Assets Expenses Turnover Annual

Ticker Fund ($mil)
1
per $100 % return
2
MLSCX Aberdeen Equity Long-Short 624 3.26 42 -2.0
ADEGX Advance Capital Equity Growth 93 1.09 40 3.8
ADRIX Advance Capital Retirement Income 209 0.87 51 4.9
CLSAX AdvisorOne Amerigo 489 1.41 69 3.2
AVALX Aegis Value 272 1.38 35 12.7
VALUX Al Frank 94 1.49 11 9.0
ACAPX Alger Capital Appreciation 1,764 2.05 124 2.1
ALARX Alger Capital Appreciation Institutional 2,593 1.19 124 3.1
ALBAX Alger Growth & Income 97 1.19 29 4.0
AMCGX Alger Mid Cap Growth 226 2.10 157 2.6
ALMRX Alger Mid Cap Growth Institutional 173 1.29 154 4.1
ALSCX Alger Small Cap Growth 293 2.13 94 1.9
ALSRX Alger Small Cap Growth Institutional 924 1.25 77 3.2
SPECX Alger Spectra 3,938 1.52 114 3.5
CHCLX AllianceBernstein Discovery Growth 1,856 1.12 74 5.4
AUIAX AllianceBernstein Equity Income 870 1.07 81 6.9
CABDX AllianceBernstein Growth & Income 2,993 0.95 69 4.7
AGRFX AllianceBernstein Growth 659 1.44 70 0.9
APGAX AllianceBernstein Large Cap Growth 2,014 1.25 68 0.6
QUASX AllianceBernstein Small Cap Growth 1,674 1.34 76 5.4
PGWCX AllianzGI Focused Growth 569 1.86 141 0.3
DRLCX AllianzGI Large-Cap Growth 81 0.71 54 1.4
DRMCX AllianzGI Mid-Cap 343 0.78 76 1.7
PQNCX AllianzGI NFJ Mid-Cap Value 793 2.07 28 8.3
PSVIX AllianzGI NFJ Small-Cap Value 7,972 0.77 31 13.2
POPCX AllianzGI Opportunity 110 2.02 191 1.8
DGHCX AllianzGI Wellness 155 1.46 134 5.0
AMWYX ALPS/WMC Disciplined Value 104 1.40 34 5.8
AMAGX Amana Growth 2,020 1.11 1 5.9
AMANX Amana Income 1,579 1.19 1 7.8
LHGFX American Beacon Holland Large Cap Growth 93 1.28 29 4.0
AADEX American Beacon Large Cap Value 11,458 0.59 34 8.2
AASPX American Beacon S&P 500 Index 2,769 0.15 4 3.4
TWGTX American Century All Cap Growth 1,099 1.00 60 0.6
BEQGX American Century Equity Growth 3,181 0.68 94 3.8
TWEIX American Century Equity Income 10,289 0.94 83 8.6
BGEIX American Century Global Gold 442 0.68 6 9.5
TWCGX American Century Growth 10,439 0.97 67 1.6
TWHIX American Century Heritage 6,187 1.01 70 5.9
BIGRX American Century Income & Growth 1,996 0.68 74 3.9
TWNOX American Century New Opportunities 197 1.53 79 -0.5
REACX American Century Real Estate 1,460 1.14 170 10.9
TWCIX American Century Select 2,270 1.00 31 1.4
TWCUX American Century Ultra 7,892 0.99 26 1.6
BULIX American Century Utilities 383 0.68 41 4.9
TWVLX American Century Value 3,581 1.00 48 8.5
AMCPX American Funds Amcap 38,807 0.74 27 5.8
AMRMX American Funds American Mutual 32,704 0.61 18 7.3
ANCFX American Funds Fundamental Investors Inc 67,785 0.63 34 6.1
AGTHX American Funds Growth Fund of America 138,417 0.70 27 4.3
AIVSX American Funds Investment Co of America 70,808 0.61 24 5.5
ANEFX American Funds New Economy 13,721 0.83 29 4.7
AWSHX American Funds Washington Mutual Inv 71,677 0.62 22 6.7
ISISX American Independence Stock 133 1.18 203 8.8
ATGAX Aquila Three Peaks Opportunity Growth 107 1.55 33 6.5
CAAPX Ariel Appreciation 2,065 1.13 28 9.9
ARGFX Ariel 2,381 1.03 30 9.5
ARTMX Artisan Mid Cap 10,053 1.29 44 7.2
ARTSX Artisan Small Cap 1,764 1.41 42 7.3
ARTVX Artisan Small Cap Value 2,503 1.24 27 11.1
IICAX Asset Management Large Cap Equity MF 60 1.30 5 4.8
RVALX Aston/Cornerstone Large Cap Value 101 1.31 58 5.5
CHTTX Aston/Fairpointe Mid Cap 5,531 1.12 37 11.5
MCGFX Aston/Montag & Caldwell Growth 4,901 1.05 51 3.3
BARAX Baron Asset 2,747 1.33 12 6.3
BGRFX Baron Growth 8,470 1.32 10 9.4
BSCFX Baron Small Cap 5,698 1.31 20 8.2
SAOPX Barrett Opportunity 66 1.19 3.9
BFOCX Berkshire Focus 88 2.08 614 -8.4
BERWX Berwyn 505 1.20 30 13.0
MABAX BlackRock Basic Value 4,267 0.55 53 6.3
MDFGX BlackRock Capitalppreciation 4,010 1.09 134 2.8
MBDVX BlackRock Equity Dividend B 30,547 1.74 15 6.9
STSEX BlackRock Exchange lackRock 186 0.62 6 3.8
BMCAX BlackRock Flexible Equity 656 1.32 119 8.7
MDRFX BlackRock Mid Cap Value Opportunities 685 1.25 55 9.6
BMGAX BlackRock Mid-Cap Growth Equity 401 1.39 160 0.9
WFSPX BlackRock S&P 500 Stock 6,257 0.05 10 3.4
PSGIX BlackRock Small Cap Growth Equity 849 0.82 175 2.9
MDSKX BlackRock Small Cap Index 468 0.51 68 6.7
BMCIX BlackRock US Opportunities 1,595 0.96 82 4.7
MASPX BlackRock Value Opportunities 1,029 1.00 51 8.4
MASTX BMO Large-Cap Growth 219 1.24 100 2.5
MREIX BMO Large-Cap Value 236 1.24 71 5.4
MRMSX BMO Mid-Cap Growth 264 1.22 58 2.6
MRVEX BMO Mid-Cap Value 319 1.23 48 10.3
MRSCX BMO Small-Cap Growth 898 1.42 76 7.6
BLUEX Brandywine Blue 247 1.18 202 2.2
BRWIX Brandywine 837 1.09 214 1.3
BRGIX Bridges Investment 112 0.90 17 2.1
BRAGX Bridgeway Aggressive Investors 1 250 0.74 149 3.6
BRLIX Bridgeway Blue Chip 35 Index 523 0.15 28 3.3
BRUSX Bridgeway Ultra-Small Company 154 1.33 89 14.3
BRSIX Bridgeway Ultra-Small Company Market 438 0.86 41 11.8
BVAOX Broadview Opportunity 1,012 1.21 70 7.6
BCSIX Brown Capital Management Small Company 2,864 1.28 15 8.3
BRUFX Bruce 469 0.78 7 16.3
BUFGX Buffalo Growth 617 0.92 44 5.0
BUFSX Buffalo Small Cap 3,806 1.01 34 10.8
BURHX Burnham 150 1.43 82 2.4
CVTRX Calamos Growth & Income 3,223 1.09 60 5.9
CVGRX Calamos Growth 4,025 1.28 67 4.5
CVSIX Calamos Market Neutral Income 3,799 1.28 111 4.3
COAGX Caldwell & Orkin Market Opportunity 177 2.03 352 3.2
CCAFX Calvert Capital Accumulation 409 1.48 73 3.0
CSIEX Calvert Equity 2,925 1.23 32 5.4
CMIIX Calvert Large Cap Core 148 0.81 59 2.3
TRDFX Capstone Steward Small-Mid Cap Enh Index 133 0.95 25 3.5
CENSX Century Shares Trust 213 1.11 39 7.0
TLGUX CGCM Large Cap Growth Investments 1,701 0.69 57 1.0
TLVUX CGCM Large Cap Value Equity Investments 1,377 0.70 48 4.9
TSGUX CGCM Small Cap Growth Investments 316 0.97 90 3.6
TSVUX CGCM Small Cap Value Equity Investments 283 1.00 32 12.1
CGMFX CGM Focus 1,531 1.34 291 15.0
CGMRX CGM Realty 1,167 0.89 146 16.2
CHASX Chase Growth 105 1.40 120 4.1
CHNTX Chestnut Street Exchange 201 0 3.2
SHRAX ClearBridge Aggressive Growth 10,394 1.23 2 4.6
SHFVX ClearBridge All Cap Value 1,984 1.34 23 3.6
SHAPX ClearBridge Appreciation 5,491 1.02 16 5.4
SABRX ClearBridge Equity;O 511 0.74 44 3.4
SOPTX ClearBridge Equity Income 5,543 1.94 32 5.4
SBLGX ClearBridge Large Cap Growth 1,048 1.29 17 2.8
SAIFX ClearBridge Large Cap Value 1,501 0.68 11 5.5
LMASX ClearBridge Special Investment Trust 740 1.88 39 5.6
CFLGX ClearBridge Tactical Dividend Income 895 1.25 31 -0.2
LMVTX ClearBridge Value Trust 2,680 1.79 40 1.1
QWVPX Clearwater Core Equity 525 0.90 22 3.1
QWVOX Clearwater Small Companies 339 1.35 59 10.8
CFIMX Clipper 1,246 0.75 6 6.4
CSEIX Cohen & Steers Realty Income 1,493 1.25 101 10.5
CSRSX Cohen & Steers Realty Shares 5,453 1.00 73 11.6
ACRNX Columbia Acorn 20,767 0.82 18 10.2
AUSAX Columbia Acorn USA 1,705 1.15 17 9.9
SMGIX Columbia Contrarian Core 4,207 0.89 47 5.6
INDZX Columbia Diversified Equity Income 2,773 1.08 43 7.4
GSFTX Columbia Dividend Income 8,820 0.79 24 7.7
INUTX Columbia Dividend Opportunity 5,971 1.05 62 4.4
INEGX Columbia Equity Value 1,095 1.93 49 4.3
NMIMX Columbia Large Cap Enhanced Core 267 0.65 92 3.9
GEGTX Columbia Large Cap Growth 3,058 0.92 104 2.1
NINDX Columbia Large Cap Index 3,259 0.20 7 3.3
NGPAX Columbia LifeGoal Growth 829 1.04 26 4.9
NFEPX Columbia Marsico Focused Equities 1,090 0.93 76 3.4
NGIPX Columbia Marsico Growth 2,010 0.93 90 3.0
CLSPX Columbia Mid Cap Growth 2,547 0.96 109 3.7
CREEX Columbia Real Estate Equity 539 1.07 80 9.8
UMLGX Columbia Select Large Cap Growth 6,870 0.90 36 0.2
SLVAX Columbia Select Large-Cap Value 838 1.18 18 6.9
SSCVX Columbia Select Smaller-Cap Value 492 1.40 9 10.3
SLMCX Columbia Seligman Communications & Info 3,469 1.37 61 2.7
SMCEX Columbia Small Cap Core 1,230 1.12 34 10.8
CMSCX Columbia Small Cap Growth I 1,352 1.07 104 5.7
NMSCX Columbia Small Cap Index 2,871 0.23 17 9.3
CSMIX Columbia Small Cap Value I 1,402 1.32 42 9.6
UMBIX Columbia Value & Restructuring 2,005 0.96 55 6.3
CFGRX Commerce Growth 100 1.07 78 1.2
CFAGX Commerce MidCap Growth 65 1.10 75 2.2
CFVLX Commerce Value 185 0.66 34 5.1
COPLX Copley 70 6.14 1 4.3
CSCVX CornerCap Small Cap Value 60 1.31 131 9.8
CRIMX CRM Mid Cap Value 2,629 0.82 91 11.1
CRMSX CRM Small Cap Value 783 1.09 77 9.9
CLVFX Croft Value 142 1.30 13 5.8
CALEX Cutler Equity 116 1.15 8 5.5
DAVPX Davenport Core 281 0.96 26 4.9
RPFGX Davis Financial 659 0.91 4.4
NYVTX Davis New York Venture 20,804 0.88 7 4.6
RPFEX Davis Opportunity 566 2.01 47 5.4
RPFRX Davis Real Estate 231 1.01 75 9.1
DASCX Dean Small Cap Value o-Load 137 1.25 142 9.0
DEFIX Delafield 1,771 1.22 34 12.8
DDIAX Delaware Dividend Income 683 1.16 51 6.8
DPDEX Delaware Large-Cap Value Equity 102 0.70 9 7.3
DPREX Delaware Real Estate Investment Trust 229 1.31 101 10.2
DVEAX Delaware Select Growth 1,095 1.25 20 1.5
DEVLX Delaware Small Cap Value 2,495 1.25 28 11.0
DFCIX Delaware Smid Cap Growth 1,331 1.19 14 4.2
DUGAX Delaware US Growth 2,934 1.09 23 0.5
DFELX DFA Enhanced US Large Company 199 0.24 139 3.7
DFBMX DFA LWAS/DFA US High Book to Market 16,570 0.34 15 8.5
DFREX DFA Real Estate Securities 5,285 0.18 1 11.1
DFCVX DFA US Large Cap Value II 16,570 0.17 15 8.7
DFUVX DFA US Large Cap Value III 16,570 0.13 15 8.7
DFLVX DFA US Large Cap Value 16,570 0.27 15 8.6
DFSCX DFA US Micro Cap 4,956 0.52 11 9.5
DFSTX DFA US Small Cap 8,531 0.37 10 9.2
DFSVX DFA US Small Cap Value 10,834 0.52 14 11.7
DODGX Dodge & Cox Stock 55,647 0.52 11 8.9
DSEFX Domini Social Equity 966 1.24 97 2.6
DNLDX Dreyfus Active MidCap 470 1.20 75 4.7
DGAGX Dreyfus Appreciation 5,774 0.97 6 3.6
DSPIX Dreyfus Basic S&P 500 Stock Index 2,019 0.20 3 3.4
DDSTX Dreyfus Disciplined Stock 591 1.00 119 2.1
DREVX Dreyfus Incorporated 1,484 0.75 73 2.7
DGRIX Dreyfus Growth & Income 856 1.05 48 3.7
DLQAX Dreyfus Large Cap Equity 410 1.15 67 2.2
FRSPX Dreyfus Mid-Cap Growth 146 1.30 166 2.6
PESPX Dreyfus Midcap Index 3,621 0.50 10 8.0
DMCVX Dreyfus Opportunistic Midcap Value 2,695 1.18 91 9.7
DSCVX Dreyfus Opportunistic Small Cap 1,186 1.13 95 10.8
DREQX Dreyfus Research Growth 1,588 1.04 53 3.5
PEOPX Dreyfus S&P 500 Index 2,851 0.50 3 3.1
DISSX Dreyfus SmallCap Stock Index 1,819 0.50 21 9.2
DAGVX Dreyfus Strategic Value 1,642 0.98 76 6.6
DTMGX Dreyfus Tax Managed Growth 192 1.35 6 3.0
DTGRX Dreyfus Technology Growth 287 1.39 54 -2.7
DRTHX Dreyfus Third Century 315 1.03 48 0.7
SDSCX Dreyfus/Boston Co Small/Mid Cap Growth 1,000 0.75 124 5.2
SSETX Dreyfus/The Boston Co Small Cap Growth 56 0.95 122 3.2
TISHX DWS Communications 129 1.64 23 -1.8
SCDGX DWS Core Equity 3,186 0.61 282 3.4
BTIIX DWS Equity 500 Index 1,946 0.25 3 3.4
KDHAX DWS Equity Dividend 1,226 1.20 75 5.3
SCGDX DWS Gold & Precious Metals 149 1.16 36 9.7
SCHLX DWS Health Care 307 1.09 40 7.1
SCQGX DWS Large Cap Focus Growth 208 0.98 67 -0.2
KDCAX DWS Large Cap Value 1,591 1.00 67 7.2
BTEAX DWS Mid Cap Growth 386 0.97 44 2.5
SCPIX DWS S&P 500 Index 1,946 0.38 3 3.2
KDSAX DWS Small Cap Value 1,417 1.22 98 10.4
KTCAX DWS Technology 696 1.01 43 -3.4
HRCPX Eagle Capital Appreciation 302 1.30 69 3.9
HRCVX Eagle Growth & Income 584 1.09 28 6.5
HMCAX Eagle Mid Cap Stock 426 1.22 27 7.3
HRSCX Eagle Small Cap Growth 4,017 1.10 38 8.4
EVTMX Eaton Vance Dividend Builder 1,064 1.07 59 6.7
EHSTX Eaton Vance Large-Cap Value 5,796 0.99 49 6.6
EVGFX Eaton Vance Multi-Cap Growth 159 1.23 73 4.1
ETEGX Eaton Vance Small-Cap 215 1.40 44 1.3
EVSEX Eaton Vance Special Equities 63 1.43 61 1.0
ETTGX Eaton Vance Tax-Managed Growth 1.1 2,684 0.86 3 3.5
ETMGX Eaton Vance Tax-Managed Small-Cap 110 1.27 39 1.8
ELFNX Elfun Trusts 2,300 0.19 11 4.9
HSSAX Emerald Banking & Finance 113 1.84 53 9.2
HSPGX Emerald Growth 252 1.29 78 6.3
FAMEX FAM Equity-Income 150 1.32 10 8.6
FAMVX FAM Value 930 1.22 8 9.1
VSFAX Federated Clover Small Value 684 1.29 99 10.0
VFCAX Federated Clover Value 1,088 1.20 81 8.8
LEIFX Federated Equity Income 1,624 1.14 123 3.3
KAUFX Federated Kaufmann 5,676 1.96 63 7.2
FISPX Federated Max-Cap Index 602 0.36 26 3.3
FGSAX Federated MDT Mid Cap Growth Strategies 362 1.22 124 2.0
FSTKX Federated MDT Stock Trust 312 0.99 77 6.4
FMDCX Federated Mid-Cap Index 1,063 0.56 27 8.0
BEARX Federated Prudent Bear 470 2.77 498 1.0
FDETX Fidelity Advisor Capital Development 3,044 0.60 57 3.1
FCNAX Fidelity Advisor Consumer Discretionary 130 1.31 146 6.5
FDESX Fidelity Advisor Diversified Stock 2,278 0.51 55 2.8
FAGNX Fidelity Advisor Energy 762 1.36 68 9.0
EQPGX Fidelity Advisor Equity Growth 3,686 0.79 81 1.7
EQPIX Fidelity Advisor Equity Income 2,474 0.74 34 6.0
FAFDX Fidelity Advisor Financial Services 173 1.38 288 1.4
FGIRX Fidelity Advisor Growth & Income 587 1.03 48 3.1
FAGOX Fidelity Advisor Growth Opportunities 3,595 1.43 17 2.6
FACDX Fidelity Advisor Health Care 1,179 1.14 92 8.3
FCLAX Fidelity Advisor Industrials 845 1.11 78 10.7
FALIX Fidelity Advisor Large Cap 840 0.95 54 3.4
FMCAX Fidelity Advisor Stock Selector Mid Cap 2,191 1.16 79 5.5
FADTX Fidelity Advisor Technology 973 1.18 142 -0.9
FUGAX Fidelity Advisor Utilities 247 1.20 154 3.4
FBGRX Fidelity Blue Chip Growth 16,086 0.76 75 2.8
FDCAX Fidelity Capital Appreciation 8,544 0.79 156 5.2
FCNTX Fidelity Contrafund 108,499 0.67 46 6.9
FDEQX Fidelity Disciplined Equity 1,395 0.78 147 3.1
FDGFX Fidelity Dividend Growth 8,504 0.64 69 4.5
FEQTX Fidelity Equity Dividend Income 5,428 0.65 86 4.7
FEQIX Fidelity Equity-Income 9,728 0.68 43 5.0
FEXPX Fidelity Export & Multinational 1,922 0.82 114 5.5
FFTYX Fidelity Fifty 781 0.83 246 5.9
FTQGX Fidelity Focused Stock 2,006 0.91 200 3.4
FFIDX Fidelity 5,858 0.56 113 3.1
FGRIX Fidelity Growth & Income 7,521 0.69 49 1.2
FDGRX Fidelity Growth Company 42,387 0.83 26 3.6
FDSVX Fidelity Growth Discovery 1,213 0.88 62 4.0
FDEGX Fidelity Growth Strategies 2,020 0.71 87 -4.6
FDFFX Fidelity Independence 4,642 0.62 59 3.5
FLCSX Fidelity Large Cap Stock 2,702 0.85 53 3.0
FLPSX Fidelity Low-Priced Stock 47,712 0.80 11 12.6
FMAGX Fidelity Magellan 16,114 0.51 88 1.5
FMCSX Fidelity Mid-Cap Stock 9,008 0.66 46 5.9
FMILX Fidelity New Millennium 3,277 0.91 49 4.7
FOCPX Fidelity OTC 11,110 0.76 116 2.6
FRESX Fidelity Real Estate Investment 3,616 0.81 26 10.9
FSAIX Fidelity Select Air Transportation 337 0.94 74 8.5
FSAVX Fidelity Select Automotive 189 0.91 72 8.5
FSRBX Fidelity Select Banking 934 0.85 69 3.8
FBIOX Fidelity Select Biotechnology 9,388 0.81 42 5.8
FSLBX Fidelity Select Brokerage & Inv Mgmt 728 1.79 308 5.4
FSDCX Fidelity Select Communications Equip 297 0.93 54 -3.5
FDCPX Fidelity Select Computers 681 0.85 184 -1.1
FSHOX Fidelity Select Construction & Housing 367 0.86 47 11.9
FSVLX Fidelity Select Consumer Finance 233 0.89 79 0.3
FDFAX Fidelity Select Consumer Staples 2,201 0.81 28 10.4
FSDAX Fidelity Select Defense & Aerospace 924 0.84 56 11.3
FSELX Fidelity Select Electronics 1,353 0.84 118 -2.5
FSENX Fidelity Select Energy 2,121 0.82 80 9.3
FSESX Fidelity Select Energy Service 1,102 0.82 49 7.4
FSLEX Fidelity Select Env & Alternative Energy 104 0.99 54 5.6
FSAGX Fidelity Select Gold 1,380 0.92 18 8.8
FSPHX Fidelity Select Health Care 5,899 0.79 95 8.8
FSCGX Fidelity Select Industrial Equipment 421 0.82 69 6.9
FCYIX Fidelity Select Industrials 1,213 0.85 75 10.5
FSPCX Fidelity Select Insurance 409 0.87 157 6.6
FBSOX Fidelity Select IT Services 1,445 0.86 107 10.5
FDLSX Fidelity Select Leisure 567 0.85 90 8.3
FSDPX Fidelity Select Materials 2,100 0.85 61 14.1
FSHCX Fidelity Select Medical Delivery 693 0.84 96 13.1
FSMEX Fidelity Select Med Equipment & Systems 1,721 0.83 69 10.7
FBMPX Fidelity Select Multimedia 930 0.88 30 7.6
FSNGX Fidelity Select Natural Gas 855 0.87 107 7.7
FNARX Fidelity Select Natural Resources 955 0.86 76 9.7
FSRPX Fidelity Select Retailing 1,008 0.86 119 9.6
FSCSX Fidelity Select Software & Computer Svcs 3,748 0.82 96 6.4
FSPTX Fidelity Select Technology 2,345 0.81 140 -1.2
FSTCX Fidelity Select Telecommunications 359 0.90 76 -0.7
FSRFX Fidelity Select Transportation 475 0.89 47 11.6
FSUTX Fidelity Select Utilities 735 0.83 158 3.0
FSLCX Fidelity Small Cap Stock 2,160 0.72 75 7.2
FUSEX Fidelity Spartan 500 Index 71,468 0.09 4 3.5
FSEMX Fidelity Spartan Extended Market Index 14,273 0.10 10 6.3
FSTMX Fidelity Spartan Total Market Index 24,008 0.10 3 4.2
FDSSX Fidelity Stock Selector All Cap 4,328 0.71 8 3.2
FDSCX Fidelity Stock Selector Small Cap 1,608 0.94 79 6.5
FIUIX Fidelity Telecom & Utilities 1,019 0.83 160 3.2
FTRNX Fidelity Trend 1,404 0.78 152 4.9
FDVLX Fidelity Value 9,062 0.67 99 10.1
FSLSX Fidelity Value Strategies 1,520 0.73 22 8.1
FEAFX First Eagle of America 2,947 1.42 32 9.7
SGGDX First Eagle Gold 1,314 1.25 15 13.3
FIUTX First Investors Equity Income 542 1.26 32 3.0
FGINX First Investors Growth & Income 1,739 1.20 20 3.7
FIUSX First Investors Opportunity 834 1.26 40 5.9
FISSX First Investors Special Situations 465 1.45 110 3.7
FMSLX FMC Select 290 1.02 8 6.9
FMIMX FMI Common Stock 1,414 1.19 24 11.7
FPPTX FPA Capital 1,372 0.83 10 11.0
FPACX FPA Crescent 17,416 1.26 26 11.1
FPRAX FPA Paramount 303 1.26 19 10.5
FPPFX FPA Perennial 323 1.02 2 10.6
FRBSX Franklin Balance Sheet Investment 1,559 0.92 12 9.5
FBDIX Franklin Biotechnology Discovery 1,452 1.21 34 4.9
FKDNX Franklin DynaTech 2,153 0.94 36 4.3
FISEX Franklin Equity Income 1,996 0.91 33 5.4
FKCGX Franklin Flex Cap Growth 3,402 0.99 63 1.7
FKRCX Franklin Gold & Precious Metals 1,015 1.01 7 9.6
FKGRX Franklin Growth 9,802 0.92 1 5.0
FRMCX Franklin MicroCap Value 559 1.17 11 12.8
FREEX Franklin Real Estate Securities 461 1.05 23 7.7
FRDPX Franklin Rising Dividends 15,737 0.94 1 8.9
FRVLX Franklin Small Cap Value 2,698 1.20 13 10.8
FRSGX Franklin Small-Mid Cap Growth 3,800 0.98 44 2.4
FKUTX Franklin Utilities 5,303 0.75 5 9.0
GABCX Gabelli ABC 1,248 0.60 324 4.3
GABAX Gabelli Asset 3,698 1.38 7 7.8
GABEX Gabelli Equity Income 2,810 1.39 6 8.2
GOLDX Gabelli Gold 202 1.48 4 11.8
GABSX Gabelli Small Cap Growth 3,674 1.39 5 10.6
GABVX Gabelli Value 25 784 1.42 9 6.5
GABTX Gamco Global Telecommunications 130 1.70 3 2.0
GABGX Gamco Growth 516 1.49 35 0.0
GATEX Gateway 8,083 0.94 8 3.0
GUSIX GE Institutional US Equity 801 0.36 37 4.4
GESSX GE RSP US Equity 5,122 68 4.6
GTMEX Glenmede Large Cap Value 99 0.90 147 6.7
GTCSX Glenmede Small Cap Equity Advisor 1,255 0.91 55 10.3
GTCEX Glenmede Strategic Equity 177 0.86 46 2.6
GGHEX GMO Alpha Only II 3,650 0.66 104 4.3
GMUEX GMO US Core Equity II 7,952 0.46 79 3.6
GSCGX Goldman Sachs Capital Growth 919 1.15 52 2.1
GSGRX Goldman Sachs Growth & Income 475 1.17 83 4.1
GCGIX Goldman Sachs Large Cap Growth Insights 421 0.56 232 0.3
GSMCX Goldman Sachs Mid Cap Value 10,185 0.74 103 11.4
GCSIX Goldman Sachs Small Cap Equity Insights 215 0.86 151 6.6
GSSMX Goldman Sachs Small Cap Value 6,043 1.38 57 11.5
GSSQX Goldman Sachs US Equity Insights 389 0.96 203 2.9
GVEQX Government Street Equity 94 0.91 38 3.0
MXMCX Great-West Ariel Mid Cap Value 137 1.10 41 10.1
MXLSX Great-West Loomis Sayles Small Cap Value 286 1.08 27 9.3
MXISX Great-West S&P Small Cap 600 Index 703 0.60 13 8.0
MXSGX Great-West Small Cap Growth 91 1.09 64 0.4
MXSIX Great-West Stock Index 312 0.60 5 3.4
MXEQX Great-West T Rowe Price Equity Income 969 0.82 20 6.5
MXMGX Great-West T Rowe Price Mid Cap Growth 865 1.03 35 7.4
GCEQX Green Century Equity 82 1.25 17 2.2
GRSPX Greenspring 892 0.94 28 8.1
SECIX Guggenheim Large Cap Value 71 1.15 43 4.6
SEVAX Guggenheim Mid Cap Value Series 1,967 1.39 23 12.0
SECEX Guggenheim StylePlus - Large Core 195 1.15 217 0.7
SECUX Guggenheim StylePlus - Mid Growth 84 1.66 214 3.1
HACAX Harbor Capital Appreciation 23,110 0.65 48 1.9
HAVLX Harbor Large Cap Value 229 1.28 26 6.3
ITHAX Hartford Capital Appreciation 12,176 1.14 91 5.8
Hartford Capitalppreciation HLS 7,761 0.67 86 6.9
HAIAX Hartford Disciplined Equity 134 1.35 3.2
IHGIX Hartford Dividend & Growth 8,018 1.05 30 6.7
Hartford Dividend & Growth HLS 4,296 0.67 25 7.2
Hartford Growth Opportunities HLS 1,182 0.65 119 4.1
Hartford Index HLS 1,173 0.33 3 3.2
HFMCX Hartford MidCap 4,017 1.20 38 8.0
Hartford MidCap HLS 1,654 0.71 34 8.7
IHSAX Hartford Small Company 945 1.39 106 5.0
Hartford Small Company HLS 1,507 0.72 96 5.8
Hartford Small/Mid Cap Equity HLS 138 0.88 128 6.5
Hartford SmallCap Growth HLS 582 0.67 81 3.4
Hartford Stock HLS 1,812 0.51 27 3.0
HRSVX Heartland Select Value 692 1.21 57 10.9
HRTVX Heartland Value 1,274 1.09 32 11.0
HRVIX Heartland Value Plus 3,101 1.16 32 12.2
HFCGX Hennessy Cornerstone Growth 250 1.29 105 5.7
HFCVX Hennessy Cornerstone Value 145 1.22 41 6.9
HFCSX Hennessy Focus 1,490 1.44 4 13.5
GASFX Hennessy Gas Utility Index 1,533 0.80 18 9.0
HLFNX Hennessy Large Cap Financial 109 1.57 75 7.5
HLVFX Hennessy Large Value 149 1.33 91 5.3
HSFNX Hennessy Small Cap Financial 305 1.50 57 11.3
HPEAX Highland Premier Growth Equity 200 1.27 20 3.7
HDPMX Hodges 417 1.43 60 7.5
HSCSX Homestead Small Company Stock 930 1.03 1 12.9
HOVLX Homestead Value 837 0.68 2 8.1
HWLIX Hotchkis & Wiley Large Cap Value 866 1.05 41 8.4
HWMIX Hotchkis & Wiley Mid-Cap Value 3,260 1.07 66 13.1
HWSIX Hotchkis & Wiley Small Cap Value 890 1.04 35 14.2
RESCX HSBC Opportunity 237 0.99 70 7.5
ICSCX ICM Small Company 1,347 0.93 21 11.0
ICENX ICON Energy 731 1.29 88 12.4
ICHCX ICON Healthcare 117 1.39 112 8.8
ICTEX ICON Information Technology 68 1.38 52 0.3
ICBMX ICON Materials 89 1.45 56 9.2
AEGIX ING Core Equity Research 458 0.90 59 2.6
LEXCX ING Corporate Leaders Trust 1,564 8.5
NLCAX ING Growth Opportunities 124 1.30 123 -2.2
CRARX ING Real Estate 1,330 0.89 40 11.5
AESGX ING Small Company 567 1.05 55 7.0
NSPAX ING SmallCap Opportunities 565 1.51 45 0.6
AIMAX ING SMID Cap Equity 199 1.00 102 6.6
MSAVX Invesco American Value 1,884 1.23 28 7.3
CHTRX Invesco Charter 6,232 1.07 35 2.2
ACSTX Invesco Comstock 12,273 0.86 12 7.4
FSTUX Invesco Dividend Income 492 1.10 66 3.5
FSTEX Invesco Energy 1,295 1.16 56 10.0
VADBX Invesco Equally-Weighted S&P 500 2,392 1.32 18 7.3
ACEHX Invesco Exchange 73 3.5
FGLDX Invesco Gold & Precious Metals 297 1.34 25 10.0
ACGIX Invesco Growth & Income 9,292 0.82 29 6.3
GTAGX Invesco Mid Cap Core Equity 2,600 1.20 33 6.8
VGRAX Invesco Mid Cap Growth 2,990 1.15 88 3.5
IARCX Invesco Real Estate 2,117 2.00 60 11.0
SPIAX Invesco S&P 500 Index 672 0.62 6 3.0
GTSAX Invesco Small Cap Growth 2,391 1.23 19 3.9
SMMIX Invesco Summit 1,865 0.91 49 -0.4
FTCHX Invesco Technology 734 1.49 41 -6.0
IFOBX Invesco Technology Sector 99 2.58 43 -7.0
WTRCX Ivy Core Equity 883 2.02 60 3.3
WSTCX Ivy Science & Technology 5,417 2.07 43 6.5
WRGCX Ivy Small Cap Growth 1,217 2.13 38 5.8
IYSAX Ivy Small Cap Value 305 1.78 52 9.4
IYVAX Ivy Value 275 1.43 57 5.0
JANEX Janus Enterprise 3,390 0.86 17 0.4
JARTX Janus Forty 2,841 0.96 43 3.5
JANDX Janus 7,508 0.68 46 0.0
JNGIX Janus Growth & Income 4,257 0.80 33 2.5
JNRFX Janus Research 4,020 0.74 45 1.2
JNTFX Janus Twenty 9,489 0.67 1.7
JANVX Janus Venture 2,358 0.84 92 4.0
JENSX Jensen Quality Growth;J 5,275 0.90 22 5.7
PZFVX John Hancock Classic Value 2,881 1.22 30 7.9
JVLIX John Hancock Disciplined Value 8,272 0.87 44 8.4
JVMIX John Hancock Disciplined Value Mid Cap 8,149 0.93 55 11.5
FIDAX John Hancock Financial Industries 413 1.45 18 3.0
JCSAX John Hancocks Small Company 216 1.50 97 9.0
TAGRX John Hancock Large Cap Equity 2,076 1.09 31 4.3
FRBFX John Hancock Regional Bank 864 2.02 12 5.9
SPVAX John Hancock Small Cap Equity 483 1.27 81 3.3
SOVIX John Hancock Sovereign Investors 536 1.12 33 3.8
USGLX John Hancock US Global Leaders Growth 1,255 1.22 30 4.9
JGRWX Johnson Growth 51 1.01 49 1.8
JPIEX JPMorgan Disciplined Equity 3,975 0.45 178 3.7
VSCOX JPMorgan Dynamic Small Cap Growth 571 1.37 65 4.2
HLIEX JPMorgan Equity Income 6,760 0.80 34 6.3
HLEIX JPMorgan Equity Index 1,862 0.20 4 3.3
VGRIX JPMorgan Growth & Income 439 1.16 35 4.1
WOOPX JPMorgan Intrepid Mid Cap 570 0.92 52 7.1
ONGAX JPMorgan Investor Growth 2,163 1.36 15 4.4
SEEGX JPMorgan Large Cap Growth 15,045 0.95 47 1.2
HLQVX JPMorgan Large Cap Value 794 0.79 119 4.3
VSNGX JPMorgan Mid Cap Equity 2,499 0.91 67 8.3
HLGEX JPMorgan Mid Cap Growth 2,061 0.93 70 5.1
FLMVX JPMorgan Mid Cap Value 15,009 0.76 23 12.3
URTLX JPMorgan Realty Income 758 0.78 60 11.3
VSSCX JPMorgan Small Cap Core 680 0.82 55 6.9
VSEAX JPMorgan Small Cap Equity 3,367 1.31 25 9.7
PGSGX JPMorgan Small Cap Growth 1,195 1.37 60 7.1
PSOPX JPMorgan Small Cap Value 1,519 1.05 38 11.5
JPDEX JPMorgan Tax Aware Equity 1,215 0.55 67 3.6
JMUEX JPMorgan US Equity 10,106 0.64 88 4.6
JUSSX JPMorgan US Small Company 429 0.84 54 5.6
KGSCX Kalmar 'Growth-With-Value' Small Cap 871 1.51 34 7.4
KSCVX Keeley Small Cap Value 3,084 1.37 51 11.2
LGILX Laudus US Large Cap Growth 2,116 0.77 76 3.2
LZSCX Lazard US Small-Mid Cap Equity 337 0.88 101 9.5
SBSPX Legg Mason Batterymarch S&P 500 Index 241 0.59 21 3.0
LCORX Leuthold Core Investment 853 1.28 105 7.8
MSEFX Litman Gregory Masters Equity 425 1.21 74 4.5
AQEIX LKCM Aquinas Value 60 1.50 28 5.6
LKEQX LKCM Equity 319 0.81 12 5.6
LKSCX LKCM Small Cap Equity 1,063 0.95 49 9.6
LLPFX Longleaf Partners 8,290 0.91 26 7.6
LLSCX Longleaf Partners Small-Cap 4,293 0.92 15 11.1
LSSIX Loomis Sayles Small Cap Growth 1,262 0.94 56 0.5
LSSCX Loomis Sayles Small Cap Value 1,283 1.08 22 10.4
LAFFX Lord Abbett Affiliated 7,253 0.75 93 4.6
ALFAX Lord Abbett Alpha Strategy 1,326 1.61 8 7.6
LAGWX Lord Abbett Developing Growth 3,759 1.11 202 7.5
GILAX Lord Abbettamental Equity 5,986 1.71 87 6.8
LMGAX Lord Abbett Growth Opportunities 677 1.40 118 4.9
LAVLX Lord Abbett Mid Cap Stock 2,650 1.13 64 8.8
LRSCX Lord Abbett Small-Cap Value Series 2,959 1.23 71 11.9
MINVX Madison Investors 211 0.95 344 5.3
MCAAX Madison Large Cap Growth 156 1.20 58 2.3
MGWAX Madison Large Cap Value 212 1.16 33 2.9
GTSGX Madison Mid Cap 311 1.15 214 9.0
MATIX MainStay Epoch US All Cap 640 0.90 37 0.6
ICAEX MainStay ICAP Equity 1,153 0.90 50 6.3
ICSLX MainStay ICAP Select Equity 5,411 0.90 55 7.1
MLAAX MainStay Large Cap Growth 19,614 1.02 74 3.0
MUBFX MainStay MAP 2,277 0.86 29 7.3
MSPIX MainStay S&P 500 Index 1,967 0.35 3 3.3
MOPIX MainStay US Small Cap 619 1.05 38 9.8
MPGFX Mairs & Power Growth 4,113 0.70 2 9.6
MBEAX Managers AMG Chicago Equity Partners Bal 55 1.10 90 4.5
MEQFX Managers AMG FQ US Equity 66 0.79 91 3.6
GWETX Managers AMG GW&K Small Cap Equity 304 1.40 19 3.6
SKSEX Managers AMG Skyline Special Equities 1,168 1.33 39 11.7
YAFFX Managers AMG Yacktman Focused 11,676 1.25 17 13.1
YACKX Managers AMG Yacktman 13,717 0.76 17 13.1
MPCIX Managers Cadence Capital Appreciation 183 0.72 79 2.4
MCMFX Managers Cadence Mid-Cap 348 0.73 121 4.8
MMCFX Managers Micro-Cap 239 1.43 64 4.7
MRESX Managers Real Estate Securities 239 1.24 86 11.3
MGSEX Managers Special Equity 252 1.37 107 4.6
EXHAX Manning & Napier Pro-Blend Max Term Series 1,096 1.08 67 6.8
MVPFX Marathon Value 66 1.16 10 7.7
MFOCX Marsico Focus 868 1.36 92 2.8
MGRIX Marsico Growth 595 1.37 2.7
DLBVX MassMutual Premier Value Administrative 127 0.90 150 6.0
MAVFX Matrix Advisors Value 84 0.99 15 5.4
MXXVX Matthew 25 816 1.15 23 9.7
FLMFX Meeder Muirfield 175 1.64 154 3.5
MERFX Merger 5,242 1.74 240 3.4
MVALX Meridian Contrarian 769 1.16 55 9.4
MERDX Meridian Growth 2,129 0.87 37 10.1
MUSEX MFS Blended Research Core Equity 331 0.60 54 4.8
MRGAX MFS Core Equity 1,249 1.11 58 4.7
MEGBX MFS Growth 10,311 1.76 32 -0.1
MIGFX MFS Massachusetts Investors Growth Stock 6,262 0.75 25 1.2
MITTX MFS Massachusetts Investors Trust 6,856 0.77 19 4.0
OTCAX MFS Mid Cap Growth 1,545 1.24 58 -1.1
MNDAX MFS New Discovery 2,236 1.32 96 4.7
MFRFX MFS Research 4,407 0.85 46 2.5
MTCAX MFS Technology 288 1.55 54 -1.2
MMUFX MFS Utilities 5,633 1.01 54 7.9
MEIAX MFS Value 32,576 0.92 12 7.2
MMIEX MM S&P 500 Index 3,189 0.38 10 3.1
MONTX Monetta 53 1.71 132 1.9
UTLBX Morgan Stanley Global Infrastructure 365 1.86 25 4.9
MSEQX Morgan Stanley Institutional Growth 1,284 0.72 31 3.5
MPEGX Morgan Stanley Instl Mid Cap Growth 7,891 0.71 52 3.9
MGELX Morgan Stanley Institutional Opportunity 242 1.66 24 2.3
MSSGX Morgan Stanley Instl Small Co Growth 2,457 1.05 43 5.3
MSUSX Morgan Stanley Instl US Real Estate 973 0.98 24 11.4
CPOBX Morgan Stanley Multi Cap Growth Trust 408 2.05 35 -1.5
MUHLX Muhlenkamp 480 1.27 38 4.9
MNNAX Munder Growth Opportunities 479 1.68 93 -4.5
MUXYX Munder Index 500 266 0.59 5 3.1
MMEAX Munder Micro-Cap Equity 123 2.08 58 6.8
MUTHX Mutual Shares 16,381 0.82 24 7.1
MUIFX Nationwide Service 846 0.80 114 3.4
MUIGX Nationwide Growth 189 0.65 115 0.3
NWGOX Nationwide HighMark Large Cap Growth 69 1.02 41 -1.3
NWKFX Nationwide HighMark Value 351 1.00 55 4.9
NWJCX Nationwide Ziegler NYSE Arca Tech 100 Index 296 1.08 33 2.8
NEFGX Natixis CGM Advisor Targeted Equity 562 1.18 205 4.5
LSGRX Natixis Loomis Sayles Growth 762 0.77 6 0.5
NEFZX Natixis Loomis Sayles Strategic Income 17,465 0.95 22 9.5
LSGIX Natixis Loomis Sayles Value 2,238 0.72 24 7.3
NEFOX Natixis Oakmark 175 1.30 29 3.3
NEFSX Natixis US Equity Opportunties 459 1.35 50 5.2
NEFJX Natixis Vaughan Nelson Small Cap Value 352 1.67 58 5.6
NEEGX Needham Growth 144 1.95 17 5.7
NBSSX Neuberger Berman Focus 807 0.94 79 3.0
NBGNX Neuberger Berman Genesis 14,725 1.02 20 11.8
NGUAX Neuberger Berman Guardian 1,463 0.91 36 5.2
NPRTX Neuberger Berman Large Cap Value 1,727 0.87 159 5.4
NMANX Neuberger Berman Mid Cap Growth 988 0.98 46 1.3
NBSRX Neuberger Berman Socially Responsive 2,403 0.87 35 6.7
NALFX New Alternatives 190 1.10 22 3.5
NCCPX New Century Capital 115 1.95 28 2.3
NSEIX Nicholas Equity Income 517 0.76 22 9.1
NICSX Nicholas 2,717 0.75 25 5.5
NCTWX Nicholas II Inc 691 0.63 22 6.0
NCLEX Nicholas Limited Edition 354 0.87 42 6.9
NTHFX Northeast Investors Growth 70 1.38 36 0.6
NTHEX Northeast Investors Trust 696 0.96 21 5.5
NOGEX Northern Large Cap Equity 147 0.85 68 1.7
NOEQX Northern Large Cap Growth 153 0.86 50 0.4
NOSGX Northern Small Cap Value 2,647 1.01 26 9.5
NOSIX Northern Stock Index 5,636 0.11 7 3.2
NTCHX Northern Technology 82 1.25 43 -4.5
FFEIX Nuveen Dividend Value 1,712 1.13 44 6.5
FAEIX Nuveen Equity Index 799 0.62 2 3.0
FIGWX Nuveen Large Cap Growth Opportunities 604 0.99 72 2.1
NNGAX Nuveen Large Cap Value 363 1.16 153 5.9
FISGX Nuveen Mid Cap Growth Opportunities 1,288 1.05 108 8.2
FASEX Nuveen Mid Cap Value 150 1.33 118 8.7
NQVRX Nuveen NWQ Multi-Cap Value 166 1.06 22 7.8
FARCX Nuveen Real Estate Securities 4,266 1.03 89 12.7
FIMPX Nuveen Small Cap Growth Opportunities 94 1.22 119 6.1
ARSTX Nuveen Small Cap Select 426 1.20 78 8.1
FSCCX Nuveen Small Cap Value 115 1.29 56 9.3
FSASX Nuveen Strategy Agg Growth Allocation 3 106 1.64 12 3.7
OAKMX Oakmark 13,436 0.95 19 9.4
OAKLX Oakmark Select 4,823 1.01 24 9.5
OBEGX Oberweis Emerging Growth 83 1.57 54 2.6
OBMCX Oberweis Micro-Cap 73 2.00 48 8.2
OCMGX OCM Gold 73 1.99 8 11.9
OFALX Olstein All Cap Value 678 2.31 44 5.9
OPTFX Oppenheimer Capital Appreciation 4,914 1.06 61 1.3
QRAYX Oppenheimer Commodity Strategy Total Rtn 455 1.12 80 0.1
OPOCX Oppenheimer Discovery 2,442 1.11 86 4.6
OEQAX Oppenheimer Equity 1,581 0.97 114 2.7
OAEIX Oppenheimer Equity Income 5,848 1.03 31 7.7
QVOPX Oppenheimer Flexible Strategies 845 2.05 76 3.5
OPGSX Oppenheimer Gold & Special Minerals 1,324 1.11 41 10.8
MSIGX Oppenheimer Main Street 7,002 0.94 46 3.2
OARDX Oppenheimer Rising Dividends 5,993 1.05 87 6.3
QVSCX Oppenheimer Small- & Mid- Cap Value 1,700 1.17 128 8.7
CGRWX Oppenheimer Value 2,348 0.95 149 5.6
OSTFX Osterweis 1,164 1.04 24 6.8
PCLCX Pace Large Co Growth Equity Investments 1,336 0.95 76 0.4
PCLVX Pace Large Co Value Equity Investments 1,437 1.02 71 6.2
PCSGX Pace Small/Medium Co Growth Equity Inv 548 1.13 60 3.2
PCSVX Pace Small/Medium Co Value Equity Inv 549 1.22 97 9.1
PASMX Pacific Advisors Small Cap Value 216 2.71 9 13.6
PRBLX Parnassus Equity Income 8,541 0.90 24 8.2
PARNX Parnassus 596 0.90 53 4.3
PXWGX Pax World Growth ndividual Investor 175 1.29 27 2.5
PYVLX Payden Equity Income 235 0.80 86 3.3
PBFDX Payson Total Return 71 1.07 103 5.1
USBNX Pear Tree Columbia Sm Cap 117 1.63 54 4.4
USBOX Pear Tree Quality 125 1.37 40 -0.4
JSIVX Perkins Small Cap Value 2,012 0.83 60 10.6
PRPFX Permanent 8,617 0.69 24 8.9
PRCGX Perritt MicroCap Opportunities 497 1.24 41 11.2
PSTKX Pimco StocksPlus 1,154 0.50 321 4.1
POGSX Pin Oak Equity 86 1.16 117 -4.2
PEQIX Pioneer Equity Income 1,534 1.13 26 6.3
PIODX Pioneer 5,233 1.01 7 3.6
PCGRX Pioneer Mid Cap Value 1,156 1.05 93 8.4
ORIGX Pioneer Oak Ridge Small Cap Growth 2,155 1.40 24 7.2
PWREX Pioneer Real Estate Shares 147 1.52 17 10.6
PEWIX PNC Large Cap Growth 66 0.98 75 0.6
PLIVX PNC Large Cap Value 124 0.98 100 6.4
CMNWX Principal Capital Appreciation 2,374 0.90 14 6.1
PQIAX Principal Equity Income 5,635 0.93 16 8.5
SAGPX Principal SAM Conservative Growth 3,169 1.40 20 4.4
SACAX Principal SAM Strategic Growth 1,973 1.41 27 3.9
BLPIX ProFunds Bull ProFund 104 1.75 25 1.4
PROVX Provident Trust Strategy 175 1.02 9 3.5
PBQFX Prudential Jennison Blend 1,144 1.67 73 4.3
AGOCX Prudential Jennison Equity Income 4,634 1.91 91 6.0
PJIAX Prudential Jennison Equity Opportunity 523 1.10 55 8.4
PJFAX Prudential Jennison Growth 2,655 1.06 43 1.4
PEGZX Prudential Jennison Mid-Cap Growth 10,033 0.77 39 4.2
CHNDX Prudential Jennison Small Company 3,307 1.85 50 8.0
PRUTX Prudential Jennison Utility 3,445 1.55 44 7.5
PBQIX Prudential Jennison Value 699 1.79 30 5.4
PSIFX Prudential Stock Index 883 0.25 3 3.3
PURIX Purisima Total Return 348 1.35 13 4.0
PEYAX Putnam Equity Income 5,485 1.02 34 7.9
PGRWX Putnam for Growth & Income 5,531 1.04 52 4.5
PUGIX Putnam Global Utilities 217 1.25 36 2.8
POGAX Putnam Growth Opportunities 449 1.13 89 -1.5
PINVX Putnam Investors 1,671 1.14 77 0.7
PNOPX Putnam Multi-Cap Growth 3,909 1.08 78 -1.0
PNRAX Putnam Research 258 1.19 96 2.2
PNSAX Putnam Small Cap Growth 164 1.25 98 3.5
PVOYX Putnam Voyager 4,241 1.01 130 1.1
QUAGX Quaker Strategic Growth 166 2.24 294 4.2
RIMEX Rainier Large Cap Equity 570 1.12 85 2.7
RIMSX Rainier Small/Mid Cap Equity 1,753 1.32 121 6.9
RMVIX RBC Microcap Value 149 1.07 4 10.3
RCSIX RBC Small Cap Core 224 0.91 26 9.5
TMCAX RBC SMID Cap Growth 81 1.10 16 5.9
RBCGX Reynolds Blue Chip Growth 200 1.59 133 0.5
RHJMX Rice Hall James Small Cap 81 1.27 49 7.5
STCIX RidgeWorth Large Cap Growth Stock 287 1.12 40 3.0
STVTX RidgeWorth Large Cap Value Equity 2,200 0.90 78 7.6
SCETX RidgeWorth Small Cap Value Equity 1,766 1.24 27 12.9
RGFAX Royce Heritage 368 1.51 79 9.6
RYOTX Royce Micro-Cap 780 1.49 22 10.0
RYPNX Royce Opportunity 2,645 1.14 39 11.1
PENNX Royce Pennsylvania Mutual 7,078 0.90 26 10.9
RYPRX Royce Premier 6,830 1.06 11 11.7
RYSEX Royce Special Equity 3,441 1.13 28 12.6
RYTRX Royce Total Return 5,368 1.14 21 10.3
RSGRX RS Growth 252 1.25 101 2.6
GPAFX RS Large Cap Alpha 849 0.98 48 1.5
RSMOX RS Mid Cap Growth 152 1.28 119 4.4
RSPFX RS Partners 2,301 1.46 49 14.0
RSDGX RS Select Growth 1,039 1.35 105 3.5
GPSCX RS Small Cap Equity 130 1.35 107 6.6
RSEGX RS Small Cap Growth 1,018 1.35 115 0.9
RSIFX RS Technology 220 1.59 141 0.3
RSVAX RS Value 1,316 1.29 48 10.5
RETSX Russell Tax-Managed US Large Cap 1,002 1.00 35 3.1
REAYX Russell US Core Equity 1,963 0.62 97 3.1
REUYX Russell US Defensive Equity 1,432 0.65 105 2.9
REBSX Russell US Small Cap Equity 2,213 0.92 111 6.8
RYBIX Rydex Basic Materials 54 1.36 251 7.7
RYOIX Rydex Biotechnology 436 1.35 197 4.8
RYEIX Rydex Energy 55 1.35 248 8.1
RYHIX Rydex Health Care 166 1.35 266 7.1
RYOCX Rydex NASDAQ-100 712 1.26 94 -1.7
RYPMX Rydex Precious Metals 66 1.25 206 5.4
RYRIX Rydex Retailing 75 1.35 472 6.3
RYPIX Rydex Transportation 64 1.37 737 6.8
STPAX Saratoga Technology & Communications 50 2.31 33 -5.8
SCUIX Schroder US Opportunities 145 1.27 74 9.8
SNXFX Schwab 1000 Index 6,202 0.30 4 3.7
SWANX Schwab Core Equity 2,340 0.73 80 3.4
SWOSX Schwab Laudus Small-Cap MarketMasters 190 1.36 97 5.0
SWEGX Schwab MarketTrack All Equity 619 0.64 6 4.1
SWPPX Schwab S&P 500 Index 18,636 0.09 1 3.5
SWSSX Schwab Small-Cap Index 2,580 0.27 11 7.5
UMBHX Scout Small Cap 265 1.17 23 9.5
SELCX SEI Institutional Mgd Large Cap Growth 1,546 1.02 69 -0.5
TRMVX SEI Institutional Mgd Large Cap Value 1,578 0.97 55 5.9
SEMCX SEI Institutional Mgd Mid-Cap 104 1.04 108 8.0
TRQIX SEI Institutional Mgd S&P 500 Index 2,847 0.29 6 3.3
SSCGX SEI Institutional Mgd Small Cap Growth 370 1.28 2.0
SESVX SEI Institutional Mgd Small Cap Value 417 1.29 51 9.9
TMLCX SEI Institutional Mgd Tax-Managed Large Cap 2,831 1.02 42 3.0
SLASX Selected American Shares 5,968 0.95 7 4.5
BRGRX Sentinel Capital Growth 111 1.25 75 1.9
SENCX Sentinel Common Stock 2,492 1.03 12 5.8
SNTNX Sentinel Mid Cap 150 1.38 47 0.5
SAGWX Sentinel Small Company 1,246 1.21 23 9.3
MYPVX Sentinel Sustainable Core Opportunities 240 1.29 14 3.6
WAEGX Sentinel Sustainable Mid Cap Opportunities 134 1.38 45 -0.7
SEQUX Sequoia 8,232 1.03 5 9.7
EQTIX Shelton Core Value irect 195 0.84 5 6.1
SPFIX Shelton S&P 500 Index irect 126 0.36 3 3.5
SPMIX Shelton S&P MidCap Index irect 170 0.58 8 8.2
SMCIX Shelton S&P SmallCap Index irect 54 0.74 15 8.7
SNIGX Sit Large Cap Growth 194 1.00 13 0.4
NBNGX Sit Mid Cap Growth 179 1.25 17 0.8
SSMGX Sit Small Cap Growth 101 1.50 28 2.3
SSHFX Sound Shore 2,252 0.94 44 7.6
SPDR Dow Jones Industrial Average ETF Trust 11,551 0.16 6 5.2
SPDR S&P 500 ETF Trust 157,180 0.09 3 3.4
XMDYX SPDR S&P MidCap 400 ETF 15,960 0.25 14 8.2
SOAAX Spirit of America Real Estate Income & Growth 127 1.75 10 8.1
SVSPX SSgA S&P 500 Index 2,769 0.17 9 3.4
STFGX State Farm:Growth 3,949 0.12 1 3.8
BBTGX Sterling Capital Large Cap Value Diversified 260 1.10 165 4.0
OVEIX Sterling Capital Mid Value 738 0.93 34 9.3
SPSCX Sterling Capital Small Cap Value Diversified 136 1.03 177 9.7
STRGX Stratton Mid Cap Value 71 1.21 24 7.8
STMDX Stratton Real Estate 82 1.01 18 10.6
STSCX Stratton Small Cap Value 1,219 1.19 9 12.1
STPGX Stratus Growth 55 1.20 16 2.6
TRBCX T Rowe Price Blue Chip Growth 23,512 0.76 35 3.8
PRCOX T Rowe Price Capital Opportunity 628 0.75 31 3.8
PRDSX T Rowe Price Diversified Small-Cap Growth 798 0.91 13 5.4
PRDGX T Rowe Price Dividend Growth 4,167 0.67 13 6.1
PRFDX T Rowe Price Equity Income 29,958 0.68 10 7.2
PREIX T Rowe Price Equity Index 500 21,246 0.28 10 3.3
PEXMX T Rowe Price Extended Equity Market Index 747 0.44 22 6.2
PRISX T Rowe Price Financial Services 574 0.94 49 5.6
PRGIX T Rowe Price Growth & Income 1,467 0.69 14 4.8
PRGFX T Rowe Price Growth Stock 40,680 0.70 35 4.6
PRHSX T Rowe Price Health Sciences 9,298 0.79 46 11.1
PMEGX T Rowe Price Instl Mid-Cap Equity Growth 4,339 0.62 34 8.8
PRMTX T Rowe Price Media & Telecommunications 3,273 0.81 39 9.7
RPMGX T Rowe Price Mid-Cap Growth 23,832 0.80 30 8.6
TRMCX T Rowe Price Mid-Cap Value 11,922 0.81 44 11.7
PRWAX T Rowe Price New America Growth 4,318 0.81 92 4.2
PRNHX T Rowe Price New Horizons 16,184 0.80 35 8.3
TRREX T Rowe Price Real Estate 4,208 0.78 6 11.4
PRSCX T Rowe Price Science & Technology 3,526 0.88 50 -2.9
OTCFX T Rowe Price Small-Cap Stock 10,448 0.92 21 9.5
PRSVX T Rowe Price Small-Cap Value 10,222 0.98 9 12.1
PRSGX T Rowe Price Spectrum Growth 3,982 0.80 9 5.5
POMIX T Rowe Price Total Equity Market Index 992 0.36 6 4.1
TRVLX T Rowe Price Value 19,500 0.85 56 7.9
TALGX Target Large Capitalization Growth 280 0.81 92 -1.1
TALVX Target Large Capitalization Value 283 0.80 37 6.7
TASGX Target Small Capitalization Growth 143 0.88 50 0.8
TASVX Target Small Capitalization Value 1,971 0.67 40 12.3
TGIGX TCW Relative Value Dividend Appreciation 1,157 1.11 18 8.1
TGDVX TCW Relative Value Large Cap 703 1.13 37 6.4
TGCEX TCW Select Equities 1,813 0.83 25 2.0
TGSCX TCW Small Cap Growth 210 1.18 84 -1.5
TGVOX TCW Value Opportunities 147 0.94 29 9.1
WESWX Teton Westwood Equity 74 1.60 53 5.2
WEMMX Teton Westwood Mighty Mites 1,336 1.44 15 10.9
TASCX Third Avenue Small-Cap Value 611 1.12 39 8.7
THPGX Thompson LargeCap 126 1.15 38 5.6
TVAFX Thornburg Value 1,032 1.40 62 4.1
AALGX Thrivent Large Cap Stock 1,819 1.05 66 2.0
LBMGX Thrivent Mid Cap Growth 432 1.00 37 3.9
AASCX Thrivent Mid Cap Stock 1,000 1.15 39 6.1
AASMX Thrivent Small Cap Stock 354 1.30 66 6.3
TPLNX Timothy Plan Small Cap Value 84 1.56 73 8.0
TOCQX Tocqueville 368 1.26 16 7.5
TOPPX Tocqueville Opportunity 89 1.30 100 7.1
TORYX Torray 403 1.17 17 4.3
TCGYX Touchstone Capital Growth 199 1.00 38 -2.9
TDEYX Touchstone Dynamic Equity 71 2.22 382 2.6
MXIIX Touchstone Flexible Income 240 0.85 41 6.4
TGVFX Touchstone Growth Opportunities 268 1.24 95 0.2
TEQAX Touchstone Large Cap Growth 981 1.25 109 0.9
TEGAX Touchstone Mid Cap Growth 761 1.41 70 7.3
MXAIX Touchstone Small Cap Growth 92 1.20 45 11.3
DVLSX Transamerica Asset Allocation - Long Horizon 104 1.35 52 2.3
DVGIX Transamerica Partners Large Core 91 1.15 116 0.8
DVEGX Transamerica Partners Large Growth 375 1.25 49 1.0
DVEIX Transamerica Partners Large Value 381 1.00 99 5.2
DVPEX Transamerica Partners Small Core 124 1.47 195 4.8
FOGRX Tributary Growth Opportunities 176 1.16 55 8.3
FOSCX Tributary Small Company 207 1.23 19 10.3
TMCGX Turner Emerging Growth 253 1.40 62 9.2
TMGFX Turner Midcap Growth 422 1.18 84 1.0
TSCEX Turner Small Cap Growth 213 1.25 82 3.1
KPAAX UBS US Allocation 270 1.79 148 2.0
BPEQX UBS US Large Cap Equity 133 0.95 58 6.0
BISCX UBS US Small Cap Growth 281 1.14 42 6.1
USERX US Global Investors Gold & Precious Metals 84 1.61 64 10.7
MEGAX US Global Investors Holmes Macro Trends 54 1.86 109 0.2
UNWPX US Global Investors World Precious Minerals 152 1.45 34 9.5
USAUX USAA Aggressive Growth 1,190 1.08 -1.8
USGRX USAA Growth & Income 1,479 0.96 112 4.5
USAAX USAA Growth 1,753 1.00 28 -0.6
USISX USAA Income Stock 2,633 0.85 64 4.7
USAGX USAA Precious Metals & Minerals 958 1.18 15 13.6
USSPX USAA S&P 500 Index 4,491 0.25 4 3.3
USSCX USAA Science & Technology 574 1.34 93 -0.7
VLIFX Value Line 125 1.28 7 0.4
VALLX Value Line Larger Companies 212 1.17 8 1.2
VALSX Value Line Premier Growth 393 1.25 11 4.8
VLEOX Value Line Small Cap Opportunities 358 1.28 10 7.3
INIVX Van Eck International Investors Gold 707 1.29 30 13.0
VFINX Vanguard 500 Index 165,461 0.17 3 3.4
VHCOX Vanguard Capital Opportunity 12,342 0.48 9 6.6
VDIGX Vanguard Dividend Growth 20,549 0.29 11 5.6
VEIPX Vanguard Equity Income 16,179 0.30 34 7.4
VEXPX Vanguard Explorer 12,952 0.51 65 6.7
VEXMX Vanguard Extended Market Index 38,334 0.28 11 6.2
VQNPX Vanguard Growth & Income 5,577 0.36 109 3.1
VIGRX Vanguard Growth Index 38,026 0.24 32 2.2
VINIX Vanguard Institutional Index 166,924 0.04 5 3.5
VMGRX Vanguard Mid-Cap Growth 3,139 0.51 83 3.1
VMCIX Vanguard Mid-Cap Index 49,717 0.08 32 8.3
VMRGX Vanguard Morgan Growth 10,726 0.39 53 3.2
VGPMX Vanguard Precious Metals & Mining 2,532 0.26 30 10.2
VPMCX Vanguard Primecap 41,436 0.45 5 5.6
VGSIX Vanguard REIT Index 39,196 0.24 9 11.1
VASVX Vanguard Selected Value 8,806 0.44 27 11.0
VISGX Vanguard Small-Cap Growth Index 15,861 0.24 50 8.3
NAESX Vanguard Small-Cap Index 47,006 0.24 29 8.3
VISVX Vanguard Small-Cap Value Index 12,941 0.24 47 10.1
VSEQX Vanguard Strategic Equity 5,092 0.29 64 8.9
VTCLX Vanguard Tax-Managed Capital Appreciation 5,662 0.12 4 3.2
VTGLX Vanguard Tax-Managed Growth & Income 3,366 0.12 4 3.5
VTSMX Vanguard Total Stock Market Index 323,749 0.17 4 4.2
VWUSX Vanguard US Growth 5,642 0.45 38 -1.8
VIVAX Vanguard Value Index 29,619 0.24 25 5.1
VWNDX Vanguard Windsor 17,474 0.37 40 6.9
VWNFX Vanguard Windsor II 48,328 0.36 27 6.9
SRVEX Victory Diversified Stock 1,474 1.08 89 5.4
GETGX Victory Established Value 2,098 1.23 46 9.4
GOGFX Victory Small Company Opportunity 2,223 1.57 56 9.2
SSVSX Victory Special Value 196 1.27 110 8.0
EMNAX Virtus Dynamic AlphaSector 2,648 3.06 137 3.0
PDIAX Virtus Growth & Income 150 1.43 65 3.1
PHSKX Virtus Mid-Cap Growth 89 1.51 35 -3.6
FMIVX Virtus Mid-Cap Value 463 1.42 19 11.3
PHRAX Virtus Real Estate Securities 1,435 1.40 30 11.7
PKSFX Virtus Small-Cap Core 436 1.13 15 7.5
PSTAX Virtus Strategic Growth 414 1.34 20 -3.2
UNACX Waddell & Reed Advisors Accumulative 1,294 1.20 87 3.7
UNCMX Waddell & Reed Advisors Core Investment 4,215 1.11 68 4.6
UNECX Waddell & Reed Advisors New Concepts 1,829 1.42 38 5.1
UNSCX Waddell & Reed Advisors Science & Tech 3,782 1.33 50 7.1
UNVGX Waddell & Reed Advisors Vanguard 1,436 1.23 78 2.2
WALLX Wall Street 83 1.00 84 1.1
WGROX Wasatch Core Growth 993 1.21 16 9.8
FMIEX Wasatch Large Cap Value 584 1.10 47 8.2
WMICX Wasatch Micro Cap 339 1.93 17 11.3
WAAEX Wasatch Small Cap Growth 2,614 1.26 10 8.7
WMCVX Wasatch Small Cap Value 235 1.27 40 10.8
WAMCX Wasatch Ultra Growth 118 1.41 25 6.8
WEHIX Weitz Hickory 520 1.26 32 6.0
WPVLX Weitz Partners Value 1,074 1.19 24 6.8
WVALX Weitz Value 1,174 1.20 20 5.9
CBEQX Wells Fargo Advtg C&B Large Cap Value 287 1.20 18 7.3
CBMDX Wells Fargo Advtg C&B Mid Cap Value 209 1.26 48 10.6
SLGIX Wells Fargo Advtg Capital Growth 514 1.17 107 3.6
STCSX Wells Fargo Advtg Common Stock 1,693 1.31 40 8.0
EVSAX Wells Fargo Advtg Disciplined US Core 432 0.92 64 3.5
STDIX Wells Fargo Advtg Discovery 3,383 1.29 86 9.2
NVDEX Wells Fargo Advtg Diversified Equity 348 1.00 44 3.4
SGROX Wells Fargo Advtg Growth 12,197 1.24 38 2.9
WFIOX Wells Fargo Advtg Index 2,681 0.25 4 3.3
STRFX Wells Fargo Advtg Large Cap Growth 1,524 1.13 57 0.1
SDVIX Wells Fargo Advtg Large Company Value 310 1.16 78 5.3
EKOAX Wells Fargo Advtg Omega Growth 1,038 1.30 88 3.1
SOPFX Wells Fargo Advtg Opportunity 1,965 1.29 26 5.6
EKWBX Wells Fargo Advtg Precious Metals 478 1.84 6 12.4
EKJBX Wells Fargo Advtg Premier Large Co Growth 5,222 1.88 32 2.0
NVSOX Wells Fargo Advtg Small Cap Opportunities 471 1.22 76 10.0
SSMVX Wells Fargo Advtg Small Cap Value 3,049 1.33 18 11.2
NVSCX Wells Fargo Advtg Small Company Growth 321 1.20 109 6.3
ESPAX Wells Fargo Advtg Special Small Cap Value 704 1.35 65 10.8
EGWAX Wells Fargo Advtg Trad Small Cap Growth 163 1.33 77 4.9
EVUAX Wells Fargo Advtg Utility & Telecom 445 1.15 21 5.7
WMKGX WesMark Growth 348 1.15 19 3.7
WTMVX Westcore Blue Chip Dividend 60 0.99 9 4.3
WTEIX Westcore Growth 78 1.11 167 3.4
WTMGX Westcore Midco Growth 102 1.06 114 4.4
WPFRX Westport 668 1.23 1 8.7
WPSRX Westport Select Cap 398 1.36 3 7.8
WOGSX White Oak Select Growth 263 1.12 89 -2.8
WBGSX William Blair Growth 907 1.20 52 3.1
WBVDX William Blair Small Cap Value 583 1.50 51 9.8
ARMEX Wilmington Mid-Cap Growth 380 1.08 36 5.8
ARPEX Wilmington Small-Cap Growth 90 1.35 142 4.8
DTLGX Wilshire Large Company Growth 290 1.39 136 1.5
DTLVX Wilshire Large Company Value 163 1.36 101 5.8
1
As of Mar.31, 2014.
2
Aug. 31, 2000 - Mar. 31, 2014.
Sources: Lipper (raw data); Forbes (grades)
DOWN UP
Markets Markets Managers
A F Team Managed
D B Kostiz/MacKenzie
A+ F Kostiz/MacKenzie
C D Wieck/Vanneman
A A+ Scott L Barbee
B A John Buckingham
D B Patrick Kelly
D B Patrick Kelly
A F Chung/Adams
F B Team Managers
D B Team Managed
F B Jill Greenwald
D A Jill Greenwald
D A Patrick Kelly
F A+ Team Managed
B C Marx/Paul/Powell
C C Frank V. Caruso
D D Caruso/Aronow/Fogarty
C D Caruso/Dupont/Fogarty
D A+ Team Managed
D D Migliori/Hiatt/Jedlicka
C D Raphael L. Edelman
D B Klopukh/McCarthy
B B Paul A. Magnuson
A+ B Team Managed
D C Roemer/Parker
A C Dauchot/Schroer
B C Team Managed
B C Kaiser/Klimo
A D Kaiser/Klimo
B D Team Managed
B B Team Managed
C C Team Managed
D B Orndorff/Hollond
C C Martin/Musat
A+ F Davidson/Liss/Toney
A+ F Martin/Pang
C D Woodhams/LeGard
C B Walsh/Hollond
C C Garbe/Musat
F B Ferretti/Otto
B A+ Brown/Rodriguez
C D Lee/Li/Krantz
D C Lee/Li/Bourke
B D Martin/Pang
A D Team Managed
B B Team Managed
A D Team Managed
B C Team Managed
C C Team Managed
B D Team Managed
D A Team Managed
A C Team Managed
A C Richard Baird
C B Team Managed
A A John W. Rogers, Jr.
B A+ Rogers/Miller/Kuhrt
C A Matthew H. Kamm
D A+ Craigh A. Cepukenas
A C Team Managed
A D McCabe/Trautman
B D Team Managed
B A+ Team Managed
B D Team Managed
C B Peck/Balon
A B Ronald Baron
B B Cliff Greenberg
B D Milnamow/Beck
F A+ Malcolm R. Fobes III
A A Team Managed
B C Geer/King
C D Lawrence Kemp
A D Shearer/Anderson/Cassese
B D Lawrence Kemp
A C Timothy Keefe
A B Balaraman/Coyle
D B Kemp/Mongelli/Ruvinsky
C C Savage/Bliss/Mason
D A Travis Cooke
C B Bliss/Savage/Mason
D B Callan/Jamieson/Hart
B A Balaraman/Coyle
C D Hans/Ramos/Corris
B D Hans/Ramos/Corris
D C Gundlach/Salmon
A B Fahey/Dirkse/Janowski
D A+ Gundlach/Salmon
C F Scott W. Gates
C F Scott W. Gates
C D Bridges/Kirkpatrick
D B Montgomery/Khoziaeva/Whipple
C D John N. R. Montgomery
B A+ John N. R. Montgomery
A A John N. R. Montgomery
B A Team Managed
B A Team Managed
A+ A Bruce/Bruce
C B Team Managed
A B Gasaway/Male/Bichelmeyer
C D Burnham/Hyman
A F Team Managed
D C Team Managed
A+ F Team Managed
A+ F Orkin/Bockel/Fleming
C C Clayman/Paull
B D England/Marshall
A D Natalie A. Trunow
D A Wolf/Cody
A D Thorndike/Callahan
D C Team Managed
C C Team Managed
D A Team Managed
A A Team Managed
A+ B Ken Heebner
B A+ Ken Heebner
A F Team Managed
C D Dowd/Lindsey
D A Freeman/Bauman
C D Goode/Hable
A D Glasser/Kagan
C D Team Managed
A D Cohen/Clarfeld/Vanderlee
C C Bourbeau/Vitrano
B C Khaykin/Feitler
D A Grosma/Lund
D F McAllister/Vanderlee
F B Peters/Yu
C C Team Managed
B A Team Managed
B C Davis/Goei
A A Joseph M. Harvey
B A Joseph M. Harvey
B A Mohn/Frank
B A Robert A. Mohn
B B Guy W. Pope
C B Mullin/Bloomfield
A D Davis/King/Barclay
C C Schroll/Stocking/Ramos
C C Schroll/Stocking
C C Condon/Buckley
D C Wilson/Deininger
C C Alley III/Shteyn
C C Team Managed
C D Team Managed
C C Team Managed
D B Team Managed
B A Arthur J. Hurley
F B Thomas M. Galvin
C A Montanus/Rosen
B A Rosen/Montanus
C C Paul H. Wick
A A D'Auteuil/Hershey/Szczygiel
C B Collette/Lin/Narang
B A Alley III/Shteyn
A B Javidi/Barrett
D B Pope/Smith
C D Williams/Lin
D C Williams/Lin
B C Schmitt/Williams III/Lin
A F Irving Levine
A A Quinn/Moeller/Carr
A C Abramson/Pollock
A C Caputo/Harvey
C B Croft/Croft/Croft
B C Patten/Patten
B C Team Managed
D B Feinberg/Davis
C C Davis/Goei
C B Team Managed
B A Davis/Spears
B A Steven D. Roth
A A Delafield/Sellecchia
A D D. Tysen Nutt, Jr.
A C D. Tysen Nutt, Jr.
A A Andres/Zenouzi
F A Team Managed
A A Team Managed
D A Bonavico/Broad
D C Team Managed
C C Kolerich/Plecha
B A Team Managed
B A Team Managed
B A Team Managed
B A Team Managed
B A Team Managed
B A Team Managed
B A Team Managed
B A+ Team Managed
B B Team Managed
C C Team Managed
C B Boggs/Chiang/Gala
B D Team Managed
C C Durante/Wong/Brown
C D Fitzgibbon/Bailer
C D Fitzgibbon/Mills/Sealy
C C Elizabeth Slover
D D Irene D. O'Neill
D B Zeuthen/Wakefield
B B Durante/Wong/Brown
B A+ Daglio/Boyd/Dutile
B A+ Daglio/Boyd/Dutile
C C Slover/Sealy/Mills
C C Durante/Wong/Brown
B A Durante/Wong/Brown
C B Ferguson/Bailer
B D Team Managed
F B Barry K. Mills
D D Boggs/Chiang/Gala
D A Wakefield/Watts, Jr.
D B Wakerfield/Zeuthen
F A Holick/Fayolle
C C Owen Fitzpatrick
C C Team Managed
B C Di Kumble
A+ F Brennan/Bernadiner
A C Bucher/Lai
C D Fitzpatrick/O'Neill/Hynes
A D Team Managed
D B Axtell/Lee
C C Team Managed
A B Richard Glass
F B Fayolle/Chang/Holick
C C Team Managed
B C Team Managed
A D Schwartz/Pecor/McGeary
B A Boksen/Mintz
C C Charles Gaffney
A D Michael R. Mach
D B Barton/Piantedosi
D C Nancy B. Tooke
D C Nancy B. Tooke
B D Piantedosi/Allison/Barton
D B Nancy B. Tooke
B C David B. Carlson
A+ D Mertz II/Russell
C A Mertz II/Sears/Garner
A+ D Hogan/Putnam
A+ D Fox/Putnam
A B Creatura/Gutch
A C Team Managed
B D Nichol/Bakhshian
B C Auriana/Utsch
C C Lan L. Miller
D C Mahr/Konopka/Greenberg
B C Greenberg/Konopka/Mahr
B B Ian L. Miller
A+ F Noland/Bend/Hudson
D C Carere/Fruhan
B B Gordon Scott
D A James Morrow
C B John Dowd
D B Jason Weiner
B C Morrow/Kramer
D D Christopher Lee
C C Matthew Fruhan
D A Wymer/Reddy
A A Edward Yoon
B A+ Tobias W. Welo
D A Matthew Fruhan
D B Team Managed
F A+ Charlie Chai
C C Douglas Simmons
C B Sonu Kalra
D A Fergus Shiel
B C Will Danoff
C D Keith Quinton
C B Ramona Persaud
C C Scott Offen
C C Morrow/Kramer/Persaud
C C Heather Carrillo
C B Stephen DuFour
C B Stephen DuFour
C C John Avery
D D Matthew Fruhan
D A Steve Wymer
D B Jason Weiner
F B Jean Park
D A Robert Bertelson
D A Mathew Fruhan
A A Team Managed
D D Jeffrey Feingold
D A John Roth
D A John Roth
D A Gavin Baker
B A+ Steven Buller
D A+ Matthew Moulis
D A+ Annie Rosen
C C John Sheehy
B A Rajiv Kaul
D B Christopher Lee
F A Ali Khan
F A Christopher Lin
A A Holger Boerner
C F Shilpa Mehra
A+ D Robert A. Lee
B A Douglas Scott
F A Stephen Barwikowski
C A John Dowd
D A Ben Shuleva
A D Anna Davydova
A+ F Joseph Wickwire
A A Edward Yoon
D A Boris Shepov
B A+ Tobias Welo
B B Peter Deutsch
A A Kyle Weaver
B A Katherine Shaw
A A+ Tobias Welo
A+ A Steven Bullock
A+ C Eddie Yoon
C A+ Nidhi Gupta
C B Ted Davis
C A John Dowd
A A Peter Dixon
D A+ Brian Lempel
F A+ Chai/Khan
F B Matthew Drukker
B A+ Matthew Moulis
D C Douglas Simmons
C B Lionel Harris
C C Team Managed
C A Team Managed
C B Team Managed
D C Team Managed
C B Team Managed
C C Douglas Simmons
D B Daniel Kelley
B A Team Managed
D A+ Thomas Soviero
A C Team Managed
A+ F Matthew McLenna
B D Sean Reidy
C C Miska/ Waage
C B Hill/Miska
C C Steven S. Hill
A D Muccia/Freedberg
A+ B Team Managed
A B Bryan/Ahitov
A+ F Romick/Landecker/Selmo
A B Herr/Py
A B Ende/Geist/Herr
A B Team Managed
B A McCulloch/Banks
C B Johnson, Jr./Moberg
B D Muschott/Quinlan/Strand
D C Herrmann/Moberg/Stevenson
A+ F Fromm/Land
B C Palmieri/Herrmann/Vinton
A+ B Bruce C. Baughman
B B Foster/Magee
A D Team Managed
A A Team Managed
D B Jamieson/McCarthy/Cross
A D Kohli/Schmicker
A+ F Mario J. Gabelli
B B Gabelli/Dreyer/Marangi
A C Mario J. Gabelli
A+ F Caesar M.P. Bryan
A B Mario J. Gabelli
C A Gabelli/Marangi
D C Dluzhevskiy/Gabelli/Miller
D D Howard F. Ward
A+ F Stewart/Buckius/Toft
B D Reinhardt/Gelhaus/Carlson
B C David B. Carlson
B C Wade Wescott
A A Mancuso/Colarik
C D Peter J. Zuleba III
A+ F Inker/Wilderman
B D Team Managed
D C Barry/Beckerl/Leahy
B D Braun/Gallagher/Arege
D C Team Managed
A B Bamford/Braun/Gallagher
B B Team Managed
A B Team Managed
C C Team Managed
C C Thomas W. Leavell
A A Rogers/Fidler
A B Gatz/Schwartz
B A Brown/Durante/Wong
D C
C C
B C
C A
C D Team Managed
A+ F Charles K. Carlson
C C Mark A. Mitchell
A B James P. Schier
C D Team Managed
D C Team Managed
C C Team Managed
B D Team Managed
D B Team Managed
D A Saul J. Pannell
C D Team Managed
A C Team Managed
B C Team Managed
D A Team Managed
C C Deane Gyllenhaal
B B Team Managed
B B Team Managed
D B Team Managed
D A Team Managed
C A Team Managed
D A+ Team Managed
D B Team Managed
A B Fondrie/Baszler/Nasgovitz
A A Nasqovitz/Evans
A+ B Evans/Peck
B D Hennessy/Peery
C B Hennessy/Peery
A A Rainey/Macauley/Rothberg
A B Aylesworth/Kelley
A D Ellison/Kelley
B D Team Managed
A+ F Ellison/Kelley
B C Team Managed
F A+ Hodges/Hodges
A A Ashton/Morris/Teach
A B Ashton/Morris/Teach
B A Team Managed
B A+ Majcher/Davis, Jr./Miles
A A+ Green/Miles
C A Team Managed
A A Team Managed
A B Derek Rollingson
A C Scott Snyder
D D Michael Kuehn
C A Zach Jonson
C D Corapi/Pytosh
A B Team Managed
F C Bianchi/Corapi/Pytosh
B A Ferguson/Smith
B B Salopek/Basset/Hasso
D B Salopek/Hasso/Basset
B B Team Managed
C A Copper/Marcheli/Mazanec
B D Sloan/Dann II/Nelson
B B Kevin Holt
C D Walsh/Botard
B B Norman MacDonald
B B Team Managed
B D Janet Luby
A+ F Norman MacDonald
B C Thomas Bastian
A D Sloan/Assiello/Nelson
D A James Leach
A A Joe Rodriguez, Jr.
C C Team Managed
D A Ellis/Hartsfield/Manley
D D Erik Voss
F C Voss/Luby
F D Tennant/Nelson
C D Becker/Zinn
B B Zachary H. Shafran
C A Timothy J. Miller
A C Christopher Parker
B C Matthew T. Norris
F A Brian Demain
C D A. Douglas Rao
D D Burton H. Wilson
D D Marc Pinto
D B James P. Goff
D C Marc Pinto
F A+ Coleman/ Modi
A D Team Managed
B B Team Managed
A B Team Managed
A A Pollack/Feeney
D B Welch/Curry
A C Team Managed
C C McCormick/Sanders
A D Welch/Curry
D A Cole/Holman
A F Snyder III/O'Keefe/Perry
A D Marchand/Fraise/Rohn
C D Team Managed
C B Raffaele Zingone
D B Eytan Shapiro
B C Simon/Hart
C C Iyer/Loeffler
C C Simon/Hart
B B Ruhl/Hart
B D Team Managed
D C Giri Devulapally
C C Glatter/Blasdell
B B Simon/Parton
D B Timothy Parton
A B Simon/Playford/Fu
B A Herr/Ko
B B Ruhl/Hart
A A San Jose/Percella
C A Eytan Shapiro
A A Ruhl/Hart
C C Susan Bao
C B Team Managed
C A Ruhl/Hart
B B Draper/Walker
B A Keeley/Keeley/Chin
D B Lawrence G. Kemp
A B Team Managed
C C Lanzendorf/Kairnes
A F Ramsey/Paschke/Wang
C B Team Managed
B C Greenwell/Yeager/Truitt
B C Team Managed
A B Team Managed
B B Hawkins/Cates
B A+ Hawkins/Cates
F A Burns/Slavik
A B Gatz/Schwartz
C C Prahl/Ruvkun
C A Robert I. Gerber
D A+ O'Halloran/Weise
A D Khanna/Aurigemma
B C Paul J. Volovich
A B Diamond/Petrucci
A B Maher/Maurer
A D Sekelsky/Hayner
C D Sekelsky/DiBernardo/Dewey
C D Brown/Sekelsky/Justman
A C Eisinger/Hayner
D D Team Managed
B C Team Managed
B B Team Managed
C C Team Managed
B B Team Managed
C C Team Managed
B A Team Managed
A B Frels/Henneman
A F Team Managed
C C Ye/Chrisman
D B Miller/Thibault
A A+ Team Managed
A+ B Yacktman/Yacktman/Subotky
A+ B Yacktman/Yacktman/Subotky
C D Team Managed
C C Team Managed
D A Team Managed
B A+ Team Managed
D A Team Managed
B C Team Managed
A D Marc S. Heilweil
C D Marsico/Witter
D C Marsico/Witter
B D Laton Spahr
B C David A. Katz
A A+ Mark Mulholland
A F Team Managed
A+ F Shannon/Behren
A C O'Connor/England/Cordisco
A B Meade/Schaub
C B Sage/Krummell
C C Joseph G. MacDougall
D C Eric B. Fischman
C D Jeffrey C. Constantino
B D Beatty/Maloney
F B Fischman/Gordon
D A Wetherald/Grossman
D C Joseph G. MacDougall
F A Matthew D. Sabel
C A Maura A. Shaughnessy
A C Chitkara/Gorham
C C Team Managed
D C Bacarella/Bacarella
C C Bigman/King
D A Team Managed
F A Team Managed
D B Kristian Heugh
D A Team Managed
B A Thedodore R. Bigman
F A Team Managed
B D Ronald H. Muhlenkamp
F A Smith/Lebovitz/Gura
C C Team Managed
D A+ Team Managed
A D Turner/Langerman/Segal
C C Team Managed
D C Team Managed
D D Rokas/Wemer/Izuel
C C Stribling/Lowenstein/Izuel
D A Team Managed
B D G. Kenneth Heebner
D C Aziz V. Hamzagullari
A+ D Fuss/Eagan/Stokes
B B Barry/Koontz
D B Nygren/Grant/Hudson
C B Team Managed
B B Team Managed
C B Retzler/Barr
D B Levine/Francfort/Creedon
A B Team Managed
B C Team Managed
D B Eli M. Salzmann
D B Kenneth J. Turek
B C Team Managed
D D Schoenwald/Rosenblith
C D Team Managed
A B Nicholas/Shelton
B B Albert O. Nicholas
A C David O. Nicholas
B B David O. Nicholas
D D Oates, Jr./Barrett
A D Monrad/Monrad
D D Peron/Shipley
C D Greg M. Newman
A B Robert H. Bergson
C C Brent D. Reeder
F C Koch/Soorya
B C Johnson/Sadowsky
C C French/Friar
C D Goldstein/Mullinix/Diedrich
B C Robert C. Doll
B A Goldstein/Diedrich/Mullinix
A C Bowie/Chalupnik
B B Jon D. Bosse
A A+ Rosenberg/Wenker/Sedlak
D A McDougall/Loth
B B Steinkopf/Traster
A B Karen L. Bowie
B D Bloom/Hembre
A B Grant/Nygren
A A Nygren/Coniaris/Murray
F A James W. Oberweis
D A+ James W. Oberweis
A+ F Gregory M. Orrell
B C Olstein/Heyman
D D Michael Kotlarz
C F Zivic/Proctor
C B Zibelli/Shah
C D Kotlarz/Spahr
B B Michael Levine
A+ F Michelle Borre
A+ F Shanquan Li
C C Govil/Ram/Larson
A D Higgins/McCarthy
B B Spahr/Hewitt
B C Laton Spahr
A D Team Managed
D D Team Managed
B B Team Managed
D B Team Managed
A B Team Managed
C A+ George A. Henning
A D Ahlsten/Allen
C B Dodson/Sexsmith/Wilson
D C Anthony Trzcinka
C D Wong/Lee
B D Robbins/Weickert
D B Team Managed
D D Team Managed
A C Perkins/Tugman/Reynolds
A+ F Michael J. Cuggino
B A Michael Corbett
D B William H. Gross
F A+ Mark W. Oelschlager
B D Carey/Hunnewell
C D Carey/Hunnewell, Jr.
A C Wright/Horan
B B Team Managed
B A Team Managed
D D Roman/Batty/O'Neill
B D Roman/Batty/O'Neill
B C Foreman/Coleman/Radecki
A C Coleman/Simpsom
B D Averill/Cuniff/Jablonski
C D Averill/Cuniff/Jablonski
D D Neches/Ames
A F Harkness/Schelble
C D Team Managed
B C Hong/Edemeka
A B Team Managed
C D McCarragher/Segalas/Del Balso
D B John P. Mullman
B B Mullman/Swiatek
D A Hong/Edemeka/Kim
B D Team Managed
C C Team Managed
C D Team Managed
A C Jaroach/Scully
C C Robert Ewing
B F Sheba Alexander
D D Robert Brookby
D C Gerard Sullivan
D C Robert Brookby
D C Team Managed
D A Pam Gao
D C Nick Thakore
B D Team Managed
C D Dawson/Margard/Emery
D A Cowell/Durbin/Margard
B A Lance James
B A Lance F. James
B C Kenneth A. Tyszko
A D Frederick L. Reynolds
B B Team Managed
B D Team Managed
A C Team Managed
A A Brett Barner
B A Charles M. Royce
A B George/Taylor/Nadel
C A+ Zaino/Hench
A B Royce/Kaplan/Romeo
A B Royce/George/Romeo
A+ D Charles R. Dreifus
A B Charles M. Royce
D B Team Managed
C D Team Managed
D A Team Managed
A A Team Managed
D A Team Managed
C A Team Managed
F A Team Managed
F A+ Bishop/Thacker
B B Team Managed
D C Kuharic/Hintz
D C Skatrud/Hintz
C D David L. Hintz
C A Jon Eggins
B C Byrum/Dellapa/Harder
B A Byrum/Dellapa/Harder
B B Byrum/Dellapa/Harder
A C Byrum/Dellapa/Harder
F A Byrum/Dellapa/Harder
A+ F Byrum/Dellapa/Harder
A C Byrum/Dellapa/Harder
B B Byrum/Dellapa/Harder
F A Team Managed
A B Jenny B. Jones
C C Toll/Hong/Juwono
C D Svallin/Li
C B Team Managed
C C Zifan Tang
C C Toll/Hong/Juwono
C A Toll/Hong/Juwono
A C Thomas W. Laming
D C Team Managed
B C Team Managed
B A Team Managed
C C Tucker/Feehily
F A Team Managed
A B Team Managed
D C Team Managed
C C Davis/Feinberg
C D Jason D. Wulff
B C Manion/Roper
D C Hersam/Ronovech
A B Hersam/Ronovech
D C Helena Ocampo
D C Hersam/Ronovech
A+ C Goldfarb/Poppe
B C Stephen C. Rogers
C C Stephen C. Rogers
B B Stephen C. Rogers
B A Stephen C. Rogers
D D Sit/Sit/Stellmacher
F B Sit/Johnson/Sit
D B Team Managed
A C Burn, III/Kane, Jr./DeGulis
B D Not Managed
C C Team Managed
B B Team Managed
B A Raymond A. Mathis
C C Team Managed
B D Paul Eckley
B D Bridges/Weller
A B Timothy P. Beyer
A A Bridges/Weller
A D Gallagher/Affleck/DiZio
A B DiZio/Affleck/Gallagher
A B Gerald M. Van Horn
B D Ryan Sailer
C B Larry J. Puglia
C C Anna M. Dopkin
C A Sudhir Nanda
B D Thomas J. Huber
B C Brian C. Rogers
C C Team Managed
D A Team Managed
C C Eric L. Veiel
B D Thomas Huber
C B P. Robert Bartolo
A A+ Taymour R. Tamaddon
B A Brian W.H. Berghuis
D A+ Daniel Martino
B A Brian W. H. Berghuis
A B David J. Wallack
C B Daniel Martino
C A+ Henry M. Ellenbogen
B A+ David M. Lee
F A Kennard W. Allen
B A Gregory A. McCrickard
A B Preston G. Athey
C B Charles M. Shriver
C B Team Managed
B B Mark S. Finn
D D Fischman/Stuzin
B C Team Managed
D B Team Managed
A A Team Managed
B B Diane E. Jaffee
C B Jaffee/Spahn
C C Craig Blum
F B Lee/Olson
A B Diane E. Jaffee
B D Team Managed
A B Team Managed
A C Curtis R. Jensen
B C Thompson/Evans/Stephens
C C Browne/Maran
C D Francis/ Lauber
D B Andrea J. Thomas
C B Brian J. Flanagan
B C Matthew D. Finn
B B Team Managed
B B Robert W. Kleinschmidt
B B Thomas R. Vandeventer
B D Torray/Fialco
F D Team Managed
A F Team Managed
A+ F Team Managed
D C Team Managed
D D Team Managed
B B William A. Muggia
A A Team Managed
C D Staples/Nobles
D D Team Managed
D D Team Managed
C C Team Managed
C B Team Managed
B B Jordan/Lauber
A B Wynegar/Johnson
B A Frank L. Sustersic
F B Christopher K. McHugh
D A Jason D. Schrotberger
C D Custard/Koester/Adams
B C Digenan/McIntosh/Lammers
D A Wabnik/Kim
A+ F Holmes/Aldis
D D Derrick/Holmes/Hicks
A D Holmes/Aldis
D D Team Managed
C C Team Managed
D D Team Managed
B D Team Managed
A+ F Dan Denbow
C C Team Managed
F A Team Managed
D D Stephen E. Grant
C D Spellman/Grant
C B Stephen Grant
B B Stephen E. Grant
A+ F Foster/Casanova/Malan
C C Michael H. Buek
C A Team Managed
A D Donald J. Kilbride
B B Team Managed
C A Team Managed
D A Donald M. Butler
C C Team Managed
C C Gerard C. O'Reilly
C C Donald M. Butler
D B Team Managed
B A Donald M. Butler
D C Team Managed
A C Somel/Horvat
C B Team Managed
B A Gerard C. O'Reilly
A A Team Managed
C A Gerard C. O'Reilly
C A Michael H. Buek
A A Michael H. Buek
B A Troyer/Stetler/Roach
D B Michael H. Buek
C C Michael A. Johnson
C B Gerard C. O'Reilly
D D Team Managed
C B Gerard C. O'Reilly
C B Team Managed
B B Team Managed
B D Team Managed
A B Connors/Graff/Miller
A B Conners/Graff/Miller
B C Globits/Schmitt/Ekizian
A+ F Team Managed
C D Team Managed
F D Team Managed
A A Team Managed
A A Dybas/Haggerty
A C Beiley/Christensen
F D Foreman/Toppe
C D Barry M. Ogden
B C Becker/Zinn
C A Kimberly A. Scott
B A Zachary H. Shafran
C D Becker/Sanders
D B Envin/Ryan
A A Taylor/Lambert
A D David R. Powers
A A Dan Chace
B A Cardon/Taylor
B A Jim Larkins
C A John Malooly
C B Weitz/Weitz
B B Weitz/Hinton
B C Weitz/Hinton/Perkins
A C Team Managed
A B Team Managed
C D Pence/Smith
B A Ann M. Miletti
C C Greg Golden
B A Pence/Smith/Warner
C C Biwer/Owen/Sens
D A Ognar/Olson/Eberhardy
C C Team Managed
D C Olson/Ognar/Eberhardy
B D Team Managed
B C Pence/Smith
C B Ann M. Miletti
A+ F Bradshaw/Makhorine
C D Olson/Ognar/Eberhardy
A B Team Managed
A B Rinaldi/Astheimerand/Schneider
D A Team Managed
A B Rifkin/Tringas/VanCronkhite
D B Freeman/Drummond
B C Team Managed
B D Ellwood/Kellas
B D Team Managed
C C Moscatelli/Juran
D B Team Managed
A C Edmund H. Nicklin, Jr.
A D Knuth/Nicklin, Jr.
F C Oelschlager/Oelschlager/Stimps
C C Jostrand/Fording
A B Mitchell/Leslie/Kilmer
C B Mark Schultz
D B Hopkins/Tamargo/Forrester
D D Team Managed
B C Team Managed
Sources: Lipper (raw data); Forbes (grades)

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