Fund

ABN Amro Montag & Calswell Growth I

Aim Basic Value A
AIM Summit I
AIM Value B
AIM Weingarten A
Alger Capital Appreciation B
Alger Large Cap Growth B
Alliance Growth & Income B
Alliance Growth B
Alliance Premier Growth B
Amer. Century Equity Growth Inv.
Amer. Century Growth Inv.
Amer. Century Select Inv.
Amer. Century Ultra Inv.
American Mutual A
Ameristock
Armada Equity Growth I
Armada Large Cap value I
AXP Blue Chip Advantage A
AXP Diversified Equity Income A
AXP Equity Value A
AXP Growth A
AXP New Dimensions A
Berger Growth
Columbia Common Stock
Columbia Growrh
Consulting Group Large Cap Growth
Consulting Group Large Val. Eq.
Credit Suisse Capital Appreciation Cmn.
Davis NY Venture A
Dodge & Cox Stock
Domini Social Equity
Dreyfus
Dreyfus Appreciation
Dreyfus Founders Growth F
Dreyfus Growth & Income
Dreyfus Premier Core Value A
Dreyfus Premier Third Century Z
Eaton Vance Tax-Mgd. Growth 1.1 B
Enterprise Growth A
Evergreen Omega B
Excelsior Value & Restructuring
Federated American Leaders A
Federated Stock Trust
Fidelity
Fidelity Advisor Growth Opportunities T
Fidelity Advisor Equity Growth T
Fidelity Advisor Equity Income T
Fidelity Aggressive Growth
Fidelity Blue Chip Growth

Type
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap

Objective
Growth
Value
Growth
Growth
Growth
Growth
Growth
Value
Growth
Growth
Growth
Growth
Growth
Growth
Value
Value
Growth
Value
Growth
Value
Value
Growth
Growth
Growth
Growth
Growth
Growth
Value
Growth
Value
Value
Growth
Value
Growth
Growth
Value
Value
Growth
Growth
Growth
Growth
Value
Value
Value
Growth
Value
Growth
Value
Growth
Growth

Assets
1184.9
1863.9
1912.5
9232.2
4134.7
614.0
614.0
3628.8
2434.1
5788.9
1481.2
6280.4
4988.9
26453.2
8836.3
1127.6
840.4
679.3
1594.6
1615.3
1132.0
3288.6
12871.4
847.0
676.6
1347.0
1667.2
1528.0
963.5
10240.5
8768.5
1207.1
1868.0
3427.9
905.3
1123.8
678.0
850.0
3347.1
809.8
863.4
2124.2
1594.2
1573.0
12249.4
8152.0
7129.9
2060.0
7439.0
21859.4

Fees Expense ratio

No
0.77
Yes
1.32
Yes
0.72
No
1.77
Yes
1.03
No
2.11
No
1.96
No
1.67
No
1.97
No
2.13
No
0.67
No
1.00
No
1.00
No
0.99
Yes
0.59
No
0.83
No
0.93
No
0.97
Yes
0.85
Yes
0.95
Yes
0.95
Yes
0.99
Yes
1.00
No
1.13
No
0.75
No
0.65
No
0.77
No
0.78
No
0.98
Yes
0.89
No
0.54
No
0.93
No
0.71
No
0.88
No
1.06
No
0.96
Yes
1.15
No
0.95
No
1.54
Yes
1.41
No
2.06
No
0.95
Yes
1.16
No
0.94
No
0.51
Yes
1.03
Yes
1.26
Yes
1.18
No
0.89
No
0.87

Fidelity Contrafund
Fidelity Disciplined Equity
Fidelity Dividend Growth
Fidelity Equity Income
Fidelity Equity Income II
Fidelity Growth Company
Fidelity Independence
Fidelity Large Cap Stock
Fidelity Magellan
Fidelity OTC
Fidelity Stock Selector
Fidelity Trend
Franklin Growth & Income A
Franklin Growth A
Gabelli Growth
Goldman Sachs Capital Growth A
Growth Fund of America A
Guardian Park Avenue A
Harbor Capital Appeciation
Icap Equity
Idex Janus Growth A
Invesco Equity Income Inv
Invesco Growth Inv
Investment Company of America A
J P Morgan Growth and Inc A
Janu Aspen Growth Instl
Janus
Janus Growth and Income
Janus Special Situations
Janus Twenty
John Hancock Large Cap Value A
John Hancock Sovereign Investor A
Liberty Growth and Income B
Longleaf Partners
Lord Abbett Affiliated A
Mainstay Capital Appeciation B
Mainstay Value B
Massachusetts Investors Growth Stk A
Merrill Lynch Basic Value B
Merrill Lynch Fundamental Growth B
MFS Growth Opportunities A
MFS Emerging Growth A
MFS Strategic Growth A
MFS Value A
MS American Opportunity B
MS Dividend Growth Secs B
MS Growth B
MS Instl Value Adv
MS Value Added Market B
Mutual Qualified Z
Neuberger Berman Guardian Inv

large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap

Growth
Growth
Value
Value
Value
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Value
Growth
Growth
Growth
Growth
Growth
Value
Growth
Value
Growth
Value
Value
Growth
Growth
Growth
Growth
Growth
Value
Growth
Value
Value
Value
Growth
Value
Growth
Value
Growth
Growth
Growth
Growth
Value
Growth
Value
Growth
Value
Value
Value
Value

31836.6
2965.5
14388.3
21636.2
12032.9
22409.6
5485.4
647.5
78790.2
8087.4
1079.7
994.8
956.2
1871.3
2998.9
1990.0
35402.0
1793.8
6745.0
1108.4
879.7
3439.5
964.0
54008.1
876.5
2446.9
25757.0
6983.9
1024.6
15300.3
765.1
1217.8
915.4
4166.0
10041.1
2027.1
746.7
8398.2
2496.4
2271.8
696.1
4636.6
1146.8
1199.2
6307.2
10010.8
784.6
835.3
1019.4
2956.9
1949.3

Yes
No
No
No
No
No
No
No
Yes
No
No
No
Yes
Yes
No
Yes
Yes
Yes
No
No
Yes
No
No
Yes
Yes
No
No
No
No
No
Yes
Yes
No
No
Yes
No
No
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No

0.84
0.84
0.94
0.67
0.63
0.85
0.85
0.93
0.88
0.94
0.63
0.52
0.90
0.91
1.38
1.42
0.71
0.79
0.64
0.80
1.40
0.96
1.16
0.56
1.30
0.67
0.84
0.88
0.94
0.85
1.14
1.08
2.07
0.93
0.79
1.74
1.95
0.85
1.57
1.81
0.80
1.09
1.37
1.21
1.28
1.42
1.59
0.87
1.59
0.80
0.84

Neuberger Berman Partners Inv

Northern Growth Equity
Nuveen Large Cap Value A
One Group Large Cap Value I
Oppenheim Capital Appreciation A
Oppenheim Growth A
Oppenheim Quest Opp. Value A
Oppenheim Quest Value A
Phoenix-Engemann Capital Growth A
PIMCO Growth C
Pioneer Growth Shares A
Prudential Equity A
Prudential Jennison Growth A
Putnam Classic Equity A
Putnam Equity Income A
Putnam Growth Opportunities A
Putnam Investors A
Putnam New Opportunities A
Putnam New Value A
Putnam Voyager A
Rainier Core Equity
Rydex OTC Inv
Safeco Equity
Salomon Brothers Investment Value
Scudder Capital Growth AARP
Scudder Dreman High Return A
Scudder Growth A
Scudder Large Company Growth
Scudder Large Company Value
Security Equity
Selected American
Seligman Growth A
Sentinel Common Stock A
Sequoia
Smith Barney Aggressive Growth
Smith Barney Fundamental Value B
Smith Barney Large Cap Core
State Farm Growth
Steinroe Investment Growth Stock
Strong Large Cap Growth
T. Rowe Price Blue Chip Growth
T. Rowe Price Equity Income
T. Rowe Price Growth and Income
T. Rowe Price Growth Stock
TCW Galileo Select Equity I
Torray
Tweedy Browne American Value
USAA Growth
USAA Growth & Income
USAA Income Stock
Van Kampen Comstock A

large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap

Value
Growth
Value
Value
Growth
Growth
Value
Value
Growth
Growth
Growth
Value
Growth
Value
Value
Growth
Growth
Growth
Value
Growth
Growth
Growth
Value
Value
Growth
Value
Growth
Growth
Value
Growth
Value
Growth
Value
Value
Growth
Value
Growth
Growth
Growth
Growth
Growth
Value
Value
Growth
Growth
Value
Value
Growth
Value
Value
Value

1655.2
873.7
662.1
1286.0
3240.0
1547.5
12324.2
602.5
1320.7
1223.5
864.6
1563.2
1280.8
1159.2
1247.9
1866.7
5073.3
10511.6
608.7
15936.5
712.4
1001.7
1088.7
655.7
1438.9
2104.1
1373.2
795.8
2167.7
612.0
5456.9
686.7
1130.4
4058.0
2106.0
1567.9
3382.7
2536.8
598.5
995.5
6142.5
9988.7
2390.7
4615.3
979.3
1609.2
914.9
1094.9
1050.4
1830.8
3651.4

No
No
Yes
No
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
Yes
No
No
Yes
No
Yes
Yes
No
Yes
No
Yes
No
No
No
No
No
No
No
No
No
No
No
No
No
Yes

0.84
1.00
1.32
0.96
1.03
1.06
1.53
1.56
1.06
1.90
1.22
0.62
0.81
0.94
0.96
0.99
0.89
0.89
1.11
0.88
1.11
1.16
0.89
0.73
0.88
1.27
1.02
1.07
0.89
1.02
0.92
1.14
1.03
1.00
1.99
1.83
0.71
0.11
0.95
1.00
0.91
0.60
0.77
0.73
0.85
1.06
1.36
0.99
0.89
0.67
0.93

Van Kampen Enterprise A

Van Kampen Growth & Income A
Van Kampen Pace A
Vanguard Equity Income
Vanguard Growth Equity
Vanguard Growth Inv
Vanguard Morgan Growth
Vanguard U.S. Growth
Vanguard Value Inv
Vanguard Windsor
Vanguard Windsor II Inv
Waddell & Reed Adv Accumulative A
Waddell & Reed Adv Core Invmnt A
Waddell & Reed Adv Vanguard A
Washington Mutual Investors A
Wells Fargo Equity Income
Wells Fargo Large Company Growth
White Oak Growth
Amer. Century Heritage Inv.
Ariel Appreciation
AXP Equity Select A
AXP Stategy Aggressive A
Clipper
Columbia Special
Credit Suisse Emerging Growth Cmn.
Dreyfus Growth & Value Midcap Value
Federated Growth Strategies A
Fidelity Advisor Mid Cap T
Fidelity Advisor Value Strategies T
Fidelity Mid Cap Stock
Fidelity Value
Fortis Growth A
Franklin California Growth A
Franklin Small Mid Cap Growth A
Gabelli Value A
Invesco Dynamics Inv
Janus Core Equity
Janus Enterprise
Lord Abbett Mid Cap Value A
Mairs and Power Growth
MFS Mid Cap Growth
MS Instl Mid Cap Growth Instl
MS Mid Cap Equity Tr. B
Mutual Beacon Z
Mutual Shares Z
Neuberger Berman Focus Inv
One Group Mid Cap Growth I
One Group Mid Cap Value I
PBHG Growth
PIMCO Renaissance C
PIMCO Target C

large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
large cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap

Growth
Value
Growth
Value
Growth
Growth
Growth
Growth
Value
Value
Value
Value
Growth
Growth
Value
Value
Growth
Growth
Growth
Value
Growth
Growth
Value
Growth
Growth
Value
Growth
Growth
Value
Growth
Value
Growth
Growth
Growth
Value
Growth
Growth
Growth
Value
Value
Growth
Growth
Growth
Value
Value
Growth
Growth
Value
Growth
Value
Growth

1752.9
1702.5
2253.7
2242.0
740.4
8500.6
3460.1
9543.1
3013.5
15798.6
22105.0
2096.3
6439.4
1800.7
48135.1
1250.1
1286.4
3671.3
1250.0
707.3
1240.9
1014.3
2468.0
775.9
950.1
1210.5
708.2
1404.2
667.4
6272.7
4956.8
649.7
1433.5
8117.9
1216.7
5900.6
788.7
3227.1
1148.4
656.3
1164.0
1213.6
705.6
3046.7
5371.3
1565.1
1358.9
1145.8
2504.0
854.9
927.8

Yes
Yes
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
Yes
No
No
No
No
Yes
No
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
Yes
No
Yes
No
No
No
No
No
No
No
No
No
No

0.89
0.88
0.87
0.47
0.77
0.22
0.40
0.44
0.22
0.31
0.37
1.04
0.98
1.11
0.65
0.85
0.97
0.96
1.00
1.26
0.95
1.10
1.09
0.99
1.19
1.15
1.20
1.31
1.14
0.84
0.77
1.04
0.88
0.86
1.36
1.00
0.93
0.88
1.35
0.78
1.26
0.61
1.58
0.81
0.78
0.83
0.99
0.96
1.25
2.00
1.95

Pioneer Mid Cap Growth A

Pioneer Mid Cap Value A
Pioneer Value A
Putnam Vista A
RS Emerging Growth A
Strong Advisor Common Stock Z
T. Rowe Price Mid Cap Growth
T. Rowe Price Value
Turner Mid Cap Growth
Van Kampen Emerging Growth A
Vanguard PrimeCap
Vanguard Selected Value
Waddell & Reed Adv New Concepts A
AIM Aggressive Growth A
Aim Small Cap Growth A
Amer. Century GiftTrust Inv.
Amer. Century Vista Inv.
Armada Small Cap value I
AXP Small Company Index A
Baron Asset
Berger Small Company Growth Inv
Brazos Small Cap Y
Consulting Group Small Cap Growth
Delaware Trend A
Dreyfus Founders Discovery F
Federated Kaufmann K
Fidelity Export & Multinational
Fidelity Low Priced Stock
Fidelity New Millenium
Fidelity Small Cap Indepence
Franklin Balance Sheet Invest. A
Fremont U.S. Micro Cap
Heartland Value
Invesco Small Company Growth Inv
Janus Venture
John Hancock Small Cap Growth A
Liberty Acorn Z
Longleaf Partners Small Cap
Lord Abbett Developing Growth A
Meridian Value
Merrill Lynch Master Small Cap Value B
Neuberger Berman Genesis Inv
Oppenheim Discovery A
Putnam OTC Emerging Growth A
Royce Low Priced Stock
Royce Premier
RS Diversified Growth A
Safeco Growth Opportunities
Schwab Capital Small vap Index Inv
State Street Research Aurora
T. Rowe Price New Horizons

mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
mid cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap
small cap

Growth
Value
Value
Growth
Growth
Value
Growth
Value
Growth
Growth
Growth
Value
Growth
Growth
Growth
Growth
Growth
Value
Value
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Value
Growth
Growth
Value
Growth
Value
Growth
Growth
Growth
Value
Value
Growth
Value
Growth
Value
Growth
Growth
Value
Value
Growth
Growth
Growth
Value
Growth

676.8
975.0
4189.6
4043.4
2461.1
1624.7
6354.0
1277.9
727.4
6005.3
17885.0
954.8
1164.0
2639.2
602.2
921.1
1239.8
638.1
652.3
2691.0
717.9
850.8
696.4
732.6
802.1
3210.4
630.8
11402.4
2828.4
855.8
1623.4
653.3
1006.4
1245.3
1100.3
712.2
3992.0
1618.5
982.2
989.9
841.7
989.5
825.3
1817.6
852.1
748.8
713.6
683.6
870.5
1557.0
5234.7

Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
No
No
Yes
Yes
Yes
No
No
No
Yes
No
No
No
No
Yes
No
No
No
Yes
Yes
No
Yes
No
No
No
No
Yes
No
No
Yes
No
No
No
Yes
Yes
No
No
No
No
No
Yes
No

0.85
1.11
0.94
0.89
1.29
1.20
0.85
1.10
1.04
0.93
0.48
0.63
1.44
1.04
1.13
1.00
1.00
1.20
0.87
1.36
1.27
1.03
1.06
1.34
1.25
1.88
0.81
1.00
0.89
0.74
1.06
1.57
1.22
1.29
0.86
1.28
0.83
0.98
1.11
1.10
2.06
1.11
1.25
1.04
1.49
1.20
1.51
1.05
0.49
1.44
0.88

T. Rowe Price Small Cap Value

Van Kampen Aggressive Growth A
Vanguard Explorer
Wasatch Small Cap Growth
Delaware Decatur Equity Income A

small cap
small cap
small cap
small cap
#REF!

Value
Growth
Growth
Growth
Value

1870.5
769.7
4334.5
796.2
1132.5

No
Yes
No
No
Yes

0.90
1.19
0.71
1.36
1.12

Return 2001 3-Yr Return 5-Yr Return

-13.1
-0.2
11.7
0.1
16.7
16.7
-33.8
-5.2
7.3
-13.6
-2.1
8.8
-34.1
-10.9
3.5
-18.7
-1.0
9.9
-12.9
-0.9
11.5
-2.5
6.6
13.3
-25.1
-8.9
4.0
-24.5
-8.3
8.5
-11.0
-2.1
9.9
-18.7
-2.2
10.6
-18.2
-3.0
10.4
-14.6
-1.1
9.9
6.7
2.8
11.0
2.3
8.2
17.1
-16.3
-0.8
11.5
-3.8
2.4
8.8
-17.0
-4.0
6.5
2.7
3.3
8.1
-4.4
2.0
7.5
-31.3
-8.1
2.8
-15.5
0.4
10.1
-32.5
-5.9
1.9
-17.6
-0.8
9.1
-21.4
-3.0
8.5
-20.7
-6.4
7.8
-4.8
2.1
9.4
-24.4
2.1
11.9
-11.4
4.6
11.9
9.3
15.2
15.6
-12.8
-3.1
10.5
-10.1
-1.5
4.4
-10.7
0.0
10.8
-24.9
-8.8
3.8
-6.1
1.8
6.6
-4.0
7.8
10.9
-23.7
-4.7
7.8
-10.7
2.0
11.6
-13.4
-0.9
10.9
-16.2
0.9
9.9
-5.0
13.1
16.3
-4.6
1.3
10.0
0.8
3.3
11.7
-11.2
-0.6
11.2
-15.1
-10.3
2.8
-18.2
-0.4
11.1
-2.4
3.3
10.0
-47.3
-7.9
5.9
-16.6
-2.5
9.7

Turnover
low
average
average
average
high
high
average
average
average
high
average
average
average
average
low
very low
low
average
high
high
high
low
low
average
average
high
high
average
high
low
low
very low
average
very low
high
average
high
average
very low
average
high
low
low
low
high
high
average
high
high
low

Risk
average
low
high
average
high
high
high
low
high
high
average
average
average
high
very low
low
average
low
average
low
low
high
average
high
average
high
high
low
average
average
low
average
average
low
high
average
low
average
low
average
high
average
low
low
average
average
average
low
very high
average

Best Quarter Worst Quarter

27.1
-15.5
21.1
-17.3
37.1
-30.3
27.1
-16
28
-27.7
40.3
-26.6
25
-18.4
22.9
-14.1
28.6
-23.8
30.8
-20
23.1
-15.4
23.6
-19.3
22.4
-14.6
32.1
-17.5
12.4
-7.6
18.3
-10.1
22.9
-16.1
12.6
-10.8
20.2
-16.6
15.4
-11.9
16.4
-13.9
27.1
-28.2
24.3
-15.7
42.9
-28
23.3
-17.4
25.6
-22
26.1
-22.9
16.8
-14.1
33
-23.2
21.4
-14.4
16.6
-14.3
24.6
-14.3
20.3
-14.7
20.5
-10.8
31.8
-25
18.5
-16.4
15.3
-14.6
24.3
-18
21.2
-14
26.8
-15.6
28.9
-25.7
28
-20.5
16.1
-12.4
16.5
-11.8
23.8
-18.3
20.5
-16.6
24.1
-22.1
17.8
-12.3
48.3
-40.3
23.4
-18.4

-12.6
-14.2
-3.7
-5.0
-7.2
-22.3
-27.2
-17.7
-11.7
-24.1
-14.4
-12.4
-23.1
-9.5
-24.1
-15.5
-12.3
-21.7
-17.7
-0.6
-28.3
-11.8
-49.1
-4.6
-13.5
-24.7
-26.1
-14.4
-16.0
-29.2
-3.4
-6.1
-1.2
10.3
-7.9
-24.5
-2.4
-24.8
-1.5
-20.2
-24.7
-25.8
-25.1
-7.8
-27.3
-9.2
-16.0
4.3
-3.0
8.2
-1.8

0.6
0.4
5.5
3.4
1.4
7.9
2.9
-2.9
-0.2
-1.4
0.2
4.6
5.7
3.0
-0.2
-0.2
11.2
-6.0
-0.1
7.6
-6.6
1.2
-18.7
4.9
-2.1
-2.5
-2.6
4.7
1.8
-7.6
9.0
1.2
8.0
10.8
7.4
-6.2
5.2
-1.1
3.4
-0.1
-3.9
-6.0
-1.3
8.4
-1.5
-1.8
1.0
7.8
5.7
12.0
1.5

10.5
10.5
15.4
10.1
10.2
13.7
11.9
9.3
11.0
8.1
8.2
5.0
11.1
9.0
12.9
12.5
18.1
6.3
12.4
12.4
9.3
8.4
-0.7
13.0
6.8
9.0
9.5
15.8
14.1
12.2
15.4
9.1
15.0
14.8
12.2
7.1
5.5
15.0
9.4
11.7
7.2
4.5
16.0
14.9
10.5
7.0
8.8
8.4
10.7
12.0
4.8

high
average
high
low
very high
average
very high
high
low
very high
high
very high
low
very low
average
low
low
high
average
high
low
low
high
low
very low
low
average
low
average
low
high
average
high
low
average
low
high
very high
low
high
high
low
average
average
very high
very low
average
low
very low
average
high

low
average
low
low
low
high
high
average
average
high
average
high
high
low
average
average
average
high
high
low
high
low
very high
low
average
average
high
average
average
high
average
low
low
low
low
high
average
average
low
average
high
high
high
low
average
low
average
average
low
very low
average

23.7
21
19.5
16.2
20.8
44.5
35.7
23.5
27.2
46.2
19.7
24.9
37.2
14
30.2
24.3
27.2
25.1
30
17.2
31.8
13.3
34.5
17.3
16.6
27.7
28.4
29.2
28.5
38.4
31.7
15.6
21.4
18.5
17.1
26.9
13.2
28.2
14.2
27.1
30.2
35.9
29.3
13.7
34.9
15.7
25.1
15.7
16.5
13.4
23.1

-13.2
-13.8
-12.7
-12.9
-13.4
-26.5
-24.9
-19
-15.4
-32
-15.9
-27
-21.3
-15.4
-22.3
-16.5
-20.6
-20.5
-19.5
-17.5
-31.7
-13.5
-43.2
-10.2
-14.3
-24.8
-25.8
-15.9
-25.6
-25.4
-24
-7.9
-14.2
-18.4
-14
-20.1
-16.6
-21.6
-14.3
-15.1
-24
-31.5
-25.4
-11.1
-20.3
-13.3
-18.5
-19.1
-14.1
-17.7
-26.2

-3.0
-16.7
-2.3
-13.0
-12.7
-24.5
-4.6
-7.9
-35.2
-29.6
-19.2
-12.1
-18.6
-6.8
-1.6
-32.2
-24.8
-30.1
3.3
-22.5
13.3
-34.7
-9.7
-4.2
-20.4
1.2
-23.0
-22.7
-12.5
-11.8
-11.2
-19.3
-10.0
10.5
-5.0
-7.0
-14.8
-10.8
-23.9
-32.3
-14.4
1.6
-2.2
-9.8
-19.2
-0.5
-0.1
-23.8
-6.1
-4.2
-1.8

1.7
-1.5
6.4
1.1
7.0
-0.5
4.6
1.3
-11.8
-5.7
-7.7
1.2
-1.8
-0.7
4.0
-9.0
-7.3
-4.3
8.0
0.2
1.8
-6.6
-4.2
7.3
-1.1
7.5
-5.4
-5.5
1.6
-5.1
5.3
-4.1
0.8
3.5
22.8
11.7
1.3
0.1
-2.7
-2.0
0.0
6.1
3.4
3.4
2.7
6.0
5.3
-9.1
3.4
2.7
9.9

7.6
10.7
11.1
8.2
13.9
5.2
8.2
7.6
1.8
7.2
8.5
6.8
11.5
6.6
9.9
7.6
7.8
6.0
9.6
9.5
11.2
13.1
6.4
12.5
10.1
12.9
2.5
8.3
8.8
7.0
13.3
7.1
8.4
16.5
26.3
12.9
11.3
9.6
8.8
9.0
10.5
10.9
8.5
12.2
12.9
12.1
12.2
0.5
8.2
8.4
15.7

average
average
high
high
low
average
average
average
average
average
average
average
average
average
average
average
average
average
average
high
average
very high
low
average
low
very low
average
average
average
low
low
high
average
low
very low
average
very low
very low
average
average
average
low
average
average
average
average
very low
average
low
low
high

average
average
low
average
average
high
low
low
high
high
average
average
high
low
low
high
high
high
low
high
average
very high
average
low
average
low
high
high
low
average
low
high
low
low
average
low
average
average
high
high
average
low
low
average
high
average
low
high
low
low
low

16.4
24.8
15.7
15.5
28.9
30.2
12.6
13.5
26.7
38.2
24.1
15.1
30.1
17
13.9
36.1
25.3
50
16.4
40.2
25.1
53
18.7
17.4
25.8
22.8
29.1
28.1
16
20.9
22.2
24.2
16.5
21.5
37.6
18.2
23.6
19.8
25.4
42.7
24.7
13.3
12.9
23.1
31.2
21.3
15.7
26.1
17.5
10.7
15.4

-15.9
-15.8
-16.6
-16.5
-19.9
-25.6
-13
-13.6
-29.5
-23.7
-18.6
-15.9
-20
-12.6
-10.2
-27.5
-20.3
-29.3
-13.9
-19.1
-15.2
-36.8
-11.5
-12.8
-20.6
-12.7
-22.2
-21.2
-14.7
-15
-14.8
-25.2
-11.7
-14.4
-22.4
-17.6
-15.2
-11.5
-20.1
-26.5
-17.2
-8.5
-10.8
-15
-25.8
-21.3
-14.6
-25.5
-17.5
-8.3
-13.5

-20.7
-6.1
-16.2
-2.3
-27.4
-13.0
-13.6
-31.7
-11.9
5.7
-3.4
-15.4
-15.3
-24.7
1.5
-5.4
-21.6
-39.1
-25.6
16.2
-12.7
-32.9
10.3
-21.0
-24.8
17.1
-22.6
-13.2
12.1
-12.8
12.2
-24.1
-23.2
-20.5
5.4
-32.9
-12.1
-39.9
8.0
6.5
-19.9
-29.6
-39.4
6.1
6.3
-6.7
-10.7
5.0
-34.5
18.5
-29.2

-5.2
8.0
-5.8
3.4
-5.0
-4.5
0.5
-12.6
1.7
11.0
2.1
8.5
2.6
2.4
3.8
1.4
0.2
-1.8
9.7
9.9
3.2
-1.8
14.1
7.0
-2.1
24.1
2.1
16.4
14.0
17.2
9.6
6.5
11.7
12.2
8.6
2.1
4.2
-2.5
19.9
13.0
15.5
3.1
-4.3
12.3
11.7
9.8
6.9
10.4
-1.0
20.9
8.5

6.2
13.2
5.8
11.2
9.2
11.1
10.1
3.3
9.4
10.9
10.4
15.2
11.3
11.0
12.2
9.5
14.7
10.5
9.5
17.0
11.3
5.5
18.2
10.0
3.8
18.6
9.5
18.1
13.5
18.7
9.8
10.3
12.3
10.3
18.5
10.2
15.8
6.5
17.7
15.2
15.7
14.9
9.6
12.3
12.1
13.2
16.9
14.0
-1.2
21.4
12.7

high
high
high
low
very high
low
average
high
low
average
low
very high
very low
average
low
very low
very low
very low
average
low
average
average
low
high
high
very high
average
high
low
high
low
high
very low
very low
average
low
high
low
average
very low
average
average
very low
average
average
low
average
high
average
high
average

high
low
average
low
high
average
average
high
average
average
low
low
low
average
low
low
high
high
average
low
high
very high
very low
high
high
average
high
average
average
average
average
high
high
high
low
high
low
very high
low
low
high
high
very high
very low
very low
high
high
low
very high
low
high

24.6
15.9
20.5
13.2
39.7
24.6
25.9
24.7
17.5
14.4
14.9
24.9
18.7
31.1
14.4
15.7
31.6
37.5
40.4
23.4
31.4
55
16.2
37.4
39.3
29.5
42
28.3
30.1
28.5
25.6
43.9
56.4
59.8
21.3
38.8
26.6
57.9
17.6
19
39.9
39.2
62.2
12.6
13.3
34.5
39.9
16
64.6
21
52.7

-21.5
-11.5
-16.5
-8.4
-29
-17.5
-20.8
-31
-16.3
-19.4
-13.6
-12.6
-14.6
-21.9
-9.4
-10.4
-22.8
-33.3
-21.2
-12.9
-19.4
-28.8
-4.3
-20.3
-27.8
-27.7
-20.9
-21.9
-28.7
-24.7
-20.1
-23.9
-26
-25.1
-14.6
-35
-14.5
-32.7
-17.3
-13.2
-33
-27.6
-40.4
-17.5
-17
-29.2
-21
-13.6
-32.6
-16.8
-27.2

-11.4
5.6
-3.1
-33.6
-27.3
-1.7
-1.0
1.6
-28.4
-32.6
-13.3
15.1
-18.1
-26.0
-13.8
-35.4
-27.6
17.3
5.4
-10.1
-33.8
-9.0
-13.3
-14.9
-17.8
7.9
0.7
26.7
-18.2
6.3
17.7
5.3
29.5
-20.9
-11.9
-14.2
6.1
5.4
-7.0
11.7
29.3
12.1
-11.6
-46.1
25.1
9.6
1.9
22.2
-0.9
15.8
-2.8

3.0
11.8
4.5
-0.8
15.5
10.9
9.6
8.7
14.1
6.8
8.6
9.9
4.4
3.4
17.7
0.3
16.2
19.1
9.0
1.6
7.5
9.5
2.8
10.8
13.6
14.6
13.2
16.5
17.1
8.7
11.8
29.3
18.2
8.0
4.8
3.6
15.9
7.4
1.9
28.4
25.0
15.6
5.1
-15.9
26.2
12.7
23.1
6.3
8.5
28.5
8.1

5.1
9.4
5.4
7.5
18.5
12.5
13.7
12.1
21.4
14.8
17.0
6.6
13.0
5.4
18.5
-2.8
4.2
15.8
9.3
7.9
8.3
18.2
4.3
10.7
13.4
11.3
17.0
15.1
17.6
8.6
11.8
18.9
12.5
11.4
9.8
7.6
15.6
12.5
8.4
25.0
17.8
14.2
4.6
-6.1
19.7
12.6
22.9
13.4
9.1
21.4
8.1

low
average
very low
average
high
average
low
average
very high
high
very low
low
very low
low
low
average
average
high
average
very low
average
average
low
low
average
low
high
average
average
very high
very low
average
average
average
average
average
low
low
low
average
average
low
average
average
average
low
very high
low
low
low
low

high
low
average
high
very high
average
average
low
high
high
average
average
high
high
high
very high
high
low
average
high
very high
average
very high
high
high
average
average
very low
high
average
low
high
low
high
very high
very high
low
low
high
low
average
low
high
very high
average
low
high
high
average
low
high

32.2
13.9
15.5
42.1
75.2
25.3
26.8
15
54.6
61.3
28.8
17.5
46.2
31.4
38.1
56.3
72.2
19.3
20.2
26.6
59
29.9
36.1
35
41.9
35.6
28.4
16.5
53.7
17.4
17.6
49.7
21.7
46.7
82.8
43.9
21.9
18.5
28.3
25
28.1
20.1
59.4
81.3
27.7
21
62.9
34.5
19.6
22.7
30.2

-23
-21.4
-22.3
-32.2
-31.3
-20.1
-17.7
-13.4
-32.3
-25.3
-21.7
-27.2
-21.5
-24.7
-24.4
-35.1
-27.5
-17.6
-21.1
-23.5
-38.8
-19.5
-28.9
-26.4
-27.9
-18.7
-14.8
-16.8
-28.3
-24.5
-13.6
-29
-18.6
-28.7
-30.2
-26.5
-19.5
-18.4
-22.5
-17.5
-26
-16.4
-23.6
-43.2
-21.5
-14.8
-29.4
-25.4
-20.9
-23.7
-25.2

21.9
-39.7
0.5
24.2
-3.7

13.9
6.1
14.7
26.9
0.7

10.6
12.9
12.3
22.0
7.9

very low
very high
average
low
average

low
very high
high
average
low

16.7
56.8
30
32
13.8

-20.3
-29.1
-21.7
-23.8
-10.5

0.42068
2.94815E-66

9.9

TEMP

(X-XBAR)^2
9.946745562
14.79289941
51.17751479
37.86982249
9.946745562
46.86982249
14.79289941
51.17751479
8.100591716
0.715976331
14.79289941
0.023668639
23.4852071

32
25
36
35
32
22
25
36
26
28
25
29
24
stdev
MEAN

4.862204
28.84615

4.671454293

TEMP

22

23

24

25

26

27

28

22

23

30

2070

92

2162

2254

2346

2438

2530

DATE
TEMP
1/1/2013
22
1/2/2013
23
1/3/2013
25
1/4/2013
24
1/5/2013
26
1/6/2013
27
1/7/2013
28
1/8/2013
29
1/9/2013
30

22.5
24
24.5
25
26.5
27.5
28.5
29.5

Fund
Type
Objective
ABN Amro Montag & Calswell
large cap
Growth
Growth
I
Aim Basic Value A
large cap Value
AIM Summit I
large cap Growth
AIM Value B
large cap Growth
AIM Weingarten A
large cap Growth
Alger Capital Appreciation
largeBcap Growth
Alger Large Cap Growth
large
B cap Growth
Alliance Growth & Income
largeB cap Value
Alliance Growth B
large cap Growth
Alliance Premier Growth
large
B cap Growth
Amer. Century Equity Growth
large cap
Inv. Growth
Amer. Century Growth large
Inv. cap Growth
Amer. Century Select Inv.
large cap Growth
Amer. Century Ultra Inv.
large cap Growth
American Mutual A
large cap Value
Ameristock
large cap Value
Armada Equity Growthlarge
I
cap Growth
Armada Large Cap value
large
I cap Value
AXP Blue Chip Advantage
largeAcap Growth
AXP Diversified Equitylarge
Income
capA Value
AXP Equity Value A large cap Value
AXP Growth A
large cap Growth
AXP New Dimensions lA
arge cap Growth
Berger Growth
large cap Growth
Columbia Common Stock
large cap Growth
Columbia Growrh
large cap Growth
Consulting Group Large
large
Capcap
Growth
Growth
Consulting Group Large
large
Val.cap
Eq. Value
Credit Suisse Capital Appreciation
large cap Growth
Cmn.
Davis NY Venture A large cap Value
Dodge & Cox Stock large cap Value
Domini Social Equity large cap Growth
Dreyfus
large cap Value
Dreyfus Appreciation large cap Growth
Dreyfus Founders Growth
largeF cap Growth
Dreyfus Growth & Income
large cap Value
Dreyfus Premier Core Value
large cap
A
Value
Dreyfus Premier Third large
Century
capZ Growth
Eaton Vance Tax-Mgd.large
Growth
cap1.1Growth
B
Enterprise Growth A large cap Growth
Evergreen Omega B large cap Growth
Excelsior Value & Restructuring
large cap Value
Federated American Leaders
large cap
A Value
Federated Stock Trustlarge cap Value
Fidelity
large cap Growth
Fidelity Advisor Growth
large
Opportunities
cap Value
T
Fidelity Advisor Equity large
Growth
cap
T Growth
Fidelity Advisor Equity large
Income
capT Value
Fidelity Aggressive Growth
large cap Growth
Fidelity Blue Chip Growth
large cap Growth
Fidelity Contrafund
large cap Growth
Fidelity Disciplined Equity
large cap Growth
Fidelity Dividend Growth
large cap Value
Fidelity Equity Income large cap Value

Assets
1184.9
1863.9
1912.5
9232.2
4134.7
614.0
614.0
3628.8
2434.1
5788.9
1481.2
6280.4
4988.9
26453.2
8836.3
1127.6
840.4
679.3
1594.6
1615.3
1132.0
3288.6
12871.4
847.0
676.6
1347.0
1667.2
1528.0
963.5
10240.5
8768.5
1207.1
1868.0
3427.9
905.3
1123.8
678.0
850.0
3347.1
809.8
863.4
2124.2
1594.2
1573.0
12249.4
8152.0
7129.9
2060.0
7439.0
21859.4
31836.6
2965.5
14388.3
21636.2

Fees Expense ratio

Return 2001
3-Yr Return5-Yr Return
No
0.77
-13.1
-0.2
11.7
Yes
1.32
0.1
16.7
16.7
Yes
0.72
-33.8
-5.2
7.3
No
1.77
-13.6
-2.1
8.8
Yes
1.03
-34.1
-10.9
3.5
No
2.11
-18.7
-1.0
9.9
No
1.96
-12.9
-0.9
11.5
No
1.67
-2.5
6.6
13.3
No
1.97
-25.1
-8.9
4.0
No
2.13
-24.5
-8.3
8.5
No
0.67
-11.0
-2.1
9.9
No
1.00
-18.7
-2.2
10.6
No
1.00
-18.2
-3.0
10.4
No
0.99
-14.6
-1.1
9.9
Yes
0.59
6.7
2.8
11.0
No
0.83
2.3
8.2
17.1
No
0.93
-16.3
-0.8
11.5
No
0.97
-3.8
2.4
8.8
Yes
0.85
-17.0
-4.0
6.5
Yes
0.95
2.7
3.3
8.1
Yes
0.95
-4.4
2.0
7.5
Yes
0.99
-31.3
-8.1
2.8
Yes
1.00
-15.5
0.4
10.1
No
1.13
-32.5
-5.9
1.9
No
0.75
-17.6
-0.8
9.1
No
0.65
-21.4
-3.0
8.5
No
0.77
-20.7
-6.4
7.8
No
0.78
-4.8
2.1
9.4
No
0.98
-24.4
2.1
11.9
Yes
0.89
-11.4
4.6
11.9
No
0.54
9.3
15.2
15.6
No
0.93
-12.8
-3.1
10.5
No
0.71
-10.1
-1.5
4.4
No
0.88
-10.7
0.0
10.8
No
1.06
-24.9
-8.8
3.8
No
0.96
-6.1
1.8
6.6
Yes
1.15
-4.0
7.8
10.9
No
0.95
-23.7
-4.7
7.8
No
1.54
-10.7
2.0
11.6
Yes
1.41
-13.4
-0.9
10.9
No
2.06
-16.2
0.9
9.9
No
0.95
-5.0
13.1
16.3
Yes
1.16
-4.6
1.3
10.0
No
0.94
0.8
3.3
11.7
No
0.51
-11.2
-0.6
11.2
Yes
1.03
-15.1
-10.3
2.8
Yes
1.26
-18.2
-0.4
11.1
Yes
1.18
-2.4
3.3
10.0
No
0.89
-47.3
-7.9
5.9
No
0.87
-16.6
-2.5
9.7
Yes
0.84
-12.6
0.6
10.5
No
0.84
-14.2
0.4
10.5
No
0.94
-3.7
5.5
15.4
No
0.67
-5.0
3.4
10.1

Fidelity Equity Income large

II
cap Value
Fidelity Growth Company
large cap Growth
Fidelity Independence large cap Growth
Fidelity Large Cap Stock
large cap Growth
Fidelity Magellan
large cap Growth
Fidelity OTC
large cap Growth
Fidelity Stock Selector large cap Growth
Fidelity Trend
large cap Growth
Franklin Growth & Income
largeAcap Growth
Franklin Growth A
large cap Value
Gabelli Growth
large cap Growth
Goldman Sachs Capital
large
Growth
cap A Growth
Growth Fund of America
large
A cap Growth
Guardian Park Avenuelarge
A cap Growth
Harbor Capital Appeciation
large cap Growth
Icap Equity
large cap Value
Idex Janus Growth A large cap Growth
Invesco Equity Incomelarge
Inv cap Value
Invesco Growth Inv large cap Growth
Investment Company of
large
America
cap AValue
J P Morgan Growth and
large
Inc A
cap Value
Janu Aspen Growth Instl
large cap Growth
Janus
large cap Growth
Janus Growth and Income
large cap Growth
Janus Special Situations
large cap Growth
Janus Twenty
large cap Growth
John Hancock Large Cap
large
Value
cap AValue
John Hancock Sovereign
large
Investor
cap Growth
A
Liberty Growth and Income
large Bcap Value
Longleaf Partners
large cap Value
Lord Abbett Affiliated Alarge cap Value
Mainstay Capital Appeciation
large cap
B Growth
Mainstay Value B
large cap Value
Massachusetts Investors
large
Growth
cap Stk
Growth
A
Merrill Lynch Basic Value
large
B cap Value
Merrill Lynch Fundamental
largeGrowth
cap Growth
B
MFS Growth Opportunities
large A
cap Growth
MFS Emerging Growthlarge
A cap Growth
MFS Strategic Growth large
A
cap Growth
MFS Value A
large cap Value
MS American Opportunity
large
B cap Growth
MS Dividend Growth Secs
largeBcap Value
MS Growth B
large cap Growth
MS Instl Value Adv
large cap Value
MS Value Added Market
large
B cap Value
Mutual Qualified Z
large cap Value
Neuberger Berman Guardian
large cap
Inv Value
Neuberger Berman Partners
large cap
Inv Value
Northern Growth Equitylarge cap Growth
Nuveen Large Cap Value
large
A cap Value
One Group Large Cap large
Valuecap
I
Value
Oppenheim Capital Appreciation
large cap AGrowth
Oppenheim Growth A large cap Growth
Oppenheim Quest Opp.
large
Value
capA Value
Oppenheim Quest Value
large
A cap Value

12032.9
22409.6
5485.4
647.5
78790.2
8087.4
1079.7
994.8
956.2
1871.3
2998.9
1990.0
35402.0
1793.8
6745.0
1108.4
879.7
3439.5
964.0
54008.1
876.5
2446.9
25757.0
6983.9
1024.6
15300.3
765.1
1217.8
915.4
4166.0
10041.1
2027.1
746.7
8398.2
2496.4
2271.8
696.1
4636.6
1146.8
1199.2
6307.2
10010.8
784.6
835.3
1019.4
2956.9
1949.3
1655.2
873.7
662.1
1286.0
3240.0
1547.5
12324.2
602.5

No
No
No
No
Yes
No
No
No
Yes
Yes
No
Yes
Yes
Yes
No
No
Yes
No
No
Yes
Yes
No
No
No
No
No
Yes
Yes
No
No
Yes
No
No
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
No
Yes
No
Yes
Yes
Yes
Yes

0.63
0.85
0.85
0.93
0.88
0.94
0.63
0.52
0.90
0.91
1.38
1.42
0.71
0.79
0.64
0.80
1.40
0.96
1.16
0.56
1.30
0.67
0.84
0.88
0.94
0.85
1.14
1.08
2.07
0.93
0.79
1.74
1.95
0.85
1.57
1.81
0.80
1.09
1.37
1.21
1.28
1.42
1.59
0.87
1.59
0.80
0.84
0.84
1.00
1.32
0.96
1.03
1.06
1.53
1.56

-7.2
-22.3
-27.2
-17.7
-11.7
-24.1
-14.4
-12.4
-23.1
-9.5
-24.1
-15.5
-12.3
-21.7
-17.7
-0.6
-28.3
-11.8
-49.1
-4.6
-13.5
-24.7
-26.1
-14.4
-16.0
-29.2
-3.4
-6.1
-1.2
10.3
-7.9
-24.5
-2.4
-24.8
-1.5
-20.2
-24.7
-25.8
-25.1
-7.8
-27.3
-9.2
-16.0
4.3
-3.0
8.2
-1.8
-3.0
-16.7
-2.3
-13.0
-12.7
-24.5
-4.6
-7.9

1.4
7.9
2.9
-2.9
-0.2
-1.4
0.2
4.6
5.7
3.0
-0.2
-0.2
11.2
-6.0
-0.1
7.6
-6.6
1.2
-18.7
4.9
-2.1
-2.5
-2.6
4.7
1.8
-7.6
9.0
1.2
8.0
10.8
7.4
-6.2
5.2
-1.1
3.4
-0.1
-3.9
-6.0
-1.3
8.4
-1.5
-1.8
1.0
7.8
5.7
12.0
1.5
1.7
-1.5
6.4
1.1
7.0
-0.5
4.6
1.3

10.2
13.7
11.9
9.3
11.0
8.1
8.2
5.0
11.1
9.0
12.9
12.5
18.1
6.3
12.4
12.4
9.3
8.4
-0.7
13.0
6.8
9.0
9.5
15.8
14.1
12.2
15.4
9.1
15.0
14.8
12.2
7.1
5.5
15.0
9.4
11.7
7.2
4.5
16.0
14.9
10.5
7.0
8.8
8.4
10.7
12.0
4.8
7.6
10.7
11.1
8.2
13.9
5.2
8.2
7.6

Phoenix-Engemann Capital
large Growth
cap Growth
A
PIMCO Growth C
large cap Growth
Pioneer Growth Shareslarge
A cap Growth
Prudential Equity A
large cap Value
Prudential Jennison Growth
large cap
A
Growth
Putnam Classic Equitylarge
A
cap Value
Putnam Equity Incomelarge
A cap Value
Putnam Growth Opportunities
large cap
A Growth
Putnam Investors A large cap Growth
Putnam New Opportunities
largeAcap Growth
Putnam New Value A large cap Value
Putnam Voyager A
large cap Growth
Rainier Core Equity large cap Growth
Rydex OTC Inv
large cap Growth
Safeco Equity
large cap Value
Salomon Brothers Investment
large cap
Value
Value
Scudder Capital Growth
large
AARP
cap Growth
Scudder Dreman High large
Return
cap
A Value
Scudder Growth A
large cap Growth
Scudder Large Company
large
Growth
cap Growth
Scudder Large Company
large
Value
cap Value
Security Equity
large cap Growth
Selected American
large cap Value
Seligman Growth A large cap Growth
Sentinel Common Stock
large
A cap Value
Sequoia
large cap Value
Smith Barney Aggressive
large
Growth
cap Growth
Smith Barney Fundamental
large Value
cap Value
B
Smith Barney Large Cap
large
Core
cap Growth
State Farm Growth
large cap Growth
Steinroe Investment Growth
large cap
StockGrowth
Strong Large Cap Growth
large cap Growth
T. Rowe Price Blue Chip
large
Growth
cap Growth
T. Rowe Price Equity Income
large cap Value
T. Rowe Price Growth large
and Income
cap Value
T. Rowe Price Growth large
Stockcap Growth
TCW Galileo Select Equity
largeI cap Growth
Torray
large cap Value
Tweedy Browne American
largeValue
cap Value
USAA Growth
large cap Growth
USAA Growth & Income
large cap Value
USAA Income Stock large cap Value
Van Kampen Comstock
large
A cap Value
Van Kampen Enterprise
large
A cap Growth
Van Kampen Growth &large
Income
capA Value
Van Kampen Pace A large cap Growth
Vanguard Equity Income
large cap Value
Vanguard Growth Equity
large cap Growth
Vanguard Growth Inv large cap Growth
Vanguard Morgan Growth
large cap Growth
Vanguard U.S. Growthlarge cap Growth
Vanguard Value Inv large cap Value
Vanguard Windsor
large cap Value
Vanguard Windsor II Inv
large cap Value
Waddell & Reed Adv Accumulative
large cap Value
A

1320.7
1223.5
864.6
1563.2
1280.8
1159.2
1247.9
1866.7
5073.3
10511.6
608.7
15936.5
712.4
1001.7
1088.7
655.7
1438.9
2104.1
1373.2
795.8
2167.7
612.0
5456.9
686.7
1130.4
4058.0
2106.0
1567.9
3382.7
2536.8
598.5
995.5
6142.5
9988.7
2390.7
4615.3
979.3
1609.2
914.9
1094.9
1050.4
1830.8
3651.4
1752.9
1702.5
2253.7
2242.0
740.4
8500.6
3460.1
9543.1
3013.5
15798.6
22105.0
2096.3

Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
Yes
No
No
Yes
No
Yes
Yes
No
Yes
No
Yes
No
No
No
No
No
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
Yes

1.06
1.90
1.22
0.62
0.81
0.94
0.96
0.99
0.89
0.89
1.11
0.88
1.11
1.16
0.89
0.73
0.88
1.27
1.02
1.07
0.89
1.02
0.92
1.14
1.03
1.00
1.99
1.83
0.71
0.11
0.95
1.00
0.91
0.60
0.77
0.73
0.85
1.06
1.36
0.99
0.89
0.67
0.93
0.89
0.88
0.87
0.47
0.77
0.22
0.40
0.44
0.22
0.31
0.37
1.04

-35.2
-29.6
-19.2
-12.1
-18.6
-6.8
-1.6
-32.2
-24.8
-30.1
3.3
-22.5
13.3
-34.7
-9.7
-4.2
-20.4
1.2
-23.0
-22.7
-12.5
-11.8
-11.2
-19.3
-10.0
10.5
-5.0
-7.0
-14.8
-10.8
-23.9
-32.3
-14.4
1.6
-2.2
-9.8
-19.2
-0.5
-0.1
-23.8
-6.1
-4.2
-1.8
-20.7
-6.1
-16.2
-2.3
-27.4
-13.0
-13.6
-31.7
-11.9
5.7
-3.4
-15.4

-11.8
-5.7
-7.7
1.2
-1.8
-0.7
4.0
-9.0
-7.3
-4.3
8.0
0.2
1.8
-6.6
-4.2
7.3
-1.1
7.5
-5.4
-5.5
1.6
-5.1
5.3
-4.1
0.8
3.5
22.8
11.7
1.3
0.1
-2.7
-2.0
0.0
6.1
3.4
3.4
2.7
6.0
5.3
-9.1
3.4
2.7
9.9
-5.2
8.0
-5.8
3.4
-5.0
-4.5
0.5
-12.6
1.7
11.0
2.1
8.5

1.8
7.2
8.5
6.8
11.5
6.6
9.9
7.6
7.8
6.0
9.6
9.5
11.2
13.1
6.4
12.5
10.1
12.9
2.5
8.3
8.8
7.0
13.3
7.1
8.4
16.5
26.3
12.9
11.3
9.6
8.8
9.0
10.5
10.9
8.5
12.2
12.9
12.1
12.2
0.5
8.2
8.4
15.7
6.2
13.2
5.8
11.2
9.2
11.1
10.1
3.3
9.4
10.9
10.4
15.2

Waddell & Reed Adv Core

largeInvmnt
cap Growth
A
Waddell & Reed Adv Vanguard
large capA Growth
Washington Mutual Investors
large cap
A Value
Wells Fargo Equity Income
large cap Value
Wells Fargo Large Company
large cap
Growth
Growth
White Oak Growth
large cap Growth

6439.4
1800.7
48135.1
1250.1
1286.4
3671.3

Yes
Yes
Yes
No
No
No

0.98
1.11
0.65
0.85
0.97
0.96

-15.3
-24.7
1.5
-5.4
-21.6
-39.1
-13.7

2.6
2.4
3.8
1.4
0.2
-1.8

11.3
11.0
12.2
9.5
14.7
10.5

Turnover
low
average
average
average
high
high
average
average
average
high
average
average
average
average
low
very low
low
average
high
high
high
low
low
average
average
high
high
average
high
low
low
very low
average
very low
high
average
high
average
very low
average
high
low
low
low
high
high
average
high
high
low
high
average
high
low

Risk Best Quarter

Worst Quarter
average
27.1
-15.5
low
21.1
-17.3
high
37.1
-30.3
average
27.1
-16
high
28
-27.7
high
40.3
-26.6
high
25
-18.4
low
22.9
-14.1
high
28.6
-23.8
high
30.8
-20
average
23.1
-15.4
average
23.6
-19.3
average
22.4
-14.6
high
32.1
-17.5
very low
12.4
-7.6
low
18.3
-10.1
average
22.9
-16.1
low
12.6
-10.8
average
20.2
-16.6
low
15.4
-11.9
low
16.4
-13.9
high
27.1
-28.2
average
24.3
-15.7
high
42.9
-28
average
23.3
-17.4
high
25.6
-22
high
26.1
-22.9
low
16.8
-14.1
average
33
-23.2
average
21.4
-14.4
low
16.6
-14.3
average
24.6
-14.3
average
20.3
-14.7
low
20.5
-10.8
high
31.8
-25
average
18.5
-16.4
low
15.3
-14.6
average
24.3
-18
low
21.2
-14
average
26.8
-15.6
high
28.9
-25.7
average
28
-20.5
low
16.1
-12.4
low
16.5
-11.8
average
23.8
-18.3
average
20.5
-16.6
average
24.1
-22.1
low
17.8
-12.3
very high
48.3
-40.3
average
23.4
-18.4
low
23.7
-13.2
average
21
-13.8
low
19.5
-12.7
low
16.2
-12.9

very high
average
very high
high
low
very high
high
very high
low
very low
average
low
low
high
average
high
low
low
high
low
very low
low
average
low
average
low
high
average
high
low
average
low
high
very high
low
high
high
low
average
average
very high
very low
average
low
very low
average
high
average
average
high
high
low
average
average
average

low
high
high
average
average
high
average
high
high
low
average
average
average
high
high
low
high
low
very high
low
average
average
high
average
average
high
average
low
low
low
low
high
average
average
low
average
high
high
high
low
average
low
average
average
low
very low
average
average
average
low
average
average
high
low
low

20.8
44.5
35.7
23.5
27.2
46.2
19.7
24.9
37.2
14
30.2
24.3
27.2
25.1
30
17.2
31.8
13.3
34.5
17.3
16.6
27.7
28.4
29.2
28.5
38.4
31.7
15.6
21.4
18.5
17.1
26.9
13.2
28.2
14.2
27.1
30.2
35.9
29.3
13.7
34.9
15.7
25.1
15.7
16.5
13.4
23.1
16.4
24.8
15.7
15.5
28.9
30.2
12.6
13.5

-13.4
-26.5
-24.9
-19
-15.4
-32
-15.9
-27
-21.3
-15.4
-22.3
-16.5
-20.6
-20.5
-19.5
-17.5
-31.7
-13.5
-43.2
-10.2
-14.3
-24.8
-25.8
-15.9
-25.6
-25.4
-24
-7.9
-14.2
-18.4
-14
-20.1
-16.6
-21.6
-14.3
-15.1
-24
-31.5
-25.4
-11.1
-20.3
-13.3
-18.5
-19.1
-14.1
-17.7
-26.2
-15.9
-15.8
-16.6
-16.5
-19.9
-25.6
-13
-13.6

average
average
average
average
average
average
average
average
average
average
average
high
average
very high
low
average
low
very low
average
average
average
low
low
high
average
low
very low
average
very low
very low
average
average
average
low
average
average
average
average
very low
average
low
low
high
high
high
high
low
very high
low
average
high
low
average
low
very high

high
high
average
average
high
low
low
high
high
high
low
high
average
very high
average
low
average
low
high
high
low
average
low
high
low
low
average
low
average
average
high
high
average
low
low
average
high
average
low
high
low
low
low
high
low
average
low
high
average
average
high
average
average
low
low

26.7
38.2
24.1
15.1
30.1
17
13.9
36.1
25.3
50
16.4
40.2
25.1
53
18.7
17.4
25.8
22.8
29.1
28.1
16
20.9
22.2
24.2
16.5
21.5
37.6
18.2
23.6
19.8
25.4
42.7
24.7
13.3
12.9
23.1
31.2
21.3
15.7
26.1
17.5
10.7
15.4
24.6
15.9
20.5
13.2
39.7
24.6
25.9
24.7
17.5
14.4
14.9
24.9

-29.5
-23.7
-18.6
-15.9
-20
-12.6
-10.2
-27.5
-20.3
-29.3
-13.9
-19.1
-15.2
-36.8
-11.5
-12.8
-20.6
-12.7
-22.2
-21.2
-14.7
-15
-14.8
-25.2
-11.7
-14.4
-22.4
-17.6
-15.2
-11.5
-20.1
-26.5
-17.2
-8.5
-10.8
-15
-25.8
-21.3
-14.6
-25.5
-17.5
-8.3
-13.5
-21.5
-11.5
-16.5
-8.4
-29
-17.5
-20.8
-31
-16.3
-19.4
-13.6
-12.6

very low
average
low
very low
very low
very low

low
average
low
low
high
high

18.7
31.1
14.4
15.7
31.6
37.5

-14.6
-21.9
-9.4
-10.4
-22.8
-33.3

Amer. Century
midHeritage
cap
Growth
Inv.
1250.0
Ariel Appreciation
mid cap
Value
707.3
AXP Equitymid
Select
capA Growth
1240.9
AXP Stategy
mid
Aggressive
cap
Growth
A
1014.3
Clipper
mid cap
Value
2468.0
Columbia Special
mid cap
Growth
775.9
Credit Suisse
midEmerging
cap
Growth
Growth Cmn. 950.1
Dreyfus Growth
mid cap
& Value
Value
Midcap Value1210.5
Federated Growth
mid capStrategies
GrowthA
708.2
Fidelity Advisor
mid cap
Mid Cap
Growth
T
1404.2
Fidelity Advisor
mid cap
Value Strategies
Value
T
667.4
Fidelity Mid mid
Capcap
Stock Growth
6272.7
Fidelity Value
mid cap
Value
4956.8
Fortis Growth
midA cap
Growth
649.7
Franklin California
mid capGrowth
Growth
A
1433.5
Franklin Small
midMid
capCapGrowth
Growth A
8117.9
Gabelli Value
mid
A cap
Value
1216.7
Invesco Dynamics
mid capInv Growth
5900.6
Janus Coremid
Equity
cap
Growth
788.7
Janus Enterprise
mid cap
Growth
3227.1
Lord Abbettmid
Midcap
Cap Value
ValueA
1148.4
Mairs and Power
mid cap
Growth
Value
656.3
MFS Mid Cap
midGrowth
cap
Growth
1164.0
MS Instl Midmid
Cap
cap
Growth
Growth
Instl
1213.6
MS Mid Capmid
Equity
cap Tr. Growth
B
705.6
Mutual Beacon
mid Z
cap
Value
3046.7
Mutual Shares
midZcap
Value
5371.3
Neuberger Berman
mid cap Focus
Growth
Inv
1565.1
One Group mid
Mid cap
Cap Growth
Growth
I
1358.9
One Group mid
Mid cap
Cap Value
Value
I
1145.8
PBHG Growth
mid cap
Growth
2504.0
PIMCO Renaissance
mid cap CValue
854.9
PIMCO Target
mid Ccap
Growth
927.8
Pioneer Midmid
Capcap
Growth
Growth
A
676.8
Pioneer Midmid
Capcap
ValueValue
A
975.0
Pioneer Value
midAcap
Value
4189.6
Putnam Vista
midA cap
Growth
4043.4
RS Emerging
midGrowth
cap AGrowth
2461.1
Strong Advisor
mid Common
cap
Value
Stock Z
1624.7
T. Rowe Price
midMid
capCapGrowth
Growth
6354.0
T. Rowe Price
midValue
cap
Value
1277.9
Turner Mid mid
Capcap
GrowthGrowth
727.4
Van Kampen
mid
Emerging
cap
Growth
Growth A
6005.3
Vanguard PrimeCap
mid cap
Growth
17885.0
Vanguard Selected
mid cap Value
Value
954.8
Waddell & Reed
mid cap
Adv New
Growth
Concepts A1164.0

No
No
Yes
Yes
No
No
No
No
Yes
No
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
Yes
No
Yes
No
No
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
No
No
Yes

1.00
1.26
0.95
1.10
1.09
0.99
1.19
1.15
1.20
1.31
1.14
0.84
0.77
1.04
0.88
0.86
1.36
1.00
0.93
0.88
1.35
0.78
1.26
0.61
1.58
0.81
0.78
0.83
0.99
0.96
1.25
2.00
1.95
0.85
1.11
0.94
0.89
1.29
1.20
0.85
1.10
1.04
0.93
0.48
0.63
1.44

-25.6
16.2
-12.7
-32.9
10.3
-21.0
-24.8
17.1
-22.6
-13.2
12.1
-12.8
12.2
-24.1
-23.2
-20.5
5.4
-32.9
-12.1
-39.9
8.0
6.5
-19.9
-29.6
-39.4
6.1
6.3
-6.7
-10.7
5.0
-34.5
18.5
-29.2
-11.4
5.6
-3.1
-33.6
-27.3
-1.7
-1.0
1.6
-28.4
-32.6
-13.3
15.1
-18.1
-11.1

9.7
9.9
3.2
-1.8
14.1
7.0
-2.1
24.1
2.1
16.4
14.0
17.2
9.6
6.5
11.7
12.2
8.6
2.1
4.2
-2.5
19.9
13.0
15.5
3.1
-4.3
12.3
11.7
9.8
6.9
10.4
-1.0
20.9
8.5
3.0
11.8
4.5
-0.8
15.5
10.9
9.6
8.7
14.1
6.8
8.6
9.9
4.4

9.5
17.0
11.3
5.5
18.2
10.0
3.8
18.6
9.5
18.1
13.5
18.7
9.8
10.3
12.3
10.3
18.5
10.2
15.8
6.5
17.7
15.2
15.7
14.9
9.6
12.3
12.1
13.2
16.9
14.0
-1.2
21.4
12.7
5.1
9.4
5.4
7.5
18.5
12.5
13.7
12.1
21.4
14.8
17.0
6.6
13.0

average
low
average
average
low
high
high
very high
average
high
low
high
low
high
very low
very low
average
low
high
low
average
very low
average
average
very low
average
average
low
average
high
average
high
average
low
average
very low
average
high
average
low
average
very high
high
very low
low
very low

average
low
high
very high
very low
high
high
average
high
average
average
average
average
high
high
high
low
high
low
very high
low
low
high
high
very high
very low
very low
high
high
low
very high
low
high
high
low
average
high
very high
average
average
low
high
high
average
average
high

40.4
23.4
31.4
55
16.2
37.4
39.3
29.5
42
28.3
30.1
28.5
25.6
43.9
56.4
59.8
21.3
38.8
26.6
57.9
17.6
19
39.9
39.2
62.2
12.6
13.3
34.5
39.9
16
64.6
21
52.7
32.2
13.9
15.5
42.1
75.2
25.3
26.8
15
54.6
61.3
28.8
17.5
46.2

-21.2
-12.9
-19.4
-28.8
-4.3
-20.3
-27.8
-27.7
-20.9
-21.9
-28.7
-24.7
-20.1
-23.9
-26
-25.1
-14.6
-35
-14.5
-32.7
-17.3
-13.2
-33
-27.6
-40.4
-17.5
-17
-29.2
-21
-13.6
-32.6
-16.8
-27.2
-23
-21.4
-22.3
-32.2
-31.3
-20.1
-17.7
-13.4
-32.3
-25.3
-21.7
-27.2
-21.5

AIM Aggressive
smallGrowth
cap Growth
A
2639.2
Aim Small Cap
small
Growth
cap Growth
A
602.2
Amer. Century
small
GiftTrust
cap Growth
Inv.
921.1
Amer. Century
small
Vista
capInv.
Growth
1239.8
Armada Small
small
Cap
cap
value
Value
I
638.1
AXP Small Company
small cap Index
ValueA
652.3
Baron Assetsmall cap Growth
2691.0
Berger Small
small
Company
cap Growth
Growth Inv
717.9
Brazos Small
small
Capcap
Y Growth
850.8
Consulting Group
small cap
SmallGrowth
Cap Growth 696.4
Delaware Trend
smallAcap Growth
732.6
Dreyfus Founders
small cap
Discovery
Growth
F
802.1
Federated Kaufmann
small cap KGrowth
3210.4
Fidelity Export
small
& Multinational
cap Growth
630.8
Fidelity Lowsmall
Priced
cap
Stock
Value
11402.4
Fidelity Newsmall
Millenium
cap Growth
2828.4
Fidelity Small
small
Capcap
Indepence
Growth
855.8
Franklin Balance
small cap
SheetValue
Invest. A
1623.4
Fremont U.S.
small
Micro
capCap
Growth
653.3
Heartland Value
small cap Value
1006.4
Invesco Small
small
Company
cap Growth
Growth Inv 1245.3
Janus Venture
small cap Growth
1100.3
John Hancock
small
Small
cap Cap
Growth
Growth A
712.2
Liberty Acorn
small
Z cap Value
3992.0
Longleaf Partners
small cap
Small
Value
Cap
1618.5
Lord Abbettsmall
Developing
cap Growth
Growth A
982.2
Meridian Value
small cap Value
989.9
Merrill Lynch
small
Master
capSmall
Growth
Cap Value B841.7
Neuberger Berman
small cap
Genesis
Value Inv
989.5
Oppenheimsmall
Discovery
cap A
Growth
825.3
Putnam OTC
small
Emerging
cap Growth
Growth A
1817.6
Royce Low small
Pricedcap
Stock
Value
852.1
Royce Premier
small cap Value
748.8
RS Diversified
small
Growth
cap A
Growth
713.6
Safeco Growth
small
Opportunities
cap Growth
683.6
Schwab Capital
smallSmall
cap vap
Growth
Index Inv
870.5
State Streetsmall
Research
cap Aurora
Value
1557.0
T. Rowe Price
small
New
capHorizons
Growth
5234.7
T. Rowe Price
small
Small
capCap
Value
Value
1870.5
Van Kampen
small
Aggressive
cap Growth
Growth A
769.7
Vanguard Explorer
small cap Growth
4334.5
Wasatch Small
smallCap
capGrowth
Growth
796.2
Delaware Decatur
#REF!
Equity
Value
Income A 1132.5

Yes
Yes
No
No
No
Yes
No
No
No
No
Yes
No
No
No
Yes
Yes
No
Yes
No
No
No
No
Yes
No
No
Yes
No
No
No
Yes
Yes
No
No
No
No
No
Yes
No
No
Yes
No
No
Yes

1.04
1.13
1.00
1.00
1.20
0.87
1.36
1.27
1.03
1.06
1.34
1.25
1.88
0.81
1.00
0.89
0.74
1.06
1.57
1.22
1.29
0.86
1.28
0.83
0.98
1.11
1.10
2.06
1.11
1.25
1.04
1.49
1.20
1.51
1.05
0.49
1.44
0.88
0.90
1.19
0.71
1.36
1.12

-26.0
-13.8
-35.4
-27.6
17.3
5.4
-10.1
-33.8
-9.0
-13.3
-14.9
-17.8
7.9
0.7
26.7
-18.2
6.3
17.7
5.3
29.5
-20.9
-11.9
-14.2
6.1
5.4
-7.0
11.7
29.3
12.1
-11.6
-46.1
25.1
9.6
1.9
22.2
-0.9
15.8
-2.8
21.9
-39.7
0.5
24.2
-3.7
-1.8

3.4
17.7
0.3
16.2
19.1
9.0
1.6
7.5
9.5
2.8
10.8
13.6
14.6
13.2
16.5
17.1
8.7
11.8
29.3
18.2
8.0
4.8
3.6
15.9
7.4
1.9
28.4
25.0
15.6
5.1
-15.9
26.2
12.7
23.1
6.3
8.5
28.5
8.1
13.9
6.1
14.7
26.9
0.7

5.4
18.5
-2.8
4.2
15.8
9.3
7.9
8.3
18.2
4.3
10.7
13.4
11.3
17.0
15.1
17.6
8.6
11.8
18.9
12.5
11.4
9.8
7.6
15.6
12.5
8.4
25.0
17.8
14.2
4.6
-6.1
19.7
12.6
22.9
13.4
9.1
21.4
8.1
10.6
12.9
12.3
22.0
7.9

low
low
average
average
high
average
very low
average
average
low
low
average
low
high
average
average
very high
very low
average
average
average
average
average
low
low
low
average
average
low
average
average
average
low
very high
low
low
low
low
very low
very high
average
low
average

high
high
very high
high
low
average
high
very high
average
very high
high
high
average
average
very low
high
average
low
high
low
high
very high
very high
low
low
high
low
average
low
high
very high
average
low
high
high
average
low
high
low
very high
high
average
low

31.4
38.1
56.3
72.2
19.3
20.2
26.6
59
29.9
36.1
35
41.9
35.6
28.4
16.5
53.7
17.4
17.6
49.7
21.7
46.7
82.8
43.9
21.9
18.5
28.3
25
28.1
20.1
59.4
81.3
27.7
21
62.9
34.5
19.6
22.7
30.2
16.7
56.8
30
32
13.8

-24.7
-24.4
-35.1
-27.5
-17.6
-21.1
-23.5
-38.8
-19.5
-28.9
-26.4
-27.9
-18.7
-14.8
-16.8
-28.3
-24.5
-13.6
-29
-18.6
-28.7
-30.2
-26.5
-19.5
-18.4
-22.5
-17.5
-26
-16.4
-23.6
-43.2
-21.5
-14.8
-29.4
-25.4
-20.9
-23.7
-25.2
-20.3
-29.1
-21.7
-23.8
-10.5

Days
Observed freq(O)
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

31
20
20
22
22
29
36

Exp freq(E)(o-e)^2/e
25.71 1.086508
25.71 1.269841
25.71 1.269841
25.71 0.536508
25.71 0.536508
25.71 0.419841
25.71 4.114286

Chi Square

Chi square

9.233333

0.16

Flavour
Observed freq.(O)
Expected freq.(E)
Vanilla
120
124
Chocolate
40
36
Straberry
18
24
Mango
22
16
Chi Square

0.228586623