63 -4.15%
FOCPX Fidelity OTC Large Growth 401k $33.02 -5.14% -2.80% 4.39% -5.93% $31.93 3.40% 0.43% 4.36% 2004/12/30 $35.11 -5.95%
FPURX Fidelity Puritan Moderate Allocation 401k $20.50 -1.63% -0.05% 3.27% -1.77% $19.79 3.61% 1.18% 3.07% 2004/12/30 $20.87 -1.77%
FRBSX Franklin Balance Sheet Small Value   $58.31 -2.49% -0.61% 7.50% -2.93% $53.26 9.49% 3.98% 8.12% 2004/12/28 $60.08 -2.95%
FRSGX Franklin Mid Cap Growth Mid-Cap Growth 401k $32.82 -3.21% -0.58% 5.43% -3.92% $30.80 6.55% 1.96% 6.49% 2004/12/30 $34.23 -4.12%
FUSEX Fidelity Spartan Index Large Blend 401k $42.87 -2.70% -0.37% 4.54% -2.88% $41.11 4.29% 1.13% 4.03% 2004/12/29 $44.19 -2.99%
GMRAX Gartmore Small Cap Small Blend 401k $11.76 -5.54% -2.73% 4.91% -5.84% $11.12 5.80% 1.55% 4.53% 2004/12/28 $12.53 -6.15%
GRISX Gartmore S&P 500 Large Blend 401k $10.24 -2.85% -0.49% 4.49% -2.94% $9.83 4.12% 0.99% 3.96% 2004/12/28 $10.57 -3.12%
GSSIX Goldman Sachs Small Cap Small Value 401k $44.81 -4.42% -1.71% 5.58% -4.64% $41.95 6.82% 2.28% 2.92% 2004/12/28 $47.11 -4.88%
GTSAX AIM Small Cap Growth Small Growth 401k $26.07 -4.58% -2.51% 4.16% -5.06% $25.20 3.45% 0.66% 5.16% 2004/12/28 $27.60 -5.54%
GTSGX Mosaic Mid-Cap Mid-Cap Blend   $12.87 -1.83% 1.26% 7.34% -2.87% $11.96 7.59% 3.79% 8.33% 2004/12/30 $13.25 -2.87%
GTVLX AIM Basic Value Large Value   $31.60 -1.71% 0.51% 6.36% -2.53% $30.05 5.15% 2.27% 6.40% 2004/12/30 $32.46 -2.65%
HFMCX *Hartford Midcap A Mid-Cap Growth   $24.22 -2.10% 0.83% 7.55% -2.81% $22.30 8.61% 4.35% 7.45% 2004/12/30 $24.92 -2.81%
HRVIX Heartland Value Plus Small Value   $26.45 -3.29% -0.23% 3.16% -4.20% $25.20 4.96% 1.69% 2.48% 2004/12/30 $27.69 -4.48%
HWLIX Hotchkis and Wiley Large Cap Large Value 401k $22.02 -4.22% -2.35% 6.38% -3.12% $20.60 6.88% 1.62% 5.31% 2004/12/30 $23.16 -4.92%
ICAEX ICAP Equity Large Value   $44.89 -1.82% 0.09% 5.85% -2.20% $42.76 4.99% 1.72% 4.52% 2004/12/30 $45.94 -2.29%
ITHAX *Hartford Capital Appreciation A Large Blend   $32.81 -2.73% -0.52% 7.08% -3.90% $30.65 7.06% 3.24% 6.46% 2004/12/31 $34.14 -3.90%
JAENX Janus Enterprise Mid-Cap Growth   $36.25 -3.05% 0.39% 7.66% -3.64% $33.60 7.89% 3.96% 8.63% 2004/12/30 $37.63 -3.67%
JANSX Janus Large Growth   $28.16 -2.05% -0.35% 4.14% -2.76% $27.46 2.55% 1.37% 3.72% 2004/12/30 $28.99 -2.86%
JMCVX Janus Mid Cap Value Investor Mid-Cap Value   $21.40 -2.82% -9.28% -3.86% -3.56% $21.96 -2.53% -6.47% -4.04% 2004/12/15 $24.03 -10.94%
JPDVX JP Morgan Diversified Large Blend 401k $13.90 -1.91% 0.22% 3.50% -2.18% $13.36 4.08% 1.31% 3.35% 2004/12/28 $14.21 -2.18%
JRMSX Janus Risk Managed stock Large Blend 401k $14.77 -2.12% 0.00% 6.03% -2.31% $13.83 6.78% 2.71% 5.50% 2004/12/29 $15.15 -2.51%
JSVAX Janus Contrarian Fund Mid-Cap Blend   $12.65 -3.73% -0.63% 7.75% -4.60% $11.52 9.83% 4.72% 9.81% 2004/12/31 $13.26 -4.60%
KDHAX *Scudder Dreman High Return Eq A Large Value   $43.18 -0.94% 1.91% 7.57% -1.51% $40.21 7.40% 4.48% 7.12% 2004/12/29 $43.86 -1.55%
KDHBX Scudder Equity Large Value 401k $42.42 -1.03% 1.80% 7.47% -1.58% $39.59 7.15% 4.35% 6.96% 2004/12/29 $43.13 -1.65%
KDSBX Scudder Small Value Small Value 401k $29.55 -3.34% -1.60% 6.22% -3.68% $27.41 7.82% 2.96% 4.79% 2004/12/29 $30.74 -3.87%
LAVLX Lord Abbett Mid Cap Value Mid-Cap Value 401k $23.02 -2.08% 0.79% 9.46% -2.95% $21.14 8.88% 5.16% 8.28% 2004/12/31 $23.72 -2.95%
LLPFX Longleaf Partners Mid-Cap Value 401k $31.93 -1.39% 0.47% 5.87% -2.38% $30.47 4.78% 4.07% 4.38% 2004/12/30 $32.72 -2.41%
LMNVX Legg Mason Value Institutional Large Blend 401k $68.18 -2.50% 1.75% 9.61% -4.12% $63.40 7.54% 5.18% 8.79% 2004/12/30 $71.36 -4.46%
LOMCX CGM Capital Mid-Cap Blend 401k $26.98 -2.70% -3.12% 8.57% -3.26% $24.44 10.38% 4.17% 4.09% 2004/12/29 $27.95 -3.47%
MCGIX ABN Amro/Montag Large Growth 401k $22.42 -2.31% 0.22% 2.75% -2.35% $22.25 0.78% -0.09% 1.22% 2004/12/28 $23.03 -2.65%
MEIAX MFS Value Fund-A Large Value 401k $22.80 -1.98% 0.40% 6.29% -1.98% $21.34 6.83% 2.61% 6.15% 2004/12/30 $23.31 -2.19%
MGSEX Managers Special Equity Small Growth   $85.90 -4.24% -1.75% 6.33% -4.99% $80.75 6.38% 2.70% 5.94% 2004/12/29 $90.45 -5.03%
MINVX Mosaic Investors Large Blend   $20.59 -1.48% 0.73% 4.78% -1.86% $19.60 5.04% 1.73% 5.27% 2004/12/29 $21.01 -2.00%
MMELX MM Mid Cap Growth Mid-Cap Growth 401k $12.66 -3.87% -1.48% 4.46% -4.38% $11.97 5.81% 1.04% 5.06% 2004/12/28 $13.25 -4.45%
MMFVX MM Focused Value Mid-Cap Blend 401k $18.63 -1.27% 1.25% 6.58% -1.95% $17.61 5.80% 2.99% 7.07% 2004/12/30 $19.04 -2.15%
MMYLX MM Small Company Value Small Blend 401k $13.93 -4.33% -1.83% 5.53% -4.91% $13.10 6.34% 1.75% 4.66% 2004/12/29 $14.65 -4.91%
MSFRX MFS Total Return Moderate Allocation 401k $16.14 -1.47% 0.37% 3.66% -1.53% $15.47 4.33% 1.77% 3.59% 2004/12/30 $16.40 -1.59%
NAESX Vanguard Small Cap Index Small Blend 401k $25.89 -4.57% -1.67% 5.50% -5.10% $24.26 6.72% 2.17% 5.54% 2004/12/30 $27.33 -5.27%
NBSRX Neuberger Berman Socially Resp Inv Large Blend   $22.31 -3.50% -3.34% 2.76% -4.45% $21.30 4.74% -0.62% 4.25% 2004/12/30 $23.38 -4.58%
NBSSX Neuberger Berman Focus Inv Large Blend   $35.56 -4.84% -2.66% 3.73% -5.80% $34.44 3.26% -0.59% 5.71% 2004/12/31 $37.75 -5.80%
NYVTX *Davis NY Venture A Large Blend   $30.63 -1.32% 0.59% 6.02% -1.51% $28.96 5.76% 2.27% 5.69% 2004/12/30 $31.13 -1.61%
OAKBX Oakmark Equity Inc. Moderate Allocation 401k $24.00 -1.36% -0.79% 2.52% -1.68% $23.39 2.62% 0.46% 2.52% 2004/12/31 $24.41 -1.68%
OAKLX Oakmark Select I Mid-Cap Value 401k $32.92 -1.61% 0.12% 5.14% -2.26% $31.44 4.72% 1.51% 4.64% 2004/12/30 $33.72 -2.37%
OTCFX T. Rowe Price Small Cap Small Blend 401k $32.11 -4.24% -2.40% 4.42% -4.63% $30.21 6.27% 0.78% 4.66% 2004/12/30 $33.75 -4.86%
PABGX T. Rowe Price Blue Chip Large Growth 401k $29.91 -3.48% -1.22% 3.93% -3.83% $28.93 3.40% 0.37% 3.46% 2004/12/28 $31.14 -3.95%
PAFDX T. Rowe Price Equ. Inc. Large Value 401k $27.53 -2.38% 0.51% 5.40% -2.48% $26.03 5.77% 2.46% 4.40% 2004/12/28 $28.26 -2.58%
PAMCX T. Rowe Price Mid Mid-Cap Growth   $48.21 -3.66% -1.41% 4.58% -4.31% $45.43 6.13% 1.26% 5.26% 2004/12/29 $50.42 -4.38%
PASVX T. Rowe Price Sm. Cap Small Value 401k $35.15 -3.65% -1.98% 5.49% -4.17% $32.59 7.85% 1.74% 5.52% 2004/12/28 $36.70 -4.22%
PMCGX Pimco Mid-Cap Fund Mid-Cap Growth 401k $23.04 -2.46% 0.26% 8.32% -3.23% $21.20 8.68% 4.30% 8.78% 2004/12/31 $23.81 -3.23%
PNOPX Putnam New Opportunities Large Growth 401k only $40.02 -3.12% -0.17% 5.09% -3.64% $37.98 5.37% 1.83% 6.27% 2004/12/30 $41.56 -3.71%
POGBX Putnam Growth Large Growth 401k $11.84 -3.58% -1.82% 1.89% -3.82% $11.74 0.89% -1.25% 1.72% 2004/12/28 $12.34 -4.05%
PRGIX T. Rowe Price G&I Large Blend 401k $23.42 -3.18% -0.64% 4.27% -3.34% $22.40 4.57% 0.86% 4.23% 2004/12/29 $24.24 -3.38%
PRNHX T. Rowe Price New Horizons Small Growth 401k $28.11 -3.00% 0.46% 7.78% -3.86% $26.18 7.37% 4.00% 7.95% 2004/12/30 $29.28 -4.00%
PRSVX T.Rowe Price Small Cap Value Small Value   $35.89 -3.57% -1.91% 5.43% -4.09% $33.29 7.80% 1.73% 5.50% 2004/12/28 $37.44 -4.14%
PWSPX UBS S&P Index Large Blend 401k $13.55 -2.87% -0.59% 4.31% -3.01% $13.04 3.89% 0.89% 3.67% 2004/12/30 $13.99 -3.15%
RHJSX Rice Hall James Micro Small Growth 401k $22.19 -2.93% -0.22% 7.25% -3.86% $20.72 7.08% 3.40% 6.53% 2004/12/31 $23.08 -3.86%
RIMSX Rainier Small/Mid Cap Equity Mid-Cap Growth   $29.25 -1.85% 2.09% 8.94% -2.76% $26.56 10.14% 5.90% 8.78% 2004/12/28 $30.11 -2.86%
RPBAX T. Rowe Price Balanced Moderate Allocation 401k $20.32 -1.65% 0.00% 3.62% -1.84% $19.43 4.60% 1.35% 3.78% 2004/12/28 $20.71 -1.88%
RPMGX T. Rowe Price Mid Cap Growth Mid-Cap Growth 401k $48.60 -3.65% -1.38% 4.65% -4.29% $45.75 6.23% 1.31% 5.35% 2004/12/29 $50.82 -4.37%
RSEGX RS Emerging Growth Small Growth 401k $29.93 -6.61% -2.44% 3.42% -7.51% $28.37 5.49% 0.17% 4.43% 2004/12/28 $32.48 -7.85%
RYTRX Royce Total Return Fd Small Value 401k $12.22 -2.63% -0.73% 5.44% -3.09% $11.47 6.56% 2.52% 5.16% 2004/12/30 $12.62 -3.17%
SBLYX Smith Barney Large Cap Growth Large Growth 401k $21.54 -3.19% 0.42% 5.02% -4.14% $21.34 0.92% 1.51% 4.21% 2004/12/29 $22.54 -4.44%
SCSUX Scudder Small Co Value Small Value 401k $25.53 -5.30% -15.63% -8.92% -5.37% $27.07 -5.70% -11.38% -10.23% 2004/12/15 $30.92 -17.43%
SEQUX Sequoia Fund Large Value 401k only $153.71 -1.02% -0.14% 1.20% -0.76% $151.08 1.74% -0.55% 3.10% 2004/12/30 $155.84 -1.37%
SPVAX *John Hancock Small Cap Equity A Small Growth   $18.29 -4.49% -1.98% 5.54% -5.28% $17.29 5.76% 0.99% 3.63% 2004/12/28 $19.37 -5.58%
TGCNX TCW Galileo Select Equities N Large Growth   $17.95 -5.72% -4.01% 2.40% -6.56% $17.53 2.40% -0.22% 2.22% 2004/12/29 $19.33 -7.14%
TGSNX TCW Galileo Small Cap Growth N Mid-Cap Growth   $14.88 -5.94% -1.39% 3.05% -6.65% $14.50 2.62% 0.74% 2.27% 2004/12/29 $15.95 -6.71%
THPGX Thompson Plumb Growth Large Blend 401k $46.67 -2.10% 0.63% 3.44% -2.59% $46.18 1.06% 0.78% 3.46% 2004/12/30 $47.93 -2.63%
TRBCX T. Rowe Blue Chip Growth Large Growth 401k $29.92 -3.45% -1.22% 3.96% -3.83% $28.92 3.45% 0.40% 3.49% 2004/12/28 $31.15 -3.95%
TRQIX SEI Index S&P 500 Large Blend 401k $37.27 -2.71% -0.37% 4.54% -2.87% $35.75 4.25% 1.11% 3.99% 2004/12/28 $38.42 -2.99%
TWCGX American Century Growth Inv Large Growth   $19.07 -2.95% -0.10% 3.53% -3.25% $18.29 4.26% 0.53% 3.75% 2004/12/30 $19.75 -3.44%
TWCUX American Century Ultra Inv Large Growth   $32.78 -2.85% -0.64% 3.80% -3.30% $31.83 2.97% 0.99% 3.87% 2004/12/29 $33.99 -3.56%
TWVAX American Century Vista Mid-Cap Growth 401k $13.79 -2.48% 0.22% 6.98% -3.50% $13.07 5.50% 4.47% 6.90% 2004/12/29 $14.31 -3.63%
UMBIX Excelsior Value & Restructuring Large Value   $41.52 -2.99% -0.41% 6.05% -3.35% $38.46 7.96% 2.12% 6.96% 2004/12/31 $42.96 -3.35%
USAUX USAA Aggressive Growth Large Growth 401k $27.94 -4.25% 0.94% 6.97% -4.45% $26.35 6.05% 2.87% 5.24% 2004/12/29 $29.39 -4.93%
USISX USAA Income Large Value 401k $16.83 -2.43% -0.65% 5.39% -2.66% $16.04 4.90% 1.94% 3.76% 2004/12/29 $17.32 -2.83%
USRLX UM Managers Funds Sm. Growth Small Growth 401k $9.63 -7.93% -4.27% 3.33% -8.46% $9.59 0.44% 0.42% 1.16% 2004/12/28 $10.55 -8.72%
USSPX USAA S&P 500 Large Blend 401k $18.09 -2.74% -0.39% 4.57% -2.85% $17.35 4.24% 1.12% 4.03% 2004/12/28 $18.65 -3.00%
UVALX USAA Value Fund Large Value 401k $13.15 -1.50% 1.08% 8.77% -2.01% $12.05 9.11% 4.20% 7.70% 2004/12/29 $13.44 -2.16%
VASVX Selected Value Portfolio Mid-Cap Value 401k Schiller $18.40 0.00% 1.77% 8.75% -1.02% $16.79 9.60% 4.60% 9.07% 2004/12/30 $18.61 -1.13%
VEXPX Vanguard Explorer Small Growth 401k $71.06 -4.06% -0.92% 6.06% -4.80% $66.91 6.20% 2.55% 6.12% 2004/12/30 $74.75 -4.94%
VHCOX Capital Opportunity Mid-Cap Blend 401k Schiller $29.22 -4.70% -2.24% 3.62% -5.50% $27.69 5.51% 1.14% 5.26% 2004/12/30 $30.97 -5.65%
VIGRX Growth Index Trust Fund Large Growth 401k Schiller $25.97 -2.88% -0.57% 4.09% -3.35% $25.23 2.93% 0.85% 3.63% 2004/12/30 $26.91 -3.49%
VIMSX Vanguard Mid-Cap Index Mid-Cap Blend Ann. $15.23 -2.81% 0.00% 8.09% -3.61% $13.95 9.19% 4.32% 8.94% 2004/12/31 $15.80 -3.61%
VINIX Vanguard Institutional Index Large Blend 401k $111.00 -2.69% -0.34% 4.59% -2.85% $106.38 4.34% 1.17% 4.06% 2004/12/30 $114.40 -2.97%
VISGX Small-Cap Growth Index Fund Small Growth 401k Schiller $14.39 -4.70% -1.44% 5.58% -5.33% $13.58 5.94% 1.91% 5.89% 2004/12/30 $15.24 -5.58%
VITSX Vanguard Total Stock Market Large Blend 401k $28.60 -2.92% -0.35% 4.99% -3.21% $27.23 5.02% 1.71% 4.69% 2004/12/30 $29.59 -3.35%
VIVAX Vanguard Value Index Large Value 401k $21.63 -2.44% 0.23% 5.72% -2.44% $20.34 6.32% 2.17% 5.05% 2004/12/28 $22.19 -2.52%
VMCIX Vanguard Mid Cap Index Mid-Cap Blend 401k $15.29 -2.74% 0.07% 8.13% -3.53% $13.99 9.28% 4.37% 8.98% 2004/12/30 $15.85 -3.53%
VMGRX Mid-Cap Growth Fund Mid-Cap Growth 401k Schiller $15.42 -2.77% 1.85% 8.06% -3.93% $14.12 9.19% 4.61% 10.54% 2004/12/28 $16.05 -3.93%
VMRAX Vanguard Morgan Growth Large Growth 401k $49.20 -3.15% -0.49% 4.88% -3.83% $47.05 4.57% 1.59% 4.90% 2004/12/30 $51.19 -3.89%
VPEIX Vantage Point Equity Large Value 401k $8.82 -1.89% 0.46% 6.65% -2.43% $8.30 6.33% 2.80% 5.38% 2004/12/29 $9.05 -2.54%
VPMAX Vanguard PrimeCap Large Blend 401k $62.40 -4.10% -1.52% 2.68% -4.66% $59.80 4.35% -0.19% 2.77% 2004/12/29 $65.59 -4.86%
VPMCX PrimeCap Fund Large Blend 401k Schiller $60.00 -4.12% -1.54% 2.65% -4.69% $57.53 4.29% -0.23% 2.72% 2004/12/29 $63.08 -4.88%
VQNPX Vanguard G & I Large Blend 401k $30.58 -2.39% -0.52% 4.76% -2.52% $29.18 4.80% 1.33% 4.23% 2004/12/28 $31.41 -2.64%
VSEQX Vanguard Strategic Equity Mid-Cap Blend 401k $21.56 -3.62% -0.92% 7.05% -4.31% $19.93 8.17% 3.01% 7.32% 2004/12/29 $22.54 -4.35%
VTSMX Vanguard Total Stock Fund Large Blend 401k $28.58 -2.92% -0.35% 4.96% -3.22% $27.22 5.01% 1.71% 4.69% 2004/12/30 $29.57 -3.35%
VTTVX Vanguard Target 2025 Moderate Allocation 401k $11.37 -1.39% 0.44% 3.65% -1.73% $10.87 4.60% 1.79% 4.03% 2004/12/30 $11.57 -1.73%
VTXVX Vanguard Target 2015 Conservative Allocation 401k $11.22 -1.06% 0.54% 3.13% -1.32% $10.76 4.27% 1.72% 3.60% 2004/12/30 $11.37 -1.32%
VUVLX U.S. Value Fund Large Value 401k Schiller $13.73 -2.42% -0.44% 5.70% -2.83% $13.03 5.41% 2.23% 4.33% 2004/12/29 $14.14 -2.90%
VWINX Vanguard Wellesley Inc. Conservative Allocation 401k $23.20 -0.47% 0.78% 2.47% -0.47% $22.37 3.70% 1.40% 2.34% 2004/12/23 $23.31 -0.47%
VWNFX Vanguard Windsor II Large Value 401k Schiller $31.20 -1.73% 0.61% 6.89% -2.01% $29.19 6.87% 2.97% 5.87% 2004/12/30 $31.88 -2.13%
WVALX Weitz Value Mid-Cap Value   $40.41 -1.25% 2.25% 5.62% -2.25% $38.20 5.78% 4.07% 4.72% 2004/12/30 $41.37 -2.32%
                               
Ticker Fund Name Orientation 4Wk 8WK 12Wk YTD %M/A Since 10/5/04 DD%
AAGFX AIM Aggressive Growth Mid-Cap Growth -2.81% 0.10% 4.27% -3.75% 5.24% 6.14% -3.84%
ABALX American Balanced Domestic Hybrid -1.57% 0.16% 2.89% -1.67% 3.23% 2.61% -1.77%
ACVIX American Century Small Cap Small Value -3.58% -2.27% 4.77% -4.10% 6.09% 5.08% -4.19%
AGTHX American Growth Large Growth -2.53% -0.82% 4.11% -3.20% 4.42% 4.19% -3.24%
AIVSX American ICA Large Value -2.26% -1.03% 3.92% -2.44% 4.01% 3.27% -2.59%
ALARX *Alger Capital Appreciation Instl I Large Growth -3.37% -0.59% 6.61% -3.84% 4.68% 6.81% -4.23%
ALMRX *Alger MidCap Growth Institutional I Mid-Cap Growth -3.54% -1.68% 6.30% -4.44% 6.23% 7.63% -4.50%
ARGFX Ariel Small Value -2.87% -1.30% 3.22% -3.20% 5.82% 3.56% -3.20%
ASQAX American Century Sm. Cap Small Blend -3.39% 0.20% 10.10% -3.67% 10.70% 8.93% -4.21%
AVFIX American Small Cap Value Small Value -3.73% -1.29% 6.71% -4.31% 7.70% 5.57% -4.40%
AWSHX Washington Mutual Investors Large Value -2.54% -0.54% 3.45% -2.48% 3.32% 2.04% -2.66%
BERIX Berwyn Income Conservative Allocation -1.72% -0.79% 0.40% -0.79% 1.70% 1.12% -1.79%
BGRFX Baron Growth Small Growth -1.66% 2.52% 9.03% -2.07% 11.76% 11.38% -2.36%
BIASX Brown Small Cap Growth Small Growth -6.91% -3.95% 0.81% -7.34% 1.48% 1.84% -8.20%
BSCFX Baron Small Cap Small Growth -1.25% 3.75% 10.65% -2.21% 9.78% 13.55% -2.25%
BTSCX Scudder Small Cap Growth Invmt Small Growth -3.75% -0.51% 5.13% -4.50% 6.43% 7.01% -4.85%
BUFBX Buffalo Balanced Moderate Allocation -1.60% -0.57% 2.64% -1.60% 3.58% 2.14% -1.60%
BUFSX Buffalo Small Cap Small Growth -7.81% -5.29% 0.42% -4.81% 3.44% 2.89% -8.45%
CAAPX Ariel Appreciation Mid-Cap Blend -2.28% 1.37% 5.79% -2.88% 5.77% 4.79% -2.94%
CGMFX CGM Focus Small Blend -2.33% -3.96% 6.16% -2.50% 7.32% 0.31% -3.96%
CSTGX AIM Constellation Large Growth -3.51% -1.70% 3.68% -3.68% 3.41% 3.72% -3.89%
CVGRX Calamos Growth Mid-Cap Growth -4.36% -2.46% 4.93% -5.08% 5.96% 5.22% -5.28%
DGTIX Delaware Trend Institutional Mid-Cap Growth -5.31% -1.60% 3.01% -5.78% 3.23% 2.96% -6.45%
DMCVX Dreyfus Mid Cap Value Mid-Cap Blend -4.92% -2.74% 5.79% -5.95% 5.04% 5.46% -5.95%
DODGX Dodge & Cox Stock Large Value -2.06% 0.70% 7.21% -2.73% 7.92% 7.69% -2.89%
DRLCX Pimco Large Cap Growth Large Growth -2.51% 0.40% 5.24% -2.58% 3.92% 4.71% -2.89%
EMTGX Eaton Vance Growth Large Blend -2.80% -0.86% 3.95% -2.94% 3.22% 3.33% -3.08%
FASMX Fidelity Asset Mgr Domestic Hybrid -1.24% 0.36% 2.83% -1.41% 2.69% 2.83% -1.47%
FBALX Fidelity Balanced Moderate Allocation -1.55% 0.33% 4.96% -2.02% 5.39% 4.55% -2.02%
FBGRX Fidelity Blue Chip Growth Large Growth -2.82% -0.48% 3.58% -3.02% 2.53% 3.09% -3.23%
FCNTX Fidelity Contrafund Large Blend -2.40% -0.63% 4.96% -2.87% 5.75% 4.70% -3.02%
FDCAX Fidelity Cap. Apprec. Large Growth -3.23% -0.99% 4.16% -4.33% 4.38% 3.49% -4.33%
FDGFX Fidelity Div. Growth Large Blend -2.31% 0.28% 4.50% -2.54% 2.93% 3.96% -2.71%
FDGRX Fidelity Growth Large Growth -4.13% -1.26% 3.93% -4.88% 4.53% 5.55% -5.03%
FDVLX Fidelity Value Mid-Cap Value -2.29% -0.53% 6.84% -2.93% 7.86% 5.97% -2.95%
FEQIX Fidelity Equity Income Large Value -2.66% -0.47% 4.79% -2.78% 4.32% 3.99% -2.85%
FFFCX Fidelity Freedom 2010 Conservative Allocation -1.22% 0.22% 2.84% -1.43% 3.56% 3.15% -1.43%
FFFFX Fidelity Freedom 2040 Large Blend -2.47% -0.12% 4.94% -2.93% 5.14% 5.08% -2.93%
FGRIX Fidelity Growth & Income Large Cap -2.36% -0.13% 4.36% -2.46% 3.99% 3.63% -2.65%
FKREX Franklin Capital Growth (A) Large Growth -3.89% -0.28% 3.30% -3.97% 2.08% 2.61% -4.15%
FLIVX Scudder Flag Investor Moderate Allocation -0.67% 2.84% 8.74% -1.53% 5.77% 7.57% -1.53%
FLPSX Fidelity Low Price Stock Small Value -1.74% 1.04% 8.56% -2.75% 9.12% 8.44% -2.75%
FMAGX Fidelity Magellan Large Blend -2.40% -0.39% 3.99% -2.53% 3.45% 3.38% -2.66%
FMCAX Fidelity Advisor Mid-Cap Mid-Cap Blend -1.94% 0.60% 9.13% -2.81% 9.30% 9.61% -2.93%
FMCSX Fidelity Mid-Cap Stock Fd Mid-Cap Growth -3.37% -0.53% 4.81% -4.07% 5.08% 5.10% -4.15%
FOCPX Fidelity OTC Large Growth -5.14% -2.80% 4.39% -5.93% 3.40% 4.36% -5.95%
FPURX Fidelity Puritan Moderate Allocation -1.63% -0.05% 3.27% -1.77% 3.61% 3.07% -1.77%
FRBSX Franklin Balance Sheet Small Value -2.49% -0.61% 7.50% -2.93% 9.49% 8.12% -2.95%
FRSGX Franklin Mid Cap Growth Mid-Cap Growth -3.21% -0.58% 5.43% -3.92% 6.55% 6.49% -4.12%
FUSEX Fidelity Spartan Index Large Blend -2.70% -0.37% 4.54% -2.88% 4.29% 4.03% -2.99%
GMRAX Gartmore Small Cap Small Blend -5.54% -2.73% 4.91% -5.84% 5.80% 4.53% -6.15%
GRISX Gartmore S&P 500 Large Blend -2.85% -0.49% 4.49% -2.94% 4.12% 3.96% -3.12%
GSSIX Goldman Sachs Small Cap Small Value -4.42% -1.71% 5.58% -4.64% 6.82% 2.92% -4.88%
GTSAX AIM Small Cap Growth Small Growth -4.58% -2.51% 4.16% -5.06% 3.45% 5.16% -5.54%
GTSGX Mosaic Mid-Cap Mid-Cap Blend -1.83% 1.26% 7.34% -2.87% 7.59% 8.33% -2.87%
GTVLX AIM Basic Value Large Value -1.71% 0.51% 6.36% -2.53% 5.15% 6.40% -2.65%
HFMCX *Hartford Midcap A Mid-Cap Growth -2.10% 0.83% 7.55% -2.81% 8.61% 7.45% -2.81%
HRVIX Heartland Value Plus Small Value -3.29% -0.23% 3.16% -4.20% 4.96% 2.48% -4.48%
HWLIX Hotchkis and Wiley Large Cap Large Value -4.22% -2.35% 6.38% -3.12% 6.88% 5.31% -4.92%
ICAEX ICAP Equity Large Value -1.82% 0.09% 5.85% -2.20% 4.99% 4.52% -2.29%
ITHAX *Hartford Capital Appreciation A Large Blend -2.73% -0.52% 7.08% -3.90% 7.06% 6.46% -3.90%
JAENX Janus Enterprise Mid-Cap Growth -3.05% 0.39% 7.66% -3.64% 7.89% 8.63% -3.67%
JAMRX Janus Mercury Large Growth -2.76% 0.78% 6.78% -3.57% 5.63% 6.50% -3.70%
JANSX Janus Large Growth -2.05% -0.35% 4.14% -2.76% 2.55% 3.72% -2.86%
JMCVX Janus Mid Cap Value Investor Mid-Cap Value -2.82% -9.28% -3.86% -3.56% -2.53% -4.04% -10.94%
JPDVX JP Morgan Diversified Large Blend -1.91% 0.22% 3.50% -2.18% 4.08% 3.35% -2.18%
                   
JRMSX Janus Risk Managed stock Large Blend -2.12% 0.00% 6.03% -2.31% 6.78% 5.50% -2.51%
JSVAX Janus Contrarian Fund Mid-Cap Blend -3.73% -0.63% 7.75% -4.60% 9.83% 9.81% -4.60%
KDHAX *Scudder Dreman High Return Eq A Large Value -0.94% 1.91% 7.57% -1.51% 7.40% 7.12% -1.55%
KDHBX Scudder Equity Large Value -1.03% 1.80% 7.47% -1.58% 7.15% 6.96% -1.65%
KDSBX Scudder Small Value Small Value -3.34% -1.60% 6.22% -3.68% 7.82% 4.79% -3.87%
LAVLX Lord Abbett Mid Cap Value Mid-Cap Value -2.08% 0.79% 9.46% -2.95% 8.88% 8.28% -2.95%
LLPFX Longleaf Partners Mid-Cap Value -1.39% 0.47% 5.87% -2.38% 4.78% 4.38% -2.41%
LMNVX Legg Mason Value Institutional Large Blend -2.50% 1.75% 9.61% -4.12% 7.54% 8.79% -4.46%
LOMCX CGM Capital Mid-Cap Blend -2.70% -3.12% 8.57% -3.26% 10.38% 4.09% -3.47%
MCGIX ABN Amro/Montag Large Growth -2.31% 0.22% 2.75% -2.35% 0.78% 1.22% -2.65%
MEIAX MFS Value Fund-A Large Value -1.98% 0.40% 6.29% -1.98% 6.83% 6.15% -2.19%
MGSEX Managers Special Equity Small Growth -4.24% -1.75% 6.33% -4.99% 6.38% 5.94% -5.03%
MINVX Mosaic Investors Large Blend -1.48% 0.73% 4.78% -1.86% 5.04% 5.27% -2.00%
MMELX MM Mid Cap Growth Mid-Cap Growth -3.87% -1.48% 4.46% -4.38% 5.81% 5.06% -4.45%
MMFVX MM Focused Value Mid-Cap Blend -1.27% 1.25% 6.58% -1.95% 5.80% 7.07% -2.15%
MMYLX MM Small Company Value Small Blend -4.33% -1.83% 5.53% -4.91% 6.34% 4.66% -4.91%
MSFRX MFS Total Return Moderate Allocation -1.47% 0.37% 3.66% -1.53% 4.33% 3.59% -1.59%
NAESX Vanguard Small Cap Index Small Blend -4.57% -1.67% 5.50% -5.10% 6.72% 5.54% -5.27%
NBSRX Neuberger Berman Socially Resp Inv Large Blend -3.50% -3.34% 2.76% -4.45% 4.74% 4.25% -4.58%
NBSSX Neuberger Berman Focus Inv Large Blend -4.84% -2.66% 3.73% -5.80% 3.26% 5.71% -5.80%
NYVTX *Davis NY Venture A Large Blend -1.32% 0.59% 6.02% -1.51% 5.76% 5.69% -1.61%
OAKBX Oakmark Equity Inc. Moderate Allocation -1.36% -0.79% 2.52% -1.68% 2.62% 2.52% -1.68%
OAKLX Oakmark Select I Mid-Cap Value -1.61% 0.12% 5.14% -2.26% 4.72% 4.64% -2.37%
OTCFX T. Rowe Price Small Cap Small Blend -4.24% -2.40% 4.42% -4.63% 6.27% 4.66% -4.86%
PABGX T. Rowe Price Blue Chip Large Growth -3.48% -1.22% 3.93% -3.83% 3.40% 3.46% -3.95%
PAFDX T. Rowe Price Equ. Inc. Large Value -2.38% 0.51% 5.40% -2.48% 5.77% 4.40% -2.58%
PAMCX T. Rowe Price Mid Mid-Cap Growth -3.66% -1.41% 4.58% -4.31% 6.13% 5.26% -4.38%
PASVX T. Rowe Price Sm. Cap Small Value -3.65% -1.98% 5.49% -4.17% 7.85% 5.52% -4.22%
PMCGX Pimco Mid-Cap Fund Mid-Cap Growth -2.46% 0.26% 8.32% -3.23% 8.68% 8.78% -3.23%
PNOPX Putnam New Opportunities Large Growth -3.12% -0.17% 5.09% -3.64% 5.37% 6.27% -3.71%
POGBX Putnam Growth Large Growth -3.58% -1.82% 1.89% -3.82% 0.89% 1.72% -4.05%
PRGIX T. Rowe Price G&I Large Blend -3.18% -0.64% 4.27% -3.34% 4.57% 4.23% -3.38%
PRNHX T. Rowe Price New Horizons Small Growth -3.00% 0.46% 7.78% -3.86% 7.37% 7.95% -4.00%
PRSVX T.Rowe Price Small Cap Value Small Value -3.57% -1.91% 5.43% -4.09% 7.80% 5.50% -4.14%
PWSPX UBS S&P Index Large Blend -2.87% -0.59% 4.31% -3.01% 3.89% 3.67% -3.15%
RHJSX Rice Hall James Micro Small Growth -2.93% -0.22% 7.25% -3.86% 7.08% 6.53% -3.86%
RIMSX Rainier Small/Mid Cap Equity Mid-Cap Growth -1.85% 2.09% 8.94% -2.76% 10.14% 8.78% -2.86%
RPBAX T. Rowe Price Balanced Moderate Allocation -1.65% 0.00% 3.62% -1.84% 4.60% 3.78% -1.88%
RPMGX T. Rowe Price Mid Cap Growth Mid-Cap Growth -3.65% -1.38% 4.65% -4.29% 6.23% 5.35% -4.37%
RSEGX RS Emerging Growth Small Growth -6.61% -2.44% 3.42% -7.51% 5.49% 4.43% -7.85%
RYTRX Royce Total Return Fd Small Value -2.63% -0.73% 5.44% -3.09% 6.56% 5.16% -3.17%
SBLYX Smith Barney Large Cap Growth Large Growth -3.19% 0.42% 5.02% -4.14% 0.92% 4.21% -4.44%
SCSUX Scudder Small Co Value Small Value -5.30% -15.63% -8.92% -5.37% -5.70% -10.23% -17.43%
SEQUX Sequoia Fund Large Value -1.02% -0.14% 1.20% -0.76% 1.74% 3.10% -1.37%
SPVAX *John Hancock Small Cap Equity A Small Growth -4.49% -1.98% 5.54% -5.28% 5.76% 3.63% -5.58%
TGCNX TCW Galileo Select Equities N Large Growth -5.72% -4.01% 2.40% -6.56% 2.40% 2.22% -7.14%
TGSNX TCW Galileo Small Cap Growth N Mid-Cap Growth -5.94% -1.39% 3.05% -6.65% 2.62% 2.27% -6.71%
THPGX Thompson Plumb Growth Large Blend -2.10% 0.63% 3.44% -2.59% 1.06% 3.46% -2.63%
TRBCX T. Rowe Blue Chip Growth Large Growth -3.45% -1.22% 3.96% -3.83% 3.45% 3.49% -3.95%
TRQIX SEI Index S&P 500 Large Blend -2.71% -0.37% 4.54% -2.87% 4.25% 3.99% -2.99%
TWCGX American Century Growth Inv Large Growth -2.95% -0.10% 3.53% -3.25% 4.26% 3.75% -3.44%
TWCUX American Century Ultra Inv Large Growth -2.85% -0.64% 3.80% -3.30% 2.97% 3.87% -3.56%
TWVAX American Century Vista Mid-Cap Growth -2.48% 0.22% 6.98% -3.50% 5.50% 6.90% -3.63%
UMBIX Excelsior Value & Restructuring Large Value -2.99% -0.41% 6.05% -3.35% 7.96% 6.96% -3.35%
USAUX USAA Aggressive Growth Large Growth -4.25% 0.94% 6.97% -4.45% 6.05% 5.24% -4.93%
USISX USAA Income Large Value -2.43% -0.65% 5.39% -2.66% 4.90% 3.76% -2.83%
USRLX UM Managers Funds Sm. Growth Small Growth -7.93% -4.27% 3.33% -8.46% 0.44% 1.16% -8.72%
USSPX USAA S&P 500 Large Blend -2.74% -0.39% 4.57% -2.85% 4.24% 4.03% -3.00%
UVALX USAA Value Fund Large Value -1.50% 1.08% 8.77% -2.01% 9.11% 7.70% -2.16%
VASVX Selected Value Portfolio Mid-Cap Value 0.00% 1.77% 8.75% -1.02% 9.60% 9.07% -1.13%
VEXPX Vanguard Explorer Small Growth -4.06% -0.92% 6.06% -4.80% 6.20% 6.12% -4.94%
VHCOX Capital Opportunity Mid-Cap Blend -4.70% -2.24% 3.62% -5.50% 5.51% 5.26% -5.65%
VIGRX Growth Index Trust Fund Large Growth -2.88% -0.57% 4.09% -3.35% 2.93% 3.63% -3.49%
VIMSX Vanguard Mid-Cap Index Mid-Cap Blend -2.81% 0.00% 8.09% -3.61% 9.19% 8.94% -3.61%
VINIX Vanguard Institutional Index Large Blend -2.69% -0.34% 4.59% -2.85% 4.34% 4.06% -2.97%
VISGX Small-Cap Growth Index Fund Small Growth -4.70% -1.44% 5.58% -5.33% 5.94% 5.89% -5.58%
VITSX Vanguard Total Stock Market Large Blend -2.92% -0.35% 4.99% -3.21% 5.02% 4.69% -3.35%
VIVAX Vanguard Value Index Large Value -2.44% 0.23% 5.72% -2.44% 6.32% 5.05% -2.52%
VMCIX Vanguard Mid Cap Index Mid-Cap Blend -2.74% 0.07% 8.13% -3.53% 9.28% 8.98% -3.53%
VMGRX Mid-Cap Growth Fund Mid-Cap Growth -2.77% 1.85% 8.06% -3.93% 9.19% 10.54% -3.93%
VMRAX Vanguard Morgan Growth Large Growth -3.15% -0.49% 4.88% -3.83% 4.57% 4.90% -3.89%
VPEIX Vantage Point Equity Large Value -1.89% 0.46% 6.65% -2.43% 6.33% 5.38% -2.54%
VPMAX Vanguard PrimeCap Large Blend -4.10% -1.52% 2.68% -4.66% 4.35% 2.77% -4.86%
VPMCX PrimeCap Fund Large Blend -4.12% -1.54% 2.65% -4.69% 4.29% 2.72% -4.88%
VQNPX Vanguard G & I Large Blend -2.39% -0.52% 4.76% -2.52% 4.80% 4.23% -2.64%
VSEQX Vanguard Strategic Equity Mid-Cap Blend -3.62% -0.92% 7.05% -4.31% 8.17% 7.32% -4.35%
VTSMX Vanguard Total Stock Fund Large Blend -2.92% -0.35% 4.96% -3.22% 5.01% 4.69% -3.35%
VTTVX Vanguard Target 2025 Moderate Allocation -1.39% 0.44% 3.65% -1.73% 4.60% 4.03% -1.73%
VTXVX Vanguard Target 2015 Conservative Allocation -1.06% 0.54% 3.13% -1.32% 4.27% 3.60% -1.32%
VUVLX U.S. Value Fund Large Value -2.42% -0.44% 5.70% -2.83% 5.41% 4.33% -2.90%
VWINX Vanguard Wellesley Inc. Conservative Allocation -0.47% 0.78% 2.47% -0.47% 3.70% 2.34% -0.47%
VWNFX Vanguard Windsor II Large Value -1.73% 0.61% 6.89% -2.01% 6.87% 5.87% -2.13%
WVALX Weitz Value Mid-Cap Value -1.25% 2.25% 5.62% -2.25% 5.78% 4.72% -2.32%