report $10 fund performance rankings · current yield (explained at right) for more on total...

BONUSREPORT$10

These columns appear only in the bond listings. The current yield is the interest youreceive as a percentage of the fund's current price (if you receive $1 per share per yearfrom a fund priced at $20 per share, the current yield is 5%). This does not reflect anygains or losses you may have due to the fund's share price rising or falling. The “totalreturn” is the annualized return taking both the yield and the gain/loss into account.Duration is a measure of the portfolio’s expected reaction to a change in interest rates. Thehigher the duration, the more the portfolio will lose value as rates rise, and vice versa.

These columns let you know if youcan buy/sell the fund through theScottrade, Fidelity or Schwab services.A “Yes” indicates the fund can be tradedfor a transaction fee. An “NTF” meansyou can trade the fund without payingany transaction fees. Fee arrangements

may be different if the fund is held less

than 180 days. A “No” indicates thefund is not available, but of course youcan invest with the fund directly.“Closed” means the fund is notaccepting new investors. This data is

supplied by Morningstar and is

sometimes out of date. Brokers

frequently add new funds and adjust

their fees, so always double check for

the latest information.

These columns show the total

return for the recent periodsshown. This is after all fundexpenses; however, fundloads are not reflected. SeeCurrent Yield (explained atright) for more on totalreturn.

Performance momentum is a measure of afund’s performance consistency over the pastyear. It is the sum of a fund’s most recent 3-month, 6-month, and 12-month returns. For adetailed explanation of why we believe it’s ahelpful tool and how to use it in making buy/selldecisions, see SMI’s Momentum bonus report.

The ticker symbol

is the code assignedto each fund by thebrokerage industry. Usethis code when buying/selling to assure that youare not misunderstood.

A “relative risk” score greater than 1.0 means a stockfund is more volatile than the S&P 500, and a score below1.0 means the fund has shown less volatility. For example,a fund with a relative risk score of 1.4 would mean thefund was 1.4 times (40%) riskier than the market. Scoresfor bond funds are based on their relationship to a bondindex rather than the S&P 500. For more, seeJuly2011:p104.

When buying through

Schwab or Fidelity, theminimum initial purchase isusually set at $2,500. Manyfunds at Scottrade,however, often have lowerminimums. The minimumchanges from time to time,so verify to be sure.

Front-end sales loads are charged atthe time of purchase. The percentagecharged goes down as the amountinvested goes up. Back-end sales loads

are deferred until you redeem yourshares. The percentage chargeddeclines the longer shares are held.“NL” means no load is charged. A “C”means the fund is closed to newinvestors.

PLEASE BE SURE YOU UNDERSTAND WHAT THE COLUMN HEADINGS MEAN

“FOR GOD HAS NOT GIVEN US THE SPIRIT OF FEAR BUT OF POWER, AND OF LOVE, AND OF A SOUND MIND.”

3Yr Expense Current Portfolio Number Max Max NasdaqYTD 1 Mo 3 Mo 6 Mo 12 Mos Avg Ratio Yield Duration of Front Back Ticker

Scottrade Fidelity Schwab MOM Return Return Return Return Return Return Risk Holdings Load Load Symbol

Operating expenses are charged by allmutual funds, whether load or no-load.An expense ratio of 1.4% means thatyou’re paying $14 annually for every$1,000 of account value. This amount ispro-rated daily against the fund’s net assetvalue. The fund rankings in this reporthave taken these expenses into account.

Fund Performance RankingsFUND PERFORMANCE DATA FOR PERIODS ENDING 9/30/2015

The two categories shown at left appear withstock fund listings. The price-to-earnings

ratio is the average p/e of all stocks in theportfolio. This plays a part in determining

whether the fund is classified as “value” or “growth.” Median

market capitalization is a measure of the average market value ofthe companies in a fund's portfolio. This determines whether a fundis placed in the “small company” or “large company” categories.

Price-To MedianEarnings Market

Ratio Capital

---------------- Performance ---------------- 3 YearRelative

�� Funds in stock riskcategories 1 through 5 that are

ranked in the top 25% in their

peer groups are shown in the

fund directory (in the back

section) in boldface type.

The total number of differentholdings of a fund is ameasure of portfolio risk—the lower the figure, the moreconcentrated the fund is in afew companies or issues, andthe more the fund issusceptible to the marketfluctuations in these fewholdings.

SIMPLIFY YOUR INVESTING WITH SMI’S

PERSONAL PORTFOLIO TRACKER

While this Fund Performance Rankings report contains every-

thing needed to manually track and Upgrade funds within a

retirement plan, we understand that it can be a labor intensive

process to do this, especially if your plan offers a wide selection

of fund choices. To simplify the investing lives of those with

401(k)s and other company retirement plans, we created the

online Personal Portfolio Tracker.

This tool, available to all SMI Web Members, vastly simpli-

fies Upgrading within a retirement plan by generating a per-

sonal report customized to include only the funds available

through your specific retirement plan. Every month, a single

click provides a report showing all of the funds available to

you—sorted by risk category and ranked by momentum within

their peer group. No more wading through the FPR pages look-

ing for your funds. Instead, as a web member, you can see in-

stantly if any upgrades are required within your plan each

month, and if so, which available funds are the most attractive

Upgrading candidates.

The Tracker allows multiple portfolios to be tracked in a single

account, so households with multiple retirement plans can track

them all from a single web membership account (for example, a

husband and wife with separate 401(k)s). The combination of

receiving new Upgrading rankings on your retirement plan funds

every month plus having the information presented in a fast, easy-

to-utilize format makes the Tracker a phenomenal tool for those

households managing company retirement plan investments. The

Personal Portfolio Tracker can also be used for regular accounts

and IRAs as well. If you haven’t used it yet, take it for a test drive at

www.soundmindinvesting.com/resources/portfolio-tracker.

USING THE FUND DIRECTORY

The fund directory at the end of this Fund Performance Rank-

ings report lists in bold type all of the funds currently ranked in

the top quartile of stock risk categories one through five. If you

are following our Upgrading strategy, you can find your funds

quickly in the directory and immediately see if they need to be

replaced. If a fund you currently own is listed in bold there, it’s

still in the top quartile and there’s no need to replace it. If it’s no

longer in bold, it’s time to investigate possible replacement

options in that particular risk category. Using the fund directory

first can be a major time saver for those utilizing the paper ver-

sion of the FPR.

F U N D P E R F O R M A N C E R A N K I N G S � PAGE 2 � S O U N D M I N D I N V E S T I N G . C O M

Help in Getting Started

PICKING A STRATEGY: “JUST-THE-BASICS”...

Do you prefer a simple, easy to administer strategy, one

designed to keep pace with the market rather than attempt to“beat” it? If so, our Just-the-Basics (JtB) strategy might be your

best choice. It uses index funds that are no-load, although

redemption fees may be charged on some. With this strategy,

once your money is allocated among the funds the way you

want it, usually your only housekeeping chore is the annual

rebalancing every January. That makes it particularly appealingto those who want their portfolio to run on autopilot for long

stretches at a time. It doesn’t get much simpler than JtB.

Just-the-Basics makes no attempt to “beat the market.” In

following this strategy, you settle for knowing the results in your

portfolio will be similar to that of the market as a whole. More

often than not, this means you’ll do better than the average mu-tual fund. It’s also a good choice for those without a large enough

number of fund options to allow for a Fund Upgrading approach,

such as those in 401(k) plans with limited fund choices, or those

setting up college savings accounts through a Section 529 plan.

Although many organizations offer index funds with which to

assemble a Just-the-Basics portfolio, Vanguard has the best offer-ings due to their extremely low cost structure. For more, see the

“Start Here” section on our website.

... OR “FUND UPGRADING”?

On the other hand, if you prefer a strategy that attempts

to do better than the market, then try an Upgrading portfo-lio. This strategy is for those who are willing to adjust their

mutual fund holdings frequently with the goal of owning

those funds that are demonstrating relatively superior re-

sults at that time. This fine-tuning of our fund selections is

called Upgrading. It is a more ambitious strategy that,

through the use of proven managers and a more active buy-ing and selling discipline, hopes to do better than a passive

index approach. Some years we succeed, others we don’t.

Returns for the past decade overall, however, have been

quite impressive.

For more background on the origins and philosophy of

Upgrading, see our bonus report Performance Momentum and

SMI’s Fund Upgrading Strategy.

WHERE SHOULD YOU OPEN YOUR UPGRADING ACCOUNT?

This is one of the first questions an investor grapples

with—and there’s no clear cut answer. The best home for

your account will be dictated largely by the investing strat-egy you intend to pursue. An investor who makes a lot of

stock trades would have one set of criteria; a mutual fund

investor would have a different set.

The easiest way to implement SMI’s Upgrading strategy

on your own is to open an investment account at one of our

three recommended discount brokerages—Fidelity, Schwab,and Scottrade. In addition to stocks and bonds, these firms

offer a very convenient way to invest in mutual funds, al-

lowing you to quickly and easily buy/sell no-load mutual

fund shares for your account without having to open sepa-

rate accounts at all the various fund organizations. They

perform this service commission-free on some funds or for asmall charge for others, and offer a large selection of no-

load funds from which to choose.

Any of the three will do a good job for you; however, in our

most recent broker review (see Feb2012:Cover), we concluded:

“Fidelity is our new top choice for most Upgraders, with

Scottrade earning consideration for smaller and/or fee-sensitive accounts.” Your personal needs and investing

approach will largely dictate the “best” broker for you.

SETTING UP YOUR UPGRADING PORTFOLIO

A detailed example showing how to set up a new Upgrad-

ing portfolio is provided in the “Start Here” section of ourwebsite. Simply click on the tab at the top of our home page.

INVESTING WITH SMALLER AMOUNTS

Starting an investing program doesn’t have to be diffi-

cult. By making a few basic decisions and taking a few easy

steps, you can begin a successful investing program. Searchfor “How to Start Investing With SMI If Your Portfolio Is

Small” on our website (June 2015 issue).

HAVING PROFESSIONALS UPGRADE FOR YOU

Readers wishing to incorporate the SMI Upgrading phi-

losophy into their portfolios without keeping up with themonthly changes themselves can investigate the Sound Mind

Investing fund (the ticker is SMIFX, see www.smifund.com

for information). The Sound Mind Investing fund can be pur-

chased commission-free by opening an account directly with the

fund itself. Essentially, you’re hiring the fund managers to do

the Upgrading for you. The fund managers have the addedadvantage of daily review and a larger fund universe. See the

performance box on the back inside cover of each newsletter

for details.

HOW FUNDS ARE SELECTED FOR INCLUSION

IN THESE PERFORMANCE RANKINGS

Obviously, only a fraction of the 23,000+ mutual fundslisted in Morningstar (our source for the performance data)

can be included in these Fund Performance Rankings. How do

we decide which ones? We select funds based on three pri-

mary criteria. First, we primarily target no-load funds. Sec-


Help in Getting Started

ond, the no-load organization should have a significant

presence in the lineup of funds offered through Scottrade,Fidelity, and Schwab. And third, we are willing to add

those load funds most commonly offered through 401(k)

plans. Several hundred such load funds have been added in

response to subscriber requests.

• A word about different “classes” of shares. We recom-

mend no-load funds, but many readers are sold load fundsby their brokers. Typically, funds with an “A” in their names

are sold with a 5.75% front-end load and lower annual oper-

ating expenses. Those funds with a “C” are typically sold

with no front-end sales load, a 1% back-end load (which you

may not have to pay if you hold your shares long enough),

and higher annual operating expenses. It can be confusing.And repeated listings in our rankings of what is essentially

the same fund take up lots of space. That’s why we include

only one class. Templeton Foreign C fund (which we include)

is essentially the same as Templeton Foreign A, Templeton

Foreign R, and Templeton Foreign Advisor funds (none of

which we include), so you can use Templeton Foreign C as aproxy when looking up one of the latter funds in the rank-

ings. You can apply this logic to any funds that have share

class designations at the end of their names. For more help in

understanding fund-share classes, see Apr2013:p55.

• A word about fund names. Often there is a slight dif-ference in the formal name of a fund and the way that fund

is listed in the FPR. Usually this is due to Morningstar or

SMI using an abbreviation for space reasons. Examples:

“Opp” is often substituted for “Opportunity,” “Intl” for

“International,” “Gro” for “Growth,” “Val” for “Value,”

and so on. You can often verify if a fund listed is the oneyou’re looking for by comparing their ticker symbols, al-

though different share classes for the same fund will have

different tickers (see above).

• A word about “index” funds. As indexing has increased

in popularity, so has the number of index funds. We found

more than 50 listed in Morningstar based on the S&P 500 indexalone. Since all of these funds have the same goal—to replicate

the total return of the S&P 500 index—you wouldn’t expect to

find much difference in their performance results. What differ-

ences there are stem primarily from the fact that some charge

higher management fees than others. Because they’re all simi-

lar, there’s no reason to include all of them in the FPR. If yoursisn’t listed and you want to know roughly how it’s doing, use

the Vanguard 500 fund as a proxy.

All of the funds are listed alphabetically in the fund

directory at the back of this report. The result is a listing of

more than 1,400 funds. There are many excellent funds

(primarily sold with loads) which are not included because

we’ve not received a sufficient number of requests to in-

clude them. Their omission in this report does not imply

they are not worthy of investigation.

HOW THE STOCK FUNDS ARE ARRANGED

Funds are separated into risk categories based on their

portfolio strategies. In the SMI system, the majority of U.S.

stock funds can be placed into one of four risk categories:

[1] funds that invest in larger-sized companies with an eye tobuying stocks that are bargain priced (large-cap value), [2]

funds that invest in larger-sized companies with an emphasis

on fast growing earnings (large-cap growth), [3] value-ori-

ented funds that invest in small- to medium-sized companies

(small cap value), and [4] growth-oriented funds that invest in

small- to medium-sized companies (small cap growth).A value style generally has less risk than a growth style

because of the emphasis on buying at bargain prices and

holding for the long haul. Some funds specialize in one style;

other funds use a blend of both styles. (For our purposes, we

generally assign “blend” funds to the value category. This is

done because our research has shown that the blend funds’risk and return characteristics are more similar to funds in

the value group than they are those in the growth group.)

A company’s size is measured by the current market

value of all its outstanding shares (its “capitalization,” or

“cap” for short). When referring to the companies held in a

fund’s portfolio, there are several commonly used sizecategories. However, to keep things simple for our readers,

we use only two categories, placing every fund into either a

large- or small-cap category. Funds which invest in compa-

nies which range from very small to medium in size go into

one of our “small-cap” categories. The large and giant com-

panies go into the large-cap categories. This means we havefunds that own mid-cap stocks in the same group with

funds owning micro-sized companies. The differences in

performance between these two groups has occasionally

been pronounced, so we have admittedly gained simplicity

at the cost of some additional precision.

When we put it all together, we have four distinct types ofU.S. funds from which we can choose with some degree of

confidence that we understand the investment strategy and

risk of loss associated with each. The risk is lowest at the

bottom of the risk ladder (funds using a value strategy and

investing in larger companies) and highest at the top (funds

using a growth strategy and investing in smaller companies).Once the stocks are grouped with their peers, they are

ranked according to their “performance momentum” (see

table on front page). For the five stock risk categories fea-

tured in SMI’s model portfolios, a median is shown. �

Fund RankingsFund RankingsFund RankingsFund Rankings

Performance numbers reflect periods ending 9/30/2015. Funds shown in bold are currently recommended in SMI’s two Basic strategies.

Although gathered from reliable sources, data accuracy cannot be guaranteed.


Category 2: Intermediate-Term Bond Funds

Average-Risk Portfolios With Medium Average Maturities and Bonds of Generally Good Quality

Category 3: Long-Term Bond Funds

Above-Average Risk Portfolios With Long-Term Average Maturities and Bonds of Generally Good Quality

Mortgage Bond Funds:

Average-Risk Portfolios That Invest In Home Mortgages Backed By The U.S. Government

Higher-Yielding “Junk” Bonds

Above-Average RiskPortfolios With Bonds of Generally Lower Quality, Typically with Medium-Term Average Maturities

--------------- Performance --------------- 3YrRelative

3Yr Current Avg Exp Max Max NasdaqYTD 1 Mo 3 Mo 6 Mo 12 Mos Avg Yield Duration Number Net Ratio Front Back Ticker

Bond Funds MOM Return Return Return Return Return Return Risk (%) (Years) Holdings Assets (%) Load Load Symbol

Category 1: Short-Term Bond Funds

Lower-Risk Portfolios With Short Average Maturities and Bonds of Generally Good Quality

Unconstrained Bond Funds:

Above-Average Risk Portfolios That Have the Option of Investing Wherever the Manager Believes Is Best

Vanguard Short-Term Bond Index Inv 3.0 1.5% 0.5% 0.6% 0.5% 1.9% 1.0% 0.40 1.2% 2.7 2,180 41,859 0.20 NL NL VBISXVanguard Short-Term Bond ETF 2.9 1.4% 0.5% 0.6% 0.5% 1.8% 1.0% 0.40 1.3% 2.7 2,180 41,916 0.10 NL NL BSVSchwab Short-Term Bond Market 2.8 1.3% 0.5% 0.6% 0.5% 1.7% 0.9% 0.40 1.0% 2.7 460 381 0.29 NL NL SWBDXVanguard Short-Term Federal Inv 2.7 1.2% 0.4% 0.6% 0.5% 1.5% 0.7% 0.32 0.8% 2.4 662 5,029 0.20 NL NL VSGBXVanguard Short-Term Treasury Inv 2.4 1.1% 0.4% 0.5% 0.5% 1.4% 0.6% 0.27 0.6% 2.3 127 7,088 0.20 NL NL VFISXVanguard Short-Term Investment-Grade Inv 2.3 1.3% 0.5% 0.4% 0.3% 1.5% 1.5% 0.40 1.9% 2.6 2,120 52,547 0.20 NL NL VFSTXAmerican Funds Interm Bd Fd of Amer C 1.9 1.0% 0.5% 0.6% 0.0% 1.2% new 0.59 0.5% 3.8 627 11,130 1.40 None 1.00% IBFCXiShares 1-3 Year Treasury Bond 1.7 1.0% 0.3% 0.3% 0.4% 1.1% 0.6% 0.20 0.5% 1.9 88 13,518 0.15 NL NL SHYFidelity Short-Term Bond 1.5 0.9% 0.2% 0.2% 0.3% 1.0% 0.9% 0.23 1.0% 1.7 700 5,284 0.45 NL NL FSHBXWells Fargo Advantage Short-Term Bd Inv 1.1 0.9% 0.2% 0.0% 0.2% 0.9% 1.0% 0.22 1.0% 1.9 304 607 0.74 NL NL SSTBXT. Rowe Price Short-Term Bond 1.0 0.9% 0.1% 0.2% 0.1% 0.8% 0.7% 0.28 1.4% 1.8 778 5,765 0.52 NL NL PRWBXWells Fargo Advantage Ultra S/T Inc Inv -0.2 0.1% -0.1% -0.0% -0.1% -0.1% 0.2% 0.10 0.7% 0.5 446 1,577 0.74 NL NL STADXPIMCO Low Duration D -1.8 -0.1% -0.4% -0.7% -0.8% -0.2% 0.2% 0.55 4.1% 1.1 1,565 11,533 0.75 NL NL PLDDX

Vanguard Interm-Term Treasury Inv 7.4 2.8% 1.2% 2.0% 0.9% 4.4% 1.3% 1.15 1.7% 5.3 97 5,795 0.20 NL NL VFITXVanguard Intermediate-Term Bond ETF 5.6 2.0% 1.1% 1.8% -0.2% 4.0% 1.9% 1.46 2.7% 6.5 1,801 21,644 0.10 NL NL BIV

Vanguard Interm-Term Bond Index Inv 5.6 2.2% 1.2% 1.7% -0.2% 4.1% 1.9% 1.46 2.6% 6.5 1,801 21,629 0.20 NL NL VBIIXThrift Savings Plan F Fund 4.5 1.4% 0.8% 1.4% -0.2% 3.4% 2.2% 1.01 2.4% 5.7 16,990 na 0.10 NL NL THRIFTFFidelity Government Income 4.5 1.3% 0.7% 1.4% -0.1% 3.2% 1.3% 0.93 1.4% 5.0 528 4,415 0.45 NL NL FGOVXFidelity Intermediate Government Income 4.3 1.8% 0.8% 1.1% 0.6% 2.6% 1.0% 0.67 1.2% 3.6 242 744 0.45 NL NL FSTGXVanguard Total Bond Market ETF 3.7 1.1% 0.8% 1.5% -0.5% 2.7% 1.6% 1.06 2.4% 5.7 16,990 146,950 0.07 NL NL BNDVanguard Interm-Term Invmt-Grade Inv 3.6 1.8% 1.0% 1.1% -0.5% 3.0% 2.3% 1.17 3.0% 5.4 1,998 20,351 0.20 NL NL VFICXFidelity Spartan US Bond Idx Investor 3.6 1.0% 0.7% 1.3% -0.5% 2.8% 1.5% 1.02 2.4% 5.3 1,522 20,747 0.20 NL NL FBIDXSchwab Total Bond Market 3.3 1.0% 0.7% 1.1% -0.6% 2.8% 1.4% 0.98 2.2% 5.3 1,663 1,275 0.29 NL NL SWLBXVanguard Total Bond Market Index Inv 3.1 0.9% 0.8% 1.2% -0.7% 2.6% 1.5% 1.00 2.3% 5.7 16,990 146,937 0.20 NL NL VBMFXFidelity Intermediate Bond 2.7 1.4% 0.6% 0.7% -0.1% 2.1% 1.5% 0.73 2.3% 3.8 691 3,177 0.45 NL NL FTHRXScout Core Plus Bond Y 2.2 0.9% 0.4% 0.5% 0.3% 1.4% 1.1% 0.62 0.9% 4.5 158 767 0.78 NL NL SCPYXT. Rowe Price New Income 1.7 0.7% 0.5% 0.8% -1.0% 1.9% 1.5% 1.02 2.5% 5.4 1,689 26,612 0.59 NL NL PRCIXAmerican Funds Bond Fund of Amer C 1.2 0.3% 0.5% 0.8% -1.1% 1.5% 0.8% 1.02 1.1% 6.0 1,832 28,403 1.41 None 1.00% BFACXHarbor Bond Institutional -0.4 0.2% -0.6% -0.3% -1.9% 1.8% 1.4% 1.16 3.4% 0.0 1,444 2,938 0.51 NL NL HABDXFidelity Investment Grade Bond -0.8 -0.3% 0.0% -0.2% -1.9% 1.2% 1.3% 1.00 2.8% 5.4 889 6,863 0.45 NL NL FBNDXPIMCO Total Return D -1.0 0.0% -0.5% -0.2% -2.1% 1.3% 1.1% 1.23 4.3% 3.7 9,666 95,521 0.75 NL NL PTTDXDodge & Cox Income -2.6 -0.7% -0.3% -0.8% -2.0% 0.2% 2.1% 0.80 2.8% 4.3 928 44,124 0.44 NL NL DODIXVanguard Inflation-Protected Secs Inv -3.9 -1.0% -0.5% -0.9% -2.2% -0.8% -2.0% 1.74 1.3% 8.2 38 23,819 0.20 NL NL VIPSXAMG Managers Bond Service -4.3 -1.8% -0.2% -0.9% -2.3% -1.1% 2.3% 1.09 2.6% 3.9 271 2,596 1.00 NL NL MGFIXFidelity Inflation-Protected Bond -4.6 -1.2% -0.5% -0.9% -2.4% -1.3% -2.2% 1.74 0.2% 5.8 38 1,832 0.45 NL NL FINPXPIMCO Real Return D -8.6 -2.2% -1.2% -1.9% -3.7% -3.0% -2.7% 2.00 3.0% 4.8 860 12,256 0.85 NL NL PRRDX

Vanguard Long-Term Treasury Inv 10.3 0.1% 1.9% 5.4% -3.7% 8.6% 2.6% 3.70 2.8% 16.2 43 3,268 0.20 NL NL VUSTXPIMCO Long-Term US Government Instl 8.9 -0.4% 1.7% 5.1% -3.9% 7.7% 2.4% 3.61 2.5% 16.8 306 866 0.48 NL NL PGOVXVanguard Long-Term Bond ETF 0.7 -2.7% 1.0% 3.0% -5.3% 3.1% 2.1% 3.11 4.0% 14.6 2,008 8,849 0.10 NL NL BLVVanguard Long-Term Investment-Grade Inv 0.4 -2.3% 1.4% 2.6% -5.2% 2.9% 3.0% 2.77 4.4% 12.8 792 14,079 0.22 NL NL VWESXVanguard Long-Term Bond Index Inv -0.5 -2.5% 1.2% 2.3% -5.7% 2.9% 2.0% 2.99 4.1% 14.6 2,008 8,823 0.20 NL NL VBLTX

Vanguard High-Yield Corporate Inv -5.4 -0.9% -2.1% -2.7% -2.9% 0.1% 3.7% 1.45 5.8% 4.5 414 17,707 0.23 NL NL VWEHXWestcore Flexible Income Retail -5.5 -0.9% -1.3% -2.7% -3.3% 0.5% 3.4% 1.23 5.3% 4.3 59 61 0.85 NL NL WTLTXPIMCO High Yield D -8.8 -1.6% -2.8% -3.6% -3.9% -1.3% 3.2% 1.51 6.0% 4.1 757 8,675 0.90 NL NL PHYDXFidelity Capital & Income -10.2 -1.0% -2.7% -4.9% -4.8% -0.5% 6.1% 1.81 4.1% 0.0 657 10,482 0.72 NL NL FAGIXT. Rowe Price High Yield -13.0 -2.0% -2.6% -5.2% -4.4% -3.4% 4.0% 1.66 6.3% 3.6 594 9,541 0.74 NL NL PRHYXFidelity High Income -13.7 -3.0% -3.3% -5.1% -5.1% -3.5% 2.5% 1.63 5.8% 0.0 558 4,696 0.72 NL NL SPHIXAmerican Funds American Hi-Inc Tr C -20.1 -5.0% -3.1% -6.4% -7.1% -6.6% 1.1% 1.67 5.7% 3.6 702 17,368 1.46 None 1.00% AHTCXWestern Asset Global High Yield Bd C1 -20.6 -4.3% -3.1% -6.2% -5.8% -8.6% 0.8% 1.86 6.7% 4.1 384 365 1.61 None 1.00% SHYCX

Vanguard GNMA Inv 4.7 1.4% 0.7% 1.1% 0.4% 3.2% 1.7% 0.95 2.3% 4.6 19,086 25,776 0.21 NL NL VFIIXFidelity GNMA 4.5 1.3% 0.6% 1.2% 0.5% 2.8% 1.6% 0.93 1.9% 3.2 213 5,990 0.45 NL NL FGMNXFederated Government Income Instl 4.4 1.5% 0.6% 1.2% 0.3% 2.9% 1.4% 0.72 2.4% 4.5 47 519 0.62 NL NL FICMXT. Rowe Price GNMA 3.1 1.0% 0.5% 0.8% 0.2% 2.1% 1.2% 0.87 3.1% 4.3 1,650 1,570 0.59 NL NL PRGMXAmerican Century Ginnie Mae Inv 3.1 0.9% 0.5% 0.8% 0.1% 2.3% 1.0% 0.83 2.4% 4.2 596 1,195 0.55 NL NL BGNMXDreyfus GNMA Z 2.9 0.9% 0.4% 0.8% 0.1% 2.1% 0.9% 0.83 1.7% 4.2 827 469 0.90 NL NL DRGMX

Scout Unconstrained Bond Y -1.8 0.0% -0.3% -0.7% 1.1% -2.1% 0.6% 0.00 0.8% 1.9 115 1,525 0.80 NL NL SUBYX





3Yr % % % Expense Max Max NasdaqYTD 1 Mo 3 Mo 6 Mo 12 Mos Avg Invest Invest Invest Net Ratio Front Back Ticker

Hybrid Funds MOM Return Return Return Return Return Return Risk Stocks Bonds Other Assets (%) Load Load Symbol

----------------- Performance ---------------

3YrRelative

Special Purpose Combination Stocks + Bond Funds: Moderate RiskDomestic hybrids portfolios where stocks typically comprise 20% - 70% of the portfolio

T. Rowe Price Capital Appreciation 0.6 0.8% -1.5% -2.8% -2.3% 5.7% 12.2% 1.05 62% 35% 3% 23,268 0.70 NL NL PRWCXVanguard LifeStrategy Income Inv -1.5 -0.4% -0.1% -0.8% -2.3% 1.6% 3.4% 0.52 20% 79% 1% 3,290 0.14 NL NL VASIXVanguard Wellesley Income Inv -2.3 -1.3% 0.2% -0.8% -2.5% 1.0% 5.5% 0.70 37% 63% 0% 39,714 0.25 NL NL VWINXUSAA Growth and Tax Strategy -3.8 -1.9% -0.8% -2.0% -2.8% 1.0% 7.1% 0.81 45% 54% 0% 275 0.84 NL NL USBLXWells Fargo Advantage DJ Target Today A -4.1 -1.5% -0.2% -1.0% -2.1% -0.9% 0.6% 0.48 15% 77% 8% 694 0.76 5.75% None STWRXNationwide Inv Dest Cnsrv C -4.1 -1.3% -0.4% -1.5% -2.3% -0.3% 1.7% 0.41 18% 82% 0% 535 1.55 None 1.00% NDCCXValue Line Asset Allocation -4.3 -1.9% -1.5% -3.2% -4.1% 3.0% 8.9% 1.18 69% 31% 0% 283 1.19 NL NL VLAAXWells Fargo Advtg DJ Trgt 2010 A -4.4 -1.6% -0.2% -1.1% -2.4% -0.9% 1.2% 0.53 17% 80% 3% 504 0.78 5.75% None STNRXVanguard Target Retirement Income Inv -4.9 -1.3% -0.6% -2.1% -3.0% 0.2% 3.6% 0.60 29% 70% 1% 10,633 0.16 NL NL VTINXFidelity Freedom Income -5.7 -1.3% -0.9% -2.5% -3.0% -0.2% 2.5% 0.49 25% 75% 0% 2,260 0.49 NL NL FFFAXVanguard Target Retirement 2010 Inv -5.9 -1.6% -0.8% -2.6% -3.4% 0.1% 4.7% 0.70 34% 65% 1% 6,143 0.16 NL NL VTENXVanguard LifeStrategy Cnsrv Gr Inv -6.3 -1.8% -0.8% -2.8% -3.8% 0.3% 5.0% 0.73 39% 60% 1% 7,409 0.15 NL NL VSCGXOppenheimer Capital Income C -6.5 -1.6% -0.7% -2.1% -3.2% -1.2% 3.6% 0.59 26% 66% 8% 2,654 1.75 None 1.00% OPECXSchwab MarketTrack Conservative -7.3 -2.3% -1.0% -3.2% -4.0% 0.0% 4.4% 0.73 39% 60% 1% 226 0.70 NL NL SWCGXJPMorgan Investor Conservative Growth C -7.4 -2.4% -1.0% -2.9% -3.5% -1.0% 3.5% 0.64 32% 67% 1% 4,369 1.98 None 1.00% OCGCXSchwab Balanced -7.4 -2.3% -1.9% -4.5% -4.7% 1.7% 7.9% 1.07 60% 40% 1% 256 0.62 NL NL SWOBXVanguard Balanced Index Inv -7.6 -2.9% -1.5% -3.9% -4.5% 0.9% 8.0% 1.00 56% 44% 0% 25,473 0.23 NL NL VBINXFidelity Freedom 2005 -8.2 -1.9% -1.4% -3.7% -3.9% -0.6% 3.7% 0.69 38% 61% 0% 590 0.56 NL NL FFFVXWells Fargo Advtg DJ Trgt 2020 A -8.3 -2.7% -0.8% -2.7% -4.0% -1.6% 3.3% 0.74 32% 63% 6% 2,624 0.81 5.75% None STTRXBerwyn Income -8.4 -3.4% -0.6% -2.3% -3.9% -2.2% 5.7% 0.74 22% 63% 15% 1,947 0.64 NL NL BERIXAmerican Century Strat Allc: Cnsrv Inv -8.4 -3.0% -1.2% -3.4% -4.4% -0.6% 4.4% 0.81 45% 48% 6% 571 1.00 NL NL TWSCXTransamerica Instl Asst Allc Interm Hrzn -8.6 -1.5% -1.9% -4.4% -4.4% 0.2% 5.9% 0.97 52% 47% 1% 80 0.92 NL NL DIIHXNationwide Inv Dest Mod Cnsrv C -8.7 -2.6% -1.1% -3.3% -4.0% -1.4% 3.3% 0.69 35% 64% 0% 552 1.55 None 1.00% NCDCXAmerican Funds American Balanced C -8.9 -3.8% -1.1% -3.8% -4.3% -0.9% 8.3% 1.15 61% 37% 2% 81,642 1.39 None 1.00% BALCXVanguard Target Retirement 2015 Inv -9.0 -2.6% -1.3% -3.9% -4.5% -0.7% 5.9% 0.89 48% 51% 1% 18,858 0.16 NL NL VTXVXBlackRock Balanced Capital Inv C -9.2 -4.2% -1.8% -4.2% -4.8% -0.2% 8.0% 1.13 61% 39% 0% 923 1.75 None 1.00% MCCPXMFS Conservative Allocation C -9.3 -2.6% -1.6% -3.5% -4.2% -1.6% 3.1% 0.75 35% 64% 1% 2,980 1.69 None 1.00% MACVXMFS Total Return C -9.3 -3.6% -1.5% -4.2% -4.4% -0.7% 7.2% 1.02 60% 39% 1% 6,857 1.48 None 1.00% MTRCXColumbia Balanced C -9.3 -3.3% -2.1% -4.6% -4.4% -0.3% 8.3% 1.09 59% 40% 0% 3,408 1.84 None 1.00% CBLCXT. Rowe Price Retirement Balanced -9.4 -2.4% -1.2% -3.8% -3.8% -1.8% 3.9% 0.77 38% 61% 1% 3,148 0.56 NL NL TRRIXT. Rowe Price Retirement 2005 -9.5 -2.5% -1.3% -3.8% -4.0% -1.7% 4.3% 0.82 38% 61% 1% 1,678 0.58 NL NL TRRFXVanguard Wellington Inv -9.6 -3.8% -1.4% -4.1% -4.6% -0.8% 8.5% 1.07 64% 36% 0% 85,510 0.26 NL NL VWELXBlackRock LifePath Retirement Instl -9.7 -2.8% -1.3% -3.7% -4.6% -1.5% 2.9% 0.74 36% 64% 0% 283 0.85 NL NL STLAXColumbia Capital Allocation Mod Cnsrv C -9.7 -2.8% -1.5% -3.8% -4.6% -1.4% 3.3% 0.75 31% 68% 1% 646 1.83 None 1.00% NIICXT. Rowe Price Personal Strat Income -9.7 -2.3% -1.6% -4.1% -4.4% -1.3% 5.1% 0.84 39% 60% 1% 1,479 0.58 NL NL PRSIXFidelity Freedom 2010 -10.0 -2.4% -1.7% -4.5% -4.6% -0.9% 4.6% 0.85 47% 52% 0% 4,420 0.60 NL NL FFFCXT. Rowe Price Retirement 2010 -10.4 -2.7% -1.5% -4.2% -4.4% -1.8% 5.0% 0.90 45% 54% 1% 5,849 0.58 NL NL TRRAXTimothy Plan Conservative Growth A -10.5 -2.6% -1.0% -3.6% -4.4% -2.5% 3.0% 0.87 37% 62% 1% 57 2.49 5.50% None TCGAXHartford Balanced HLS IA -10.7 -3.8% -1.9% -4.9% -5.2% -0.5% 8.6% 1.12 62% 37% 1% 2,571 0.63 NL NL HADAXJanus Balanced C -10.9 -4.2% -1.7% -4.4% -5.3% -1.3% 7.1% 1.00 55% 43% 3% 12,690 1.68 None 1.00% JABCXTIAA-CREF Managed Allc Retail -11.2 -2.4% -1.9% -5.3% -5.2% -0.7% 6.8% 1.10 58% 39% 3% 740 0.65 NL NL TIMRXVanguard LifeStrategy Moderate Gr Inv -11.2 -3.3% -1.7% -4.8% -5.3% -1.1% 6.5% 1.00 59% 40% 1% 11,795 0.16 NL NL VSMGXJPMorgan Investor Balanced C -11.2 -3.7% -1.8% -4.6% -5.0% -1.6% 5.4% 0.94 51% 48% 1% 5,462 2.02 None 1.00% OGBCXVanguard Target Retirement 2020 Inv -11.3 -3.3% -1.7% -4.8% -5.4% -1.1% 6.7% 1.02 58% 41% 1% 26,693 0.16 NL NL VTWNXFidelity Freedom 2015 -11.4 -2.8% -2.0% -5.1% -5.2% -1.1% 4.8% 0.94 56% 44% 0% 5,451 0.63 NL NL FFVFXFidelity Puritan -11.6 -3.3% -2.4% -5.5% -5.8% -0.3% 8.9% 1.18 70% 30% 0% 24,301 0.56 NL NL FPURXAmerican Century Balanced Inv -11.8 -5.0% -1.4% -4.8% -5.4% -1.6% 7.0% 1.04 58% 42% 0% 833 0.90 NL NL TWBIXTransamerica Instl Asst Allc Itm/Lg Hrzn -11.9 -2.3% -2.6% -6.0% -5.7% -0.2% 7.4% 1.26 70% 29% 1% 49 0.97 NL NL DILHXFPA Crescent -11.9 -4.7% -1.5% -4.7% -4.9% -2.3% 8.1% 1.01 52% 45% 4% 18,707 1.11 NL NL FPACXT. Rowe Price Retirement 2015 -12.0 -3.1% -1.9% -5.0% -5.1% -1.9% 6.1% 1.04 53% 46% 1% 9,460 0.62 NL NL TRRGXSchwab MarketTrack Balanced -12.1 -3.8% -1.9% -5.3% -5.7% -1.1% 6.2% 1.03 59% 41% 1% 515 0.65 NL NL SWBGXFidelity Asset Manager 50% -12.2 -3.0% -2.0% -5.2% -5.5% -1.5% 5.6% 0.96 45% 50% 5% 7,686 0.66 NL NL FASMXPax World Balanced Individual Inv -12.2 -4.6% -1.8% -4.9% -5.3% -2.0% 6.7% 1.11 67% 33% 0% 1,806 0.93 NL NL PAXWXBlackRock LifePath 2020 Instl -12.3 -3.6% -1.7% -4.7% -5.5% -2.2% 4.0% 0.91 48% 52% 0% 640 0.85 NL NL STLCXPrincipal LifeTime 2020 R5 -12.5 -3.5% -2.0% -5.2% -5.6% -1.7% 6.1% 1.09 59% 39% 2% 6,187 0.98 NL NL PTBPXFidelity Balanced -12.5 -3.8% -2.6% -6.0% -5.9% -0.7% 8.7% 1.15 66% 31% 3% 27,315 0.56 NL NL FBALXT. Rowe Price Balanced -12.6 -3.0% -2.4% -5.6% -5.7% -1.3% 7.6% 1.13 64% 35% 1% 3,879 0.64 NL NL RPBAXFidelity Freedom 2020 -12.6 -3.1% -2.2% -5.7% -5.5% -1.4% 5.2% 1.03 61% 38% 0% 11,733 0.66 NL NL FFFDXVanguard STAR Inv -12.7 -3.5% -2.1% -5.5% -6.0% -1.3% 7.7% 1.10 60% 39% 1% 17,996 0.34 NL NL VGSTXVanguard Target Retirement 2025 Inv -13.1 -3.8% -2.0% -5.5% -5.9% -1.6% 7.3% 1.14 66% 33% 1% 30,048 0.17 NL NL VTTVXT. Rowe Price Personal Strat Balanced -13.6 -3.3% -2.4% -5.8% -6.0% -1.9% 7.1% 1.12 59% 40% 1% 1,939 0.71 NL NL TRPBXMainStay Balanced C -13.6 -5.7% -1.9% -5.2% -6.6% -1.8% 8.1% 1.11 59% 41% 0% 814 2.05 None 1.00% MBACXT. Rowe Price Retirement 2020 -13.7 -3.4% -2.3% -5.8% -5.8% -2.0% 7.0% 1.16 62% 37% 1% 24,022 0.66 NL NL TRRBXAmerican Century Strat Allc: Mod Inv -13.8 -4.3% -2.1% -5.9% -6.3% -1.6% 6.1% 1.11 64% 31% 5% 1,621 1.06 NL NL TWSMX1919 Socially Responsive Balanced C -13.9 -5.1% -1.9% -4.8% -6.4% -2.7% 5.9% 1.14 70% 30% -0% 125 1.98 None 1.00% SESLXFidelity Freedom 2025 -14.1 -3.4% -2.5% -6.3% -6.1% -1.7% 6.2% 1.18 69% 31% 0% 8,447 0.70 NL NL FFTWXGeorge Putnam Balanced C -14.2 -4.9% -2.4% -5.8% -6.5% -1.8% 7.1% 1.08 63% 33% 4% 1,229 1.74 None 1.00% PGPCXWells Fargo Advtg DJ Trgt 2030 A -14.2 -4.1% -2.0% -5.4% -6.2% -2.6% 5.6% 1.09 54% 39% 7% 2,849 0.82 5.75% None STHRXColumbia Capital Allocation Mod Agrsv C -14.3 -3.9% -2.4% -6.2% -6.3% -1.7% 5.9% 1.18 56% 43% 0% 2,220 1.93 None 1.00% NBICXNationwide Inv Dest Mod C -14.3 -4.2% -1.9% -5.5% -6.1% -2.8% 4.8% 1.02 54% 45% 0% 1,660 1.55 None 1.00% NCDMXJHancock Balanced C -14.5 -5.2% -2.3% -5.3% -6.2% -3.0% 6.7% 1.13 61% 38% 1% 1,583 1.93 None 1.00% SVBCXFidelity Advisor Balanced C -14.6 -4.7% -2.7% -6.3% -6.5% -1.9% 7.4% 1.16 67% 31% 2% 1,986 1.68 None 1.00% FABCXFidelity Strategic Real Return -14.7 -4.5% -0.8% -4.2% -4.7% -5.8% -2.0% 0.75 13% 60% 27% 1,050 0.77 NL NL FSRRXVanguard Target Retirement 2030 Inv -15.0 -4.4% -2.3% -6.3% -6.5% -2.2% 7.9% 1.25 73% 26% 1% 22,684 0.17 NL NL VTHRXT. Rowe Price Retirement 2025 -15.2 -3.8% -2.6% -6.6% -6.4% -2.2% 7.9% 1.28 70% 30% 1% 17,318 0.69 NL NL TRRHXCalvert Balanced C -15.3 -5.6% -2.2% -6.3% -6.9% -2.1% 6.0% 1.09 64% 34% 2% 657 1.96 None 1.00% CSGCX





Special Purpose Combination Stocks + Bonds Funds: Aggressive RiskDomestic hybrid portfolios where stocks typically comprise more than 70% of the portfolio

Special Purpose Combination Stocks + Bonds Funds: Global FundsGlobal hybrid portfolios include stocks and bonds from domestic and foreign sources

3Yr % % % Expense Max Max NasdaqYTD 1 Mo 3 Mo 6 Mo 12 Mos Avg Invest Invest Invest Net Ratio Front Back Ticker

Hybrid Funds MOM Return Return Return Return Return Return Risk Stocks Bonds Other Assets (%) Load Load Symbol

----------------- Performance -------------- 3YrRelative

Franklin Conservative Allocation C -15.4 -4.5% -2.2% -5.5% -5.9% -4.0% 2.8% 0.88 41% 56% 3% 1,682 2.02 None 1.00% FTCCXUSAA Cornerstone Moderate -16.3 -4.8% -2.0% -5.6% -6.3% -4.4% 3.9% 0.92 50% 43% 7% 1,078 1.09 NL NL USBSXOakmark Equity & Income I -16.4 -6.1% -2.1% -7.0% -6.9% -2.5% 8.2% 1.29 63% 31% 6% 18,674 0.74 NL NL OAKBXT. Rowe Price Retirement 2030 -16.4 -4.0% -2.9% -7.2% -6.9% -2.3% 8.5% 1.36 76% 23% 1% 23,115 0.72 NL NL TRRCXDodge & Cox Balanced -16.6 -5.8% -2.9% -6.9% -5.6% -4.2% 10.5% 1.28 68% 31% 1% 14,617 0.53 NL NL DODBXBlackRock LifePath 2030 Instl -16.7 -4.9% -2.3% -6.4% -7.0% -3.4% 5.0% 1.15 69% 30% 1% 606 0.85 NL NL STLDXSMI Conservative Allocation -16.7 -6.6% -0.1% -3.6% -8.6% -4.5% 5.8% 1.15 55% 44% 1% 23 1.77 NL NL SMILXFidelity Freedom 2030 -16.9 -4.2% -3.1% -7.6% -7.0% -2.3% 6.4% 1.34 83% 17% 0% 9,932 0.74 NL NL FFFEXInvesco Equity and Income C -17.0 -6.0% -2.9% -6.8% -5.9% -4.3% 8.2% 1.25 64% 29% 7% 13,417 1.55 None 1.00% ACERXFranklin Moderate Allocation C -17.2 -5.0% -2.6% -6.4% -6.9% -4.0% 4.2% 1.05 60% 37% 3% 2,597 2.04 None 1.00% FTMTXFidelity Asset Manager 70% -17.2 -4.4% -2.9% -7.3% -7.2% -2.7% 7.2% 1.27 64% 31% 5% 4,032 0.73 NL NL FASGXAmerican Funds Income Fund of Amer C -17.8 -6.5% -1.7% -5.8% -7.2% -4.9% 6.1% 1.18 70% 26% 4% 93,612 1.35 None 1.00% IFACXValue Line Income & Growth -18.0 -6.2% -3.3% -7.2% -8.1% -2.6% 7.7% 1.24 78% 22% -0% 358 1.15 NL NL VALIXAB Global Risk Allocation C -18.1 -4.7% -1.7% -4.7% -8.4% -5.0% 1.1% 1.13 26% 72% 2% 364 2.00 None 1.00% CBACXPermanent Portfolio -18.5 -5.7% -1.0% -4.7% -6.7% -7.1% -3.0% 1.07 33% 40% 26% 3,815 0.76 NL NL PRPFXUSAA Cornerstone Moderately Agrsv -18.7 -5.6% -2.3% -6.5% -6.9% -5.2% 3.9% 1.05 59% 36% 5% 2,343 1.18 NL NL USCRXForward Growth Allocation C -26.6 -7.8% -2.2% -8.0% -8.8% -9.8% 0.8% 1.27 58% 39% 3% 24 2.41 None 1.00% AGGGXFranklin Income C -29.1 -9.3% -3.2% -8.7% -9.6% -10.9% 2.9% 1.24 51% 40% 9% 82,846 1.11 None 1.00% FCISX

Fidelity Strategic Dividend & Income -12.3 -5.5% -1.1% -4.5% -6.4% -1.3% 8.4% 1.19 74% 15% 11% 4,229 0.74 NL NL FSDIXGreen Century Balanced -12.3 -3.0% -2.4% -7.0% -6.2% 0.8% 9.5% 1.37 65% 34% 1% 177 1.48 NL NL GCBLXCGM Mutual -13.2 -4.1% -5.3% -7.1% -7.4% 1.3% 8.3% 1.94 73% 27% 0% 417 1.12 NL NL LOMMXVanguard Convertible Securities Inv -15.3 -1.7% -2.8% -6.9% -6.4% -2.1% 7.0% 1.13 1% 8% 91% 1,731 0.41 NL NL VCVSXMFS Growth Allocation C -16.3 -4.4% -2.9% -6.7% -6.8% -2.9% 6.1% 1.31 73% 27% 0% 5,149 1.81 None 1.00% MCGWXVanguard LifeStrategy Growth Inv -16.4 -4.8% -2.5% -6.9% -6.9% -2.6% 8.0% 1.31 79% 20% 1% 10,661 0.17 NL NL VASGXIvy Balanced C -16.6 -5.3% -2.6% -6.7% -7.6% -2.4% 7.2% 1.33 66% 26% 8% 2,516 1.80 None 1.00% IBNCXAmerican Century Strat Allc: Agrsv Inv -16.6 -4.7% -2.6% -7.4% -7.6% -1.6% 7.5% 1.36 79% 19% 2% 1,047 1.09 NL NL TWSAXSchwab MarketTrack Growth -17.0 -5.4% -2.7% -7.3% -7.3% -2.3% 7.8% 1.35 78% 21% 1% 702 0.64 NL NL SWHGXVanguard Target Retirement 2035 Inv -17.0 -5.0% -2.6% -7.1% -7.2% -2.8% 8.4% 1.38 81% 18% 1% 22,801 0.18 NL NL VTTHXT. Rowe Price Personal Strat Growth -17.5 -4.3% -3.1% -7.5% -7.5% -2.6% 9.0% 1.40 79% 21% 1% 1,570 0.78 NL NL TRSGXT. Rowe Price Retirement 2035 -17.5 -4.3% -3.2% -7.7% -7.4% -2.5% 9.0% 1.44 82% 17% 1% 12,555 0.74 NL NL TRRJXUSAA First Start Growth -17.6 -5.4% -2.2% -6.3% -7.4% -3.8% 6.8% 1.21 72% 24% 4% 363 1.48 NL NL UFSGXJPMorgan Investor Growth C -18.2 -6.1% -3.2% -7.9% -7.7% -2.5% 9.2% 1.52 87% 13% 0% 2,448 2.03 None 1.00% OGGCXFidelity Freedom 2045 -18.3 -4.5% -3.3% -8.2% -7.4% -2.7% 7.4% 1.46 91% 9% 0% 2,764 0.75 NL NL FFFGXFidelity Freedom 2040 -18.4 -4.6% -3.3% -8.2% -7.5% -2.7% 7.2% 1.45 91% 9% 0% 6,238 0.75 NL NL FFFFXFidelity Freedom 2050 -18.5 -4.6% -3.3% -8.3% -7.5% -2.7% 7.4% 1.47 91% 9% 0% 2,205 0.75 NL NL FFFHXT. Rowe Price Retirement 2045 -18.5 -4.5% -3.4% -8.1% -7.7% -2.6% 9.3% 1.50 87% 13% 1% 7,274 0.75 NL NL TRRKXFidelity Freedom 2035 -18.5 -4.6% -3.4% -8.3% -7.5% -2.7% 7.0% 1.44 91% 9% 0% 5,749 0.75 NL NL FFTHXT. Rowe Price Retirement 2040 -18.5 -4.5% -3.5% -8.1% -7.7% -2.7% 9.3% 1.50 87% 13% 1% 15,842 0.75 NL NL TRRDXNationwide Inv Destinations Mod Agrsv C -19.0 -5.6% -2.8% -7.4% -7.8% -3.8% 6.5% 1.35 74% 26% 0% 1,878 1.56 None 1.00% NDMCXFranklin Growth Allocation C -19.0 -5.4% -3.0% -7.3% -7.9% -3.9% 6.3% 1.32 79% 19% 2% 1,427 2.04 None 1.00% FTGTXVanguard Target Retirement 2040 Inv -19.2 -5.6% -2.9% -7.9% -7.8% -3.4% 8.6% 1.48 88% 11% 1% 15,724 0.18 NL NL VFORXVanguard Target Retirement 2050 Inv -19.2 -5.6% -2.9% -7.9% -7.8% -3.5% 8.6% 1.47 88% 11% 1% 7,893 0.18 NL NL VFIFXVanguard Target Retirement 2045 Inv -19.3 -5.6% -2.9% -8.0% -7.9% -3.5% 8.6% 1.47 89% 10% 1% 14,283 0.18 NL NL VTIVXVanguard Target Retirement 2055 Inv -19.5 -5.8% -2.9% -8.0% -7.9% -3.6% 8.6% 1.47 88% 11% 1% 2,279 0.18 NL NL VFFVXBlackRock LifePath 2040 Instl -20.5 -6.0% -2.8% -7.7% -8.3% -4.5% 5.8% 1.34 88% 11% 1% 469 0.85 NL NL STLEXWells Fargo Advtg DJ Trgt 2040 A -20.6 -5.8% -3.1% -8.1% -8.6% -3.9% 7.1% 1.40 78% 18% 4% 2,128 0.83 5.75% None STFRXFidelity Asset Manager 85% -20.8 -5.3% -3.5% -8.7% -8.5% -3.5% 8.4% 1.50 80% 16% 4% 1,514 0.75 NL NL FAMRXNationwide Inv Destinations Agrsv C -21.6 -6.3% -3.3% -8.5% -8.8% -4.2% 7.7% 1.55 85% 15% 0% 1,144 1.55 None 1.00% NDACXFidelity Convertible Securities -27.1 -10.6% -4.3% -8.3% -11.6% -7.2% 8.6% 1.46 41% 4% 55% 2,041 0.58 NL NL FCVSXManning & Napier Pro-Blend Max Term S -28.3 -9.3% -3.4% -9.9% -9.8% -8.6% 7.1% 1.73 89% 11% 0% 963 1.07 NL NL EXHAXFranklin Founding Funds Allocation C -30.2 -9.1% -4.3% -9.5% -10.3% -10.3% 5.5% 1.53 76% 19% 5% 5,216 1.74 None 1.00% FFACX

Goldman Sachs Balanced Strategy C -12.0 -3.3% -1.3% -3.4% -4.6% -3.9% 2.3% 0.87 35% 64% 1% 445 2.12 None 1.00% GIPCXOppenheimer Global Allocation C -14.3 -2.5% -2.1% -6.7% -5.7% -1.9% 5.3% 1.24 64% 34% 2% 1,539 2.03 None 1.00% QGRCXFidelity Global Balanced -14.8 -3.7% -2.1% -5.1% -5.4% -4.3% 4.0% 1.18 55% 44% 1% 542 0.99 NL NL FGBLXAmerican Funds Capital Income Bldr C -16.8 -5.9% -2.1% -5.6% -6.3% -4.9% 4.7% 1.35 77% 20% 3% 95,511 1.39 None 1.00% CIBCXBlackRock Global Allocation Inv C -18.5 -4.3% -3.0% -6.7% -6.7% -5.1% 3.6% 1.04 56% 38% 6% 51,413 1.87 None 1.00% MCLOXForward Balanced Allocation C -20.1 -6.6% -1.3% -5.5% -6.9% -7.8% 0.0% 0.88 36% 62% 2% 8 2.67 None 1.00% ABAFXFirst Eagle Global C -20.5 -5.7% -3.0% -7.0% -7.6% -5.8% 4.1% 1.12 74% 19% 7% 47,124 1.86 None 1.00% FESGXAppleseed -28.2 -7.5% -3.1% -9.5% -9.8% -8.9% 3.3% 1.48 71% 3% 26% 211 1.30 NL NL APPLXLord Abbett Multi-Asset Global Opp C -30.1 -9.5% -3.0% -9.9% -10.4% -9.8% 3.0% 1.49 64% 33% 4% 280 2.07 None 1.00% LAGCX


3Yr Median Expense Max Max NasdaqYTD 1 Mo 3 Mo 6 Mo 12 Mos Avg P/E Market Number Net Ratio Front Back Ticker

Stock Funds MOM Return Return Return Return Return Return Risk Ratio Capital Holdings Assets (%) Load Load Symbol





Category 1: Lower-Risk Stock Funds

Portfolios That Invest Primarily In Larger-Sized Companies Using A Value-Oriented Strategy

Invesco Dividend Income C 3.6 -0.6% 0.7% -0.0% -1.9% 5.5% 10.6% 0.90 20.44 31,123 62 672 1.89 None 1.00% IUTCXLazard US Equity Concentrated Open 1.7 -0.2% -0.3% -3.6% -3.1% 8.3% 15.8% 0.99 21.55 32,148 21 678 1.25 NL NL LEVOX

Invesco Diversified Dividend C -1.9 -1.3% -1.2% -2.8% -3.1% 4.0% 12.7% 0.88 20.78 28,224 83 11,424 1.59 None 1.00% LCEVXHartford Stock HLS IA -6.1 -3.9% -0.5% -3.2% -4.7% 1.8% 12.1% 0.98 18.81 85,104 49 1,543 0.50 NL NL HSTAXVanguard Dividend Growth Inv -6.7 -3.9% -0.6% -3.3% -4.8% 1.3% 12.1% 0.96 19.16 89,027 51 23,923 0.32 NL NL VDIGXParnassus Core Equity Investor -7.4 -5.1% -2.0% -4.0% -4.4% 0.9% 13.8% 0.98 18.94 32,993 41 11,718 0.87 NL NL PRBLXClipper -8.4 -1.8% -3.4% -5.3% -3.8% 0.7% 13.2% 1.06 17.83 63,593 24 1,106 0.74 NL NL CFIMXProShares S&P 500 Dividend Aristocrats -9.2 -5.9% -2.4% -5.0% -6.5% 2.2% new na 20.86 35,641 53 832 0.35 NL NL NOBLHussman Strategic Dividend Value -9.6 -4.9% -0.8% -2.3% -3.0% -4.3% 0.7% 0.39 18.90 21,184 61 9 1.28 NL NL HSDVXTimothy Plan Large/Mid Cap Value A -9.7 -2.9% -1.7% -5.3% -5.9% 1.6% 13.2% 0.96 20.71 12,823 41 161 1.51 5.50% None TLVAXT. Rowe Price Dividend Growth -10.5 -4.5% -2.0% -5.8% -6.2% 1.6% 12.0% 0.97 21.13 50,730 111 4,417 0.65 NL NL PRDGX

Pin Oak Equity -10.6 -3.6% -2.0% -5.3% -4.2% -1.2% 13.2% 1.14 14.13 26,202 35 90 1.13 NL NL POGSXPioneer Equity Income C -10.7 -5.9% -2.2% -4.8% -6.7% 0.9% 10.7% 1.00 17.55 16,846 108 1,428 1.80 None 1.00% PCEQXAmerican Century Equity Income Inv -11.1 -5.6% -1.5% -3.9% -5.5% -1.7% 8.2% 0.74 17.86 53,864 77 8,729 0.93 NL NL TWEIXFairholme -11.1 -3.0% -4.5% -2.1% -1.1% -8.0% 10.2% 1.56 16.05 28,233 41 5,063 1.06 NL NL FAIRXWells Fargo Advantage Discp US Core C -11.3 -4.6% -1.7% -5.4% -5.7% -0.1% 12.8% 1.00 17.47 72,968 137 514 1.63 None 1.00% EVSTXVanguard Growth & Income Inv -11.4 -4.4% -2.2% -5.8% -5.8% 0.2% 13.0% 0.98 18.27 55,638 916 5,868 0.37 NL NL VQNPXGuggenheim Russell Top 50 Mega Cap ETF -11.7 -4.7% -2.1% -5.6% -4.3% -1.8% 9.8% 1.05 18.06 193,384 52 470 0.20 NL NL XLGVanguard FTSE Social Index Inv -11.9 -4.9% -2.9% -7.0% -6.5% 1.6% 15.5% 1.07 18.83 62,178 405 1,796 0.27 NL NL VFTSXT. Rowe Price Capital Opportunity -12.0 -4.5% -2.6% -6.3% -5.8% 0.1% 12.3% 1.01 19.73 65,576 261 593 0.70 NL NL PRCOXMassMutual Premier Main Street A -12.1 -3.9% -3.0% -5.8% -5.3% -1.0% 11.4% 1.03 19.59 66,244 67 126 1.21 5.75% None MSSAXOppenheimer Main Street C -12.2 -4.0% -3.0% -5.7% -5.3% -1.1% 10.9% 1.03 19.12 61,525 65 6,964 1.69 None 1.00% MIGCXHarbor Large Cap Value Instl -12.7 -2.8% -3.9% -7.7% -5.8% 0.8% 13.4% 1.12 19.82 46,558 44 279 0.68 NL NL HAVLXAB Growth and Income C -13.0 -5.7% -2.1% -5.7% -6.2% -1.2% 11.1% 0.99 16.02 66,196 60 2,723 1.65 None 1.00% CBBCXiShares S&P 100 -13.0 -5.3% -2.2% -6.1% -5.1% -1.8% 10.8% 1.03 17.80 141,804 106 3,957 0.20 NL NL OEFThrift Savings Plan C Fund -13.1 -5.2% -2.5% -6.4% -6.2% -0.5% 12.5% 1.00 18.40 69,373 509 na 0.10 NL NL THRIFTCBarrett Opportunity -13.2 -6.8% -3.1% -3.1% -5.8% -4.3% 8.7% 1.16 15.88 29,394 32 59 1.16 NL NL SAOPXFidelity Spartan 500 Index Inv -13.4 -5.3% -2.5% -6.5% -6.2% -0.7% 12.3% 1.00 18.36 69,368 509 86,462 0.10 NL NL FUSEXVanguard S&P 500 ETF -13.4 -5.3% -2.5% -6.5% -6.2% -0.7% 12.3% 1.01 18.36 69,373 509 203,330 0.05 NL NL VOO

SSgA S&P 500 Index N -13.4 -5.4% -2.5% -6.4% -6.2% -0.8% 12.2% 1.00 18.37 69,946 507 1,552 0.16 NL NL SVSPXVanguard Equity-Income Inv -13.4 -5.9% -1.2% -5.5% -5.8% -2.1% 10.9% 0.96 17.45 78,794 183 17,775 0.29 NL NL VEIPXSPDR S&P 500 ETF -13.4 -5.4% -2.5% -6.4% -6.2% -0.8% 12.3% 1.00 17.95 68,188 506 172,691 0.09 NL NL SPYiShares Core S&P 500 -13.4 -5.4% -2.5% -6.5% -6.2% -0.7% 12.4% 1.01 17.95 68,200 508 66,678 0.07 NL NL IVVVanguard 500 Index Inv -13.5 -5.4% -2.5% -6.5% -6.2% -0.8% 12.2% 1.00 18.36 69,373 509 204,830 0.17 NL NL VFINXPRIMECAP Odyssey Stock -13.6 -4.7% -2.6% -6.7% -7.0% 0.1% 15.0% 0.95 18.92 41,143 121 4,802 0.63 NL NL POSKXT. Rowe Price Equity Index 500 -13.7 -5.5% -2.5% -6.5% -6.3% -0.9% 12.1% 1.00 19.04 72,404 512 23,735 0.27 NL NL PREIXVictory Diversified Stock R -13.7 -6.4% -3.7% -5.2% -5.5% -3.0% 11.6% 1.07 21.86 50,123 50 1,004 1.38 NL NL GRINXPrincipal Capital Appreciation C -13.8 -4.9% -2.2% -7.1% -6.6% -0.0% 12.0% 1.01 19.27 38,344 147 2,540 1.67 None 1.00% CMNCXPrincipal Large Cap S&P 500 Index R5 -13.8 -5.5% -2.5% -6.5% -6.3% -1.0% 11.9% 1.00 18.36 69,461 506 4,713 0.41 NL NL PLFPXFederated Max-Cap Index Instl -13.8 -5.5% -2.5% -6.5% -6.3% -1.0% 12.3% 1.00 19.01 74,008 486 537 0.36 NL NL FISPXEaton Vance Dividend Builder C -13.8 -3.8% -2.9% -6.9% -6.2% -0.6% 10.0% 0.97 18.12 66,283 77 989 1.80 None 1.00% ECTMXColumbia Value and Restructuring Z -13.9 -4.8% -3.5% -7.6% -6.0% -0.3% 13.9% 1.07 19.80 77,937 77 1,604 0.91 NL NL UMBIXSchwab Core Equity -13.9 -5.1% -2.8% -6.9% -7.0% -0.1% 12.7% 1.04 16.89 40,105 116 2,259 0.72 NL NL SWANXDreyfus S&P 500 Index -14.0 -5.6% -2.5% -6.5% -6.4% -1.1% 11.9% 1.00 18.36 69,375 506 2,683 0.50 NL NL PEOPXBBH Core Select Retail -14.1 -6.8% -3.2% -5.1% -5.6% -3.5% 8.6% 0.87 18.03 73,815 35 5,099 1.25 NL NL BBTRXVanguard Large Cap Index Inv -14.2 -5.4% -2.7% -6.7% -6.6% -0.9% 12.3% 1.00 18.52 62,265 659 10,322 0.23 NL NL VLACXiShares Russell 1000 -14.3 -5.3% -2.8% -6.9% -6.7% -0.7% 12.5% 0.99 18.06 50,846 1,038 11,701 0.15 NL NL IWBSchwab 1000 Index -14.3 -5.4% -2.7% -6.8% -6.8% -0.7% 12.3% 1.01 19.31 54,331 989 6,292 0.29 NL NL SNXFXClearBridge Appreciation C -14.3 -5.9% -2.3% -6.3% -6.4% -1.7% 9.4% 0.98 19.25 109,587 87 5,388 1.71 None 1.00% SAPCXColumbia Contrarian Core C -14.4 -5.1% -3.5% -7.5% -6.1% -0.9% 12.6% 1.06 19.67 78,890 77 6,359 1.87 None 1.00% LCCCXNorthern Large Cap Equity -14.6 -4.7% -3.5% -7.9% -6.5% -0.1% 10.2% 1.08 18.58 70,478 57 135 0.86 NL NL NOGEXFidelity Blue Chip Value -14.8 -6.1% -3.1% -7.7% -8.4% 1.3% 13.4% 1.07 14.00 48,711 58 438 0.83 NL NL FBCVXVanguard US Value Inv -14.8 -6.3% -1.6% -7.0% -6.7% -1.2% 13.7% 1.03 14.41 31,872 240 1,215 0.29 NL NL VUVLXVanguard Total Stock Market ETF -15.0 -5.5% -2.9% -7.3% -7.1% -0.6% 12.5% 1.03 18.55 38,524 3,815 373,784 0.05 NL NL VTIQuartileFidelity Spartan Total Market Idx Inv -15.1 -5.5% -3.0% -7.3% -7.2% -0.6% 12.4% 1.02 18.55 38,853 3,496 29,181 0.10 NL NL FSTMXCambiar Opportunity Inv -15.1 -3.7% -4.6% -7.7% -5.9% -1.5% 12.0% 1.07 18.15 44,824 42 634 1.05 NL NL CAMOXVanguard Total Stock Mkt Idx Inv -15.2 -5.6% -3.0% -7.3% -7.2% -0.7% 12.3% 1.02 18.55 38,524 3,815 371,562 0.17 NL NL VTSMXiShares Russell 3000 -15.2 -5.6% -3.0% -7.3% -7.2% -0.7% 12.3% 1.01 18.10 38,295 3,030 6,008 0.20 NL NL IWVVictory Special Value C -15.2 -7.3% -3.7% -5.4% -6.0% -3.8% 8.7% 1.09 21.89 50,357 50 113 2.20 None 1.00% VSVCXVanguard Dividend Appreciation Idx Inv -15.2 -7.7% -1.8% -5.6% -7.6% -2.1% 9.6% 1.06 19.05 52,149 182 22,244 0.20 NL NL VDAIXVanguard High Dividend Yield Index Inv -15.4 -6.8% -1.6% -6.2% -6.5% -2.7% 10.8% 0.98 17.21 69,823 441 14,336 0.18 NL NL VHDYXFranklin Equity Income C -15.4 -6.5% -1.6% -5.5% -6.4% -3.5% 9.5% 0.92 18.17 62,937 63 1,961 1.62 None 1.00% FRETXTIAA-CREF Equity Index Retail -15.5 -5.7% -2.9% -7.3% -7.3% -0.8% 12.1% 1.02 19.46 41,329 2,999 9,541 0.36 NL NL TINRXMFS Value C -15.5 -6.5% -2.6% -7.2% -7.0% -1.3% 11.4% 1.06 16.29 70,064 99 33,613 1.63 None 1.00% MEICXFMI Large Cap -15.5 -5.8% -3.2% -7.6% -7.4% -0.5% 11.7% 0.97 18.17 50,240 27 8,804 0.94 NL NL FMIHXGuggenheim StylePlus - Large Core C -15.8 -6.0% -2.6% -7.0% -7.0% -1.7% 10.4% 1.01 17.64 88,190 116 189 2.41 None 1.00% SFECXForward Total MarketPlus Institutional -15.8 -5.8% -2.7% -7.3% -7.5% -1.0% 12.4% 1.03 18.57 38,768 128 21 0.90 NL NL ASMCXUSAA Income Stock -15.8 -8.1% -1.9% -5.6% -6.3% -3.9% 10.3% 0.99 18.37 58,773 138 2,557 0.80 NL NL USISXAmerican Funds Fundamental Invs C -15.9 -4.9% -2.7% -7.3% -6.3% -2.4% 11.0% 1.00 18.83 72,681 237 70,693 1.41 None 1.00% AFICXBlackRock Large Cap Core Inv C -16.1 -6.9% -3.2% -7.0% -6.9% -2.3% 10.9% 1.09 16.97 53,435 2 1,669 1.97 None 1.00% MCLRXVantagepoint Growth & Income Investor -16.2 -5.3% -3.5% -7.4% -7.2% -1.5% 12.2% 1.01 18.62 49,292 206 1,623 0.77 NL NL VPGIXSPDR Dow Jones Industrial Average ETF -16.4 -7.0% -1.4% -6.9% -7.3% -2.2% 9.1% 1.04 15.09 126,479 31 11,497 0.17 NL NL DIABlackRock Equity Dividend Inv C -16.6 -7.6% -2.0% -6.3% -6.4% -3.9% 7.3% 0.94 16.10 81,726 88 22,905 1.67 None 1.00% MCDVXFidelity Disciplined Equity -16.7 -5.7% -3.4% -7.9% -8.0% -0.9% 13.1% 1.02 16.63 47,423 120 1,350 0.50 NL NL FDEQXOppenheimer Dividend Opportunity C -17.0 -4.4% -2.8% -6.4% -6.3% -4.3% 7.7% 0.93 16.95 44,904 89 199 1.90 None 1.00% OSCVX








BlackRock Flexible Equity Investor C -17.0 -5.7% -3.1% -7.0% -6.8% -3.3% 4.3% 0.93 15.95 52,827 98 491 2.07 None 1.00% BMCCXAMG Yacktman Service -17.0 -10.0% -0.4% -5.2% -6.9% -5.0% 8.6% 0.90 16.26 86,267 42 10,130 0.75 NL NL YACKXBlackRock Large Cap Value Inv C -17.1 -7.9% -3.1% -7.5% -6.6% -3.0% 11.1% 1.10 15.59 58,795 2 705 2.01 None 1.00% MCLVXMFS Blended Research Core Equity C -17.2 -5.9% -2.9% -7.9% -7.2% -2.1% 11.6% 1.05 16.04 61,262 93 778 1.49 None 1.00% MUECXUSAA Growth & Income -17.2 -5.9% -3.4% -8.3% -6.6% -2.3% 12.3% 1.07 18.93 43,002 135 1,498 0.94 NL NL USGRXBMO Large-Cap Value Y -17.2 -6.4% -2.8% -7.9% -7.6% -1.7% 12.9% 1.01 13.50 48,689 76 282 1.20 NL NL MREIXVanguard Value Index Inv -17.3 -7.4% -2.5% -7.3% -6.9% -3.1% 11.9% 1.01 16.62 68,870 321 35,610 0.23 NL NL VIVAXDiamond Hill Large Cap C -17.5 -7.1% -3.5% -8.4% -7.0% -2.1% 11.6% 1.12 15.79 55,006 50 3,366 1.79 None 1.00% DHLCXFidelity Equity Dividend Income -17.8 -7.5% -2.6% -7.3% -7.6% -2.9% 10.0% 0.98 17.40 62,707 118 4,877 0.63 NL NL FEQTXFidelity Value Discovery -18.1 -7.5% -3.1% -7.9% -8.7% -1.5% 13.1% 1.02 14.31 44,596 89 1,346 0.84 NL NL FVDFXPioneer C -18.1 -7.3% -3.1% -7.5% -7.8% -2.8% 10.4% 1.07 20.84 49,680 99 4,734 1.73 None 1.00% PCODXJanus Growth & Income C -18.1 -7.0% -1.5% -6.7% -7.9% -3.5% 10.4% 1.00 18.36 65,318 69 3,902 1.76 None 1.00% JGICXTransamerica Partners Instl Large Core -18.3 -6.1% -3.4% -8.0% -9.0% -1.4% 13.9% 1.05 15.62 41,917 102 9 0.90 NL NL DIGIXWells Fargo Advantage C&B Lg Cp Val Inv -18.4 -7.5% -3.0% -8.2% -8.6% -1.5% 11.5% 1.04 15.49 34,913 45 282 1.20 NL NL CBEQXAmerican Funds Washington Mutual C -18.4 -7.5% -2.0% -6.3% -7.6% -4.6% 10.2% 0.94 18.26 84,517 192 74,697 1.38 None 1.00% WSHCXPrincipal Large Cap Value III R5 -18.4 -7.1% -3.0% -8.1% -7.5% -2.8% 11.4% 1.01 15.71 64,492 651 1,846 1.01 NL NL PPSRXFidelity Dividend Growth -18.4 -6.6% -3.7% -7.7% -7.7% -2.9% 11.6% 1.03 17.64 68,891 111 7,555 0.69 NL NL FDGFXLSV Value Equity -18.6 -6.9% -3.0% -8.2% -7.6% -2.8% 15.5% 1.16 14.18 32,442 135 1,448 0.66 NL NL LSVEXNationwide C -18.6 -5.7% -3.4% -8.3% -7.4% -2.9% 11.1% 1.05 17.87 49,422 113 844 1.74 None 1.00% GTRCXAmerican Funds American Mutual C -18.8 -8.4% -2.7% -7.1% -8.3% -3.4% 9.3% 0.90 19.47 66,196 232 34,722 1.40 None 1.00% AMFCXHartford Dividend and Growth C -18.8 -7.7% -2.7% -7.2% -7.5% -4.1% 10.2% 0.99 16.98 86,584 85 7,497 1.77 None 1.00% HDGCXTorray -18.8 -8.0% -2.3% -7.4% -7.0% -4.4% 10.7% 1.02 14.67 37,949 35 392 1.15 NL NL TORYXMassMutual Premier Value A -18.8 -7.2% -3.7% -8.2% -7.1% -3.6% 10.7% 1.07 18.12 54,969 94 68 1.15 5.75% None MCEAXThrivent Large Cap Stock A -19.1 -3.7% -3.9% -7.8% -7.6% -3.7% 9.3% 1.03 17.87 47,867 336 1,690 1.02 5.50% None AALGXPIMCO StocksPLUS C -19.1 -7.0% -3.3% -8.1% -8.2% -2.8% 11.5% 1.05 na na 431 892 1.40 None 1.00% PSPCXClearBridge Large Cap Value C -19.2 -7.9% -3.3% -7.9% -7.3% -4.0% 10.2% 1.02 16.66 65,796 59 1,491 1.74 None 1.00% SINOXPioneer Core Equity C -19.3 -7.6% -3.3% -7.6% -7.7% -4.0% 9.1% 1.07 18.64 58,946 80 1,519 1.81 None 1.00% PCOTXTIAA-CREF Social Choice Eq Instl -19.5 -7.6% -2.9% -7.2% -8.3% -3.9% 12.0% 1.04 19.38 38,172 875 2,604 0.18 NL NL TISCXVanguard Windsor II Inv -19.5 -7.3% -3.0% -8.2% -7.3% -4.1% 10.9% 1.02 16.31 63,321 258 44,155 0.36 NL NL VWNFXUBS US Large Cap Equity C -19.6 -5.8% -5.5% -10.6% -8.5% -0.5% 13.0% 1.16 18.47 29,544 88 37 1.95 None 1.00% BNQCXFidelity Mega Cap Stock -19.6 -7.3% -3.1% -8.5% -7.0% -4.1% 11.4% 1.10 17.40 107,199 102 3,335 0.67 NL NL FGRTXColumbia Diversified Equity Income C -19.7 -8.0% -3.0% -8.2% -7.1% -4.4% 10.2% 1.04 16.87 70,621 75 2,439 1.78 None 1.00% ADECXAMG Yacktman Focused Service -19.7 -10.7% 0.0% -5.6% -8.0% -6.1% 7.8% 0.90 14.91 89,330 28 6,544 1.26 NL NL YAFFXFidelity Advisor Equity Value C -20.0 -8.4% -3.1% -8.2% -9.2% -2.7% 11.7% 1.02 14.31 44,383 89 145 2.00 None 1.00% FAVCXMedian -3.3% -8.1% -8.0% -3.9% 10.8%USAA Value -20.1 -7.1% -3.7% -9.1% -8.3% -2.6% 11.6% 1.05 16.74 31,030 127 1,257 1.11 NL NL UVALXPutnam Equity Income C -20.1 -7.4% -3.6% -8.3% -8.5% -3.3% 11.8% 0.99 16.89 48,172 134 5,681 1.73 None 1.00% PEQCXFidelity Advisor Dividend Growth C -20.2 -7.4% -3.8% -8.0% -8.2% -3.9% 10.4% 1.02 17.64 69,174 114 972 1.69 None 1.00% FDGCXRussell US Dynamic Equity C -20.2 -6.8% -3.7% -8.9% -8.9% -2.4% 10.9% 1.10 15.52 32,176 503 575 2.27 NL NL RSGCXDreyfus Appreciation Investor -20.2 -7.5% -1.5% -7.2% -7.4% -5.6% 5.9% 1.08 17.22 112,396 58 3,117 0.93 NL NL DGAGXGE RSP U.S. Equity -20.3 -7.3% -4.4% -8.5% -8.1% -3.7% 12.4% 1.10 16.93 60,615 99 4,991 0.14 NL NL GESSXMassMutual Select Large Cap Value A -20.3 -8.2% -3.6% -8.0% -5.7% -6.6% 7.8% 1.00 16.15 46,353 80 253 1.19 5.75% None MMLAXAmerican Beacon Bridgeway Lg Cp Val Inv -20.3 -7.0% -3.7% -8.8% -8.6% -2.9% 14.2% 1.06 14.13 26,968 115 1,990 1.12 NL NL BWLIXFidelity Stock Selec Lg Cp Val -20.4 -7.9% -3.4% -8.6% -8.3% -3.6% 11.9% 1.01 14.95 32,335 131 699 0.78 NL NL FSLVXOakmark I -20.5 -8.2% -3.5% -7.9% -7.7% -4.9% 13.1% 1.09 17.52 70,562 64 17,383 0.87 NL NL OAKMXMairs & Power Growth Inv -20.5 -8.7% -3.4% -8.2% -9.4% -2.9% 11.3% 1.14 18.36 20,801 50 3,887 0.65 NL NL MPGFXFederated MDT Stock Svc -20.6 -7.8% -3.6% -8.9% -8.1% -3.7% 15.5% 1.15 14.01 32,095 139 514 0.99 NL NL FSTKXAmerican Century Equity Growth Inv -20.7 -8.5% -2.8% -8.5% -8.3% -3.9% 11.4% 1.05 16.57 54,167 134 3,379 0.67 NL NL BEQGXAmana Income Investor -20.7 -8.6% -2.2% -7.9% -8.4% -4.5% 9.7% 1.02 20.52 49,585 50 1,322 1.13 NL NL AMANXOppenheimer Value C -20.8 -8.1% -3.7% -8.4% -7.7% -4.7% 9.8% 1.07 17.43 51,727 94 2,050 1.71 None 1.00% CGRCXLord Abbett Affiliated C -20.9 -8.9% -2.3% -7.8% -9.1% -4.1% 10.4% 1.02 15.97 59,674 124 6,382 1.49 None 1.00% LAFCXiShares S&P 500 Value -20.9 -8.8% -2.8% -8.3% -8.2% -4.5% 11.0% 1.03 15.89 62,149 365 8,280 0.18 NL NL IVEAmerican Funds Invmt Co of Amer C -21.0 -7.5% -3.5% -7.9% -7.8% -5.3% 10.8% 0.98 19.38 73,277 207 72,425 1.39 None 1.00% AICCXPowerShares Buyback Achievers ETF -21.4 -8.2% -3.5% -9.7% -10.7% -1.1% 14.7% 1.17 14.16 26,606 210 2,389 0.64 NL NL PKWiShares Russell 1000 Value -21.4 -9.1% -3.1% -8.4% -8.4% -4.6% 11.4% 1.03 15.82 46,990 694 24,936 0.20 NL NL IWDGuideStone Funds Value Equity Investor -21.6 -8.3% -3.5% -8.9% -8.3% -4.4% 11.7% 1.09 15.63 54,976 245 1,233 0.85 NL NL GVEZXOppenheimer Main Street Select C -21.7 -7.0% -3.7% -8.4% -8.1% -5.3% 8.1% 1.06 18.45 50,306 35 1,335 1.88 None 1.00% OMSCXMainStay ICAP Equity I -21.8 -7.7% -4.4% -10.0% -8.5% -3.3% 10.1% 1.07 19.12 51,655 44 965 0.89 NL NL ICAEXEaton Vance Large-Cap Value C -22.0 -7.7% -3.4% -7.9% -8.7% -5.4% 9.3% 0.98 18.91 69,277 61 3,429 1.76 None 1.00% ECSTXDelaware Value C -22.1 -7.8% -2.8% -7.5% -9.3% -5.3% 11.5% 0.95 17.36 48,213 42 8,871 1.74 None 1.00% DDVCXCalvert Large Cap Core C -22.1 -8.0% -3.6% -9.8% -9.1% -3.2% 9.7% 1.06 16.64 63,314 37 191 2.09 None 1.00% CMICXFidelity Growth & Income Portfolio -22.2 -7.8% -3.9% -9.4% -8.1% -4.7% 11.1% 1.08 16.99 66,092 184 6,356 0.67 NL NL FGRIXVanguard Windsor Inv -22.3 -7.5% -4.3% -9.9% -8.9% -3.5% 13.6% 1.12 17.57 35,610 139 17,035 0.38 NL NL VWNDXFranklin Rising Dividends C -22.4 -9.5% -2.9% -8.9% -9.4% -4.1% 8.6% 1.04 20.79 41,572 72 15,901 1.66 None 1.00% FRDTXMassMutual Select Fundamental Value A -22.5 -8.4% -3.4% -9.0% -9.2% -4.2% 10.4% 1.04 18.21 58,132 81 1,347 1.18 5.75% None MFUAXLKCM Aquinas Value -22.5 -6.9% -5.0% -9.7% -8.0% -4.9% 9.0% 1.23 17.84 26,181 44 47 1.50 NL NL AQEIXPutnam Investors C -22.6 -8.2% -3.9% -9.1% -8.9% -4.6% 11.6% 1.07 17.34 56,033 260 1,751 1.83 None 1.00% PCINXLyrical US Value Equity Investor -22.6 -8.9% -2.2% -9.6% -10.4% -2.6% new na 13.37 18,304 34 703 1.70 NL NL LYRBXAmerican Century Value Inv -22.6 -9.2% -2.9% -8.3% -8.7% -5.6% 10.7% 0.99 17.23 49,611 135 3,481 0.97 NL NL TWVLXIvy Value C -22.6 -8.7% -4.3% -8.0% -6.5% -8.1% 11.2% 1.14 14.85 38,455 49 303 1.97 None 1.00% IYVCXSchwab MarketTrack All Equity -22.6 -6.9% -3.7% -9.5% -9.2% -4.0% 9.1% 1.04 18.10 19,397 9 565 0.64 NL NL SWEGXDreyfus Strategic Value C -22.7 -7.9% -4.3% -9.3% -9.2% -4.2% 12.5% 1.14 16.46 52,424 73 1,546 1.73 None 1.00% DCGVXAB Equity Income C -22.7 -8.5% -2.2% -7.8% -9.1% -5.9% 8.1% 1.00 14.65 38,883 77 853 1.74 None 1.00% AUICXEdgar Lomax Value -22.8 -10.3% -2.0% -7.8% -8.6% -6.3% 10.0% 0.98 17.09 110,914 55 67 0.96 NL NL LOMAXWasatch Large Cap Value Investor -23.0 -7.8% -3.7% -8.8% -7.6% -6.6% 7.3% 1.07 15.50 75,676 38 254 1.10 NL NL FMIEXLord Abbett Fundamental Equity C -23.1 -9.0% -3.0% -9.0% -8.4% -5.8% 10.0% 1.05 18.72 49,320 62 3,613 1.70 None 1.00% GILAXDFA US Large Cap Value I -23.1 -8.2% -3.2% -9.4% -8.0% -5.8% 13.6% 1.14 15.65 48,218 291 15,458 0.27 NL NL DFLVXInvesco Growth and Income C -23.5 -8.2% -4.3% -9.6% -7.5% -6.3% 10.1% 1.06 18.07 61,915 90 8,192 1.59 None 1.00% ACGKXFidelity Equity-Income -23.7 -8.0% -3.7% -9.2% -8.2% -6.2% 8.8% 0.98 15.83 49,694 206 7,967 0.69 NL NL FEQIXJHancock Disciplined Value C -23.7 -9.8% -4.4% -9.3% -9.3% -5.1% 10.4% 1.08 16.13 63,264 90 13,363 1.83 None 1.00% JVLCX








Gabelli Equity Income AAA -23.7 -8.1% -3.5% -9.1% -9.3% -5.4% 9.0% 1.05 19.49 35,085 377 2,251 1.37 NL NL GABEXThrivent Large Cap Value A -23.7 -8.6% -3.8% -9.6% -8.8% -5.4% 10.4% 1.07 18.09 58,782 63 786 0.94 5.50% None AAUTXT. Rowe Price Value -23.8 -8.7% -3.7% -9.8% -9.5% -4.5% 13.4% 1.07 17.61 47,477 110 20,884 0.82 NL NL TRVLXAmerican Century Capital Val Inv -23.8 -9.1% -3.9% -9.9% -9.3% -4.7% 10.5% 1.08 16.17 62,554 98 147 1.00 NL NL ACTIXFederated Equity Income C -23.8 -9.0% -3.6% -8.4% -9.2% -6.3% 8.2% 1.10 15.81 36,679 96 1,352 1.90 None 1.00% LEICXDreyfus Third Century C -23.9 -8.8% -2.4% -8.4% -9.9% -5.7% 10.0% 1.05 16.55 34,948 82 300 1.96 None 1.00% DTCCXDodge & Cox Stock -24.0 -8.6% -4.2% -9.8% -7.5% -6.6% 13.4% 1.13 17.73 69,571 68 56,143 0.52 NL NL DODGXFidelity Advisor Growth & Income C -24.1 -8.5% -4.0% -9.6% -8.7% -5.8% 9.7% 1.08 16.99 66,074 183 508 1.76 None 1.00% FGIUXAllianzGI NFJ All-Cap Value D -24.1 -9.4% -3.1% -8.1% -9.7% -6.4% 9.2% 1.05 15.10 37,766 50 23 1.31 NL NL PNFDXWeitz Partners Value Investor -24.2 -8.8% -4.8% -8.2% -11.7% -4.3% 9.8% 0.96 19.16 17,383 45 944 1.18 NL NL WPVLXGabelli Asset AAA -24.4 -8.8% -3.7% -9.8% -9.5% -5.1% 9.4% 1.11 19.14 16,474 517 3,055 1.35 NL NL GABAXOakmark Select I -24.5 -9.8% -3.9% -8.8% -8.9% -6.8% 14.4% 1.14 17.45 61,030 23 5,810 0.95 NL NL OAKLXFidelity Large Cap Stock -24.5 -7.9% -4.4% -10.3% -8.9% -5.3% 12.6% 1.14 16.20 57,605 190 2,781 0.88 NL NL FLCSXPioneer Disciplined Value A -24.7 -10.1% -3.2% -9.0% -9.7% -6.0% 8.4% 1.10 14.24 48,914 47 722 1.19 5.75% None CVFCXFidelity Advisor Diversified Stock O -24.8 -9.0% -4.3% -9.8% -9.1% -5.9% 11.0% 1.05 14.56 45,434 158 1,742 0.51 NL NL FDESXAllianzGI NFJ Large-Cap Value D -24.9 -9.9% -3.8% -9.3% -9.0% -6.5% 9.7% 1.09 14.78 61,335 62 572 1.11 NL NL PNBDXDomini Social Equity Inv -25.1 -9.4% -3.3% -8.3% -10.3% -6.4% 10.2% 1.09 16.63 29,405 137 973 1.20 NL NL DSEFXWells Fargo Advantage Large Co Value Inv -25.1 -8.3% -3.5% -9.9% -9.4% -5.7% 10.0% 1.07 15.99 28,816 79 262 1.16 NL NL SDVIXFirst Eagle Fund of America C -25.2 -8.9% -7.5% -9.9% -9.4% -5.8% 10.6% 1.15 17.86 18,789 108 3,720 2.13 None 1.00% FEAMXFranklin Mutual Shares C -25.5 -7.7% -4.3% -9.4% -9.7% -6.5% 8.1% 0.96 16.89 40,507 154 15,352 1.80 None 1.00% TEMTXWilshire Large Company Value Invmt -25.6 -10.1% -4.2% -9.9% -9.5% -6.2% 11.3% 1.10 14.27 39,545 337 110 1.30 NL NL DTLVXMainStay ICAP Select Equity I -25.7 -9.3% -4.6% -11.1% -10.0% -4.7% 9.1% 1.11 19.08 62,348 31 3,851 0.90 NL NL ICSLXFidelity Advisor Equity Income C -25.8 -9.0% -3.6% -9.4% -8.9% -7.5% 7.6% 0.98 15.74 52,733 195 2,063 1.77 None 1.00% FEICXAmerican Century Income & Growth Inv -25.8 -10.9% -3.0% -9.1% -10.2% -6.6% 10.6% 1.05 16.80 58,439 127 1,891 0.67 NL NL BIGRXAmerican Century Large Company Val C -26.1 -9.8% -4.3% -10.4% -10.0% -5.8% 9.6% 1.09 15.82 54,079 83 786 1.84 None 1.00% ALPCXFidelity Advisor Large Cap C -26.6 -8.9% -4.4% -10.5% -9.5% -6.6% 11.5% 1.14 16.31 58,215 189 1,247 2.05 None 1.00% FLCCXFidelity Advisor Diversified Stock C -26.9 -9.9% -4.5% -10.1% -9.7% -7.1% 9.6% 1.05 14.56 45,434 158 1,737 1.76 None 1.00% FDTCXInvesco Charter C -27.0 -9.3% -3.8% -9.1% -9.4% -8.5% 7.7% 0.96 18.33 53,132 71 4,579 1.82 None 1.00% CHTCXTIAA-CREF Large-Cap Value Retail -27.6 -9.7% -4.7% -10.6% -10.8% -6.3% 10.5% 1.09 17.60 31,567 194 5,359 0.74 NL NL TCLCXFranklin Mutual Beacon C -27.6 -7.9% -5.4% -10.3% -11.3% -6.1% 8.4% 0.98 15.72 37,917 103 4,046 1.83 None 1.00% TEMEXAmerican Beacon Lg Cap Value Inst -27.9 -9.7% -4.5% -10.8% -10.2% -6.9% 11.3% 1.11 15.09 57,278 208 10,516 0.59 NL NL AADEXSound Shore Investor -28.1 -9.8% -4.5% -10.3% -10.6% -7.2% 14.1% 1.19 17.13 42,312 39 1,959 0.92 NL NL SSHFXAl Frank Dividend Value Inv -28.2 -9.2% -3.8% -10.0% -9.6% -8.6% 9.6% 1.10 16.75 29,115 80 15 1.98 NL NL VALDXHotchkis & Wiley Large Cap Value C -28.3 -10.7% -5.3% -11.1% -10.4% -6.8% 12.6% 1.19 13.75 46,600 58 656 1.99 None 1.00% HWLCXPrudential Jennison Equity Opportunity C -28.6 -8.2% -4.8% -11.0% -11.5% -6.1% 10.5% 1.09 17.37 18,159 80 492 1.77 None 1.00% PJGCXHennessy Cornerstone Value Investor -28.9 -11.1% -3.3% -9.6% -9.7% -9.6% 7.4% 0.97 16.23 51,189 50 128 1.09 NL NL HFCVXAl Frank Inv -29.0 -9.7% -4.0% -10.2% -9.8% -9.0% 10.5% 1.16 15.07 28,339 79 78 1.49 NL NL VALUXDeutsche CROCI Equity Dividend C -29.6 -11.2% -3.1% -9.9% -11.1% -8.6% 6.0% 1.10 13.85 48,341 42 1,016 1.86 None 1.00% KDHCXColumbia Global Equity Value K -30.0 -9.8% -4.2% -10.6% -9.8% -9.5% 8.6% 1.06 16.50 57,259 123 928 1.03 NL NL AEVYXT. Rowe Price Equity Income -30.0 -11.7% -4.0% -10.2% -10.8% -9.0% 7.9% 1.01 17.78 47,115 115 23,139 0.66 NL NL PRFDXOsterweis -30.1 -8.8% -5.2% -10.5% -12.5% -7.1% 9.0% 1.16 20.45 15,671 43 879 0.99 NL NL OSTFXJHancock Classic Value C -30.4 -12.4% -5.8% -12.1% -10.2% -8.1% 11.2% 1.26 14.16 50,500 44 1,993 1.94 None 1.00% JCVCXNuveen Large-Cap Value C -30.4 -12.2% -4.5% -10.4% -12.1% -7.9% 10.5% 1.18 12.85 22,134 96 423 1.86 None 1.00% NNGCXAllianzGI NFJ Dividend Value D -30.4 -11.7% -4.5% -10.3% -10.1% -10.1% 7.3% 1.07 13.99 61,721 48 6,926 1.06 NL NL PEIDXMuhlenkamp -30.5 -9.2% -3.5% -10.9% -10.2% -9.4% 7.7% 1.17 17.19 19,701 44 359 1.21 NL NL MUHLXInvesco Comstock C -30.8 -10.7% -4.4% -11.1% -10.5% -9.2% 9.9% 1.10 17.41 59,034 84 12,555 1.58 None 1.00% ACSYXBlackRock Basic Value Inv C -31.0 -9.6% -5.2% -11.8% -11.7% -7.4% 10.8% 1.21 14.59 32,411 104 3,914 1.60 None 1.00% MCBAXClearBridge All Cap Value C -31.3 -11.4% -4.5% -10.7% -11.5% -9.1% 7.7% 1.12 15.25 40,873 66 1,701 1.98 None 1.00% SFVCXClearBridge Value C -31.4 -11.4% -5.5% -11.7% -11.6% -8.1% 11.9% 1.25 16.20 48,063 47 2,408 1.77 None 0.95% LMVTXThompson LargeCap -31.7 -12.7% -4.3% -12.2% -11.8% -7.8% 11.4% 1.18 16.79 39,713 85 110 1.15 NL NL THPGXFranklin Large Cap Value C -31.8 -11.9% -4.0% -10.8% -11.5% -9.6% 8.7% 1.11 16.30 36,167 89 201 2.00 None 1.00% FLCVXGabelli Value 25 C -32.3 -11.8% -3.0% -11.8% -12.1% -8.4% 6.3% 1.22 17.79 15,298 98 578 2.13 None 1.00% GVCCXPutnam Fund for Growth & Income C -32.3 -11.8% -5.1% -11.4% -11.7% -9.3% 10.3% 1.09 16.55 48,252 208 4,708 1.72 None 1.00% PGRIXColumbia Select Large-Cap Value C -32.6 -12.0% -4.4% -11.7% -11.3% -9.6% 11.4% 1.21 14.86 46,023 40 881 1.94 None 1.00% SVLCXVantagepoint Equity Income Investor -33.8 -12.5% -4.8% -11.5% -12.6% -9.7% 8.1% 1.08 16.98 29,054 743 2,066 0.78 NL NL VPEIXVoya Corporate Leaders Trust B -33.8 -15.1% -1.1% -9.4% -12.4% -12.0% 6.9% 1.05 16.36 74,794 21 1,217 0.59 NL NL LEXCXDeutsche Large Cap Value C -34.2 -10.3% -4.9% -12.9% -12.7% -8.5% 8.1% 1.10 19.22 24,443 66 1,290 1.69 None 1.00% KDCCXInvesco Value Opp C -34.7 -12.2% -4.9% -12.8% -11.2% -10.8% 7.1% 1.20 18.78 14,424 43 818 1.96 None 1.00% VVOCXMassMutual Select Focused Value A -35.3 -14.2% -5.1% -13.5% -12.5% -9.2% 11.4% 1.29 15.32 61,654 22 863 1.28 5.75% None MFVAXNeuberger Berman Large Cap Value Inv -35.3 -13.9% -5.0% -12.2% -13.5% -9.6% 9.3% 1.08 16.37 39,905 41 1,398 0.88 NL NL NPRTXPrudential Jennison Value C -35.3 -12.8% -5.5% -12.6% -11.7% -11.0% 8.7% 1.12 15.20 47,025 63 586 1.76 None 1.00% PEICXMatrix Advisors Value -35.6 -13.5% -4.5% -12.9% -12.0% -10.7% 10.5% 1.25 15.38 66,464 39 69 0.99 NL NL MAVFXJanus Contrarian T -36.8 -15.7% -6.1% -9.6% -16.6% -10.7% 14.4% 1.21 18.01 12,718 40 3,354 0.89 NL NL JSVAXCroft Value R -37.7 -13.9% -5.5% -13.2% -13.5% -11.1% 4.5% 1.16 15.49 31,170 73 68 1.43 NL NL CLVFXLongleaf Partners -63.8 -23.0% -8.2% -19.8% -22.2% -21.9% 3.2% 1.39 16.77 19,944 19 4,643 0.91 NL NL LLPFX

Polen Growth Investor 19.9 6.2% -0.5% 0.7% 2.7% 16.6% 14.0% 1.00 26.73 78,549 24 569 1.25 NL NL POLRXJanus Aspen Forty Instl 4.2 4.2% -2.6% -3.6% -3.4% 11.2% 14.3% 1.15 30.31 45,461 42 740 0.57 NL NL JACAXTCW Select Equities N 4.2 2.1% -3.2% -2.5% -0.9% 7.6% 12.3% 1.27 34.38 38,169 32 1,770 1.13 NL NL TGCNX

Janus Forty C 3.3 3.8% -2.6% -3.5% -3.5% 10.3% 13.6% 1.17 30.45 45,510 42 2,182 1.67 None 1.00% JACCXAB Large Cap Growth C 0.3 2.2% -1.5% -4.6% -3.2% 8.2% 15.3% 1.06 23.21 57,161 51 2,506 2.00 None 1.00% APGCXJHancock Select Growth C -0.9 0.3% -2.4% -2.8% -3.3% 5.2% 8.9% 1.23 24.53 28,049 47 373 1.99 None 1.00% RGRCXLoomis Sayles Growth C -1.5 -0.5% -1.7% -2.8% -3.2% 4.4% 14.7% 1.14 26.78 83,887 35 1,389 1.69 None 1.00% LGRCXAB Growth C -1.5 1.1% -2.2% -4.6% -3.7% 6.9% 13.7% 1.07 24.61 47,571 64 698 2.09 None 1.00% AGRCXT. Rowe Price Growth Stock -2.0 2.1% -3.6% -4.7% -3.7% 6.5% 15.2% 1.16 25.45 61,961 108 42,080 0.68 NL NL PRGFXAllianzGI Focused Growth D -2.2 2.1% -1.8% -4.9% -3.1% 5.8% 15.0% 1.15 24.62 99,668 34 698 1.11 NL NL PGRDXClearBridge Large Cap Growth C -2.2 0.1% -2.1% -4.3% -2.8% 4.9% 15.7% 1.08 24.53 75,086 51 1,863 1.90 None 1.00% SLCCX

Category 2: Average-Risk Stock Funds

Portfolios That Invest Primarily In Larger-Sized Companies Using A Growth-Oriented Strategy








JHancock US Global Leaders Growth C -2.6 -1.3% -2.3% -3.4% -3.8% 4.7% 10.1% 1.06 26.32 51,165 32 1,058 1.94 None 1.00% USLCXHarbor Capital Appreciation Inv -2.8 2.4% -2.6% -5.5% -2.9% 5.7% 14.9% 1.20 28.79 69,744 70 25,892 1.03 NL NL HCAIXWhite Oak Select Growth -3.0 -1.8% -3.3% -3.5% -2.1% 2.7% 11.8% 1.18 17.47 54,497 26 246 1.10 NL NL WOGSXSequoia -3.0 2.0% -8.1% -7.1% -5.3% 9.4% 15.1% 1.19 27.37 47,820 42 8,152 1.03 NL NL SEQUXT. Rowe Price Instl Large Cap Growth -3.2 1.2% -3.9% -4.9% -4.1% 5.8% 16.5% 1.23 24.79 56,011 84 12,193 0.56 NL NL TRLGXTransamerica Partners Instl Lg Gr -3.2 1.2% -2.6% -5.3% -3.7% 5.8% 13.9% 1.14 25.23 61,293 129 108 0.90 NL NL DIEGXVanguard US Growth Inv -3.4 0.1% -3.0% -5.5% -4.2% 6.3% 15.5% 1.14 26.42 48,918 177 6,246 0.44 NL NL VWUSXPrudential Jennison Growth C -3.7 2.0% -2.6% -5.7% -3.2% 5.1% 14.2% 1.20 27.30 69,909 66 3,294 1.75 None 1.00% PJFCXPowerShares QQQ ETF -3.8 -0.7% -2.2% -4.7% -3.2% 4.1% 15.6% 1.20 19.14 100,243 110 38,061 0.20 NL NL QQQT. Rowe Price Blue Chip Growth -4.0 1.2% -3.6% -5.0% -4.5% 5.5% 15.8% 1.19 25.87 63,996 130 27,976 0.72 NL NL TRBCXTIAA-CREF Large-Cap Growth Retail -4.6 -0.1% -2.6% -5.8% -4.2% 5.4% 15.8% 1.19 28.34 60,327 90 3,154 0.79 NL NL TIRTXDeutsche Large Cap Focus Growth C -4.7 -0.1% -3.0% -5.7% -4.9% 5.9% 11.6% 1.18 21.51 46,051 42 216 1.90 None 1.00% SGGCXBMO Large-Cap Growth Y -4.7 -0.5% -2.3% -5.1% -4.0% 4.4% 14.7% 1.05 20.70 45,398 68 230 1.20 NL NL MASTXUSAA Growth -4.8 -2.3% -2.1% -4.4% -5.0% 4.6% 15.7% 1.10 22.43 57,055 84 1,978 1.12 NL NL USAAXAmerican Century Ultra Inv -4.8 -0.1% -2.9% -5.5% -3.8% 4.5% 13.7% 1.15 22.54 69,393 84 8,200 1.01 NL NL TWCUXOak Ridge Large Cap Growth A -4.8 -1.3% -2.5% -4.2% -4.4% 3.8% 12.0% 1.07 22.93 57,887 50 74 1.20 5.75% None ORILXCalvert Equity C -5.1 -1.8% -1.5% -4.7% -4.2% 3.8% 11.9% 0.97 22.63 64,993 99 2,279 1.90 None 1.00% CSECXFidelity Contrafund -5.2 0.2% -2.1% -4.7% -3.8% 3.3% 13.2% 1.04 22.29 68,538 341 104,746 0.64 NL NL FCNTXASTON/Montag & Caldwell Growth N -5.2 -1.3% -2.7% -4.7% -3.6% 3.1% 9.8% 1.03 24.38 76,147 38 2,138 1.04 NL NL MCGFXAmerican Beacon Holland Lg Cap Gr Inv -5.4 0.2% -1.9% -3.8% -3.7% 2.1% 11.8% 1.14 22.39 52,868 51 98 1.16 NL NL LHGFXMorgan Stanley Inst Growth I -5.5 2.3% -4.4% -5.8% -3.7% 4.0% 17.6% 1.39 32.45 54,479 46 3,457 0.70 NL NL MSEQXWilliam Blair Growth N -5.6 -1.5% -1.9% -4.4% -4.9% 3.6% 12.1% 1.13 23.95 29,096 55 841 1.18 NL NL WBGSXVanguard Morgan Growth Inv -5.6 -0.2% -2.9% -5.9% -4.5% 4.8% 13.9% 1.09 23.76 44,635 355 11,073 0.40 NL NL VMRGXChesapeake Core Growth -5.7 0.9% -2.7% -5.6% -3.3% 3.3% 12.9% 1.15 23.56 64,270 43 27 1.94 NL NL CHCGXTransamerica US Growth C -5.7 -0.7% -2.6% -5.2% -5.1% 4.6% 11.3% 1.11 22.66 53,991 83 1,134 2.02 None 1.00% TADCXNortheast Investors Growth -5.7 -0.4% -1.9% -5.0% -3.7% 3.1% 9.1% 1.09 21.76 93,925 55 59 1.25 NL NL NTHFXAmerican Century Select Inv -6.3 0.2% -2.0% -6.2% -5.0% 4.9% 11.7% 1.05 21.57 66,910 67 2,397 1.00 NL NL TWCIXAB Core Opportunities C -6.4 -2.4% -1.8% -4.6% -5.1% 3.3% 12.6% 0.96 18.34 57,739 59 153 1.90 None 1.00% ADGCXSit Large Cap Growth -6.5 -1.8% -2.4% -5.3% -4.5% 3.3% 11.5% 1.06 20.92 73,286 80 138 1.00 NL NL SNIGXUSAA Aggressive Growth -6.6 -2.0% -3.0% -5.3% -4.5% 3.1% 12.6% 1.14 23.87 68,158 144 1,297 0.93 NL NL USAUXT. Rowe Price Growth & Income -6.6 -3.7% -2.0% -4.4% -4.9% 2.7% 13.2% 1.00 20.50 70,522 70 1,464 0.67 NL NL PRGIXQuartileMFS Growth C -6.7 -1.7% -3.1% -4.8% -4.8% 2.9% 12.6% 1.10 27.04 56,011 100 11,447 1.73 None 1.00% MFECXValue Line Larger Companies Focused -6.7 -0.0% -3.6% -5.7% -5.5% 4.5% 13.8% 1.04 23.63 54,371 47 220 1.13 NL NL VALLXRydex NASDAQ-100 C -6.7 -1.8% -2.3% -5.1% -3.9% 2.3% 13.3% 1.19 19.53 100,800 131 779 2.25 None 1.00% RYCOXDreyfus Research Growth Z -6.9 -1.3% -2.3% -4.8% -4.1% 2.0% 13.0% 1.12 23.70 62,451 68 1,771 0.90 NL NL DREQXJanus Research T -7.1 -1.3% -2.8% -5.7% -6.3% 4.9% 15.7% 1.05 23.21 40,832 108 4,421 0.80 NL NL JAMRXiShares S&P 500 Growth -7.1 -2.3% -2.3% -4.9% -4.7% 2.5% 13.2% 1.03 20.28 74,047 333 12,506 0.18 NL NL IVWThrivent Large Cap Growth A -7.2 0.1% -3.1% -4.9% -3.9% 1.6% 13.6% 1.12 23.55 99,044 42 677 1.20 5.50% None AAAGXWells Fargo Advantage Large Cap Gr Inv -7.4 -2.0% -2.4% -5.0% -5.3% 2.9% 11.8% 1.15 25.55 52,823 77 1,515 1.13 NL NL STRFXIvy Large Cap Growth C -7.6 -1.0% -2.5% -5.7% -5.7% 3.7% 13.3% 1.17 25.20 73,857 56 1,656 1.86 None 1.00% WLGCXParnassus -7.8 -3.3% -3.1% -6.3% -5.9% 4.5% 15.6% 1.22 17.46 18,970 41 754 0.84 NL NL PARNXRidgeWorth Large Cap Growth Stock C -7.8 0.5% -3.2% -6.8% -5.2% 4.2% 12.5% 1.20 23.23 53,334 63 269 1.87 None 1.00% STCFXFidelity Growth Company -7.8 -1.4% -4.0% -7.2% -6.0% 5.3% 14.9% 1.25 22.75 34,281 402 38,337 0.82 NL NL FDGRXiShares Russell 1000 Growth -7.9 -1.8% -2.6% -5.4% -5.4% 2.9% 13.4% 1.05 20.96 54,891 649 28,588 0.20 NL NL IWFWilshire Large Company Growth Invmt -8.0 -1.7% -2.0% -5.7% -4.8% 2.5% 10.4% 1.10 24.74 52,088 273 227 1.38 NL NL DTLGXFidelity Blue Chip Growth -8.4 -1.0% -3.8% -6.5% -6.2% 4.3% 16.2% 1.19 22.94 46,192 425 19,450 0.89 NL NL FBGRXAmerican Century All Cap Growth Inv -8.4 -1.1% -2.9% -6.2% -5.7% 3.6% 10.6% 1.09 24.05 43,604 90 1,058 1.00 NL NL TWGTXFidelity Nasdaq Composite Index -8.5 -1.7% -3.2% -7.1% -5.3% 3.9% 15.3% 1.17 19.52 31,288 2,204 1,787 0.29 NL NL FNCMXLaudus US Large Cap Growth -8.5 -1.6% -4.4% -7.2% -5.1% 3.8% 13.5% 1.24 24.27 66,949 51 2,140 0.77 NL NL LGILXJanus Aspen Janus Instl -8.6 -1.3% -3.4% -6.6% -7.1% 5.2% 13.6% 1.10 25.81 42,558 90 514 0.55 NL NL JAGRXAmerican Century Growth Inv -8.6 -2.6% -2.3% -5.8% -5.7% 2.9% 11.2% 1.03 22.31 56,071 92 8,097 0.97 NL NL TWCGXJHancock Large Cap Equity C -8.6 -2.2% -3.2% -5.8% -2.9% 0.1% 11.6% 1.11 18.99 85,153 54 3,599 1.81 None 1.00% JHLVXTransamerica Capital Growth C -8.8 1.2% -4.4% -6.1% -4.7% 2.1% 16.3% 1.40 32.45 54,479 42 1,378 1.95 None 1.00% ILLLXJanus Twenty T -8.9 -4.4% -2.0% -5.4% -4.7% 1.2% 11.5% 1.10 20.59 94,653 30 8,491 0.81 NL NL JAVLXBlackRock Capital Appreciation Inv C -8.9 -1.7% -4.5% -7.1% -5.3% 3.5% 11.4% 1.23 26.18 67,996 51 3,323 1.86 None 1.00% MCFGXEaton Vance Growth C -9.0 -1.4% -3.2% -6.2% -5.6% 2.7% 13.7% 1.11 24.99 70,925 65 307 1.80 None 1.00% ECLCXCalamos Growth C -9.2 -1.6% -3.5% -6.5% -5.8% 3.1% 10.5% 1.21 24.54 48,040 80 2,743 2.04 None 1.00% CVGCXJensen Quality Growth J -9.3 -5.6% -0.8% -5.2% -7.1% 3.0% 12.5% 1.01 21.27 62,437 28 4,894 0.87 NL NL JENSXPrincipal Large Cap Growth II R5 -9.3 -3.5% -2.4% -5.5% -5.9% 2.1% 11.1% 1.02 21.53 64,462 591 616 1.10 NL NL PPTPXFidelity OTC Portfolio -9.5 -2.1% -3.9% -6.4% -6.6% 3.6% 18.1% 1.40 19.93 26,863 234 12,170 0.83 NL NL FOCPXJanus C -9.9 -1.9% -3.4% -6.6% -7.4% 4.2% 12.3% 1.08 25.85 42,519 90 8,035 1.65 None 1.00% JGOCXColumbia Large Cap Growth C -9.9 -0.8% -3.5% -8.3% -7.0% 5.3% 12.6% 1.13 23.99 51,810 75 3,352 1.89 None 1.00% LEGCXMainStay Large Cap Growth C -10.0 -3.0% -3.9% -6.3% -5.6% 2.0% 12.2% 1.22 27.76 68,382 70 17,196 1.79 None 1.00% MLACXGuggenheim S&P 500 Pure Growth ETF -10.2 -2.2% -2.8% -4.5% -6.6% 0.8% 17.2% 1.18 21.14 24,777 108 2,181 0.35 NL NL RPGFidelity Export & Multinational -10.3 -3.2% -2.6% -6.3% -5.8% 1.8% 10.0% 0.98 17.88 63,399 94 1,827 0.78 NL NL FEXPXWestcore Growth Retail -10.5 -1.5% -3.4% -7.1% -5.8% 2.4% 10.8% 1.13 22.66 65,652 38 31 1.11 NL NL WTEIXFranklin Growth Opportunities C -10.5 -0.2% -4.4% -7.3% -6.5% 3.4% 14.0% 1.25 29.08 36,813 84 1,211 1.88 None 1.00% FKACXVanguard Growth Index Inv -10.6 -3.1% -2.9% -6.1% -6.3% 1.8% 12.8% 1.07 21.41 55,538 367 47,058 0.23 NL NL VIGRXFranklin Growth C -10.6 -3.6% -2.7% -6.2% -6.5% 2.2% 12.6% 0.93 21.00 40,291 161 11,444 1.65 None 1.00% FRGSXAmana Growth Investor -11.1 -5.4% -1.9% -5.1% -6.8% 0.8% 9.9% 1.08 22.64 41,557 47 1,829 1.08 NL NL AMAGXGAMCO Growth AAA -11.2 -3.4% -2.7% -6.2% -6.1% 1.2% 12.1% 1.08 21.81 93,757 92 509 1.43 NL NL GABGXSelected American Shares S -11.2 -3.0% -3.5% -5.9% -5.0% -0.3% 11.4% 1.09 18.08 56,562 56 3,764 0.94 NL NL SLASXT. Rowe Price New America Growth -11.3 -1.5% -4.2% -7.3% -6.8% 2.9% 14.4% 1.15 24.81 44,052 134 3,990 0.79 NL NL PRWAXFidelity Trend -11.3 -3.2% -3.3% -6.0% -6.9% 1.6% 13.4% 1.11 22.99 59,685 148 1,373 0.75 NL NL FTRNXGoldman Sachs Strategic Growth C -11.7 -4.0% -2.9% -5.9% -6.7% 0.9% 11.9% 1.10 23.19 56,496 76 396 1.91 None 1.00% GGRCXMedian -3.3% -6.6% -6.3% 1.3% 12.3%LKCM Aquinas Growth -11.8 -3.2% -3.0% -6.1% -4.8% -0.8% 7.0% 1.12 25.77 51,446 49 27 1.50 NL NL AQEGXDelaware US Growth C -11.8 -4.0% -3.8% -7.5% -6.4% 2.0% 12.1% 1.15 27.65 54,544 34 3,605 1.81 None 1.00% DEUCXPRIMECAP Odyssey Growth -11.9 -3.3% -3.8% -7.5% -6.6% 2.2% 15.9% 1.17 22.28 21,537 130 5,952 0.63 NL NL POGRX








Franklin Flex Cap Growth C -12.0 -1.5% -3.6% -7.5% -6.6% 2.0% 11.6% 1.22 29.12 36,796 71 3,129 1.69 None 1.00% FCIIXGuideStone Funds Growth Equity Investor -12.1 -3.6% -3.2% -6.4% -5.8% 0.1% 12.2% 1.18 26.94 61,569 104 1,335 1.02 NL NL GGEZXFidelity Growth Discovery -12.1 -1.3% -3.2% -6.5% -5.7% 0.1% 13.4% 1.14 24.19 43,886 138 1,177 0.77 NL NL FDSVXVantagepoint Growth Investor -12.3 -3.5% -3.4% -6.8% -6.1% 0.5% 11.9% 1.11 22.56 50,782 101 2,164 0.81 NL NL VPGRXBlackRock Large Cap Growth Inv C -12.4 -5.6% -2.6% -6.0% -6.7% 0.3% 11.1% 1.07 18.57 56,562 2 1,122 2.01 None 1.00% MCLHXAlger Capital Appreciation Instl I -12.4 -1.8% -3.3% -7.9% -6.6% 2.1% 14.2% 1.10 22.03 57,230 133 3,608 1.16 NL NL ALARXDeutsche Core Equity C -12.5 -2.8% -3.2% -7.3% -6.1% 0.9% 14.2% 1.11 18.35 52,853 88 3,203 1.66 None 1.00% SUWCXDreyfus Fund Incorporated -12.8 -4.2% -3.3% -5.9% -5.8% -1.1% 11.3% 1.07 18.81 61,062 71 1,402 0.75 NL NL DREVXWaddell & Reed Accumulative C -12.8 -2.9% -3.6% -8.3% -6.8% 2.2% 12.5% 1.09 21.31 53,346 119 1,415 2.12 None 1.00% WAACXTIAA-CREF Growth & Income Retail -12.9 -3.4% -3.2% -7.4% -6.0% 0.6% 12.5% 1.09 22.79 48,939 228 4,663 0.74 NL NL TIIRXDavis NY Venture C -12.9 -3.9% -3.8% -6.5% -5.6% -0.8% 11.1% 1.12 18.79 62,071 61 14,897 1.64 None 1.00% NYVCXFidelity Advisor Growth Opps C -13.0 -4.4% -4.4% -8.1% -6.7% 1.9% 11.8% 1.31 22.28 40,548 239 3,149 1.83 None 1.00% FACGXAmerican Funds Growth Fund of Amer C -13.0 -2.8% -3.7% -6.9% -5.8% -0.3% 12.6% 1.00 20.59 48,812 429 140,405 1.45 None 1.00% GFACXWells Fargo Advantage Prem Lg Co Gr C -13.1 -4.0% -2.8% -6.5% -7.0% 0.4% 10.3% 1.16 25.75 44,068 95 5,031 1.86 None 1.00% EKJCXRS Growth A -13.1 -3.8% -3.1% -6.8% -6.9% 0.5% 13.7% 1.19 24.56 36,073 44 247 1.10 4.75% None RSGRXFidelity Magellan -13.2 -3.9% -3.8% -7.6% -6.6% 1.0% 13.7% 1.08 19.93 56,637 146 14,975 0.70 NL NL FMAGXMFS Massachusetts Investors Tr C -13.2 -5.5% -3.3% -6.6% -6.4% -0.2% 11.2% 1.05 19.95 54,398 86 7,177 1.47 None 1.00% MITCXMFS Massachusetts Investors Gr Stk C -13.4 -6.0% -2.5% -6.8% -7.4% 0.8% 10.6% 1.07 20.70 49,630 66 6,705 1.49 None 1.00% MIGDXFidelity Advisor New Insights C -13.6 -3.5% -2.9% -6.8% -5.9% -0.9% 10.5% 1.02 22.05 44,573 342 26,167 1.67 None 1.00% FNICXMarsico Flexible Capital -13.6 -4.6% -2.6% -6.0% -6.8% -0.8% 10.8% 1.08 24.76 40,705 44 560 1.39 NL NL MFCFXAMG Managers Brandywine Blue -13.7 -4.3% -3.1% -7.0% -8.1% 1.3% 10.7% 1.22 26.26 38,499 46 173 1.19 NL NL BLUEXFidelity -13.7 -4.0% -3.6% -7.9% -7.1% 1.3% 11.7% 1.08 20.21 64,679 97 4,731 0.52 NL NL FFIDXGreen Century Equity -13.8 -6.1% -2.1% -6.0% -7.1% -0.7% 12.4% 1.02 19.09 47,491 374 137 1.25 NL NL GCEQXFidelity Advisor Equity Growth C -13.9 -2.1% -3.2% -6.7% -6.2% -0.9% 12.0% 1.15 24.17 43,932 134 2,666 1.82 None 1.00% EPGCXGoldman Sachs Capital Growth C -13.9 -4.8% -3.1% -7.4% -7.4% 1.0% 11.4% 1.13 22.74 46,996 120 916 1.91 None 1.00% GSPCXColumbia Select Large Cap Equity Fund C -14.3 -4.6% -3.2% -7.8% -6.2% -0.3% 11.0% 1.00 18.47 79,242 62 534 1.93 None 1.00% NSGCXVanguard Capital Opportunity Inv -14.7 -4.7% -3.3% -7.9% -8.6% 1.7% 19.3% 1.17 21.52 32,601 135 12,862 0.47 NL NL VHCOXNeuberger Berman Socially Rspns Inv -14.8 -5.9% -2.1% -6.5% -7.4% -0.9% 13.5% 1.05 21.62 26,983 41 2,270 0.86 NL NL NBSRXVanguard PRIMECAP Core Inv -14.8 -6.4% -2.5% -6.0% -8.1% -0.7% 16.2% 0.98 20.10 53,973 144 6,917 0.50 NL NL VPCCXVanguard PRIMECAP Inv -14.9 -5.7% -2.1% -6.4% -7.8% -0.8% 17.1% 1.01 20.66 65,667 125 42,514 0.44 NL NL VPMCXDreyfus Growth & Income -15.3 -4.7% -3.4% -7.4% -6.8% -1.1% 13.1% 1.11 19.18 59,155 121 870 0.92 NL NL DGRIXWells Fargo Advantage Growth Inv -15.8 -3.7% -3.5% -8.5% -8.1% 0.8% 9.0% 1.28 28.15 20,013 108 9,150 1.24 NL NL SGROXVanguard Diversified Equity Inv -15.9 -4.7% -3.5% -8.2% -7.6% -0.1% 13.3% 1.07 20.11 32,238 9 1,368 0.41 NL NL VDEQXMFS Research B -16.0 -5.4% -3.5% -7.3% -7.0% -1.7% 10.7% 1.01 19.51 51,276 137 4,580 1.56 None 4.00% MFRBXMassMutual Select Growth Opps A -16.3 -5.9% -3.7% -7.8% -7.3% -1.2% 12.2% 1.26 28.57 53,232 58 994 1.29 5.75% None MMAAXAmerican Funds New Economy C -16.9 -2.8% -4.9% -10.0% -6.0% -0.9% 13.9% 1.12 20.77 20,005 233 14,991 1.60 None 1.00% ANFCXNeuberger Berman Focus Inv -17.0 -6.1% -4.4% -7.9% -7.2% -2.0% 12.6% 1.01 20.79 32,607 41 770 0.91 NL NL NBSSXWeitz Value Investor -17.2 -5.3% -4.8% -7.1% -8.6% -1.5% 11.0% 0.98 20.59 36,320 41 1,017 1.15 NL NL WVALXOppenheimer Capital Appreciation C -17.3 -5.2% -4.2% -8.5% -8.2% -0.6% 11.1% 1.12 22.37 58,731 70 5,019 1.82 None 1.00% OTFCXPutnam Growth Opportunities C -17.3 -5.9% -3.6% -7.4% -8.1% -1.8% 13.1% 1.14 21.79 48,192 154 585 1.85 None 1.00% POGCXFundX Upgrader -17.6 -5.2% -4.0% -8.3% -8.4% -0.9% 10.3% 1.11 22.26 42,154 30 250 1.98 NL NL FUNDXAmerican Funds AMCAP C -17.7 -5.0% -4.1% -8.6% -7.1% -2.0% 13.3% 1.01 21.81 30,233 251 45,869 1.49 None 1.00% AMPCXPrudential Jennison 20/20 Focus C -18.1 -3.9% -3.6% -8.0% -6.5% -3.5% 9.1% 1.10 21.80 74,101 45 1,666 1.88 None 1.00% PTWCXElfun Trusts -18.3 -6.5% -4.7% -8.5% -7.9% -1.8% 12.2% 1.13 19.38 69,493 52 2,325 0.18 NL NL ELFNXFidelity Focused Stock -18.8 -3.8% -3.1% -8.3% -8.3% -2.2% 11.8% 1.25 23.67 48,143 45 1,818 0.78 NL NL FTQGXOppenheimer Rising Dividends C -19.0 -8.1% -3.4% -8.0% -7.8% -3.2% 8.7% 1.04 20.12 72,122 79 4,917 1.81 None 1.00% OCRDXMFS Core Equity C -19.0 -5.9% -4.1% -8.8% -8.4% -1.8% 11.4% 1.04 19.62 31,176 212 1,247 1.80 None 1.00% MRGCXOppenheimer Equity C -19.2 -6.7% -4.0% -8.5% -8.0% -2.6% 10.4% 1.05 19.49 55,123 150 1,541 1.79 None 1.00% OEQCXThornburg Core Growth C -19.3 -5.1% -3.5% -9.0% -8.2% -2.1% 10.1% 1.17 30.44 14,318 54 781 2.14 None 1.00% TCGCXDavis Opportunity C -19.3 -4.8% -3.9% -9.0% -7.0% -3.3% 13.8% 1.20 17.91 21,795 77 525 1.75 None 1.00% DGOCXDelaware Select Growth Instl -19.3 -6.5% -3.6% -10.5% -9.7% 0.9% 9.3% 1.24 28.24 17,006 72 870 1.00 NL NL VAGGXMarsico Growth -19.4 -5.7% -4.2% -8.2% -7.2% -4.1% 10.9% 1.16 27.97 65,602 38 417 1.37 NL NL MGRIXThrivent Aggressive Allocation A -19.5 -5.2% -4.1% -8.2% -8.0% -3.2% 8.7% 0.96 19.89 23,533 822 825 1.25 5.50% None TAAAXQuaker Strategic Growth C -19.6 -6.0% -5.2% -9.5% -7.4% -2.7% 12.4% 1.17 23.29 67,671 59 147 2.99 NL NL QAGCXLitman Gregory Masters Equity Instl -19.7 -7.3% -3.2% -7.9% -8.5% -3.2% 12.9% 1.07 19.28 26,580 80 339 1.17 NL NL MSEFXColumbia Marsico Growth C -19.7 -5.8% -4.2% -8.1% -7.3% -4.3% 10.4% 1.16 27.89 66,218 37 1,317 1.92 None 1.00% NMICXWells Fargo Advantage Capital Growth Inv -19.7 -6.3% -3.7% -8.1% -9.1% -2.6% 10.8% 1.18 26.91 46,916 63 288 1.17 NL NL SLGIXT. Rowe Price Spectrum Growth -20.1 -4.9% -3.8% -8.9% -8.2% -3.1% 9.8% 1.02 19.94 32,569 13 3,470 0.78 NL NL PRSGXFidelity Capital Appreciation -20.4 -5.0% -4.8% -9.9% -8.8% -1.7% 13.2% 1.13 19.13 40,316 77 7,992 0.82 NL NL FDCAXPutnam Multi-Cap Growth C -20.4 -6.7% -4.5% -8.8% -9.5% -2.2% 12.8% 1.15 22.13 31,038 187 3,595 1.79 None 1.00% PNOCXWells Fargo Advantage Diversified Eq C -20.4 -6.4% -3.5% -8.8% -8.7% -3.0% 9.3% 1.04 18.44 30,608 1,165 224 2.00 None 1.00% WFDEXPrudential Jennison Blend C -20.6 -6.0% -4.4% -8.9% -8.5% -3.3% 10.1% 1.12 19.73 22,747 284 1,015 1.65 None 1.00% PRECXHartford Capital Appreciation HLS IA -20.8 -5.4% -4.0% -9.2% -8.7% -2.9% 13.8% 1.12 17.64 29,501 397 6,386 0.66 NL NL HIACXWells Fargo Advantage Omega Growth C -20.9 -6.2% -4.6% -8.7% -8.7% -3.5% 9.8% 1.20 26.85 26,975 68 879 2.02 None 1.00% EKOCXUS Global Investors All American Eq -21.0 -7.1% -1.8% -6.6% -7.4% -6.9% 8.4% 1.03 16.86 45,127 88 20 2.16 NL NL GBTFXMarsico Focus -21.0 -5.6% -4.3% -9.0% -7.9% -4.2% 12.6% 1.20 27.03 85,077 27 802 1.34 NL NL MFOCXMarsico 21st Century -21.1 -5.4% -4.5% -9.6% -9.0% -2.5% 12.7% 1.20 33.73 24,255 55 272 1.43 NL NL MXXIXFranklin Corefolio Allocation C -21.1 -5.8% -4.0% -8.5% -8.6% -4.0% 9.6% 1.02 20.02 38,540 5 721 1.77 None 1.00% FTCLXFidelity New Millennium -21.3 -6.5% -4.2% -9.0% -7.8% -4.5% 11.0% 1.07 17.30 28,147 158 3,209 0.84 NL NL FMILXTouchstone Sands Capital Select Growth Z -21.5 -8.2% -3.9% -8.3% -8.4% -4.7% 11.3% 1.43 31.59 49,653 34 5,032 1.31 NL NL PTSGXFundX Aggressive Upgrader -21.6 -5.9% -5.6% -10.3% -10.0% -1.3% 8.9% 1.22 20.68 26,295 18 62 2.07 NL NL HOTFXPutnam Research C -22.2 -7.8% -4.0% -9.1% -9.3% -3.8% 11.7% 1.05 20.10 49,841 308 264 1.89 None 1.00% PRACXWaddell & Reed Core Investment C -22.4 -7.8% -4.0% -8.2% -9.0% -5.2% 9.8% 1.16 22.20 54,245 62 4,205 2.00 None 1.00% WCCIXFidelity Stock Selec All Cp -22.7 -6.6% -4.0% -9.8% -9.8% -3.1% 11.8% 1.06 18.86 27,717 737 5,497 0.67 NL NL FDSSXNeuberger Berman Guardian Inv -23.2 -9.3% -3.0% -8.0% -9.6% -5.6% 11.4% 1.11 20.93 30,693 34 1,311 0.88 NL NL NGUAXAberdeen US Equity C -23.6 -9.1% -3.8% -8.7% -9.4% -5.5% 7.8% 0.99 18.33 48,612 48 361 1.90 None 1.00% GXXCXFidelity Advisor Capital Development O -24.2 -7.6% -4.3% -10.3% -8.8% -5.2% 9.9% 1.11 16.78 58,291 186 2,646 0.60 NL NL FDETXCGM Focus -24.6 -7.1% -8.6% -11.8% -9.1% -3.6% 11.8% 1.75 19.54 22,247 25 1,126 2.26 NL NL CGMFXFidelity Advisor Capital Development C -26.2 -8.5% -4.4% -10.5% -9.4% -6.4% 8.4% 1.10 16.78 58,291 186 2,646 1.89 None 1.00% FDECXFidelity Independence -27.3 -5.9% -5.5% -10.9% -12.0% -4.4% 14.4% 1.34 17.92 32,876 134 4,176 0.73 NL NL FDFFX








Manning & Napier Equity -28.9 -9.6% -3.9% -10.0% -10.2% -8.7% 9.3% 1.22 20.19 26,101 59 489 1.06 NL NL EXEYXClearBridge Aggressive Growth C -30.4 -9.0% -5.1% -11.2% -11.6% -7.7% 14.1% 1.22 20.97 31,102 72 13,826 1.84 None 1.00% SAGCXPermanent Portfolio Aggressive Growth -34.2 -12.4% -5.1% -10.5% -12.5% -11.2% 12.3% 1.34 17.29 24,325 40 37 1.20 NL NL PAGRXPutnam Voyager C -38.3 -12.6% -8.0% -14.1% -14.9% -9.2% 10.8% 1.37 18.83 39,956 228 3,517 1.73 None 1.00% PVFCX

Hennessy Cornerstone Mid Cap 30 Inv 5.7 5.5% -5.7% -5.2% -1.8% 12.6% 17.4% 1.36 16.93 5,944 32 1,004 1.17 NL NL HFMDX

Fidelity Small Cap Value -3.9 -3.6% -3.0% -5.7% -5.6% 7.4% 14.5% 1.29 17.27 2,225 62 2,690 1.19 NL NL FCPVXHennessy Cornerstone Growth Investor -4.0 -1.5% -4.1% -5.3% -6.0% 7.3% 15.5% 1.22 16.05 3,837 50 282 1.15 NL NL HFCGXVictory Sycamore Established Value R -4.1 -1.4% -2.4% -4.5% -5.8% 6.2% 15.1% 1.04 18.83 9,102 75 2,485 1.20 NL NL GETGXiShares Select Dividend -5.6 -6.1% -0.1% -2.3% -5.0% 1.8% 11.7% 0.99 17.21 15,169 102 13,125 0.39 NL NL DVYVictory Sycamore Small Company Opp R -6.5 -3.5% -3.3% -5.9% -5.7% 5.1% 12.1% 1.26 20.33 1,991 102 2,806 1.58 NL NL GOGFXNuveen Small Cap Value C -7.5 -1.6% -2.2% -7.7% -5.9% 6.0% 12.9% 1.27 19.06 1,445 85 138 2.23 None 1.00% FSCVXFidelity Low-Priced Stock -8.1 -2.2% -2.9% -6.2% -3.9% 1.9% 13.5% 0.95 16.01 6,478 907 41,115 0.79 NL NL FLPSXTransamerica Partners Mid Value -9.4 -4.0% -2.3% -5.3% -7.3% 3.2% 13.7% 1.02 17.15 10,112 165 142 1.25 NL NL DVMVXClearBridge Mid Cap Core C -9.7 -2.5% -3.4% -7.1% -6.7% 4.1% 13.8% 1.15 17.23 8,076 66 1,606 1.95 None 1.00% SBMLXFAM Equity-Income Inv -10.2 -4.5% -2.5% -5.1% -6.5% 1.4% 11.1% 1.02 21.90 5,926 33 144 1.26 NL NL FAMEXCornerCap Small Cap Value -11.7 -5.8% -2.9% -8.2% -8.7% 5.2% 13.8% 1.46 15.43 859 220 89 1.30 NL NL CSCVXFidelity Small Cap Discovery -11.8 -5.9% -4.0% -8.3% -7.6% 4.2% 14.4% 1.29 18.82 2,387 62 5,360 1.06 NL NL FSCRXFidelity Small Cap Stock -11.9 -1.6% -4.0% -9.4% -8.1% 5.6% 11.2% 1.20 18.24 2,469 147 1,972 0.66 NL NL FSLCXDiamond Hill Small Cap C -12.1 -3.4% -2.2% -5.5% -5.8% -0.9% 12.7% 1.03 13.79 2,846 77 1,680 2.07 None 1.00% DHSMXSterling Capital Behav Sm Cp Val Eq Intl -12.4 -4.9% -1.6% -6.7% -8.2% 2.4% 12.4% 1.31 11.87 1,297 235 130 1.36 NL NL SPSCXMainStay US Small Cap I -12.5 -4.8% -3.3% -8.2% -7.6% 3.4% 13.0% 1.27 20.03 1,853 80 564 1.00 NL NL MOPIXRidgeWorth Small Cap Value Equity C -12.5 -5.6% -4.7% -8.5% -7.6% 3.6% 10.7% 1.43 20.64 1,877 84 1,056 1.88 None 1.00% STCEXWells Fargo Advantage Small Cap Opp Adm -12.5 -4.2% -3.8% -8.4% -8.6% 4.5% 12.6% 1.17 20.57 2,436 123 273 1.21 NL NL NVSOXFAM Small Cap Investor -12.5 -6.7% -3.5% -9.6% -7.9% 4.9% 13.0% 1.37 15.93 489 30 81 1.42 NL NL FAMFXAmerican Century Mid Cap Value Inv -13.0 -5.7% -3.2% -6.3% -7.1% 0.5% 13.8% 0.91 18.38 12,522 122 6,419 1.01 NL NL ACMVXTimothy Plan Small Cap Value A -13.6 -6.0% -1.8% -7.3% -8.3% 2.0% 14.7% 1.38 21.60 1,307 58 84 1.54 5.50% None TPLNXVanguard Mid-Cap Value Index Inv -13.9 -5.6% -3.4% -6.8% -8.0% 0.9% 15.2% 1.05 17.48 9,954 209 7,847 0.23 NL NL VMVIXDreyfus Active MidCap C -14.4 -3.6% -2.6% -7.8% -8.8% 2.1% 15.1% 1.18 18.11 8,683 117 508 2.01 None 1.00% DNLCXNorthern Small Cap Value -14.5 -7.0% -2.1% -8.5% -9.1% 3.1% 11.7% 1.32 17.63 1,654 577 2,980 1.01 NL NL NOSGXLord Abbett Value Opportunities C -14.5 -5.0% -3.5% -8.2% -8.6% 2.2% 12.9% 1.17 21.92 5,400 87 2,697 1.92 None 1.00% LVOCXVanguard Mid Cap Index Inv -14.5 -4.7% -3.7% -7.5% -8.6% 1.6% 14.5% 1.07 20.48 10,799 372 62,265 0.23 NL NL VIMSXVanguard Strategic Equity Inv -14.8 -4.2% -2.8% -7.9% -8.9% 2.0% 16.9% 1.14 15.21 4,371 444 5,739 0.27 NL NL VSEQXFidelity Advisor Small Cap C -14.8 -3.1% -3.4% -9.8% -8.3% 3.3% 13.3% 1.22 19.98 2,569 108 2,864 1.73 None 1.00% FSCEXiShares Core S&P Small-Cap -14.8 -5.6% -3.5% -9.3% -9.1% 3.6% 13.0% 1.30 20.08 1,353 605 16,283 0.12 NL NL IJRDreyfus Small Cap Stock Index -15.1 -5.7% -3.5% -9.3% -9.3% 3.6% 12.7% 1.31 20.67 1,412 602 1,733 0.50 NL NL DISSXFidelity Stock Selector Small Cap -15.2 -4.3% -4.6% -9.9% -9.2% 3.9% 10.7% 1.31 22.40 2,626 202 1,359 0.73 NL NL FDSCXPerkins Small Cap Value T -15.3 -5.5% -4.0% -8.1% -8.4% 1.2% 10.5% 1.10 20.40 2,342 86 1,461 0.83 NL NL JSCVXPrincipal SmallCap S&P 600 Index R5 -15.4 -5.8% -3.6% -9.5% -9.3% 3.4% 12.5% 1.31 20.86 1,414 605 1,114 0.44 NL NL PSSPXWells Fargo Advantage Spec Md Cp Val Inv -15.5 -5.2% -4.0% -7.7% -8.5% 0.7% 16.0% 1.09 18.22 7,273 58 2,101 1.32 NL NL SMCDXJPMorgan Small Cap Equity C -15.6 -4.9% -3.6% -9.0% -9.7% 3.1% 11.7% 1.19 22.20 2,861 97 3,135 1.81 None 1.00% JSECXLegg Mason Opportunity C -15.7 -3.2% -7.1% -10.5% -8.6% 3.5% 25.7% 1.78 12.62 12,668 56 2,272 2.09 None 1.00% LMOPXICM Small Company -15.8 -6.4% -2.5% -9.1% -8.7% 2.0% 10.9% 1.37 19.11 1,177 122 976 0.96 NL NL ICSCXAmerican Century Small Cap Value Inv -16.0 -6.1% -3.5% -10.0% -9.1% 3.1% 11.2% 1.27 18.92 1,385 172 1,499 1.25 NL NL ASVIXJPMorgan Mid Cap Value C -16.1 -6.5% -3.4% -7.5% -9.6% 1.0% 12.6% 1.02 18.19 10,764 109 15,134 1.76 None 1.00% JCMVXVanguard Strategic Small-Cap Equity Inv -16.3 -5.4% -3.2% -8.6% -9.7% 2.1% 15.2% 1.28 15.62 2,024 344 945 0.38 NL NL VSTCXWilliam Blair Small Cap Value N -16.3 -7.7% -2.8% -8.4% -9.5% 1.6% 11.4% 1.38 19.04 1,925 92 594 1.50 NL NL WBVDXVoya Small Company C -16.3 -5.7% -4.7% -10.0% -9.2% 2.9% 10.8% 1.25 21.14 2,298 158 479 2.10 None 1.00% ASCCXWasatch Small Cap Value -16.4 -1.5% -3.8% -10.4% -9.0% 3.0% 15.4% 1.25 17.83 1,453 60 286 1.20 NL NL WMCVXFederated Clover Small Value A -16.7 -6.6% -2.5% -7.3% -7.8% -1.5% 10.3% 1.20 16.82 2,338 105 703 1.28 5.50% None VSFAXiShares Core S&P Mid-Cap -16.7 -4.7% -3.2% -8.6% -9.5% 1.4% 13.1% 1.17 19.65 4,300 403 25,800 0.12 NL NL IJHQuartileThrivent Mid Cap Stock A -16.8 -6.0% -2.7% -6.9% -8.5% -1.3% 13.6% 1.15 19.83 9,362 79 1,219 1.11 5.50% None AASCXDFA US Small Cap I -16.8 -5.8% -3.8% -9.8% -9.5% 2.4% 13.0% 1.36 19.05 1,567 2,058 10,403 0.37 NL NL DFSTXPerkins Mid Cap Value T -17.0 -7.4% -3.5% -6.1% -7.5% -3.4% 8.7% 0.92 19.64 8,990 92 4,599 0.74 NL NL JMCVXPutnam Small Cap Value C -17.1 -6.2% -3.6% -9.2% -7.9% -0.1% 11.0% 1.19 16.76 1,255 190 341 2.19 None 1.00% PSLCXVanguard Mid-Cap ETF -17.1 -4.7% -3.7% -7.6% -11.2% 1.7% 14.7% 1.11 20.48 10,799 372 62,698 0.09 NL NL VO

CRM Small Cap Value Inv -17.2 -6.3% -3.0% -10.1% -9.6% 2.5% 11.4% 1.36 25.41 1,752 65 486 1.08 NL NL CRMSXFederated Mid-Cap Index Svc -17.2 -4.8% -3.2% -8.5% -9.6% 1.0% 12.7% 1.16 21.96 4,777 402 899 0.56 NL NL FMDCXPrincipal MidCap S&P 400 Index R5 -17.3 -5.0% -3.2% -8.6% -9.7% 1.0% 12.6% 1.15 20.37 4,449 405 1,161 0.42 NL NL PMFPXDreyfus MidCap Index -17.3 -5.0% -3.3% -8.6% -9.7% 1.0% 12.6% 1.15 20.36 4,447 403 3,294 0.50 NL NL PESPXAMG Managers Skyline Special Equities -17.3 -6.5% -4.5% -10.2% -9.3% 2.2% 16.3% 1.47 18.65 1,584 73 1,398 1.33 NL NL SKSEXMFS Mid Cap Value C -17.4 -5.7% -4.3% -8.1% -8.7% -0.6% 13.1% 1.06 18.20 7,821 166 3,678 1.93 None 1.00% MVCCXJames Small Cap -17.5 -7.4% 0.6% -6.7% -9.0% -1.8% 10.0% 1.23 15.07 1,003 89 103 1.51 NL NL JASCXiShares Russell Mid-Cap -17.8 -5.9% -3.6% -8.0% -9.5% -0.3% 13.7% 1.08 19.19 9,673 836 12,566 0.20 NL NL IWRCRM Mid Cap Value Inv -18.0 -5.3% -4.7% -9.5% -7.9% -0.6% 11.4% 1.10 23.63 8,770 55 1,031 1.04 NL NL CRMMXColumbia Small Cap Value Fund II C -18.0 -5.8% -2.9% -9.2% -9.2% 0.3% 11.8% 1.29 17.35 1,976 123 1,521 2.08 None 1.00% COVCXT. Rowe Price Small-Cap Value -18.2 -7.7% -2.8% -8.1% -8.7% -1.3% 8.6% 1.21 19.75 1,523 334 7,515 0.96 NL NL PRSVXVoya Russell Mid Cap Index Port I -18.4 -6.1% -3.6% -8.1% -9.6% -0.7% 13.5% 1.07 20.79 10,298 831 2,022 0.43 NL NL IIRMXPutnam Multi-Cap Value C -18.4 -6.3% -5.4% -8.3% -10.1% -0.0% 14.2% 1.13 19.32 11,765 95 408 1.82 None 1.00% PMPCXQS Batterymarch US Sm Cap Eq I -18.7 -6.9% -4.8% -11.8% -11.5% 4.6% 13.1% 1.38 18.00 1,606 341 862 0.76 NL NL LMSIXIMS Capital Value -18.7 -3.6% -4.4% -10.8% -8.8% 0.9% 10.7% 1.06 20.07 10,455 50 39 1.95 NL NL IMSCXGoldman Sachs Small Cap Eq Insghts C -19.0 -6.6% -3.7% -10.0% -12.4% 3.4% 10.0% 1.33 21.06 1,386 260 138 2.02 None 1.00% GCSCXDFA US Micro Cap I -19.1 -7.1% -4.3% -10.8% -9.9% 1.6% 12.5% 1.42 18.78 819 1,659 4,933 0.52 NL NL DFSCXLord Abbett Mid Cap Stock C -19.2 -6.8% -4.1% -8.5% -9.8% -1.0% 11.9% 1.10 18.32 9,414 83 2,271 1.86 None 1.00% LMCCXMassMutual Select Small Company Value A -19.6 -8.4% -2.9% -8.5% -9.3% -1.7% 9.0% 1.25 16.02 1,596 442 331 1.47 5.75% None MMYAXVanguard Small Cap Value Index Inv -19.6 -7.3% -3.6% -9.1% -10.4% -0.0% 13.1% 1.23 15.28 2,809 842 15,671 0.23 NL NL VISVX

Category 3: Above-Average Risk Stock Funds

Portfolios That Invest Primarily In Small to Medium-Sized Companies Using A Value-Oriented Strategy








Wells Fargo Advantage C&B Mid Cp Val Inv -19.6 -5.8% -3.6% -10.1% -9.2% -0.4% 11.8% 1.18 15.86 4,524 48 166 1.26 NL NL CBMDXAmerican Beacon Small Cp Val Inv -19.7 -7.2% -3.2% -9.6% -9.9% -0.2% 12.1% 1.34 16.57 1,996 587 5,740 1.17 NL NL AVPAXBoston Partners Small Cap Value II Inv -20.0 -6.5% -4.4% -10.1% -9.5% -0.5% 10.5% 1.25 17.00 1,562 162 313 1.35 NL NL BPSCXFidelity Mid Cap Value -20.1 -7.6% -4.3% -10.0% -10.0% -0.2% 15.6% 1.14 15.70 12,360 135 3,670 0.83 NL NL FSMVXJPMorgan US Small Company Instl -20.2 -7.6% -4.2% -11.8% -11.4% 3.0% 13.4% 1.43 17.50 1,252 367 1,035 0.84 NL NL JUSSXBridgeway Small-Cap Value -20.2 -8.8% -1.8% -8.8% -9.7% -1.8% 9.7% 1.51 14.72 1,342 96 68 1.03 NL NL BRSVXLoomis Sayles Small Cap Value Retail -20.3 -6.8% -2.8% -10.3% -10.9% 0.9% 11.4% 1.28 21.24 2,070 157 1,102 1.29 NL NL LSCRXAllianzGI NFJ Mid-Cap Value D -20.3 -6.5% -3.8% -8.0% -8.1% -4.2% 11.1% 1.02 13.90 11,183 101 682 1.35 NL NL PREDXiShares Russell Mid-Cap Value -20.4 -7.8% -3.4% -8.2% -10.0% -2.3% 13.4% 1.05 16.77 8,727 563 6,440 0.25 NL NL IWSInvesco Mid Cap Core Equity C -20.8 -5.1% -4.4% -8.1% -7.0% -5.7% 9.1% 0.97 18.74 8,385 63 2,067 1.95 None 1.00% GTACXAB Discovery Value C -20.8 -7.9% -4.3% -9.1% -10.5% -1.2% 12.6% 1.28 16.26 3,285 94 2,349 1.91 None 1.00% ABCSXWells Fargo Advantage Common Stock C -20.8 -5.9% -4.6% -8.9% -9.5% -2.5% 9.4% 1.17 21.54 5,157 79 1,387 2.00 None 1.00% STSAXVantagepoint Mid/Small Company Index I -21.0 -6.2% -4.5% -10.4% -10.7% 0.1% 12.3% 1.24 18.96 3,052 2,495 761 0.40 NL NL VPSIXWilshire Small Company Value Invmt -21.0 -8.6% -2.7% -10.1% -11.6% 0.6% 12.6% 1.41 18.58 1,340 414 30 1.50 NL NL DTSVXTIAA-CREF Mid-Cap Value Retail -21.2 -7.7% -3.4% -8.7% -10.2% -2.3% 12.4% 1.05 18.89 10,337 250 5,020 0.72 NL NL TCMVXT. Rowe Price Mid-Cap Value -21.3 -6.4% -3.5% -9.2% -9.0% -3.1% 11.7% 1.03 21.11 7,553 109 10,744 0.80 NL NL TRMCXVanguard Small Cap Index Inv -21.5 -6.7% -4.5% -10.3% -10.9% -0.3% 12.3% 1.24 18.79 2,905 1,519 53,070 0.23 NL NL NAESXPutnam Capital Opportunities C -21.5 -8.9% -3.3% -7.9% -10.7% -2.9% 9.3% 1.19 15.90 3,229 121 369 1.91 None 1.00% PCOCXGoldman Sachs Small Cap Value Instl -21.6 -8.1% -3.6% -10.2% -10.7% -0.7% 12.1% 1.28 19.41 2,165 229 5,974 0.95 NL NL GSSIXStratton Mid Cap Value -21.6 -5.2% -4.4% -9.4% -9.8% -2.4% 12.0% 1.13 17.74 8,997 52 67 1.05 NL NL STRGXWells Fargo Advantage Spec SmCp Val C -21.6 -7.8% -4.0% -10.1% -11.2% -0.3% 12.0% 1.27 16.84 1,474 116 737 2.10 None 1.00% ESPCXWells Fargo Advantage Small Co Value C -21.6 -7.6% -3.6% -10.9% -10.4% -0.4% 9.9% 1.32 17.61 1,753 98 108 2.10 None 1.00% SCVFXMedian -4.1% -10.1% -10.5% -1.5% 11.5%Vanguard Selected Value Inv -21.7 -7.0% -3.8% -9.2% -8.2% -4.3% 13.0% 1.07 15.62 10,296 124 9,059 0.44 NL NL VASVXMassMutual Premier Small Cap Opps A -21.7 -9.0% -5.2% -12.0% -11.7% 2.0% 13.9% 1.34 18.11 2,265 99 158 1.24 5.75% None DLBMXFMI Common Stock -21.7 -7.8% -4.5% -8.4% -9.9% -3.4% 10.6% 1.05 17.95 3,497 42 1,289 1.18 NL NL FMIMXDreyfus Structured Midcap C -21.8 -6.6% -3.0% -8.5% -11.0% -2.3% 12.8% 1.23 16.88 4,513 99 251 1.98 None 1.00% DPSCXIvy Small Cap Value C -22.0 -8.7% -4.4% -8.8% -10.4% -2.8% 9.6% 1.21 20.42 2,345 67 271 2.29 None 1.00% IYSCXGabelli Small Cap Growth AAA -22.0 -7.3% -4.4% -10.0% -10.7% -1.3% 11.1% 1.15 18.72 2,768 629 3,477 1.38 NL NL GABSXiShares Russell 2000 -22.2 -7.8% -4.9% -11.9% -11.6% 1.3% 11.1% 1.40 18.57 1,408 1,997 25,813 0.20 NL NL IWMNorthern Small Cap Index -22.4 -7.8% -4.9% -12.0% -11.6% 1.1% 10.9% 1.40 20.54 1,551 1,988 975 0.15 NL NL NSIDXThird Avenue Small Cap Value Instl -22.5 -7.0% -4.1% -11.4% -10.4% -0.7% 9.8% 1.26 19.35 2,167 65 399 1.10 NL NL TASCXColumbia Mid Cap Value C -22.6 -8.3% -3.8% -7.7% -9.5% -5.5% 12.4% 1.06 16.48 9,532 96 3,056 1.92 None 1.00% CMUCXTETON Westwood Mighty Mites AAA -22.7 -9.1% -3.5% -9.9% -10.3% -2.6% 10.7% 1.17 21.07 554 525 1,131 1.43 NL NL WEMMXiShares S&P Small-Cap 600 Value -22.8 -10.2% -3.8% -10.7% -11.3% -0.8% 11.6% 1.33 18.26 1,163 471 3,109 0.25 NL NL IJSDreyfus Small Cap Equity C -22.9 -5.8% -4.5% -11.1% -10.8% -1.0% 10.8% 1.21 21.07 3,665 80 58 2.22 None 1.00% DSECXiShares S&P Mid-Cap 400 Value -23.8 -8.7% -3.8% -10.2% -11.2% -2.5% 12.6% 1.20 16.69 3,560 298 3,955 0.25 NL NL IJJRoyce Total Return Invmt -23.9 -8.9% -3.8% -9.6% -10.5% -3.9% 8.3% 1.15 17.54 2,227 335 3,471 1.19 NL NL RYTRXNicholas Equity Income I -24.1 -7.9% -3.5% -9.7% -11.4% -3.0% 10.8% 1.07 20.58 16,573 51 531 0.72 NL NL NSEIXPioneer Mid Cap Value C -24.2 -10.0% -4.1% -8.6% -11.3% -4.3% 11.1% 1.16 16.07 8,794 82 965 1.86 None 1.00% PCCGXFidelity Value -24.3 -8.0% -5.2% -10.7% -10.7% -2.9% 13.7% 1.13 15.08 8,550 300 8,411 0.76 NL NL FDVLXGuideStone Funds Small Cap Equity Inv -24.4 -7.8% -4.8% -12.0% -11.4% -1.0% 10.3% 1.30 17.67 1,830 467 513 1.30 NL NL GSCZXiShares Russell 2000 Value -24.5 -10.2% -3.5% -10.8% -11.9% -1.8% 9.0% 1.34 15.68 1,258 1,349 5,677 0.25 NL NL IWNRS Value A -24.5 -7.8% -4.8% -10.1% -12.0% -2.4% 14.0% 1.11 20.76 8,211 56 1,180 1.30 4.75% None RSVAXRussell US Small Cap Equity I -24.8 -9.0% -5.5% -12.4% -12.3% -0.1% 11.3% 1.41 19.63 1,341 1,048 2,077 0.92 NL NL REBSXHarbor Small Cap Value Investor -24.8 -8.9% -4.1% -11.3% -12.7% -0.8% 11.6% 1.32 19.53 2,732 61 823 1.22 NL NL HISVXBMO Mid-Cap Value Y -25.1 -9.1% -4.1% -10.0% -11.2% -3.9% 13.5% 1.16 16.59 8,845 65 281 1.21 NL NL MRVEXOppenheimer Main Street Mid Cap C -25.1 -8.5% -4.5% -10.1% -11.3% -3.7% 11.5% 1.12 18.01 8,339 74 3,229 1.85 None 1.00% OPMCXColumbia Small Cap Value Fund I C -25.3 -8.8% -4.9% -10.8% -11.0% -3.5% 8.4% 1.29 16.24 1,059 198 848 2.09 None 1.00% CSSCXFidelity Value Strategies -25.3 -6.0% -4.8% -11.0% -10.0% -4.3% 11.3% 1.08 16.23 21,856 79 1,249 0.69 NL NL FSLSXAmerican Century Small Company Inv -25.7 -8.3% -3.9% -11.3% -12.9% -1.5% 12.5% 1.42 17.82 1,523 316 772 0.87 NL NL ASQIXBlackRock Mid Cap Value Opps Inv C -26.1 -8.7% -4.5% -9.1% -10.5% -6.4% 9.7% 1.17 18.39 4,544 121 545 2.01 None 1.00% MCRFXDFA US Targeted Value I -26.2 -7.6% -4.9% -11.1% -11.1% -4.0% 12.5% 1.36 15.06 2,252 1,560 7,082 0.37 NL NL DFFVXUSAA Small Cap Stock -26.2 -8.6% -5.3% -13.1% -12.1% -1.0% 10.1% 1.34 19.88 1,723 124 1,342 1.15 NL NL USCAXColumbia Small/Mid Cap Value C -26.2 -8.3% -4.4% -11.0% -12.4% -2.8% 10.7% 1.19 15.51 3,041 113 989 1.97 None 1.00% AMVCXDelaware Small Cap Value C -26.3 -8.7% -3.3% -10.1% -11.2% -5.0% 8.7% 1.23 17.22 2,135 119 2,879 1.97 None 1.00% DEVCXNeuberger Berman M/C Intrinsic Val Inv -26.8 -8.6% -5.0% -11.1% -12.7% -3.1% 13.2% 1.09 18.51 8,092 58 107 1.31 NL NL NBRVXDFA US Small Cap Value I -26.8 -9.5% -4.5% -11.7% -11.7% -3.4% 11.8% 1.43 15.39 1,417 1,152 11,646 0.52 NL NL DFSVXBlackRock Value Opportunities Inv C -27.0 -9.8% -5.5% -11.7% -11.7% -3.6% 9.7% 1.40 19.51 1,424 2 742 2.08 None 1.00% MCSPXStratton Small Cap Value -27.0 -7.9% -2.4% -9.6% -11.5% -5.9% 11.0% 1.22 18.94 3,349 62 1,172 1.11 NL NL STSCXInvesco American Value Y -27.1 -8.1% -5.2% -12.6% -11.3% -3.2% 11.6% 1.14 19.17 8,206 55 2,176 1.03 NL NL MSAIXWeitz Hickory -27.2 -9.8% -5.2% -10.2% -13.6% -3.4% 6.9% 1.03 22.18 4,396 43 356 1.23 NL NL WEHIXPrudential Small-Cap Value Z -27.3 -10.2% -3.5% -11.0% -12.6% -3.7% 10.2% 1.24 12.47 1,302 337 1,370 0.71 NL NL TASVXTransamerica Small/Mid Cap Value C -27.4 -8.6% -4.3% -11.2% -11.7% -4.5% 9.3% 1.19 18.85 4,468 211 890 1.97 None 1.00% IIVLXOppenheimer Small & Mid Cap Value C -27.4 -10.3% -4.9% -11.4% -12.6% -3.4% 12.1% 1.19 16.43 6,623 115 1,381 1.92 None 1.00% QSCCXDeutsche Small Cap Value C -27.9 -10.2% -4.2% -13.9% -12.6% -1.4% 7.5% 1.41 19.20 1,331 70 640 1.93 None 1.00% KDSCXHeartland Select Value -27.9 -9.8% -5.5% -11.5% -10.9% -5.5% 9.9% 1.21 17.82 6,446 51 313 1.20 NL NL HRSVXColumbia Multi-Advisor Sm Cp Val C -28.2 -10.7% -4.5% -11.4% -12.2% -4.6% 9.2% 1.29 16.48 1,673 203 331 2.12 None 1.00% APVCXPerritt MicroCap Opportunities Investor -28.4 -11.1% -3.5% -11.6% -10.6% -6.3% 10.2% 1.30 19.94 303 115 370 1.21 NL NL PRCGXHotchkis & Wiley Small Cap Value I -28.6 -11.3% -4.2% -12.9% -12.7% -3.0% 15.0% 1.41 13.86 1,440 69 1,071 1.07 NL NL HWSIXFranklin Small Cap Value C -28.7 -11.1% -5.9% -11.9% -11.3% -5.5% 8.6% 1.41 20.76 1,990 91 2,282 1.84 None 1.00% FRVFXLitman Gregory Masters Smlr Coms Instl -28.8 -8.9% -3.9% -10.5% -7.6% -10.7% 6.6% 1.35 17.11 2,065 45 52 1.45 NL NL MSSFXGoldman Sachs Mid Cap Value C -28.8 -10.9% -4.9% -10.3% -12.4% -6.1% 10.8% 1.06 17.46 9,896 99 8,352 1.89 None 1.00% GCMCXColumbia Select Smaller-Cap Value C -28.8 -7.7% -6.3% -13.3% -13.6% -1.9% 13.9% 1.44 18.86 2,243 51 462 2.11 None 1.00% SVMCXRoyce Special Equity Invmt -29.5 -11.8% -5.5% -11.4% -13.9% -4.2% 5.9% 1.31 16.57 1,763 45 1,837 1.12 NL NL RYSEXAllianzGI NFJ Small-Cap Value C -29.6 -9.5% -3.4% -9.7% -11.7% -8.3% 6.9% 1.17 14.11 2,132 143 5,294 1.97 None 1.00% PCVCXArtisan Mid Cap Value Investor -30.1 -9.8% -4.1% -10.0% -11.6% -8.5% 8.9% 1.13 14.27 9,225 62 7,147 1.19 NL NL ARTQXClearBridge Small Cap Value C -30.2 -10.9% -4.3% -12.5% -11.4% -6.2% 7.5% 1.33 17.96 2,249 102 194 2.09 None 1.00% SBVLXColumbia Small Cap Core C -30.3 -11.3% -4.5% -12.0% -12.7% -5.6% 7.4% 1.35 19.46 989 153 527 2.13 None 1.00% LSMCXRidgeWorth Mid-Cap Value Equity C -30.3 -11.8% -4.4% -10.6% -12.0% -7.7% 10.3% 1.15 17.00 10,358 55 3,832 1.75 None 1.00% SMVFX








Bridgeway Ultra-Small Company Market -30.3 -11.6% -5.6% -13.2% -13.2% -3.9% 11.6% 1.41 15.86 225 734 367 0.83 NL NL BRSIXFranklin MicroCap Value A -30.3 -10.8% -6.1% -10.4% -10.7% -9.3% 6.4% 1.14 17.61 299 87 364 1.16 5.75% None FRMCXVoya Mid Cap Value Advantage O -30.3 -12.1% -4.1% -10.7% -13.5% -6.1% 9.0% 1.10 18.62 10,197 76 163 1.00 NL NL IDMOXWestport Select Cap R -31.2 -11.9% -5.7% -13.4% -11.5% -6.3% 10.9% 1.40 18.99 5,292 24 276 1.40 NL NL WPSRXCRM Small/Mid Cap Value Inv -31.5 -8.6% -5.4% -12.9% -12.5% -6.2% 9.6% 1.19 25.25 4,482 55 795 1.08 NL NL CRMAXAriel Appreciation Investor -31.7 -10.5% -6.0% -13.6% -14.2% -3.9% 13.2% 1.36 17.78 10,847 41 1,841 1.13 NL NL CAAPXRoyce Small-Cap Value Service -31.7 -10.0% -4.9% -10.9% -12.9% -7.9% 5.8% 1.29 15.22 1,562 65 647 1.45 NL NL RYVFXFidelity Leveraged Company Stock -32.6 -8.3% -5.1% -12.9% -12.0% -7.7% 11.7% 1.18 17.15 17,388 117 4,072 0.79 NL NL FLVCXDreyfus Opportunistic Midcap Value A -32.7 -12.3% -6.4% -13.5% -13.2% -6.1% 12.3% 1.33 17.38 8,678 60 2,062 1.15 5.75% None DMCVXKeeley Small Cap Value A -33.2 -12.2% -3.8% -11.9% -14.3% -7.0% 7.9% 1.40 20.06 2,084 89 1,650 1.35 4.50% None KSCVXTransamerica Partners Instl Small Core -33.7 -12.6% -5.2% -11.8% -14.4% -7.5% 7.2% 1.31 16.63 1,283 304 13 1.18 NL NL DISEXInvesco SmallCapValue C -34.0 -10.7% -5.7% -14.2% -14.7% -5.1% 12.8% 1.53 19.14 2,799 66 3,161 1.87 None 1.00% VSMCXHotchkis & Wiley Mid-Cap Value C -34.1 -13.3% -4.3% -11.5% -13.3% -9.4% 12.6% 1.29 11.72 5,039 58 2,866 2.00 None 1.00% HWMCXTCW Relative Value Mid Cap N -34.3 -11.0% -5.7% -13.0% -13.4% -7.9% 9.6% 1.33 12.53 5,468 71 116 1.21 NL NL TGVNXAriel Fund Investor -34.6 -11.0% -6.6% -14.6% -16.6% -3.4% 14.2% 1.42 19.06 4,657 39 2,132 1.03 NL NL ARGFXQuaker Mid-Cap Value C -35.9 -12.1% -5.4% -11.8% -14.7% -9.4% 9.5% 1.21 15.89 6,579 59 8 2.78 NL NL QMCCXRS Partners A -35.9 -13.0% -4.6% -12.7% -11.8% -11.4% 7.9% 1.29 17.46 2,689 59 1,161 1.45 4.75% None RSPFXArtisan Small Cap Value Investor -36.0 -13.8% -5.9% -11.9% -12.4% -11.8% 1.8% 1.30 17.13 1,444 99 538 1.23 NL NL ARTVXWells Fargo Advantage Sm/Md Cap Val Inv -36.6 -12.2% -3.2% -11.4% -9.7% -15.5% -3.6% 1.43 15.99 858 85 50 1.42 NL NL SMMVXAve Maria Catholic Values -37.2 -14.3% -6.6% -12.4% -14.6% -10.2% 3.6% 1.17 16.62 7,842 58 236 1.19 NL NL AVEMXBerwyn -37.7 -13.2% -4.4% -11.8% -14.4% -11.5% 5.3% 1.41 17.61 551 44 214 1.17 NL NL BERWXRoyce Opportunity Svc -41.7 -15.2% -6.1% -15.6% -16.1% -10.0% 8.4% 1.52 14.55 750 275 1,718 1.48 NL NL RYOFXLongleaf Partners Small-Cap -42.1 -12.2% -7.7% -16.1% -17.2% -8.8% 10.1% 1.14 14.79 4,918 22 3,981 0.91 NL NL LLSCXASTON/Fairpointe Mid Cap N -42.2 -14.7% -5.1% -14.7% -16.6% -11.0% 11.6% 1.40 17.44 5,062 49 4,745 1.11 NL NL CHTTXWells Fargo Advantage Small Cap Value C -43.3 -16.6% -4.4% -14.6% -14.0% -14.7% -1.5% 1.35 15.60 1,539 105 1,117 2.05 None 1.00% SMVCXHeartland Value -44.4 -16.3% -5.2% -15.1% -16.8% -12.4% 4.8% 1.39 15.66 472 132 882 1.07 NL NL HRTVXRoyce Low Priced Stock Svc -44.4 -13.4% -5.4% -15.7% -13.9% -14.9% -1.6% 1.39 19.30 798 132 436 1.47 NL NL RYLPXRoyce Micro-Cap Invmt -44.6 -16.9% -6.4% -15.7% -16.6% -12.3% -0.9% 1.36 22.27 412 195 325 1.48 NL NL RYOTXBogle Small Cap Growth Inv -44.8 -12.2% -9.1% -15.4% -17.4% -12.0% 11.6% 1.51 13.15 1,552 224 171 1.35 NL NL BOGLXVirtus Contrarian Value C -47.9 -17.6% -6.5% -13.6% -16.6% -17.7% 5.0% 1.27 21.78 10,809 30 320 2.13 None 1.00% FMICXKinetics Small Cap Opportunities No Load -50.7 -12.0% -4.3% -16.1% -16.3% -18.3% 11.1% 1.53 17.13 2,921 57 266 1.64 NL NL KSCOXBridgeway Ultra-Small Company -50.9 -19.0% -7.7% -15.4% -20.6% -14.9% 8.9% 1.62 15.44 217 172 114 1.13 NL NL BRUSXAegis Value -51.3 -13.5% -10.3% -15.9% -8.8% -26.7% -2.4% 2.01 na 273 59 136 1.38 NL NL AVALXVanguard Capital Value Inv -52.8 -14.7% -7.3% -18.5% -18.6% -15.7% 11.3% 1.47 16.82 11,386 143 1,058 0.47 NL NL VCVLXHeartland Value Plus -53.7 -20.5% -5.2% -17.3% -18.4% -18.1% 1.7% 1.65 20.93 1,161 56 1,297 1.14 NL NL HRVIXDelafield Fund -54.4 -19.1% -7.6% -18.2% -17.3% -18.9% 2.7% 1.49 19.74 3,547 53 693 1.21 NL NL DEFIXSchneider Small Cap Value -61.0 -23.9% -6.0% -17.7% -19.1% -24.2% -0.7% 1.71 14.56 647 60 30 1.15 NL NL SCMVX

AMG Managers Cadence Emerging Coms Instl 2.6 2.0% -3.7% -7.1% -4.8% 14.5% 14.3% 1.47 26.49 428 98 41 1.42 NL NL MECIXOberweis Micro-Cap 2.2 3.2% -1.9% -5.6% 2.3% 5.4% 14.8% 1.52 29.89 634 71 28 1.71 NL NL OBMCXFidelity Small Cap Growth 0.1 3.5% -4.5% -8.5% -4.9% 13.4% 15.2% 1.41 27.59 2,245 176 1,715 0.92 NL NL FCPGXDelaware Smid Cap Growth Instl -0.1 1.2% -2.9% -6.5% -4.5% 11.0% 13.0% 1.16 31.08 3,713 30 1,304 0.97 NL NL DFDIXT. Rowe Price Mid-Cap Growth -0.9 1.3% -3.3% -6.1% -4.9% 10.1% 16.9% 1.08 26.62 9,853 148 23,989 0.77 NL NL RPMGXHennessy Focus Investor -1.3 -0.5% -2.4% -5.2% -5.5% 9.4% 16.4% 1.09 18.20 11,951 25 1,986 1.46 NL NL HFCSXEaton Vance Atlanta Capital SMID-Cap C -1.7 1.4% -3.6% -6.7% -4.2% 9.1% 13.7% 1.11 25.48 6,001 53 6,119 1.98 None 1.00% ECASXWasatch Core Growth -3.2 0.9% -3.3% -8.2% -5.9% 10.9% 13.2% 1.22 25.46 2,838 66 1,209 1.18 NL NL WGROXMassMutual Select Mid Cap Gr Eq II A -3.3 0.8% -3.4% -6.8% -5.5% 9.0% 15.9% 1.09 26.45 9,890 215 2,466 1.30 5.75% None MEFAXBrown Capital Mgmt Small Co Inv -3.3 -0.4% -2.4% -6.8% -4.9% 8.5% 15.8% 1.41 35.89 2,374 40 2,548 1.26 NL NL BCSIXBridgeway Small-Cap Growth -3.5 2.4% -3.8% -7.8% -4.4% 8.6% 16.4% 1.49 19.25 1,420 92 36 0.94 NL NL BRSGXColumbia Small Cap Growth I Z -4.4 1.7% -5.9% -9.9% -5.9% 11.5% 10.1% 1.59 26.18 2,251 135 483 1.07 NL NL CMSCXOberweis Small-Cap Opportunities -5.2 6.2% -5.3% -9.9% -5.7% 10.3% 12.3% 1.53 27.76 1,947 72 12 2.00 NL NL OBSOXNeuberger Berman Mid Cap Growth Inv -6.0 1.0% -5.1% -8.4% -6.2% 8.6% 12.6% 1.20 27.61 9,706 104 1,166 0.94 NL NL NMANXOppenheimer Discovery Mid Cap Growth C -6.5 1.5% -3.9% -7.0% -5.9% 6.4% 11.5% 1.29 28.56 11,242 89 654 2.11 None 1.00% OEGCXFAM Value Inv -6.6 -4.0% -2.2% -4.9% -6.8% 5.1% 13.5% 1.06 18.93 10,104 42 942 1.18 NL NL FAMVXValue Line Small Cap Opportunities -6.8 -2.3% -3.2% -5.9% -6.9% 6.0% 13.6% 1.11 22.71 3,557 112 338 1.27 NL NL VLEOXValue Line Mid Cap Focused -7.0 -2.2% -3.2% -4.9% -5.5% 3.5% 11.9% 0.99 25.49 8,500 46 120 1.23 NL NL VLIFXDriehaus Micro Cap Growth -7.2 -0.7% -9.9% -16.0% -7.0% 15.9% 19.0% 2.05 27.65 680 121 191 1.59 NL NL DMCRXAkre Focus Retail -7.3 -2.5% -4.7% -6.7% -4.9% 4.3% 15.2% 1.12 28.03 18,988 50 4,057 1.35 NL NL AKREXiShares S&P Small-Cap 600 Growth -7.5 -1.1% -3.3% -8.1% -7.2% 7.8% 14.0% 1.33 22.14 1,580 355 3,296 0.25 NL NL IJTJanus Aspen Enterprise Instl -7.6 -1.1% -2.8% -6.7% -7.7% 6.8% 15.6% 0.98 26.30 8,978 83 683 0.68 NL NL JAAGXTurner Emerging Growth Investor -7.6 1.0% -3.3% -10.7% -3.9% 7.0% 12.0% 1.53 34.66 2,120 46 89 1.40 NL NL TMCGXWilshire Small Company Growth Invmt -7.8 -0.2% -3.9% -8.2% -7.6% 8.0% 13.7% 1.45 26.17 1,835 424 29 1.50 NL NL DTSGXFidelity Growth Strategies -7.9 -1.2% -3.2% -7.1% -7.3% 6.5% 16.5% 1.10 21.55 13,990 112 3,065 0.72 NL NL FDEGXT. Rowe Price New Horizons -8.1 -0.6% -4.0% -7.8% -6.6% 6.3% 16.0% 1.33 33.10 4,248 279 14,805 0.79 NL NL PRNHXMFS Mid Cap Growth C -8.1 -0.9% -4.5% -6.6% -6.0% 4.5% 13.8% 1.08 29.22 10,697 110 1,712 1.95 None 1.00% OTCCXBuffalo Discovery -8.3 0.5% -4.3% -8.1% -6.5% 6.3% 14.5% 1.26 25.69 10,948 76 854 1.01 NL NL BUFTXHartford MidCap HLS IA -8.5 -0.9% -3.4% -6.2% -6.5% 4.2% 16.4% 1.19 23.51 7,119 101 1,788 0.70 NL NL HIMCXNicholas -8.8 -2.4% -4.6% -8.3% -6.8% 6.3% 18.0% 1.10 23.04 27,937 46 3,789 0.72 NL NL NICSXOppenheimer Discovery C -8.9 -0.0% -4.6% -9.8% -6.8% 7.6% 10.6% 1.57 32.80 3,221 103 2,067 1.86 None 1.00% ODICXRS Small Cap Equity A -9.5 -1.2% -5.2% -12.9% -9.6% 13.0% 16.4% 1.53 26.06 2,155 91 77 1.27 4.75% None GPSCXRS Small Cap Growth A -9.5 -1.5% -5.0% -12.7% -9.2% 12.4% 16.0% 1.53 26.10 2,126 90 2,270 1.40 4.75% None RSEGXArtisan Mid Cap Investor -10.0 -2.2% -3.5% -7.3% -5.8% 3.2% 12.9% 1.34 31.32 13,413 72 9,253 1.20 NL NL ARTMXArtisan Small Cap Investor -10.2 -2.9% -4.9% -11.8% -5.1% 6.7% 11.0% 1.62 35.47 3,529 76 1,307 1.21 NL NL ARTSXNicholas II N -10.2 -1.9% -4.4% -8.3% -6.9% 5.0% 13.9% 1.08 27.59 11,850 80 695 0.97 NL NL NNTWXiShares S&P Mid-Cap 400 Growth -10.2 -0.9% -2.7% -7.1% -8.0% 4.8% 13.1% 1.19 22.93 5,097 233 5,353 0.25 NL NL IJKJanus Enterprise C -10.3 -2.1% -3.2% -7.2% -8.3% 5.2% 13.8% 0.96 26.83 9,020 85 5,562 1.82 None 1.00% JGRCXNeuberger Berman Genesis Inv -10.4 -2.5% -2.2% -6.9% -6.6% 3.0% 10.9% 1.17 25.85 3,109 148 10,950 1.01 NL NL NBGNX

Category 4: Higher-Risk Stock Funds

Portfolios That Invest Primarily In Small to Medium-Sized Companies Using A Growth-Oriented Strategy








Turner Small Cap Growth -10.7 3.6% -5.8% -13.4% -3.8% 6.6% 12.9% 1.66 33.39 1,589 61 70 1.25 NL NL TSCEXLord Abbett Growth Opportunities C -10.9 -0.4% -4.0% -8.0% -7.3% 4.4% 12.6% 1.23 26.75 12,560 114 625 2.03 None 1.00% LMGCXVanguard Mid Cap Growth Inv -11.4 -2.2% -3.7% -8.2% -8.5% 5.4% 13.6% 1.17 24.52 9,636 111 3,993 0.46 NL NL VMGRXColumbia Mid Cap Growth C -11.6 -0.8% -3.8% -7.8% -6.7% 2.9% 10.5% 1.14 23.13 12,709 121 2,028 1.93 None 1.00% CMCCXAmerican Century Heritage Inv -12.4 -1.2% -4.1% -8.0% -8.5% 4.1% 11.4% 1.17 28.70 11,239 102 5,466 1.00 NL NL TWHIXValue Line Premier Growth -12.4 -4.1% -3.0% -6.3% -6.6% 0.5% 10.1% 1.00 24.59 15,031 129 339 1.23 NL NL VALSXJHancock Small Company A -12.5 -3.1% -4.0% -8.9% -7.2% 3.7% 11.6% 1.24 22.43 2,126 81 239 1.43 5.00% None JCSAXT. Rowe Price Diversified Mid Cap Growth -12.8 -2.7% -4.4% -8.4% -8.4% 4.0% 14.0% 1.16 25.48 9,751 323 464 0.89 NL NL PRDMXAMG Managers Brandywine -13.0 -1.5% -4.6% -9.1% -7.8% 3.9% 12.0% 1.42 27.93 10,931 86 777 1.09 NL NL BRWIXQuartileBuffalo Mid Cap -13.1 -1.0% -4.0% -8.5% -7.5% 2.8% 12.4% 1.22 29.75 7,450 57 511 1.01 NL NL BUFMXCalvert Capital Accumulation C -13.4 -1.3% -2.2% -8.7% -8.9% 4.1% 11.3% 1.22 17.30 4,440 45 512 2.19 None 1.00% CCACXRS Select Growth A -13.5 -3.0% -4.2% -10.3% -8.6% 5.4% 10.3% 1.30 31.00 3,623 61 787 1.40 4.75% None RSDGXWanger Select -13.8 -3.0% -2.4% -8.5% -5.4% 0.1% 11.2% 1.07 22.30 4,902 43 144 0.73 NL NL WATWXThrivent Small Cap Stock A -13.9 -4.1% -5.8% -10.1% -7.3% 3.4% 10.8% 1.24 20.38 2,434 94 449 1.26 5.50% None AASMXAMG TimesSquare Small Cap Growth Prem -14.0 -2.9% -4.6% -10.9% -9.4% 6.3% 11.9% 1.38 27.17 2,015 107 1,094 1.21 NL NL TSCPXTIAA-CREF Small-Cap Equity Retail -14.1 -4.3% -3.9% -9.3% -9.0% 4.2% 12.9% 1.30 22.03 2,011 305 2,789 0.83 NL NL TCSEXRS Mid Cap Growth A -14.1 -3.2% -3.8% -8.1% -9.1% 3.0% 13.6% 1.18 25.93 9,024 67 334 1.20 4.75% None RSMOXBaron Asset Retail -14.2 -4.5% -3.8% -8.3% -7.7% 1.8% 13.7% 1.17 28.42 9,492 65 2,524 1.31 NL NL BARAXJPMorgan Mid Cap Growth C -14.3 -1.3% -5.9% -10.3% -7.0% 3.0% 15.6% 1.31 27.08 10,356 87 3,118 1.74 None 1.00% OMGCXLoomis Sayles Small Cap Growth Retail -14.4 -2.4% -5.6% -11.8% -8.2% 5.6% 12.5% 1.58 34.28 2,283 108 1,165 1.21 NL NL LCGRXRainier Small/Mid Cap Equity Original -14.4 -1.4% -3.4% -7.6% -7.4% 0.6% 11.6% 1.21 27.32 5,574 112 882 1.33 NL NL RIMSXSit Mid Cap Growth -14.6 -3.1% -4.3% -8.5% -8.1% 2.0% 12.0% 1.19 21.94 11,049 89 153 1.25 NL NL NBNGXAllianzGI Mid-Cap D -14.6 -2.8% -5.0% -7.5% -8.3% 1.2% 13.1% 1.21 25.25 11,383 66 299 1.13 NL NL DMCNXNuveen Mid Cap Growth Opps I -14.7 -3.0% -4.3% -8.8% -8.3% 2.4% 12.3% 1.32 26.29 11,844 89 1,189 1.05 NL NL FISGXGoldman Sachs Small/Mid Cap Growth C -14.7 -3.7% -5.1% -11.1% -7.6% 4.0% 13.3% 1.27 27.79 4,443 112 2,824 2.08 None 1.00% GSMGXAmerican Century New Opps Investor -15.0 -2.2% -5.9% -11.2% -9.0% 5.3% 13.1% 1.38 30.89 3,589 158 191 1.36 NL NL TWNOXEaton Vance Small-Cap C -15.0 -2.6% -4.7% -9.3% -9.0% 3.3% 11.2% 1.28 27.40 2,816 67 101 2.14 None 1.00% ECSMXPioneer Select Mid Cap Growth C -15.2 -3.4% -3.7% -7.5% -8.7% 1.0% 12.7% 1.24 23.69 9,994 144 1,293 1.91 None 1.00% GOFCXRoyce Smaller-Companies Growth Svc -15.3 -3.2% -6.1% -11.1% -7.6% 3.4% 10.4% 1.50 29.47 1,849 91 681 1.45 NL NL RYVPXVanguard Mid-Cap Growth Index Inv -15.4 -3.8% -4.0% -8.2% -9.3% 2.2% 13.7% 1.14 25.04 11,759 181 6,813 0.23 NL NL VMGIXNeuberger Berman Small Cap Growth Inv -15.4 -4.6% -5.0% -11.9% -9.1% 5.7% 11.7% 1.67 32.74 2,073 78 84 1.30 NL NL NBMIXTCM Small Cap Growth -15.5 -2.1% -6.1% -11.8% -8.8% 5.2% 16.3% 1.48 28.27 2,449 96 262 0.92 NL NL TCMSXTimothy Plan Large/Mid Cap Growth A -15.5 -4.6% -2.5% -7.2% -8.0% -0.4% 11.5% 1.07 19.65 16,675 68 62 1.58 5.50% None TLGAXPrincipal MidCap Growth III R5 -15.9 -4.4% -3.4% -8.0% -9.1% 1.3% 11.0% 1.18 25.64 9,153 434 1,373 1.21 NL NL PPQPXFederated Kaufmann Small Cap C -15.9 0.1% -8.4% -13.5% -8.4% 6.1% 12.4% 1.62 31.04 1,363 163 845 2.51 None 1.00% FKCSXiShares Russell Mid-Cap Growth -15.9 -4.3% -3.9% -8.1% -9.1% 1.3% 13.8% 1.15 22.52 10,747 510 5,966 0.25 NL NL IWPChamplain Small Company Adv -16.3 -6.4% -3.7% -10.2% -9.3% 3.1% 10.3% 1.26 21.52 2,056 79 1,394 1.36 NL NL CIPSXBlackRock Mid-Cap Growth Equity Inv C -16.5 1.0% -5.4% -10.6% -9.1% 3.2% 15.8% 1.43 33.07 8,480 66 495 2.16 None 1.00% BMGCXClearBridge Small Cap C -16.6 -6.5% -3.6% -9.1% -8.6% 1.2% 12.3% 1.29 20.64 1,908 84 606 1.90 None 1.00% LMASXJanus Venture T -16.7 -6.1% -5.3% -12.1% -10.2% 5.6% 14.0% 1.36 28.08 2,501 137 2,677 0.93 NL NL JAVTXColumbia Acorn USA C -16.7 -4.5% -3.3% -10.5% -8.9% 2.7% 9.9% 1.37 21.37 2,457 120 1,156 2.00 None 1.00% LAUCXEaton Vance Special Equities C -16.8 -2.6% -4.5% -9.2% -8.1% 0.5% 10.3% 1.31 26.57 4,009 68 46 2.06 None 1.00% ECSEXVirtus Small-Cap Core C -17.0 -6.7% -3.0% -9.0% -9.9% 1.9% 7.9% 1.03 23.97 3,066 31 297 2.09 None 1.00% PKSCXJanus Triton T -17.0 -4.6% -5.3% -11.3% -10.8% 5.1% 14.2% 1.22 29.38 3,408 114 6,376 0.93 NL NL JATTXAMG Managers Special Equity Service -17.2 -2.8% -5.2% -10.7% -9.9% 3.4% 11.5% 1.49 22.55 1,804 300 207 1.36 NL NL MGSEXBaron Growth Retail -17.2 -5.6% -2.9% -8.7% -9.8% 1.3% 11.7% 1.17 26.25 4,424 92 6,955 1.29 NL NL BGRFXIvy Small Cap Growth C -17.3 -5.5% -5.9% -10.8% -10.4% 4.0% 10.2% 1.43 29.26 2,545 87 1,077 2.07 None 1.00% WRGCXRidgeWorth Small Cap Growth Stock C -17.3 -4.9% -5.1% -10.6% -9.7% 3.0% 9.3% 1.48 25.63 2,068 91 63 1.96 None 1.00% SSCFXWaddell & Reed Small Cap C -17.4 -5.6% -5.9% -10.8% -10.4% 3.8% 10.2% 1.44 29.29 2,546 87 849 2.27 None 1.00% WSCCXFederated Kaufmann R -17.5 -1.6% -7.2% -12.3% -8.2% 3.1% 15.0% 1.30 25.71 7,934 161 5,378 1.96 NL NL KAUFXColumbia Acorn Select C -17.5 -4.2% -2.9% -9.2% -6.6% -1.7% 9.5% 1.08 22.29 4,910 42 478 1.84 None 1.00% LTFCXFidelity Mid-Cap Stock -17.7 -4.5% -4.4% -8.6% -8.5% -0.6% 12.3% 1.08 18.51 6,373 163 7,353 0.76 NL NL FMCSXBlackRock US Opportunities Inv C -18.2 -5.0% -4.3% -9.8% -9.4% 1.0% 14.2% 1.20 18.42 7,906 131 1,450 2.05 None 1.00% BMECXFederated MDT Mid Cap Gr Strats C -18.2 -6.8% -3.9% -8.1% -9.6% -0.5% 14.0% 1.15 17.16 10,248 96 310 1.98 None 1.00% FGSCXTIAA-CREF Mid-Cap Growth Retail -18.3 -4.6% -4.5% -9.0% -9.7% 0.4% 12.0% 1.21 27.47 10,519 142 1,682 0.79 NL NL TCMGXLazard US Small-Mid Cap Equity Instl -18.3 -5.2% -3.7% -10.8% -10.6% 3.1% 14.1% 1.28 21.97 2,792 83 212 0.86 NL NL LZSCXLord Abbett Small Cap Value C -18.4 -5.6% -2.1% -9.2% -9.6% 0.4% 9.2% 1.27 22.92 2,734 85 1,304 1.95 None 1.00% LSRCXBaron Partners Retail -18.5 -5.3% -3.7% -10.6% -7.7% -0.3% 16.5% 1.51 26.03 9,207 28 1,905 1.32 NL NL BPTRXMedian -4.8% -10.6% -9.6% 1.4% 11.8%

Wells Fargo Advantage Discovery Inv -18.6 -3.1% -6.6% -11.7% -9.0% 2.0% 11.5% 1.33 28.50 4,798 79 3,292 1.28 NL NL STDIXFranklin Small-Mid Cap Growth C -18.7 -3.6% -4.3% -9.9% -9.9% 1.1% 12.4% 1.22 26.32 8,597 135 3,828 1.69 None 1.00% FRSIXBlackRock Small Cap Growth Eq Inv C -18.7 -4.4% -5.1% -11.1% -8.9% 1.3% 10.6% 1.46 22.05 1,466 386 831 1.92 None 1.00% CGICXNicholas Limited Edition I -18.8 -6.3% -4.6% -10.7% -10.5% 2.5% 10.0% 1.26 28.33 2,486 81 298 0.86 NL NL NCLEXMeridian Small Cap Growth A -18.8 -7.5% -5.8% -12.5% -10.7% 4.4% new na 29.51 1,156 101 266 1.64 5.75% None MSGAXHartford SmallCap Growth C -18.9 -5.7% -6.9% -12.1% -11.6% 4.8% 12.5% 1.45 22.85 1,861 353 1,013 1.97 None 1.00% HSLCXColumbia Acorn C -19.1 -4.6% -3.8% -10.0% -8.0% -1.1% 8.3% 1.21 21.16 3,581 184 9,462 1.78 None 1.00% LIACXSentinel Sustainable Mid Cap Opp I -19.1 -4.5% -4.1% -10.1% -9.4% 0.4% 11.0% 1.13 22.83 6,297 52 127 1.26 NL NL CEGIXSit Small Cap Growth -19.2 -3.9% -5.9% -11.3% -9.6% 1.7% 10.3% 1.33 22.14 4,052 98 95 1.50 NL NL SSMGXDreyfus/The Boston Co Small Cap Gr I -19.2 -3.4% -6.5% -15.4% -10.3% 6.5% 12.1% 1.53 29.69 1,463 76 24 0.95 NL NL SSETXInvesco Mid Cap Growth C -19.5 -3.8% -5.3% -10.7% -10.0% 1.2% 12.2% 1.25 27.72 11,634 84 2,766 1.91 None 1.00% VGRCXInvesco Small Cap Growth C -19.7 -4.3% -5.8% -11.6% -9.2% 1.1% 13.6% 1.29 26.67 3,595 135 2,349 1.97 None 1.00% GTSDXHarbor Mid Cap Growth Inv -19.9 -3.9% -5.6% -10.6% -8.9% -0.4% 11.9% 1.31 32.87 9,496 83 593 1.22 NL NL HIMGXDeutsche Small Cap Growth C -20.0 -3.6% -6.0% -11.5% -11.9% 3.4% 11.9% 1.50 23.56 1,909 102 157 2.19 None 1.00% SSDCXFidelity Advisor Mid Cap II C -20.1 -5.1% -4.0% -9.3% -9.6% -1.3% 11.0% 1.20 19.76 8,699 308 2,725 1.83 None 1.00% FIICXiShares Russell 2000 Growth -20.2 -5.4% -6.3% -13.0% -11.3% 4.1% 13.0% 1.51 23.50 1,580 1,191 6,491 0.25 NL NL IWOPRIMECAP Odyssey Aggressive Growth -20.2 -5.7% -6.6% -11.4% -11.0% 2.1% 19.3% 1.44 21.42 5,632 150 6,346 0.63 NL NL POAGXT. Rowe Price Small-Cap Stock -20.4 -7.6% -4.6% -10.3% -11.0% 0.9% 11.4% 1.27 22.48 2,193 340 8,159 0.91 NL NL OTCFXWasatch Ultra Growth -20.5 -5.3% -4.5% -13.0% -11.6% 4.0% 10.0% 1.54 27.89 1,249 94 100 1.49 NL NL WAMCXEagle Mid Cap Stock C -20.6 -5.1% -5.0% -10.6% -8.8% -1.1% 9.0% 1.13 23.84 7,933 93 309 1.96 None 1.00% HMCCX








Prudential Jennison Mid Cap Growth C -20.6 -5.7% -4.9% -9.8% -11.0% 0.2% 9.0% 1.12 25.28 11,096 91 9,270 1.76 None 1.00% PEGCXMeridian Growth Legacy -20.8 -8.1% -5.3% -11.6% -10.4% 1.2% 9.5% 1.16 28.57 2,868 79 1,807 0.86 NL NL MERDXWells Fargo Advantage Opportunity Inv -20.9 -7.1% -3.5% -8.5% -10.1% -2.3% 11.2% 1.10 19.56 21,069 80 1,774 1.24 NL NL SOPFXAMG Managers Emerging Opps Svc -20.9 -8.2% -5.7% -12.6% -11.3% 3.0% 13.4% 1.54 21.82 638 353 181 1.44 NL NL MMCFXThrift Savings Plan S Fund -21.0 -6.0% -4.8% -10.4% -10.8% 0.2% 13.0% 1.23 19.60 3,544 3,349 na 0.25 NL NL THRIFTSTouchstone Mid Cap Growth C -21.3 -6.6% -6.1% -10.0% -11.8% 0.5% 12.4% 1.21 24.68 10,947 67 726 2.06 None 1.00% TOECXFidelity Spartan Extended Mkt Index Inv -21.7 -6.3% -4.9% -10.6% -11.0% -0.1% 12.8% 1.23 19.60 3,585 3,224 15,919 0.10 NL NL FSEMXVanguard Extended Market ETF -21.7 -6.2% -4.8% -10.5% -11.0% -0.2% 12.9% 1.24 19.59 3,544 3,349 41,763 0.10 NL NL VXFCentury Small Cap Select Instl -21.8 -1.7% -6.8% -14.0% -11.1% 3.3% 9.9% 1.52 23.69 1,982 63 273 1.11 NL NL CSMCXSentinel Small Company C -21.9 -6.4% -5.9% -11.8% -12.0% 1.8% 10.6% 1.19 21.18 2,306 79 906 1.92 None 1.00% SSCOXVanguard Extended Market Idx Inv -21.9 -6.3% -4.8% -10.6% -11.0% -0.3% 12.8% 1.23 19.59 3,544 3,349 41,384 0.23 NL NL VEXMXWasatch Micro Cap -22.3 -6.6% -4.9% -12.2% -12.6% 2.5% 9.7% 1.50 27.76 903 90 284 1.90 NL NL WMICXGE Instl Small-Cap Equity Inv -22.7 -7.0% -4.6% -11.2% -10.6% -0.9% 11.0% 1.26 18.56 1,929 433 1,228 0.88 NL NL GSVIXDreyfus Opportunistic Small Cap -22.9 -6.9% -6.2% -15.2% -9.1% 1.4% 12.9% 1.65 18.37 1,723 78 886 1.10 NL NL DSCVXMassMutual Select Small Cap Gr Eq A -23.1 -6.3% -6.8% -12.5% -11.7% 1.2% 13.0% 1.44 28.01 2,371 305 836 1.42 5.75% None MMGEXFidelity Advisor Stock Selec Mid Cp C -23.2 -7.5% -4.5% -10.1% -11.4% -1.7% 10.3% 1.11 21.08 6,583 193 2,318 1.80 None 1.00% FMCEXMFS New Discovery C -23.3 -4.7% -6.9% -12.4% -9.7% -1.1% 7.0% 1.52 28.79 2,400 129 1,306 2.03 None 1.00% MNDCXVictory Munder Mid-Cap Core Growth C -23.4 -6.3% -5.1% -10.7% -11.5% -1.2% 11.3% 1.12 20.85 9,990 86 5,930 2.07 None 1.00% MGOTXScout Small Cap -23.5 -6.3% -6.6% -11.8% -10.4% -1.3% 12.6% 1.35 24.26 1,862 71 224 1.27 NL NL UMBHXVantagepoint Aggressive Opp Inv -23.6 -5.9% -5.3% -10.6% -10.6% -2.5% 12.0% 1.17 22.16 7,628 573 1,016 0.83 NL NL VPAOXVirtus Mid-Cap Growth C -23.6 -6.4% -5.7% -11.8% -10.7% -1.1% 6.4% 1.26 35.89 8,083 49 85 2.15 None 1.00% PSKCXVanguard Small Cap Growth Index Inv -23.8 -5.9% -5.5% -11.7% -11.5% -0.6% 11.2% 1.30 26.32 3,023 740 15,020 0.23 NL NL VISGXGoldman Sachs Growth Opportunities C -23.9 -8.6% -4.3% -9.8% -10.3% -3.9% 10.2% 1.15 26.43 10,073 76 4,493 2.11 None 1.00% GGOCXVoya SmallCap Opportunities C -24.0 -7.0% -6.8% -13.0% -11.3% 0.3% 9.9% 1.35 26.23 2,304 159 699 2.16 None 1.00% NSPCXEventide Gilead N -24.1 -6.8% -7.9% -15.7% -11.4% 3.0% 20.5% 1.52 20.07 7,520 78 1,854 1.45 NL NL ETGLXPrudential Jennison Small Company C -24.1 -6.4% -6.0% -11.0% -11.2% -1.9% 11.3% 1.24 23.51 2,835 125 3,420 1.84 None 1.00% PSCCXWestport R -24.3 -8.6% -4.9% -11.1% -10.2% -2.9% 9.1% 1.11 23.85 17,883 37 514 1.23 NL NL WPFRXDreyfus Mid-Cap Growth C -24.5 -6.7% -4.0% -10.3% -10.1% -4.1% 9.6% 1.24 26.36 7,619 51 139 2.12 None 1.00% FRSCXBaron Opportunity Retail -24.6 -6.0% -4.5% -12.2% -9.7% -2.7% 7.9% 1.51 39.49 9,821 57 324 1.35 NL NL BIOPXAB Discovery Growth C -24.6 -5.3% -6.8% -12.7% -10.4% -1.5% 10.0% 1.39 26.27 4,861 91 2,082 1.81 None 1.00% CHCCXAlger Small Cap Growth C -24.6 -6.5% -5.7% -12.5% -12.4% 0.3% 7.3% 1.47 31.38 2,272 123 158 2.15 None 1.00% AGSCXKirr Marbach Partners Value -24.7 -7.0% -4.3% -10.4% -10.1% -4.3% 9.9% 1.24 16.62 9,752 42 73 1.45 NL NL KMVAXMeridian Contrarian Legacy -24.9 -7.7% -4.3% -11.5% -12.6% -0.9% 10.9% 1.24 23.12 6,951 74 614 1.13 NL NL MVALXWasatch Small Cap Growth -25.0 -6.3% -5.7% -12.4% -12.9% 0.4% 8.4% 1.26 29.19 2,050 102 2,078 1.21 NL NL WAAEXInvesco Small Cap Discovery C -25.0 -5.5% -6.6% -14.5% -12.5% 2.0% 10.1% 1.38 31.29 3,343 105 733 2.07 None 1.00% VCSCXHarbor Small Cap Growth Instl -25.0 -5.9% -7.5% -14.2% -13.1% 2.3% 14.5% 1.49 23.13 2,518 76 586 0.84 NL NL HASGXUBS US Small Cap Growth C -25.1 -7.0% -5.6% -15.7% -11.4% 2.0% 11.8% 1.61 28.80 2,073 100 226 2.00 None 1.00% BNMCXWilliam Blair Small Cap Growth N -25.3 -8.8% -5.5% -11.7% -12.1% -1.5% 12.8% 1.41 19.71 1,328 79 389 1.50 NL NL WBSNXUS Global Investors Holmes Macro Trends -25.7 -4.9% -2.4% -9.2% -7.6% -8.9% 5.8% 1.19 21.44 15,430 76 42 1.94 NL NL MEGAXNeedham Growth -25.8 -9.1% -3.8% -12.1% -12.2% -1.4% 10.5% 1.21 23.88 6,698 75 131 1.80 NL NL NEEGXLaudus Small-Cap MarketMasters Inv -25.8 -7.8% -5.4% -13.0% -13.0% 0.2% 7.2% 1.41 24.06 1,695 1,917 164 1.35 NL NL SWOSXPutnam Small Cap Growth A -26.6 -7.3% -8.1% -14.6% -12.8% 0.8% 12.1% 1.49 20.56 1,597 276 149 1.24 5.75% None PNSAXTimothy Plan Aggressive Growth A -26.7 -7.6% -5.0% -11.6% -12.7% -2.4% 10.2% 1.26 15.81 3,000 94 21 1.75 5.50% None TAAGXRoyce Heritage Svc -27.0 -9.4% -3.9% -10.4% -10.5% -6.1% 6.3% 1.14 19.24 3,690 143 215 1.51 NL NL RGFAXOak Ridge Small Cap Growth C -27.0 -6.6% -6.9% -13.9% -12.6% -0.5% 10.3% 1.43 31.14 2,919 65 2,418 2.12 None 1.00% ORICXVanguard Explorer Inv -27.0 -7.4% -6.0% -12.9% -12.8% -1.3% 12.6% 1.36 25.25 3,246 734 11,451 0.53 NL NL VEXPXAMG Managers Essex Sm/Micro Cap Gr Inv -27.1 -9.4% -7.1% -14.2% -13.3% 0.4% 15.9% 1.54 23.77 596 94 35 1.49 NL NL MBRSXJPMorgan Small Cap Growth C -27.3 -7.6% -7.4% -15.5% -12.8% 0.9% 9.9% 1.66 24.53 2,121 125 1,118 1.93 None 1.00% OSGCXJPMorgan Dynamic Small Cap Growth C -27.5 -7.7% -7.5% -15.6% -12.8% 0.9% 9.6% 1.66 24.54 2,113 125 429 1.93 None 1.00% VSCCXInvesco Small Cap Equity C -28.1 -8.9% -6.1% -13.3% -12.9% -1.9% 8.7% 1.32 23.27 2,633 105 1,353 2.04 None 1.00% SMECXRice Hall James Micro Cap Instl -28.2 -8.2% -5.9% -13.1% -13.9% -1.2% 9.9% 1.40 22.73 558 77 43 1.54 NL NL RHJSXIvy Mid Cap Growth C -28.2 -9.2% -4.3% -11.9% -12.6% -3.8% 8.8% 1.07 24.99 9,714 93 4,437 2.01 None 1.00% WMGCXMorgan Stanley Inst Mid Cap Growth I -28.2 -8.6% -4.4% -10.8% -11.2% -6.2% 9.3% 1.44 35.06 11,870 70 4,294 0.75 NL NL MPEGXBuffalo Small Cap -28.3 -8.7% -5.8% -12.1% -12.1% -4.1% 7.8% 1.48 35.57 2,340 65 1,458 1.00 NL NL BUFSXWaddell & Reed New Concepts C -28.4 -9.4% -4.2% -11.9% -12.7% -3.9% 8.7% 1.08 24.98 9,700 85 1,760 2.28 None 1.00% WNCCXBMO Mid-Cap Growth Y -28.9 -8.4% -5.9% -12.1% -12.1% -4.7% 8.7% 1.27 27.49 7,102 90 202 1.22 NL NL MRMSXAlger Mid Cap Growth C -29.9 -6.4% -6.0% -13.0% -12.6% -4.3% 10.8% 1.28 26.46 8,601 140 181 2.16 None 1.00% AMGCXEaton Vance Global Small-Cap C -29.9 -11.1% -3.6% -9.8% -13.1% -7.1% 6.7% 1.16 20.99 2,548 160 35 2.20 None 1.00% ECVSXClearBridge Small Cap Growth C -30.0 -12.0% -5.4% -12.9% -12.9% -4.1% 8.9% 1.47 28.58 2,328 90 3,335 1.99 None 1.00% SCSMXDeutsche Mid Cap Growth C -30.2 -8.5% -5.8% -13.0% -14.1% -3.1% 10.9% 1.27 24.28 7,558 95 348 2.05 None 1.00% SMCCXBaron Small Cap Retail -30.7 -8.9% -6.8% -12.6% -13.8% -4.3% 9.7% 1.27 30.09 3,686 101 4,527 1.30 NL NL BSCFXLord Abbett Developing Growth C -30.7 -7.8% -6.1% -15.9% -13.8% -1.1% 12.2% 1.74 35.25 2,586 119 3,131 1.73 None 1.00% LADCXAB Small Cap Growth C -30.8 -6.7% -7.3% -15.1% -11.6% -4.0% 8.7% 1.60 27.80 2,649 107 1,330 2.00 None 1.00% QUACXTurner Midcap Growth Investor -31.2 -8.3% -6.1% -13.5% -12.8% -4.9% 9.8% 1.40 32.18 13,376 52 176 1.18 NL NL TMGFXHodges Small Cap Retail -31.2 -8.4% -6.3% -11.9% -12.4% -6.9% 13.0% 1.38 21.19 2,266 94 1,970 1.32 NL NL HDPSXJHancock Small Cap Equity C -31.7 -11.1% -4.9% -13.7% -14.3% -3.7% 5.9% 1.63 27.26 2,086 77 369 1.93 None 1.00% SPVCXMorgan Stanley Inst Small Co Gr A -31.8 -9.4% -5.9% -15.6% -12.9% -3.3% 9.7% 1.84 45.89 2,492 92 1,720 1.38 5.25% None MSSMXTCW Small Cap Growth N -32.3 -9.4% -6.7% -16.6% -15.2% -0.5% 6.7% 1.78 31.43 1,917 74 120 1.46 NL NL TGSNXTransamerica Growth Opportunities C -33.8 -10.6% -4.6% -11.4% -13.0% -9.5% 6.8% 1.46 35.06 11,875 62 453 2.14 None 1.00% ITSLXWestcore MIDCO Growth Retail -34.2 -7.6% -6.2% -13.7% -13.4% -7.1% 12.0% 1.46 24.44 8,370 74 87 1.04 NL NL WTMGXFranklin Small Cap Growth C -35.2 -10.3% -8.9% -17.0% -14.6% -3.6% 12.7% 1.63 26.80 1,460 119 3,356 1.87 None 1.00% FCSGXRoyce Pennsylvania Mutual Invmt -35.2 -12.9% -5.0% -13.0% -13.9% -8.3% 7.0% 1.34 19.02 1,611 373 3,604 0.92 NL NL PENNXHodges Retail -35.2 -9.9% -6.6% -9.5% -11.6% -14.1% 16.2% 1.47 14.64 4,010 50 271 1.32 NL NL HDPMXRoyce Premier Invmt -35.7 -11.0% -6.1% -12.4% -13.2% -10.1% 5.9% 1.33 20.35 3,050 60 3,560 1.10 NL NL RYPRXHartford Small Company C -35.8 -11.2% -8.9% -15.3% -15.4% -5.0% 9.9% 1.52 25.65 2,280 325 861 2.05 None 1.00% HSMCXBMO Small-Cap Growth Y -36.1 -9.2% -8.0% -15.7% -16.3% -4.1% 9.4% 1.59 28.95 1,477 81 609 1.41 NL NL MRSCXKinetics Paradigm No Load -38.0 -9.2% -2.8% -12.0% -14.0% -12.0% 9.8% 1.28 22.69 6,843 81 922 1.64 NL NL WWNPXRoyce Small-Cap Leaders Svc -38.6 -13.8% -5.5% -13.7% -14.2% -10.8% 4.7% 1.35 17.80 1,944 81 131 1.49 NL NL RYOHX








Lazard Global Listed Infrastructure Open 10.4 5.8% 2.2% 2.5% -2.2% 10.1% 17.7% 0.87 18.36 10,940 36 2,310 1.29 NL NL GLFOXOppenheimer International Small Co C 8.6 8.6% -2.7% -2.7% 2.2% 9.1% 18.0% 1.02 23.68 2,565 152 5,070 1.96 None 1.00% OSMCXWasatch International Growth -1.4 6.3% -1.8% -6.3% 0.1% 4.8% 8.8% 1.14 31.64 2,341 92 1,362 1.46 NL NL WAIGXFidelity International Small Cap Opp -3.1 5.3% -2.6% -5.9% -1.4% 4.2% 11.5% 1.02 19.54 1,979 162 898 1.30 NL NL FSCOXForward International Small Co Inv -3.8 6.2% -2.8% -5.7% -1.9% 3.7% 9.9% 1.08 15.87 2,095 113 182 1.65 NL NL PISRXArtisan International Small Cap Investor -5.7 4.1% 0.2% -7.0% -0.7% 2.0% 8.8% 1.34 24.16 2,748 51 963 1.50 NL NL ARTJXT. Rowe Price International Discovery -7.1 2.5% -1.9% -7.3% -1.6% 1.8% 10.2% 0.95 21.69 1,835 216 3,982 1.21 NL NL PRIDXJHancock International Growth C -7.2 1.8% -1.6% -6.2% -4.0% 3.1% 9.2% 1.10 21.10 29,860 69 1,342 2.05 None 1.00% GONCXLord Abbett International Opp C -7.2 4.0% -1.9% -7.3% -2.3% 2.3% 9.6% 1.19 18.89 1,851 107 613 2.07 None 1.00% LINCXFidelity International Small Cap -7.5 3.3% -2.6% -7.1% -2.1% 1.7% 11.2% 1.13 15.09 1,311 220 846 1.22 NL NL FISMXFidelity Overseas -9.3 2.8% -4.1% -7.4% -4.0% 2.1% 10.3% 1.12 18.93 14,498 173 4,143 1.02 NL NL FOSFX

MFS International Value C -9.8 0.5% -2.0% -4.7% -5.6% 0.5% 9.3% 1.06 19.96 22,396 100 24,782 1.78 None 1.00% MGICXGMO Foreign II -10.5 3.5% -2.6% -5.7% -2.4% -2.4% 6.1% 1.29 14.42 28,265 97 204 0.83 NL NL GMFRXVanguard International Explorer Inv -11.3 3.1% -3.1% -6.9% -3.9% -0.5% 11.2% 1.06 18.72 1,775 335 2,723 0.40 NL NL VINEXVirtus Foreign Opportunities C -11.4 -2.3% -0.3% -4.2% -4.1% -3.1% 2.4% 1.11 20.16 50,355 57 1,816 2.18 None 1.00% JVICXThornburg International Value C -12.6 2.6% -4.0% -8.7% -4.4% 0.5% 4.9% 1.17 17.67 46,635 49 9,899 1.99 None 1.00% THGCXFidelity International Capital Apprec -13.2 -2.3% -3.0% -7.0% -6.2% -0.1% 9.4% 1.11 22.51 16,265 214 1,269 1.14 NL NL FIVFXFidelity International Discovery -14.5 0.1% -3.7% -7.7% -5.5% -1.2% 7.8% 1.17 19.37 16,414 232 10,367 0.91 NL NL FIGRXAmerican Century Intl Discovery Inv -14.9 1.8% -3.4% -8.6% -4.7% -1.6% 8.6% 1.23 24.79 5,543 105 537 1.70 NL NL TWEGXMFS International New Discovery C -15.2 -2.4% -2.1% -7.2% -5.0% -3.1% 5.1% 1.01 18.69 4,470 311 4,973 2.07 None 1.00% MIDCXSit International Growth -16.7 0.3% -4.4% -8.0% -5.5% -3.1% 5.0% 1.12 19.34 27,559 75 22 1.50 NL NL SNGRXFederated International Small-Mid Co C -17.2 1.5% -5.2% -11.0% -6.0% -0.3% 6.2% 1.24 18.88 4,476 107 189 2.66 None 1.00% ISCCXDFA International Small Cap Value I -17.7 -0.0% -4.0% -9.2% -4.5% -4.0% 11.0% 1.31 12.91 1,405 2,192 12,497 0.68 NL NL DISVXMassMutual Premier International Eq A -17.9 -2.4% -2.5% -8.3% -6.0% -3.5% 6.4% 1.19 20.84 15,946 116 533 1.50 5.75% None MMIAXTweedy, Browne Global Value -18.4 -3.9% -2.8% -5.4% -7.2% -5.8% 7.0% 0.79 15.67 30,573 209 9,002 1.37 NL NL TBGVXOppenheimer International Growth C -18.4 -2.6% -2.6% -8.4% -6.2% -3.8% 5.8% 1.18 19.79 15,410 109 20,203 1.89 None 1.00% OIGCXLazard International Equity Open -19.1 -1.3% -4.0% -8.4% -6.5% -4.1% 6.4% 1.16 19.72 29,121 73 737 1.15 NL NL LZIOXHartford International Opportunities C -19.3 -2.3% -3.4% -7.9% -6.7% -4.7% 5.4% 1.08 17.56 33,408 107 1,591 1.93 None 1.00% HIOCXGoldman Sachs Intl Eq Insghts C -19.3 0.2% -3.9% -8.3% -5.4% -5.7% 6.0% 1.23 17.85 20,997 272 707 2.00 None 1.00% GCICXPrincipal International I R5 -19.5 -2.4% -2.9% -10.9% -6.5% -2.0% 8.3% 1.19 14.86 13,169 124 375 1.21 NL NL PTPPXFidelity Diversified International -19.8 -1.7% -4.7% -9.5% -7.5% -2.7% 7.8% 1.16 19.26 27,941 236 22,538 0.91 NL NL FDIVXQuartile

Fidelity Advisor Diversified Intl C -19.9 -1.5% -4.8% -9.6% -7.6% -2.7% 7.5% 1.17 19.54 25,328 250 1,883 1.98 None 1.00% FADCXAmerican Century International Gr Inv -20.2 -2.7% -3.5% -8.3% -6.8% -5.1% 6.6% 1.16 22.61 31,864 103 1,691 1.18 NL NL TWIEXCalvert International Equity C -20.6 -2.5% -3.6% -8.3% -6.7% -5.7% 4.8% 1.12 16.32 56,012 111 365 2.16 None 1.00% CWVCXFirst Eagle Overseas C -20.8 -2.7% -4.1% -8.0% -7.4% -5.5% 3.1% 0.80 16.74 12,847 165 13,669 1.90 None 1.00% FESOXWells Fargo Advantage Intl Eq C -20.9 0.0% -4.8% -11.3% -7.9% -1.6% 6.2% 1.22 14.40 22,521 76 402 1.84 None 1.00% WFEFXMarsico International Opportunities -20.9 -4.4% -5.0% -10.0% -9.4% -1.5% 5.3% 1.20 35.45 21,122 37 91 1.60 NL NL MIOFXArtisan International Value Investor -21.3 -4.7% -3.0% -8.6% -8.0% -4.7% 9.9% 1.02 16.90 23,256 56 10,914 1.20 NL NL ARTKXPutnam International Growth C -21.4 -2.4% -3.0% -8.7% -6.1% -6.6% 5.5% 1.17 18.94 14,552 202 302 2.25 None 1.00% PIOCXFidelity Advisor Overseas C -21.7 -2.1% -4.6% -10.1% -6.7% -4.9% 6.8% 1.22 20.72 19,339 214 647 2.06 None 1.00% FAOCXPutnam International Capital Opp C -21.7 -1.3% -1.9% -8.9% -6.7% -6.1% 2.9% 1.21 14.75 2,853 188 528 2.14 None 1.00% PUVCXColumbia International Value C -21.7 -1.9% -4.1% -8.3% -7.0% -6.4% 5.9% 1.19 13.37 14,374 107 174 2.22 None 1.00% NVICXSSgA International Stock Selection N -21.7 -2.3% -4.3% -9.0% -7.5% -5.3% 7.9% 1.20 17.70 32,405 100 322 1.00 NL NL SSAIXLaudus International MarketMasters Inv -21.8 -2.8% -3.9% -9.4% -7.7% -4.7% 6.4% 1.13 20.05 8,719 1,216 1,916 1.40 NL NL SWOIXWaddell & Reed Global Growth C -22.2 -4.1% -3.6% -8.3% -9.3% -4.7% 5.6% 1.00 21.28 45,846 67 620 2.52 None 1.00% WAICXFidelity International Value -22.9 -2.7% -5.0% -8.5% -7.3% -7.0% 5.7% 1.26 17.15 42,983 105 241 0.96 NL NL FIVLXMFS Instl International Equity -23.0 -2.8% -3.6% -9.3% -8.4% -5.3% 6.2% 1.17 20.31 40,439 77 7,566 0.72 NL NL MIEIXUSAA International -23.1 -2.8% -3.5% -9.0% -8.3% -5.8% 5.7% 1.18 21.11 44,009 87 3,283 1.12 NL NL USIFXTempleton Foreign Smaller Companies C -23.2 -2.8% -4.2% -9.4% -7.0% -6.9% 3.2% 1.13 17.81 1,821 108 127 2.42 None 1.00% FCFSXAlger International Growth C -23.6 -3.2% -2.4% -10.7% -8.8% -4.1% 3.9% 1.08 19.36 27,341 95 214 2.08 None 1.00% ALGCXMFS International Growth C -23.6 -4.1% -2.5% -8.7% -8.5% -6.4% 2.3% 1.14 19.75 33,849 88 3,999 1.94 None 1.00% MGRCXMFS International Diversification C -24.0 -4.2% -3.0% -8.9% -8.5% -6.7% 3.5% 1.09 18.69 24,755 8 4,431 1.93 None 1.00% MDIGXOakmark International Small Cap I -24.2 -1.1% -5.1% -11.1% -9.4% -3.7% 8.2% 1.23 20.73 2,254 62 3,014 1.31 NL NL OAKEXPutnam International Equity C -24.5 -2.8% -3.6% -9.5% -8.3% -6.7% 6.8% 1.20 17.77 24,158 140 939 2.05 None 1.00% PIGCXMorgan Stanley Inst International Eq A -24.6 -2.8% -3.8% -9.2% -7.4% -8.0% 5.0% 1.18 17.71 48,774 78 4,518 1.30 5.25% None MIQBXDreyfus International Equity C -25.0 -3.0% -3.9% -8.5% -7.8% -8.7% 6.8% 1.24 16.56 24,835 94 414 1.90 None 1.00% DIECXAmerican Funds Europacific Growth C -25.4 -4.2% -3.6% -10.1% -9.3% -6.0% 5.2% 1.06 18.54 36,610 464 125,066 1.61 None 1.00% AEPCXColumbia Select International Equity C -25.6 -4.3% -5.1% -10.1% -8.8% -6.7% 2.4% 1.18 17.37 23,468 63 525 2.17 None 1.00% NITRXHartford International Growth C -25.7 -4.7% -2.4% -10.4% -8.9% -6.5% 6.7% 1.15 18.85 25,903 112 230 2.05 None 1.00% HNCCXTIAA-CREF International Eq Retail -25.8 -3.2% -4.5% -11.2% -9.7% -4.9% 6.6% 1.30 23.17 18,827 66 3,979 0.83 NL NL TIERXAB International Value C -26.0 -3.4% -3.6% -10.6% -8.2% -7.2% 5.8% 1.29 12.93 22,051 105 350 2.17 None 1.00% ABICXWilliam Blair International Growth N -26.3 -4.7% -3.8% -10.1% -9.8% -6.4% 5.3% 1.07 18.23 23,510 212 3,794 1.43 NL NL WBIGXFederated International Leaders C -26.4 -4.7% -5.5% -11.0% -10.3% -5.5% 8.3% 1.38 18.36 23,242 55 2,343 2.00 None 1.00% FGFCXMedian -4.1% -10.3% -9.2% -6.7% 5.3%

T. Rowe Price Spectrum International -27.0 -4.6% -3.9% -10.7% -9.1% -7.1% 4.9% 1.11 17.34 19,287 10 1,131 0.94 NL NL PSILXInvesco Intl Core Equity C -27.1 -6.2% -4.5% -9.7% -10.2% -7.2% 3.1% 1.16 16.40 32,533 94 119 2.34 None 1.00% IBVCXiShares MSCI EAFE -27.1 -4.2% -4.4% -9.7% -9.2% -8.2% 5.8% 1.26 15.09 31,519 937 56,533 0.33 NL NL EFADelaware Intl Value Equity C -27.2 -3.3% -5.0% -8.8% -8.3% -10.0% 3.8% 1.25 15.68 25,278 61 256 2.17 None 1.00% DEGCXSelected International D -27.4 -4.7% -2.4% -13.1% -7.0% -7.4% 8.1% 1.37 18.29 13,668 53 86 0.83 NL NL SLSDXForward International Dividend Investor -27.6 -5.7% -3.5% -9.1% -9.0% -9.4% 2.1% 1.09 12.64 8,263 125 257 1.34 NL NL FFINXT. Rowe Price Instl Intl Growth Equity -27.6 -4.6% -4.4% -11.3% -10.3% -6.0% 4.5% 1.18 19.11 28,204 128 64 0.75 NL NL PRFEXFidelity Spartan International Idx Inv -27.8 -4.5% -4.7% -10.1% -9.3% -8.4% 5.7% 1.22 15.80 32,418 970 14,799 0.20 NL NL FSIIXT. Rowe Price International Stock -27.8 -4.7% -4.4% -11.4% -10.4% -6.0% 4.5% 1.17 19.12 28,238 130 13,267 0.83 NL NL PRITXDreyfus Intl Stock Index -27.9 -4.5% -4.4% -10.0% -9.3% -8.6% 5.3% 1.22 15.76 32,605 933 574 0.60 NL NL DIISXThrift Savings Plan I Fund -28.1 -4.3% -5.0% -10.2% -9.5% -8.4% 5.9% 1.23 15.00 31,312 937 na 0.25 NL NL THRIFTI

Category 5: Foreign Funds

Portfolios That Are Allowed the Flexibility to Invest Anywhere Outside the U.S.

5








Pioneer International Value C -28.8 -5.3% -4.8% -10.7% -9.2% -8.9% 4.9% 1.13 18.79 19,615 89 171 2.35 None 1.00% PCITXColumbia Acorn International C -28.9 -6.1% -3.1% -10.3% -9.8% -8.8% 3.8% 1.05 19.17 2,861 230 7,179 1.98 None 1.00% LAICXMorgan Stanley Inst Active Intl Allc I -28.9 -4.6% -4.7% -10.2% -10.0% -8.6% 5.2% 1.21 17.09 36,890 703 281 0.90 NL NL MSACXHarbor International Growth Instl -28.9 -4.8% -3.3% -11.5% -10.9% -6.4% 3.2% 1.22 18.32 17,700 87 255 0.85 NL NL HAIGXMassMutual Select Overseas A -29.0 -5.4% -4.2% -10.8% -10.4% -7.9% 5.6% 1.26 18.19 40,904 192 660 1.48 5.75% None MOSAXAmerican Beacon Intl Equity Inv -29.1 -4.5% -5.1% -10.4% -9.2% -9.4% 5.5% 1.22 17.60 35,351 199 2,364 1.06 NL NL AAIPXLitman Gregory Masters Intl Inv -29.3 -6.3% -4.3% -11.8% -11.1% -6.4% 6.2% 1.24 19.36 18,506 68 1,382 1.24 NL NL MNILXBBH International Equity N -29.4 -6.2% -4.5% -10.2% -9.9% -9.3% 3.4% 1.14 16.80 38,321 107 733 1.12 NL NL BBHEXBrandes International Equity I -29.5 -3.3% -5.7% -11.7% -9.4% -8.4% 7.0% 1.33 15.66 26,298 63 624 1.00 NL NL BIIEXT. Rowe Price International Gr & Inc -29.6 -5.2% -5.5% -11.2% -8.7% -9.6% 5.5% 1.18 15.28 20,462 133 11,030 0.85 NL NL TRIGXGuideStone Funds International Eq Inv -29.6 -5.6% -4.3% -10.5% -10.2% -9.0% 4.0% 1.19 18.00 29,582 714 1,256 1.32 NL NL GIEZXTransamerica Partners Instl Intl Eq -29.6 -5.0% -4.0% -10.4% -9.0% -10.3% 1.8% 1.20 11.92 14,853 122 45 1.15 NL NL DIIEXVantagepoint International Investor -30.1 -6.6% -4.0% -10.8% -10.3% -9.1% 4.2% 1.15 16.09 26,487 415 1,643 0.97 NL NL VPINXDFA Large Cap International I -30.2 -5.8% -4.7% -10.7% -9.6% -9.8% 4.8% 1.21 15.98 28,295 1,302 3,098 0.28 NL NL DFALXInvesco International Growth C -30.3 -8.0% -3.0% -10.6% -10.9% -8.8% 3.6% 1.11 15.27 33,593 87 8,827 2.08 None 1.00% AIECXBlackRock International Opp Inv C -30.3 -4.9% -4.2% -12.3% -9.5% -8.6% 2.4% 1.14 17.45 29,576 118 995 2.13 None 1.00% BRECXGAMCO International Growth AAA -30.3 -5.5% -3.7% -11.5% -10.9% -7.9% 2.1% 1.14 19.63 37,911 67 28 2.19 NL NL GIGRXTempleton Instl Foreign Eq Ser Primary -30.4 -5.4% -4.8% -10.5% -10.2% -9.7% 4.4% 1.20 15.44 38,271 103 5,903 0.78 NL NL TFEQXCauseway International Value Inv -30.4 -5.8% -5.6% -10.3% -9.7% -10.5% 5.2% 1.15 15.95 39,969 62 6,949 1.17 NL NL CIVVXMFS Research International C -30.6 -5.3% -5.2% -11.2% -10.2% -9.3% 2.9% 1.21 17.51 39,510 112 6,867 1.86 None 1.00% MRICXElfun International Equity -31.0 -4.6% -5.8% -12.2% -11.2% -7.6% 4.6% 1.20 16.52 39,176 87 240 0.33 NL NL EGLBXGE Instl International Equity Inv -31.4 -4.8% -5.9% -12.2% -11.3% -7.8% 4.5% 1.20 16.76 39,735 87 1,373 0.56 NL NL GIEIXThomas White International Investor -31.8 -6.6% -3.2% -10.4% -10.0% -11.5% 0.3% 1.14 15.33 29,498 100 571 1.24 NL NL TWWDXAB International Growth C -32.1 -7.3% -3.1% -10.7% -10.9% -10.5% 2.2% 1.20 20.38 27,723 69 388 2.07 None 1.00% AWPCXBlackRock International Inv C -32.4 -8.2% -5.9% -11.8% -8.7% -12.0% 3.0% 1.23 16.99 25,965 2 558 2.42 None 1.00% MCILXPIMCO StocksPLUS Intl (USD-Hedged) D -32.5 -6.0% -7.0% -12.9% -14.9% -4.8% 9.8% 1.29 na na 621 2,163 1.16 NL NL PIPDXVanguard Total International Stock ETF -32.8 -6.6% -3.9% -11.5% -10.6% -10.7% 3.2% 1.23 15.08 19,098 5,815 174,827 0.14 NL NL VXUS

Vanguard Total Intl Stock Index Inv -32.9 -6.9% -3.9% -11.6% -10.5% -10.8% 3.1% 1.19 15.08 19,098 5,815 174,595 0.22 NL NL VGTSXVanguard FTSE All-World ex-US Index Inv -33.5 -7.2% -4.0% -11.7% -10.8% -11.0% 2.8% 1.20 15.07 25,814 2,483 22,995 0.29 NL NL VFWIXJPMorgan International Eq C -33.6 -6.5% -5.0% -12.6% -11.0% -10.0% 2.7% 1.21 15.30 50,200 91 2,916 1.82 None 1.00% JIECXClearBridge International Value C -33.6 -7.3% -4.7% -10.3% -10.3% -13.0% 3.3% 1.19 17.19 18,995 76 296 2.05 None 1.00% SBICXJOHCM International Select II -34.4 -6.3% -5.4% -13.4% -15.2% -5.8% 11.7% 1.32 21.50 25,418 35 3,061 1.30 NL NL JOHAXScout International -34.4 -8.4% -4.9% -12.6% -12.0% -9.7% 2.0% 1.09 16.09 33,690 82 3,247 1.01 NL NL UMBWXHarbor International Institutional -34.9 -6.5% -5.3% -13.0% -11.6% -10.3% 3.2% 1.26 17.60 49,739 92 44,607 0.75 NL NL HAINXVanguard International Growth Inv -34.9 -7.2% -4.0% -13.0% -12.0% -10.0% 4.8% 1.29 18.83 31,998 182 20,094 0.47 NL NL VWIGXDreyfus International Value C -36.1 -5.9% -6.1% -12.7% -10.8% -12.6% 3.1% 1.31 14.23 21,965 105 47 2.37 None 1.00% DICVXOakmark International I -36.3 -8.6% -6.4% -13.2% -14.2% -9.0% 8.4% 1.38 17.01 35,691 72 28,427 0.95 NL NL OAKIXArtisan International Investor -36.4 -10.0% -4.6% -13.3% -13.6% -9.6% 5.6% 1.20 21.55 43,333 81 18,518 1.17 NL NL ARTIXVanguard International Value Inv -39.6 -8.7% -6.0% -13.4% -12.4% -13.9% 4.1% 1.30 16.57 32,946 160 7,422 0.44 NL NL VTRIXInvesco International Small Company C -39.9 -12.3% -3.7% -12.9% -9.9% -17.1% -1.8% 1.13 15.69 1,340 81 319 2.21 None 1.00% IEGCXManning & Napier World Opportunities A -40.1 -10.5% -4.7% -13.5% -11.7% -14.9% 0.5% 1.25 21.96 26,566 63 1,913 1.08 NL NL EXWAXMainStay ICAP International I -40.4 -8.3% -6.2% -13.9% -13.0% -13.5% 4.0% 1.23 20.29 34,644 45 1,889 0.95 NL NL ICEUXDFA International Value II -40.7 -8.8% -6.9% -14.6% -12.4% -13.7% 4.2% 1.35 13.13 26,221 550 110 0.28 NL NL DIVTXDeutsche CROCI International C -40.9 -8.8% -6.9% -14.1% -15.9% -11.0% 4.5% 1.25 14.66 18,054 67 2,468 1.97 None 1.00% SUICXThird Avenue International Value Inv -41.5 -14.3% -6.6% -13.7% -11.5% -16.3% -1.8% 1.30 14.20 2,470 43 197 1.65 NL NL TVIVXLongleaf Partners International -41.7 -11.3% -6.0% -13.6% -10.9% -17.1% 1.6% 1.40 13.39 7,429 23 1,241 1.25 NL NL LLINXTempleton Foreign C -43.6 -9.1% -5.5% -12.9% -12.8% -17.9% 3.3% 1.37 15.05 21,099 103 6,837 1.91 None 1.00% TEFTXDodge & Cox International Stock -47.2 -12.1% -6.2% -15.4% -15.6% -16.2% 6.6% 1.33 17.82 45,637 91 62,894 0.64 NL NL DODFXPowerShares Intl Div Achiev ETF -49.6 -15.4% -6.5% -14.7% -15.5% -19.4% 1.3% 1.23 14.22 17,453 87 1,154 0.55 NL NL PIDAllianzGI NFJ International Value D -51.4 -14.9% -7.1% -16.8% -15.5% -19.0% -2.0% 1.27 11.96 28,823 63 2,082 1.30 NL NL AFJDXJanus Aspen Overseas Instl -52.7 -13.7% -6.2% -18.4% -13.0% -21.2% -1.4% 1.75 12.71 5,290 80 853 0.53 NL NL JAIGXAberdeen Select International Eq A -52.8 -15.2% -5.5% -15.2% -16.1% -21.6% -0.9% 1.35 14.63 42,472 56 291 1.29 NL NL BJBIXJanus Overseas T -53.8 -14.1% -6.1% -18.6% -12.8% -22.4% -3.3% 1.78 12.39 4,824 79 2,134 0.68 NL NL JAOSX








Global Stock Funds >>> Average Risk

Portfolios That Are Allowed the Flexibility to Invest Worldwide, Including the U.S.

Foreign Regional Stock Funds >>> Above-Average Risk

Portfolios That Are Limited to One Geographic Region or Type of Country

Oberweis Emerging Growth -3.8 5.6% -3.5% -10.1% -2.4% 8.7% 12.7% 1.66 28.97 1,892 68 68 1.49 NL NL OBEGXOppenheimer Global Opportunities C -8.1 -1.1% -1.8% -7.0% -2.5% 1.5% 9.5% 1.39 25.75 3,139 101 3,124 1.93 None 1.00% OGICXWasatch World Innovators -8.4 0.0% -3.2% -5.9% -2.8% 0.3% 8.7% 1.08 20.94 5,179 78 192 1.74 NL NL WAGTXAmerican Funds New Perspective C -13.3 -2.0% -3.0% -6.7% -6.1% -0.5% 9.5% 1.02 20.87 52,006 315 58,500 1.55 None 1.00% NPFCXUSAA Capital Growth -14.3 -3.1% -2.8% -7.7% -6.9% 0.2% 12.4% 1.01 15.19 34,655 153 720 1.28 NL NL USCGXAmerican Century Global Growth Inv -15.0 -2.7% -3.5% -6.9% -6.6% -1.6% 9.4% 1.07 26.64 29,666 108 545 1.08 NL NL TWGGXWestcore Blue Chip Dividend Retail -15.6 -7.1% -2.5% -5.3% -5.5% -4.9% 6.7% 1.02 19.74 48,976 31 42 0.99 NL NL WTMVXAmerican Funds SMALLCAP World C -15.8 -1.1% -4.7% -11.2% -6.0% 1.5% 9.6% 1.13 23.04 3,192 642 27,061 1.87 None 1.00% SCWCXT. Rowe Price Global Stock -15.8 -2.1% -3.7% -8.2% -7.0% -0.6% 12.8% 1.15 23.65 26,465 81 483 0.89 NL NL PRGSXFidelity Worldwide -16.3 -2.0% -3.5% -8.2% -6.9% -1.2% 10.2% 1.13 21.07 24,919 335 1,535 0.96 NL NL FWWFXPerkins Global Value T -16.4 -5.0% -2.6% -6.0% -5.7% -4.8% 6.9% 0.81 16.19 35,272 78 241 1.01 NL NL JGVAXDreyfus Worldwide Growth C -17.0 -5.5% -0.8% -6.1% -6.1% -4.8% 4.9% 1.12 17.55 110,535 53 630 1.91 None 1.00% PGRCXMFS Aggressive Growth Allocation C -17.6 -4.6% -3.2% -7.6% -7.5% -2.6% 7.8% 0.95 20.67 23,228 17 1,664 1.87 None 1.00% MCAGXPolaris Global Value -17.8 -3.3% -3.9% -8.8% -8.0% -1.0% 12.4% 1.06 15.41 9,296 97 342 0.99 NL NL PGVFXUSAA World Growth -17.9 -5.2% -2.8% -7.7% -8.0% -2.2% 10.1% 1.11 20.74 45,508 103 1,153 1.17 NL NL USAWXCambiar Unconstrained Equity Investor -18.9 0.4% -3.4% -10.4% -7.0% -1.5% 17.3% 1.71 19.28 18,894 37 140 1.35 NL NL CAMAXWells Fargo Advantage Global Opps C -19.2 -4.3% -4.2% -9.0% -8.4% -1.8% 8.4% 1.07 17.01 1,501 131 234 2.28 None 1.00% EKGCXMFS Global Equity C -19.3 -5.8% -2.9% -8.0% -8.3% -3.0% 9.1% 1.11 19.56 41,961 102 2,097 1.98 None 1.00% MWECXWintergreen Investor -19.7 -9.2% -0.5% -3.3% -6.0% -10.4% 2.8% 1.18 18.70 23,855 36 806 1.89 NL NL WGRNXFidelity Advisor Glbl Capital Apprec C -20.1 -2.6% -4.3% -10.7% -7.4% -2.0% 12.5% 1.10 22.37 6,165 462 135 2.20 None 1.00% FEUCXMFS Global Growth C -20.4 -6.7% -2.3% -8.6% -8.4% -3.4% 6.4% 1.08 20.17 37,540 93 216 2.20 None 1.00% MWOCXVanguard Global Equity Inv -21.3 -5.2% -2.7% -8.5% -8.6% -4.1% 9.6% 1.01 16.22 20,782 780 4,144 0.61 NL NL VHGEXDeutsche Global Small Cap C -21.9 -3.0% -4.9% -9.2% -8.5% -4.2% 8.3% 1.19 12.71 2,086 129 490 2.26 None 1.00% KGDCXOppenheimer Global C -22.1 -2.2% -5.1% -10.8% -8.7% -2.6% 10.1% 1.19 19.36 34,205 93 10,066 1.88 None 1.00% OGLCXMassMutual Premier Global R3 -22.4 -2.2% -5.1% -11.0% -8.8% -2.6% 10.3% 1.19 21.11 38,943 91 376 1.55 NL NL MGFNXAB Wealth Appreciation Strategy C -22.9 -6.0% -3.2% -9.1% -8.6% -5.2% 7.0% 0.99 17.14 23,636 2,059 1,388 2.00 None 1.00% AWACXColumbia Global Strategic Equity C -24.1 -7.4% -3.7% -9.3% -9.5% -5.3% 7.3% 0.98 17.83 33,286 62 718 2.08 None 1.00% NLGCXAB Global Thematic Growth C -24.2 -4.5% -3.3% -11.2% -9.1% -3.8% 7.4% 1.24 24.78 24,265 85 654 2.23 None 1.00% ATECXAmerican Funds Capital World Gr&Inc C -24.3 -6.5% -3.8% -8.8% -8.7% -6.8% 7.4% 0.99 16.83 51,289 399 83,975 1.57 None 1.00% CWGCXJanus Aspen Global Research Instl -24.6 -6.1% -4.9% -10.3% -11.0% -3.3% 11.7% 1.12 20.75 34,152 127 699 0.61 NL NL JAWGXJanus Global Research T -24.8 -6.2% -4.9% -10.4% -11.0% -3.4% 9.3% 1.06 20.75 34,232 127 2,477 0.79 NL NL JAWWXTouchstone Sustainability & Imp Eq Y -25.3 -6.5% -5.2% -10.4% -12.9% -2.0% 9.3% 1.12 17.77 37,535 70 300 0.99 NL NL TIQIXDeutsche Global Equity C -25.4 -6.5% -3.9% -9.9% -8.9% -6.7% 5.3% 1.13 21.55 20,184 96 28 2.19 None 1.00% DBICXPutnam Global Equity C -26.0 -5.9% -4.7% -9.6% -10.1% -6.3% 8.8% 1.13 17.47 15,308 199 807 2.02 None 1.00% PUGCXFranklin Mutual Quest C -26.5 -8.4% -4.5% -8.8% -10.2% -7.5% 6.1% 0.82 13.48 19,297 159 5,539 1.81 None 1.00% TEMQXFranklin Mutual Global Discovery C -27.0 -7.7% -4.8% -9.7% -10.3% -7.0% 7.0% 0.95 16.68 43,577 174 25,111 1.99 None 1.00% TEDSXTweedy, Browne Value -27.5 -8.4% -3.3% -7.6% -9.7% -10.2% 6.5% 0.90 16.27 71,158 79 535 1.37 NL NL TWEBXGuinness Atkinson Global Innovators -27.7 -9.9% -1.7% -9.6% -10.9% -7.2% 15.1% 1.17 16.94 34,368 32 163 1.26 NL NL IWIRXInvesco Global Small & Mid Cap Gr A -28.0 -6.9% -3.8% -11.5% -8.5% -8.0% 8.2% 1.03 19.00 6,822 112 566 1.36 5.50% None AGAAXClearBridge Global Growth C -28.1 -8.7% -4.3% -10.8% -11.3% -6.0% 8.0% 1.13 25.09 20,405 75 131 1.90 None 1.00% LMGTXOakmark Global I -29.2 -9.7% -4.2% -10.8% -11.6% -6.9% 11.5% 1.24 17.87 33,220 42 3,160 1.11 NL NL OAKGXVoya Global Value Advantage C -30.3 -7.2% -2.6% -10.5% -10.5% -9.3% 3.3% 1.20 16.98 59,823 88 341 2.10 None 1.00% NAWCXTempleton Global Smaller Comp C -30.3 -8.6% -4.8% -11.6% -10.3% -8.4% 6.2% 1.17 19.32 1,537 109 1,062 2.09 None 1.00% TESGXJanus Global Select T -30.4 -8.2% -5.1% -12.9% -11.6% -6.0% 10.2% 1.19 19.70 24,148 71 1,924 0.93 NL NL JORNXBlackRock Global SmallCap Inv C -30.6 -8.4% -6.5% -12.3% -10.5% -7.9% 8.2% 1.29 21.03 2,070 194 1,007 2.16 None 1.00% MCGCXColumbia Global Dividend Opportunity C -31.1 -10.2% -3.3% -8.9% -9.5% -12.7% 2.6% 1.00 15.81 72,542 116 724 2.12 None 1.00% CSRCXDelaware Global Value C -31.8 -8.9% -5.0% -10.5% -11.3% -10.0% 5.6% 1.15 15.55 33,306 62 21 2.30 None 1.00% DABCXTempleton World C -34.2 -9.5% -5.2% -10.7% -10.8% -12.7% 5.7% 1.21 14.90 47,374 118 5,219 1.80 None 1.00% TEWTXTempleton Growth C -35.9 -10.6% -5.3% -11.0% -11.7% -13.2% 6.1% 1.23 14.75 49,551 94 14,731 1.78 None 1.00% TEGTXThird Avenue Value Instl -38.0 -12.1% -4.4% -13.6% -12.5% -12.0% 4.8% 1.01 12.75 11,685 49 1,648 1.08 NL NL TAVFXTempleton Global Opportunities C -42.0 -11.7% -5.7% -13.4% -13.3% -15.3% 3.8% 1.20 15.31 27,135 108 450 2.06 None 1.00% TEGPX

Global Strategic Income A -0.8 1.8% 0.8% -1.3% -0.1% 0.6% 4.3% 1.16 20.54 44,691 39 16 2.75 5.75% None VEEEXFidelity Japan Smaller Companies -7.5 6.4% -2.8% -7.0% -2.0% 1.5% 14.5% 1.93 15.59 1,091 100 474 1.00 NL NL FJSCXFidelity Nordic -8.5 1.6% -2.2% -3.3% -3.0% -2.2% 14.7% 1.36 20.16 2,365 44 392 0.99 NL NL FNORXT. Rowe Price European Stock -12.5 -1.2% -3.4% -6.6% -4.9% -1.0% 10.3% 1.25 17.94 17,737 72 1,572 0.96 NL NL PRESXT. Rowe Price Japan -15.5 6.2% -5.4% -9.3% -6.1% -0.1% 9.7% 1.36 18.38 11,917 79 294 1.05 NL NL PRJPXFidelity Europe -15.5 -0.1% -3.9% -7.9% -5.1% -2.6% 8.2% 1.27 19.52 9,916 86 1,376 0.97 NL NL FIEUXBlackRock EuroFund Inv C -19.1 -1.8% -3.7% -8.1% -6.2% -4.7% 6.1% 1.30 18.26 43,802 60 459 2.07 None 1.00% MCEFXFranklin Mutual European C -24.3 -3.6% -5.6% -8.6% -10.8% -4.9% 7.0% 1.07 18.73 17,861 83 3,289 2.04 None 1.00% TEURXFidelity Japan -24.4 -0.1% -6.8% -10.3% -8.8% -5.3% 6.5% 1.39 16.45 15,432 86 508 0.90 NL NL FJPNXVanguard European Stock Index Inv -24.7 -4.1% -4.1% -8.6% -7.7% -8.5% 6.4% 1.33 16.96 40,156 526 20,025 0.26 NL NL VEURXFidelity Pacific Basin -28.2 -3.6% -3.6% -12.6% -10.8% -4.8% 8.5% 1.21 17.63 9,027 130 614 1.18 NL NL FPBFXMatthews Asian Growth & Inc Investor -29.6 -7.2% -1.8% -10.3% -9.0% -10.4% 0.5% 1.04 14.20 14,280 62 3,403 1.08 NL NL MACSXVanguard Pacific Stock Index Inv -31.5 -4.3% -4.3% -12.3% -11.4% -7.8% 4.7% 1.28 13.93 16,454 839 5,182 0.26 NL NL VPACXWells Fargo Advantage Asia Pacific Inv -34.6 -7.2% -3.2% -14.6% -12.4% -7.6% 5.5% 1.17 12.78 12,744 131 165 1.66 NL NL SASPXT. Rowe Price New Asia -40.3 -10.5% -0.6% -14.1% -14.9% -11.2% 0.1% 1.17 15.55 23,699 93 2,648 0.94 NL NL PRASXVoya Russia A -40.9 8.1% -5.6% -12.1% -9.1% -19.7% -11.0% 2.39 8.59 13,951 30 83 2.00 5.75% None LETRXFidelity Canada -41.0 -16.5% -4.5% -11.0% -11.5% -18.4% -1.6% 1.24 18.00 16,266 84 1,381 0.98 NL NL FICDXMatthews Pacific Tiger Investor -41.1 -8.9% -0.9% -15.8% -15.3% -10.0% 3.4% 1.28 19.98 13,754 71 6,789 1.08 NL NL MAPTXFidelity Emerging Asia -41.8 -11.2% -1.3% -16.6% -15.6% -9.6% 2.0% 1.35 9.53 17,813 234 916 1.04 NL NL FSEAXMatthews Asia Growth Investor -42.2 -10.2% -6.2% -14.1% -15.9% -12.2% 3.7% 1.23 20.85 9,161 71 842 1.11 NL NL MPACXUS Global Investors China Region -42.7 -11.5% 0.1% -21.2% -14.9% -6.7% 0.4% 1.86 12.21 25,553 81 17 2.97 NL NL USCOX








Fidelity China Region -51.1 -12.2% 0.7% -26.1% -17.5% -7.4% 7.7% 1.93 9.59 8,651 109 1,233 1.01 NL NL FHKCXOberweis China Opportunities -56.8 -12.9% -0.5% -23.0% -16.9% -16.9% 13.1% 2.20 16.73 6,965 60 117 1.93 NL NL OBCHXTempleton China World C -57.9 -16.5% -2.1% -21.9% -18.9% -17.1% -4.6% 1.65 12.07 23,524 60 455 2.54 None 1.00% TCWCXT. Rowe Price Latin America -79.4 -26.2% -7.0% -22.5% -20.9% -36.1% -17.0% 2.15 16.34 15,085 48 471 1.31 NL NL PRLAXFidelity Latin America -81.1 -27.8% -6.9% -22.0% -20.4% -38.7% -19.7% 2.01 13.28 8,701 89 493 1.08 NL NL FLATX

American Funds New World C -38.8 -10.4% -3.4% -12.3% -12.7% -13.8% -0.5% 1.07 18.41 21,358 499 22,201 1.84 None 1.00% NEWCXAmerican Century Emerging Markets Inv -41.5 -9.6% -2.3% -16.0% -13.6% -11.9% -1.1% 1.43 17.34 15,696 98 431 1.45 NL NL TWMIXGoldman Sachs Emerging Markets Eq C -42.3 -9.6% -2.7% -15.8% -13.3% -13.2% -2.4% 1.41 12.32 6,148 130 331 2.40 None 1.00% GEMCXMorgan Stanley Inst Emerging Mkts A -42.5 -10.1% -2.0% -14.0% -12.8% -15.7% -3.8% 1.24 16.06 17,455 151 912 1.50 5.25% None MMKBXDriehaus Emerging Markets Growth -42.7 -10.3% -2.6% -14.2% -13.1% -15.5% -0.4% 1.26 16.32 18,659 115 1,528 1.65 NL NL DREGXFidelity EMEA -44.4 -10.3% -4.0% -13.4% -11.7% -19.3% -4.7% 1.45 10.49 6,087 108 80 1.37 NL NL FEMEXFidelity Emerging Markets -45.4 -13.8% -2.7% -14.6% -16.1% -14.7% -1.2% 1.30 18.38 13,685 184 2,999 1.07 NL NL FEMKXT. Rowe Price Emerging Markets Stock -46.8 -12.8% -1.9% -15.7% -15.8% -15.3% -3.6% 1.42 15.76 24,399 103 8,284 1.24 NL NL PRMSXDeutsche Emerging Markets Equity C -46.9 -13.7% -2.8% -17.2% -14.5% -15.2% -4.7% 1.42 11.07 26,527 102 66 2.38 None 1.00% SEKCXPrincipal Intl Emerging Markets R5 -47.5 -12.8% -1.9% -15.6% -15.4% -16.5% -5.1% 1.37 12.45 15,716 134 1,180 1.48 NL NL PEPSXRS Emerging Markets C -48.5 -13.4% -1.9% -16.6% -14.8% -17.1% -7.4% 1.42 13.49 14,258 123 232 2.45 None 1.00% REMGXMFS Emerging Markets Equity C -49.6 -14.8% -1.2% -14.7% -14.9% -19.9% -7.9% 1.35 13.52 13,721 116 767 2.42 None 1.00% MEMCXVan Eck Emerging Markets C -49.9 -14.5% -3.5% -17.6% -15.2% -17.1% 0.6% 1.42 13.11 6,300 120 698 2.46 None 1.00% EMRCXPioneer Emerging Markets C -49.9 -13.8% -1.8% -14.7% -11.0% -24.3% -8.7% 1.58 9.88 2,542 85 119 2.80 None 1.00% PCEFXSSgA Emerging Markets N -50.1 -13.6% -2.2% -17.1% -15.0% -18.0% -5.7% 1.45 10.97 10,917 267 185 1.25 NL NL SSEMXUS Global Investors Emerging Europe -50.7 -17.8% -2.5% -11.8% -12.8% -26.1% -14.1% 1.62 12.06 6,556 69 51 2.29 NL NL EUROXPear Tree PanAgora Dyn Emerg Mkts Ord -51.4 -15.3% -3.2% -16.6% -16.1% -18.6% -5.2% 1.38 11.78 13,505 191 113 1.88 NL NL QFFOXAcadian Emerging Markets Instl -52.1 -15.8% -2.9% -17.4% -16.5% -18.3% -4.3% 1.39 10.04 11,329 521 1,597 1.50 NL NL AEMGXDFA Emerging Markets I -52.4 -15.4% -2.7% -16.5% -16.6% -19.2% -5.0% 1.41 12.36 13,197 1,187 4,381 0.56 NL NL DFEMXQS Batterymarch Emerging Mkts C -52.8 -15.2% -3.1% -16.2% -16.4% -20.3% -8.2% 1.35 15.77 12,676 528 71 2.00 None 1.00% LMEMXVanguard FTSE Emerging Markets ETF -53.4 -15.2% -2.9% -17.9% -17.2% -18.3% -4.6% 1.55 12.25 16,440 1,033 52,340 0.15 NL NL VWOVanguard Emerging Mkts Stock Idx Inv -53.5 -15.2% -3.3% -18.2% -16.9% -18.4% -4.8% 1.50 12.25 16,440 1,033 49,808 0.33 NL NL VEIEXiShares MSCI Emerging Markets -54.4 -16.0% -3.1% -17.3% -17.7% -19.4% -5.7% 1.48 11.16 17,501 867 22,871 0.68 NL NL EEMUSAA Emerging Markets -54.5 -16.2% -3.1% -17.1% -14.9% -22.5% -7.1% 1.50 13.32 11,521 233 942 1.50 NL NL USEMXT. Rowe Price Emerging Europe -54.6 -11.4% -4.1% -13.3% -10.7% -30.5% -14.4% 2.13 10.22 8,885 48 151 1.51 NL NL TREMXAmerican Beacon Emerging Mkts Inv -56.2 -16.2% -2.8% -17.0% -15.4% -23.8% -5.7% 1.54 11.15 10,436 319 107 1.80 NL NL AAEPXOppenheimer Developing Markets C -58.5 -18.3% -3.0% -17.5% -17.0% -24.0% -4.7% 1.41 19.15 17,119 114 31,907 2.07 None 1.00% ODVCXDFA Emerging Markets Value I -60.1 -17.9% -3.3% -19.2% -17.8% -23.1% -6.9% 1.62 9.81 5,354 2,271 15,064 0.55 NL NL DFEVXSit Developing Markets Growth -60.3 -17.4% -3.8% -19.2% -18.6% -22.5% -6.9% 1.46 13.71 21,914 54 8 2.00 NL NL SDMGXDreyfus Emerging Markets C -61.3 -17.9% -2.5% -19.0% -17.0% -25.2% -8.2% 1.75 8.99 10,247 127 490 2.42 None 1.00% DCPEXLazard Emerging Markets Equity Open -63.1 -20.1% -5.2% -19.1% -18.5% -25.5% -7.3% 1.63 12.01 21,833 86 10,871 1.37 NL NL LZOEXBLDRS Emerging Markets 50 ADR ETF -64.6 -20.1% -4.8% -19.4% -18.5% -26.7% -8.4% 1.74 13.14 45,684 51 134 0.30 NL NL ADRETempleton Instl Emerging Markets Ser Adv -66.1 -20.5% -3.8% -19.3% -22.1% -24.8% -7.7% 1.45 15.74 29,167 85 84 1.32 NL NL TEEMXGuggenheim BRIC ETF -66.2 -17.4% -5.4% -20.4% -17.6% -28.2% -10.1% 2.00 12.95 36,733 122 85 0.64 NL NL EEBInvesco Developing Markets C -67.0 -22.4% -5.6% -20.2% -19.6% -27.2% -9.2% 1.43 14.15 14,416 78 2,470 2.16 None 1.00% GTDCXTempleton Developing Markets C -68.4 -21.7% -3.9% -19.7% -22.7% -26.0% -9.7% 1.42 15.70 28,379 85 1,211 2.40 None 1.00% TDMTXDelaware Emerging Markets C -70.6 -21.7% -3.5% -21.9% -18.3% -30.3% -4.8% 1.72 11.68 13,131 119 1,694 2.44 None 1.00% DEMCX

US Global Investors Gld & Prec Mtls -43.5 -7.0% -0.2% -12.6% -9.1% -21.8% -29.1% 3.35 16.62 587 75 62 1.97 NL NL USERXUS Global Investors Wld Prec Minerals -57.9 -17.7% -3.0% -13.9% -11.7% -32.2% -33.6% 3.25 16.40 257 163 85 1.99 NL NL UNWPXGabelli Gold AAA -59.6 -18.5% -1.6% -16.7% -16.7% -26.1% -30.2% 3.66 29.46 3,049 57 159 1.58 NL NL GOLDXFidelity Select Gold Portfolio -63.0 -18.1% -2.8% -16.6% -17.2% -29.2% -32.2% 3.60 na 2,556 84 822 0.90 NL NL FSAGXFranklin Gold and Precious Metals C -64.5 -19.2% -3.9% -18.7% -15.6% -30.3% -31.5% 3.39 na 1,441 101 650 1.82 None 1.00% FRGOXTocqueville Gold -66.9 -22.9% -3.7% -17.7% -17.9% -31.4% -30.3% 3.33 na 2,060 81 1,001 1.38 NL NL TGLDXWells Fargo Advantage Precious Metals C -71.0 -24.2% -2.7% -18.8% -19.8% -32.4% -32.4% 3.42 32.56 3,094 51 296 1.84 None 1.00% EKWCXOppenheimer Gold & Special Minerals C -72.3 -24.6% -2.7% -18.7% -20.0% -33.6% -34.5% 3.44 20.79 2,039 96 791 1.92 None 1.00% OGMCXInvesco Gold & Precious Metals C -75.1 -23.7% -5.8% -21.5% -19.5% -34.2% -31.1% 3.27 na 2,335 42 208 2.24 None 1.00% IGDCXVanguard Precious Metals and Mining Inv -76.4 -25.2% -5.6% -21.9% -22.4% -32.2% -26.2% 2.29 18.36 2,929 56 1,644 0.29 NL NL VGPMXMidas -77.8 -23.2% -5.0% -18.3% -20.8% -38.7% -36.9% 3.18 na 3,463 26 12 3.04 NL NL MIDSXUSAA Precious Metals and Minerals -78.3 -25.0% -3.5% -21.7% -21.8% -34.8% -34.0% 3.69 na 2,913 55 605 1.25 NL NL USAGXAmerican Century Global Gold Inv -78.3 -23.8% -3.4% -21.2% -22.2% -34.9% -34.3% 3.61 na 3,014 64 274 0.67 NL NL BGEIXDeutsche Gold & Precious Metals C -83.6 -27.7% -4.5% -22.0% -24.2% -37.4% -35.2% 3.46 21.95 2,801 43 80 2.00 None 1.00% SGDCXRydex Precious Metals Inv -91.6 -30.2% -4.2% -23.9% -26.6% -41.1% -34.9% 3.50 na 2,615 44 37 1.25 NL NL RYPMX

Cohen & Steers Real Estate Securities C 11.5 -1.1% 3.2% 3.2% -6.1% 14.4% 11.2% 1.42 32.38 7,941 41 1,182 1.87 None 1.00% CSCIXSSgA Clarion Real Estate N 7.5 -3.2% 3.5% 3.4% -7.4% 11.5% 9.7% 1.48 36.15 13,621 43 44 1.00 NL NL SSREXCohen & Steers Realty Shares 6.9 -2.6% 3.0% 2.6% -7.4% 11.7% 10.1% 1.46 34.90 9,721 42 5,422 0.97 NL NL CSRSXT. Rowe Price Real Estate 6.7 -2.4% 3.2% 2.7% -7.5% 11.5% 9.9% 1.40 30.35 10,868 40 4,986 0.76 NL NL TRREXFidelity Real Estate Investment Port 6.6 -2.7% 3.0% 2.8% -6.9% 10.7% 9.5% 1.46 29.10 10,452 48 4,169 0.78 NL NL FRESXTIAA-CREF Real Estate Sec Retail 6.4 -2.5% 2.6% 2.3% -7.2% 11.3% 8.8% 1.37 36.01 10,635 53 1,713 0.83 NL NL TCREXPrincipal Real Estate Securities C 6.1 -3.4% 3.2% 2.7% -8.0% 11.4% 9.8% 1.47 35.57 12,638 43 2,301 2.09 None 1.00% PRCEXIvy Real Estate Securities C 6.0 -3.2% 3.5% 3.2% -7.9% 10.7% 8.4% 1.45 37.02 12,503 48 645 2.18 None 1.00% IRSCXFranklin Real Estate Securities C 5.4 -3.8% 3.3% 3.1% -8.0% 10.3% 8.7% 1.48 35.74 11,194 52 526 1.74 None 1.00% FRRSXDFA Real Estate Securities I 5.0 -3.7% 3.2% 2.5% -8.0% 10.5% 9.5% 1.50 30.08 9,510 150 6,428 0.18 NL NL DFREXVirtus Real Estate Securities C 5.0 -3.9% 2.6% 2.0% -7.6% 10.5% 8.4% 1.48 33.42 10,139 35 1,386 2.13 None 1.00% PHRCX

Real Estate Sector Funds >>> High Risk

Portfolios That Are Concentrated in Commercial, Office, and Residential Real-Estate Projects

Precious Metals Sector Funds >>> Very High Risk

Portfolios That Are Concentrated in Stocks of Gold- and Silver-Mining Companies

Diversified Emerging Markets >>> High Risk

Portfolios That Are Concentrated in 20 or More “Emerging Market” Economies








Energy and Natural Resources Sector Funds >>> High Risk

Portfolios That Are Concentrated in Commodity-Based Industries such as Oil, Gas, Chemicals, Minerals, and Forest Products

Technology Sector Funds >>> High Risk

Portfolios That Are Concentrated in Companies Specializing in Computers and Other Cutting Edge High-Tech Products

Columbia Real Estate Equity B 4.9 -3.9% 2.8% 2.6% -7.3% 9.6% 7.4% 1.47 37.00 11,061 42 512 2.00 None 5.00% CREBXOppenheimer Real Estate C 4.1 -4.4% 2.9% 2.3% -8.8% 10.6% 9.1% 1.49 33.49 9,313 35 1,371 2.07 None 1.00% ORECXDelaware REIT C 3.7 -4.3% 3.3% 2.8% -8.2% 9.0% 8.1% 1.45 31.54 11,600 57 230 2.09 None 1.00% DPRCXAlpine Realty Income & Growth Instl 3.2 -3.7% 2.3% 1.2% -8.8% 10.8% 9.6% 1.46 32.79 11,327 66 114 1.35 NL NL AIGYXPioneer Real Estate C 2.9 -4.0% 2.8% 2.1% -8.5% 9.3% 8.1% 1.46 30.96 10,127 43 154 2.35 None 1.00% PCREXVanguard REIT ETF 2.9 -4.3% 3.1% 2.1% -8.6% 9.3% 9.4% 1.50 30.45 9,019 149 49,021 0.12 NL NL VNQAmerican Century Real Estate Inv 2.8 -4.0% 3.0% 2.0% -8.8% 9.7% 8.9% 1.46 30.97 12,220 47 1,434 1.14 NL NL REACXMorgan Stanley Inst US Real Estate I 2.8 -4.3% 2.5% 1.5% -8.1% 9.4% 9.5% 1.36 32.25 13,582 55 908 0.95 NL NL MSUSXVanguard REIT Index Inv 2.5 -4.5% 3.0% 2.0% -8.7% 9.2% 9.2% 1.49 30.45 9,019 149 48,079 0.26 NL NL VGSIXDeutsche Real Estate Securities C 1.4 -5.6% 3.2% 2.6% -9.2% 8.1% 7.7% 1.50 30.77 9,971 53 1,443 1.66 None 1.00% RRRCXFidelity Real Estate Income 1.3 -0.2% 0.1% 0.1% -2.7% 3.9% 6.3% 0.55 20.56 3,464 552 4,167 0.83 NL NL FRIFXInvesco Real Estate C 1.2 -4.8% 2.4% 1.8% -7.9% 7.2% 7.6% 1.36 37.04 11,143 52 2,158 1.99 None 1.00% IARCXNeuberger Berman Real Estate Tr 0.6 -4.5% 2.2% 1.9% -7.8% 6.5% 7.0% 1.28 35.68 16,035 41 820 1.41 NL NL NBRFXStratton Real Estate -0.8 -5.3% 1.7% 0.6% -9.2% 7.8% 9.1% 1.39 30.41 7,285 44 95 0.96 NL NL STMDXDavis Real Estate C -5.0 -6.2% 1.8% -0.5% -10.5% 5.9% 5.4% 1.29 33.74 6,106 53 248 1.84 None 1.00% DRECXRussell Global Real Estate Secs S -5.6 -3.5% 1.6% -1.4% -7.5% 3.3% 6.7% 1.21 16.52 9,737 229 1,554 1.11 NL NL RRESXFidelity International Real Estate -8.2 0.1% -0.9% -4.2% -5.3% 1.4% 9.4% 1.17 10.85 3,552 83 397 1.12 NL NL FIREXCGM Realty -10.6 -6.3% -3.1% -7.6% -9.5% 6.5% 8.1% 1.40 22.16 12,156 23 1,128 0.92 NL NL CGMRXAB Global Real Estate Investment C -10.8 -5.2% 0.0% -3.5% -8.8% 1.5% 6.4% 1.17 15.30 5,398 121 149 2.08 None 1.00% ARECXThird Avenue Real Estate Value Instl -14.3 -4.9% -1.6% -6.3% -7.7% -0.3% 9.6% 0.86 12.86 7,033 68 3,434 1.09 NL NL TAREXAlpine Cyclical Advantage Property Instl -21.7 -4.3% -1.4% -7.1% -9.0% -5.7% 3.7% 1.39 13.83 3,777 104 54 1.46 NL NL EUEYXAlpine Int Real Estate Equity Instl -25.4 -6.3% -0.4% -6.7% -6.7% -12.0% -1.0% 1.48 13.62 3,220 92 129 1.59 NL NL EGLRX

Fidelity Select Materials Portfolio -47.9 -14.6% -8.4% -15.5% -15.2% -17.2% 2.4% 1.26 17.85 14,338 29 1,596 0.80 NL NL FSDPXFidelity Select Chemicals Portfolio -52.4 -15.9% -5.5% -16.9% -16.3% -19.2% 6.9% 1.32 13.83 19,874 25 1,041 0.79 NL NL FSCHXVanguard Materials ETF -53.5 -17.2% -7.8% -17.4% -18.1% -17.9% 4.2% 1.33 18.33 13,828 122 1,181 0.12 NL NL VAWRydex Basic Materials Inv -63.6 -20.4% -8.9% -19.0% -21.1% -23.5% -6.4% 1.43 18.34 9,412 101 17 1.34 NL NL RYBIXDreyfus Natural Resources C -64.5 -21.1% -8.7% -18.4% -20.2% -26.0% -4.1% 1.34 15.83 15,542 40 133 2.10 None 1.00% DLDCXT. Rowe Price New Era -67.2 -20.0% -7.6% -17.3% -19.5% -30.4% -5.2% 1.46 20.64 12,629 122 2,691 0.65 NL NL PRNEXFidelity Select Energy Portfolio -71.3 -19.4% -8.3% -18.5% -20.4% -32.4% -5.1% 1.72 16.84 22,969 78 1,788 0.79 NL NL FSENXGuinness Atkinson Alternative Energy -71.6 -18.1% -3.8% -20.5% -21.1% -30.0% 5.2% 2.53 15.17 786 33 14 2.02 NL NL GAAEXPowerShares Dynamic Engy Explr&Prdtn ETF -71.8 -16.1% -9.3% -20.5% -21.5% -29.8% -3.1% 2.13 7.17 6,352 32 97 0.64 NL NL PXEIvy Global Natural Resources C -71.9 -18.8% -8.5% -19.0% -20.0% -32.9% -8.9% 1.69 16.72 21,805 69 910 2.20 None 1.00% IGNCXVanguard Energy ETF -72.2 -22.3% -7.6% -18.9% -20.7% -32.6% -5.0% 1.65 15.58 47,330 151 4,588 0.12 NL NL VDEVanguard Energy Inv -72.4 -20.9% -7.5% -18.8% -19.7% -33.9% -7.5% 1.69 16.47 35,691 147 8,298 0.37 NL NL VGENXiShares North American Natural Resources -75.0 -23.1% -8.1% -19.5% -21.8% -33.7% -8.1% 1.67 16.29 25,374 140 1,922 0.48 NL NL IGEICON Energy S -75.1 -21.3% -8.5% -18.7% -20.0% -36.4% -8.1% 1.88 12.74 17,955 36 372 1.28 NL NL ICENXFidelity Select Natural Resources Port -75.3 -20.2% -9.4% -19.9% -21.9% -33.5% -7.1% 1.77 18.26 12,813 93 538 0.82 NL NL FNARXiShares US Oil&Gas Explor&Prodtn -80.1 -21.4% -8.3% -21.2% -23.7% -35.2% -3.6% 1.92 13.75 15,105 67 447 0.43 NL NL IEOPowerShares DWA Energy Momentum ETF -83.3 -19.7% -9.7% -21.6% -24.1% -37.5% -4.4% 2.10 15.15 6,345 42 140 0.60 NL NL PXIFidelity Select Energy Service Port -85.9 -24.2% -11.6% -21.7% -19.4% -44.7% -10.6% 2.30 17.85 8,804 39 491 0.79 NL NL FSESXUS Global Investors Global Res -86.1 -30.9% -6.7% -16.3% -20.9% -48.8% -21.4% 1.67 17.80 2,814 98 109 1.45 NL NL PSPFXInvesco Energy C -88.8 -26.8% -11.2% -23.5% -23.1% -42.1% -10.6% 2.07 15.27 24,633 41 955 1.92 None 1.00% IEFCXRydex Energy Inv -90.1 -26.2% -10.9% -23.9% -25.0% -41.1% -9.8% 2.02 14.89 16,069 113 36 1.35 NL NL RYEIXJHancock Natural Resources A -90.8 -26.2% -10.5% -23.2% -24.7% -42.9% -16.9% 1.91 16.98 10,639 86 640 1.37 5.00% None JNRAXPrudential Jennison Natural Resources C -91.1 -26.6% -10.5% -23.1% -24.7% -43.3% -14.9% 2.02 18.43 10,737 123 2,514 1.86 None 1.00% PNRCXGuinness Atkinson Global Energy -92.9 -26.7% -9.1% -24.0% -24.7% -44.2% -10.3% 2.14 15.63 16,785 42 53 1.30 NL NL GAGEXFidelity Select Natural Gas Portfolio -96.5 -29.6% -10.9% -25.5% -26.8% -44.3% -9.1% 2.12 na 8,944 43 318 0.82 NL NL FSNGXVan Eck Global Hard Assets C -100.2 -28.9% -11.5% -27.3% -29.3% -43.5% -14.7% 1.98 18.48 10,255 53 2,671 2.19 None 1.00% GHACXRS Global Natural Resources A -112.2 -34.1% -14.1% -32.3% -32.0% -48.0% -21.0% 2.27 14.89 5,872 28 2,329 1.48 4.75% None RSNRXSPDR S&P Oil & Gas Explor & Prodtn ETF -116.6 -30.5% -13.6% -29.3% -35.9% -51.5% -15.1% 2.63 11.08 4,037 67 1,853 0.35 NL NL XOP

Fidelity Select IT Services Portfolio 18.8 7.5% -1.8% -2.7% 1.6% 20.0% 20.3% 1.37 23.83 19,921 76 1,557 0.81 NL NL FBSOXT. Rowe Price Global Technology 6.1 4.9% -1.0% -3.2% 0.7% 8.5% 21.7% 1.33 26.70 25,986 64 2,041 0.91 NL NL PRGTXMFS Technology C -0.2 -0.6% -1.1% -2.6% -1.9% 4.2% 12.5% 1.25 23.12 55,224 84 378 2.08 None 1.00% MTCCXFidelity Select Software & Comp Port -1.2 -1.9% -2.3% -2.4% -3.0% 4.2% 15.9% 1.30 23.88 39,352 74 2,739 0.77 NL NL FSCSXUSAA Science & Technology -3.6 0.9% -4.0% -7.3% -4.4% 8.1% 18.7% 1.28 24.81 35,079 172 918 1.24 NL NL USSCXBerkshire Focus -4.1 4.4% -4.5% -8.5% -0.3% 4.7% 10.5% 2.09 na 25,343 38 65 1.99 NL NL BFOCXDreyfus Technology Growth C -7.1 -1.3% -1.0% -4.7% -4.1% 1.7% 10.7% 1.48 28.96 46,953 32 265 2.10 None 1.00% DTGCXVanguard Information Technology ETF -8.1 -3.4% -1.3% -5.0% -5.2% 2.0% 12.5% 1.19 18.73 70,922 384 7,818 0.12 NL NL VGTColumbia Seligman Comms & Info C -10.8 -2.1% -2.2% -9.7% -5.9% 4.8% 13.8% 1.27 23.93 12,145 61 3,793 2.11 None 1.00% SCICXJanus Global Technology T -11.3 -3.6% -1.9% -6.5% -6.6% 1.9% 13.3% 1.15 22.67 32,319 89 1,025 0.95 NL NL JAGTXDeutsche Science and Technology C -11.4 -4.0% -2.7% -6.3% -6.6% 1.5% 7.1% 1.28 26.25 38,885 90 641 1.87 None 1.00% KTCCXRed Oak Technology Select -11.9 -7.2% -1.3% -4.5% -6.4% -1.0% 15.4% 1.23 17.97 31,469 40 126 1.15 NL NL ROGSXAllianzGI Technology Institutional -15.3 -3.9% -1.6% -8.5% -6.0% -0.8% 14.9% 1.44 28.32 38,233 174 1,282 1.26 NL NL DRGTXInvesco Technology C -15.7 -4.3% -3.6% -7.2% -7.9% -0.6% 8.6% 1.31 26.16 70,024 47 702 2.15 None 1.00% ITHCXJacob Internet Inv -16.6 0.8% -2.0% -10.6% -5.6% -0.4% 11.1% 1.47 26.65 5,005 30 40 2.42 NL NL JAMFXWells Fargo Advantage Specialized Tech C -16.7 -4.7% -2.0% -8.5% -6.7% -1.5% 13.4% 1.38 25.09 49,060 51 319 2.20 None 1.00% WFTCXRS Technology A -17.7 -7.1% -2.1% -8.9% -9.0% 0.3% 10.0% 1.60 30.83 6,739 68 142 1.51 4.75% None RSIFXT. Rowe Price Science & Tech -17.8 -4.5% -4.0% -8.6% -7.5% -1.7% 15.8% 1.29 21.03 25,982 84 3,303 0.84 NL NL PRSCXFidelity Select Technology Portfolio -17.8 -3.0% -2.0% -9.2% -7.8% -0.8% 11.1% 1.21 18.32 27,713 258 2,658 0.78 NL NL FSPTXFidelity Advisor Technology C -19.8 -3.8% -2.1% -9.5% -8.4% -1.9% 9.8% 1.21 18.32 28,075 261 1,459 1.84 None 1.00% FTHCXFidelity Select Electronics Portfolio -19.9 -8.5% -2.0% -9.7% -11.4% 1.2% 21.5% 1.47 16.85 15,483 61 1,372 0.78 NL NL FSELXFidelity Select Comms Equip Port -23.6 -11.1% -2.6% -7.5% -10.6% -5.5% 11.4% 1.53 18.31 16,673 58 202 0.89 NL NL FSDCX








Other Sector Funds >>> Above-Average Risk

Portfolios That Are Concentrated in Companies in A Single Sector of the Economy

Fidelity Select Computers Portfolio -32.5 -15.8% -4.4% -10.3% -11.9% -10.3% 6.3% 1.42 15.60 48,001 31 521 0.80 NL NL FDCPXIvy Science & Technology C -35.4 -9.8% -5.7% -13.1% -13.9% -8.4% 12.6% 1.38 24.18 8,299 106 6,006 1.95 None 1.00% WSTCXWaddell & Reed Science & Tech C -36.4 -9.8% -5.7% -13.5% -14.1% -8.7% 12.9% 1.44 24.66 7,370 87 3,489 2.19 None 1.00% WCSTXMatthews Asia Science and Tech Inv -39.7 -9.4% -2.4% -16.7% -13.6% -9.4% 10.5% 1.36 24.73 8,502 57 151 1.16 NL NL MATFX

Fidelity Select Retailing Portfolio 30.5 9.8% -1.2% 3.2% 3.8% 23.5% 21.2% 1.35 25.46 46,619 49 1,190 0.81 NL NL FSRPXProFunds Utilities UltraSector Inv 9.0 -11.5% 4.1% 6.7% -3.9% 6.2% 12.6% 2.17 18.44 17,276 65 9 1.77 NL NL UTPIXProFunds Internet UltraSector Inv 8.1 9.8% -5.3% -3.4% 1.4% 10.1% 28.6% 2.43 24.59 28,287 46 59 1.59 NL NL INPIXVanguard Utilities ETF 7.8 -6.6% 2.7% 4.4% -2.2% 5.5% 10.0% 1.45 16.37 14,230 83 2,133 0.12 NL NL VPUICON Consumer Staples S 7.2 -0.4% 0.8% 0.0% -1.5% 8.7% 11.2% 0.98 22.44 29,342 23 13 1.45 NL NL ICLEXICON Utilities S 6.4 -7.0% 2.6% 4.7% -3.2% 4.9% 8.9% 1.42 16.96 7,890 29 25 1.50 NL NL ICTUXFidelity Select Construction & Hsg Port 5.5 2.3% -1.7% -1.7% -5.8% 13.0% 15.7% 1.30 23.60 16,413 39 477 0.82 NL NL FSHOXConsumer Staples Select Sector SPDR ETF 5.2 -0.8% 0.4% -0.2% -1.9% 7.4% 12.6% 1.15 22.29 74,602 38 7,666 0.15 NL NL XLPVanguard Consumer Discretionary ETF 3.9 1.8% -1.6% -4.2% -2.9% 11.0% 18.0% 1.24 19.44 30,356 386 1,985 0.12 NL NL VCRVanguard Consumer Staples ETF 3.7 -1.3% -0.0% -1.0% -2.6% 7.3% 13.1% 1.12 21.93 51,809 101 2,757 0.12 NL NL VDCRydex Consumer Products Inv 2.2 0.0% -0.5% -1.7% -2.1% 6.0% 13.8% 1.06 22.76 26,604 76 283 1.34 NL NL RYCIXProFunds Consumer Services Ultra Sec Inv 1.9 -0.7% -2.6% -6.1% -7.2% 15.1% 25.4% 1.83 20.93 43,305 184 50 1.73 NL NL CYPIXFidelity Select Insurance Port 1.3 -1.7% -2.0% -3.1% -1.1% 5.4% 17.1% 1.27 12.19 21,614 63 439 0.81 NL NL FSPCXFidelity Select Consumer Discret Port 0.8 0.0% -2.1% -5.2% -4.1% 10.0% 16.2% 1.24 22.90 31,253 63 1,190 0.79 NL NL FSCPXFidelity Select Leisure Portfolio 0.7 2.0% -2.4% -5.1% -3.2% 9.0% 16.7% 1.20 25.83 16,963 60 471 0.80 NL NL FDLSXProFunds Consumer Goods UltraSector Inv 0.0 -2.7% -0.1% -3.0% -3.6% 6.6% 18.3% 1.59 22.12 42,295 120 12 1.78 NL NL CNPIXAmerican Century Utilities Inv -0.6 -7.6% 0.8% 0.9% -2.7% 1.2% 7.7% 1.16 14.83 21,182 43 342 0.67 NL NL BULIXFidelity Select Medical Delivery Port -1.4 4.0% -4.4% -10.4% -5.5% 14.4% 19.8% 1.09 21.51 26,405 47 992 0.79 NL NL FSHCXFranklin Mutual Financial Services C -1.5 1.3% -2.2% -5.4% -1.4% 5.3% 13.1% 0.85 12.62 8,759 88 579 2.14 None 1.00% TMFSXVanguard Health Care Inv -2.3 3.7% -5.7% -8.9% -5.4% 12.0% 24.0% 1.14 28.26 46,166 110 48,250 0.34 NL NL VGHCXT. Rowe Price Health Sciences -3.4 5.2% -8.4% -12.6% -7.8% 16.9% 27.0% 1.60 24.77 23,987 165 13,557 0.77 NL NL PRHSXRydex Retailing Inv -4.4 -1.7% -3.7% -6.3% -7.5% 9.5% 13.0% 1.35 19.89 17,258 104 49 1.33 NL NL RYRIXICON Consumer Discretionary S -4.8 -2.8% -3.1% -5.8% -4.8% 5.8% 11.7% 1.24 19.77 26,251 38 50 1.46 NL NL ICCCXT. Rowe Price Media & Telecommunications -5.2 1.1% -3.6% -5.2% -1.9% 1.9% 13.2% 1.20 25.76 52,614 83 3,151 0.80 NL NL PRMTXT. Rowe Price Financial Services -6.9 -2.2% -3.4% -8.3% -3.4% 4.8% 15.5% 1.22 17.84 12,991 78 604 0.91 NL NL PRISXProFunds Real Estate UltraSector Inv -7.1 -9.3% 2.2% -0.2% -14.1% 7.2% 8.8% 2.03 30.97 11,483 116 24 1.78 NL NL REPIXJanus Global Life Sciences T -7.3 3.3% -9.5% -12.6% -8.8% 14.1% 29.4% 1.62 26.20 23,100 96 4,618 0.93 NL NL JAGLXBlackRock Health Sciences Opps Inv C -7.6 1.9% -7.3% -11.4% -7.4% 11.1% 23.1% 1.39 26.70 35,023 128 5,785 1.91 None 1.00% SHSCXFidelity Select Banking Portfolio -7.8 -3.5% -2.9% -8.6% -1.5% 2.3% 12.5% 1.31 13.34 21,216 49 640 0.80 NL NL FSRBXAllianzGI Health Sciences C -8.3 5.1% -6.8% -10.7% -6.0% 8.4% 19.3% 1.34 28.76 31,730 73 203 2.21 None 1.00% RCGHXDavis Financial C -9.0 -4.3% -3.5% -6.9% -3.8% 1.8% 12.7% 1.13 15.07 50,601 29 821 1.76 None 1.00% DFFCXVanguard Financials ETF -9.7 -5.7% -2.4% -6.2% -5.1% 1.6% 14.5% 1.10 15.30 28,819 562 3,295 0.12 NL NL VFHFidelity Select Air Transportation Port -9.7 -11.2% -0.9% -3.9% -9.6% 3.8% 23.9% 1.33 14.45 14,297 41 355 0.83 NL NL FSAIXFidelity Select Medical Equip & Systems -10.2 -2.3% -7.0% -10.2% -11.8% 11.8% 19.2% 1.39 30.84 15,211 55 1,871 0.77 NL NL FSMEXFidelity Select Consumer Finance Port -10.4 -4.2% -3.3% -7.6% -5.3% 2.4% 12.1% 1.15 14.34 10,738 55 110 0.88 NL NL FSVLXFidelity Select Consumer Staples Port -12.3 -5.8% -0.0% -5.1% -7.4% 0.2% 9.7% 1.21 20.81 52,800 58 2,660 0.77 NL NL FDFAXFidelity Select Pharmaceuticals Port -13.6 2.0% -8.2% -11.4% -7.9% 5.6% 20.8% 1.35 24.45 54,341 71 2,025 0.79 NL NL FPHAXVanguard Health Care ETF -13.7 -1.6% -6.6% -11.7% -8.8% 6.7% 20.6% 1.27 23.35 46,819 344 6,172 0.12 NL NL VHTGabelli Utilities AAA -13.8 -8.9% -0.8% -3.6% -6.3% -4.0% 5.7% 0.98 17.56 9,308 263 2,133 1.36 NL NL GABUXProFunds UltraSector Mobile Telecom Inv -15.4 10.3% -13.7% -10.6% -2.5% -2.4% 11.8% 2.69 na 16,207 9 6 1.78 NL NL WCPIXPutnam Global Health Care C -15.6 -1.0% -7.7% -12.2% -8.8% 5.4% 21.0% 1.33 24.48 40,512 131 1,652 1.89 None 1.00% PCHSXKinetics Medical No Load -16.3 -1.2% -5.3% -11.4% -9.7% 4.8% 18.3% 1.50 23.51 36,576 42 28 1.39 NL NL MEDRXFidelity Select Utilities Portfolio -16.4 -11.1% -0.6% -2.2% -8.5% -5.7% 9.2% 1.32 15.88 19,107 24 687 0.80 NL NL FSUTXProFunds Financials UltraSector Inv -17.2 -10.1% -4.0% -9.5% -8.4% 0.6% 20.3% 1.67 17.18 40,875 286 19 1.78 NL NL FNPIXEaton Vance Worldwide Health Sci C -17.3 -2.1% -8.7% -12.2% -9.9% 4.9% 19.7% 1.45 31.64 26,127 61 1,622 2.21 None 1.00% ECHSXVanguard Telecommunication Services ETF -17.5 -4.3% -3.1% -6.7% -6.2% -4.6% 6.1% 1.19 21.76 19,211 33 826 0.12 NL NL VOXFidelity Select Multimedia Portfolio -17.8 -5.2% -1.8% -11.1% -7.4% 0.7% 15.4% 1.47 19.23 48,941 38 695 0.81 NL NL FBMPXICON Financial S -18.1 -7.0% -3.6% -10.5% -7.1% -0.6% 10.0% 1.21 16.30 16,612 44 53 1.50 NL NL ICFSXFidelity Select Biotechnology Portfolio -18.4 0.8% -12.4% -19.8% -13.2% 14.5% 29.8% 2.52 na 7,668 249 13,439 0.74 NL NL FBIOXWireless -19.3 -2.2% -5.4% -9.1% -7.5% -2.8% 9.4% 1.07 22.61 71,665 24 4 1.95 NL NL WIREXFidelity Select Telecommunications Port -19.6 -5.1% -4.0% -8.4% -7.5% -3.7% 5.8% 1.10 24.78 23,928 51 468 0.83 NL NL FSTCXiShares Transportation Average -19.8 -14.0% -0.6% -3.3% -10.2% -6.3% 18.3% 1.27 17.62 14,149 21 864 0.43 NL NL IYTFidelity Select Financial Services Port -20.1 -8.4% -3.5% -8.9% -8.3% -2.8% 12.6% 1.20 14.51 29,878 65 1,236 0.79 NL NL FIDSXProFunds Banks UltraSector Inv -20.2 -9.5% -6.1% -13.4% -4.2% -2.6% 20.3% 2.26 16.03 89,478 67 9 1.75 NL NL BKPIXProFunds Technology UltraSector Inv -20.7 -8.5% -2.3% -8.2% -8.9% -3.6% 13.3% 1.84 18.66 112,517 145 10 1.78 NL NL TEPIXFidelity Select Transportation -20.8 -16.9% -1.5% -4.4% -12.3% -4.1% 21.4% 1.34 14.02 15,468 43 499 0.81 NL NL FSRFXGAMCO Global Telecommunications AAA -21.7 -5.6% -4.2% -9.8% -7.0% -4.9% 4.8% 1.19 17.74 16,061 147 108 1.61 NL NL GABTXVanguard Industrials ETF -21.7 -9.8% -2.9% -8.0% -10.2% -3.5% 13.5% 1.19 18.55 24,207 345 2,004 0.12 NL NL VISFidelity Select Wireless Portfolio -22.0 -6.5% -4.6% -9.6% -8.1% -4.3% 8.2% 1.02 19.26 61,660 49 222 0.86 NL NL FWRLXFidelity Select Health Care Portfolio -22.1 -2.9% -9.7% -14.1% -13.1% 5.1% 25.8% 1.59 26.90 22,071 114 8,724 0.74 NL NL FSPHXRydex Biotechnology Inv -22.3 -1.1% -12.2% -19.4% -13.2% 10.4% 25.3% 2.42 24.75 12,661 82 629 1.33 NL NL RYOIXInvesco Global Health Care C -22.8 -3.4% -9.6% -13.2% -10.9% 1.3% 17.8% 1.37 22.28 30,115 89 1,803 1.83 None 1.00% GTHCXFidelity Select Defense & Aero Port -22.9 -5.7% -3.2% -8.6% -14.1% -0.1% 15.3% 1.21 17.43 19,276 26 777 0.79 NL NL FSDAXFidelity Select Industrial Equip Port -23.2 -7.8% -2.6% -9.4% -9.9% -3.9% 8.5% 1.27 19.08 24,959 37 105 0.77 NL NL FSCGXFidelity Select Industrials Portfolio -23.2 -9.4% -2.4% -9.5% -10.9% -2.8% 11.9% 1.23 20.93 25,255 41 1,070 0.78 NL NL FCYIXFidelity Telecom and Utilities -23.3 -8.7% -3.6% -7.0% -9.0% -7.3% 7.3% 1.11 21.24 30,750 31 838 0.81 NL NL FIUIXICON Industrials S -24.5 -11.1% -3.0% -7.5% -10.9% -6.2% 10.5% 1.18 17.97 17,911 27 15 1.41 NL NL ICTRXRydex Transportation Inv -24.7 -14.3% -1.7% -7.4% -13.6% -3.7% 21.6% 1.32 13.61 13,715 70 28 1.35 NL NL RYPIXHennessy Gas Utility Investor -24.7 -12.0% -3.5% -6.3% -10.3% -8.1% 10.0% 1.20 19.32 12,728 62 1,685 0.94 NL NL GASFXFidelity Select Automotive Port -25.8 -7.0% -3.1% -12.0% -12.3% -1.4% 18.1% 1.40 12.71 20,121 22 94 0.85 NL NL FSAVXKinetics Internet No Load -26.2 -9.1% -3.1% -9.7% -10.7% -5.8% 10.5% 1.33 23.84 13,948 58 132 1.78 NL NL WWWFXProFunds UltraSector Health Care Inv -26.2 -5.1% -9.9% -17.5% -14.0% 5.4% 28.1% 1.89 23.64 63,841 111 77 1.74 NL NL HCPIX








Bear Market Funds >>> Very High Risk

Portfolios That Are Designed to Go Up in Bear Markets; Will Decline During Bull Markets

Franklin Biotechnology Discovery A -28.9 -4.0% -12.5% -19.8% -16.1% 6.9% 27.3% 2.42 na 10,352 128 1,873 1.00 5.75% None FBDIXKinetics Market Opportunities No Load -29.2 -7.0% -2.3% -9.1% -9.0% -11.1% 10.8% 1.30 14.05 4,528 57 45 1.64 NL NL KMKNXProFunds Pharmaceuticals UltraSector Inv -29.4 -6.3% -7.6% -14.4% -14.1% -1.0% 21.4% 1.82 21.79 124,973 22 16 1.74 NL NL PHPIXFidelity Select Envir and Alt Engy Port -31.9 -10.6% -4.3% -12.2% -12.3% -7.4% 10.0% 1.22 16.29 13,306 32 72 0.92 NL NL FSLEXProFunds Telecom UltraSector Inv -33.6 -7.0% -6.2% -10.9% -9.1% -13.6% 0.2% 1.94 25.27 129,002 17 2 1.78 NL NL TCPIXPrudential Jennison Utility C -36.7 -14.0% -5.3% -10.5% -13.5% -12.6% 9.3% 1.21 19.02 11,786 58 3,218 1.52 None 1.00% PCUFXFidelity Select Brokerage & Invmt Mgmt -37.4 -13.9% -6.2% -15.1% -12.7% -9.6% 12.8% 1.53 16.52 13,894 33 434 1.10 NL NL FSLBXMFS Utilities C -38.8 -13.4% -6.6% -12.0% -13.9% -12.9% 5.5% 1.14 17.09 15,491 132 5,293 1.72 None 1.00% MMUCXMeeder Utilities and Infrastructure -42.0 -14.6% -6.4% -12.3% -14.8% -14.9% 5.6% 1.12 16.22 12,931 41 28 1.89 NL NL FLRUXProFunds Semiconductor UltraSector Inv -42.3 -20.1% 0.0% -13.8% -17.2% -11.3% 23.8% 2.42 18.87 33,207 38 12 1.76 NL NL SMPIXProFunds Biotechnology UltraSector Inv -43.8 -10.7% -14.7% -24.1% -17.6% -2.1% 40.7% 3.03 25.89 64,119 32 579 1.57 NL NL BIPIXProFunds Basic Materials UltraSector Inv -92.7 -30.7% -11.9% -28.1% -29.8% -34.8% -2.1% 2.14 20.53 21,699 63 5 1.73 NL NL BMPIXProFunds UltraSector Oil & Gas Investor -102.6 -32.6% -11.1% -27.2% -29.7% -45.7% -9.6% 2.44 14.36 60,106 100 24 1.64 NL NL ENPIXProFunds Precious Metals UltraSector Inv -151.1 -48.2% -7.1% -42.0% -45.4% -63.7% -50.3% 4.77 na 10,535 23 15 1.75 NL NL PMPIX

ProFunds UltraBear Inv 13.1 5.2% 3.8% 10.5% 8.8% -6.2% -25.8% 1.91 na na 7 16 1.67 NL NL URPIXComstock Capital Value C 12.3 2.6% 2.2% 9.8% 6.3% -3.8% -16.7% 1.17 na na 51 44 2.60 None 1.00% CPCCXFederated Prudent Bear A 7.2 1.3% 3.7% 8.1% 4.1% -5.0% -15.3% 0.89 21.07 39,671 145 383 1.78 5.50% None BEARX

The following applies only to stock risk categories 1 through 5: Funds shown in bold were ranked in the top 25% of their SMI-defined peer group as of 9/30/2015.


Name Risk Name Risk Name Risk Name RiskOf Fund Category Of Fund Category Of Fund Category Of Fund Category

Fund Directory Fund Directory

1919 Socially Responsive Balanced C HybridModAB Core Opportunities C Stock 2

AB Discovery Growth C Stock 4AB Discovery Value C Stock 3AB Equity Income C Stock 1AB Global Real Estate Investment C RealEstateAB Global Risk Allocation C HybridModAB Global Thematic Growth C GlobalAB Growth and Income C Stock 1

AB Growth C Stock 2

AB International Growth C Stock 5AB International Value C Stock 5AB Large Cap Growth C Stock 2

AB Small Cap Growth C Stock 4AB Wealth Appreciation Strategy C GlobalAberdeen Select International Eq A Stock 5Aberdeen US Equity C Stock 2Acadian Emerging Markets Instl EmergingAegis Value Stock 3Akre Focus Retail Stock 4

Al Frank Dividend Value Inv Stock 1Al Frank Inv Stock 1Alger Capital Appreciation Instl I Stock 2Alger International Growth C Stock 5Alger Mid Cap Growth C Stock 4Alger Small Cap Growth C Stock 4AllianzGI Focused Growth D Stock 2

AllianzGI Health Sciences C SectorAllianzGI Mid-Cap D Stock 4AllianzGI NFJ All-Cap Value D Stock 1AllianzGI NFJ Dividend Value D Stock 1AllianzGI NFJ International Value D Stock 5AllianzGI NFJ Large-Cap Value D Stock 1AllianzGI NFJ Mid-Cap Value D Stock 3AllianzGI NFJ Small-Cap Value C Stock 3AllianzGI Technology Institutional TechAlpine Cyclical Advantage Property Instl RealEstateAlpine Int Real Estate Equity Instl RealEstateAlpine Realty Income & Growth Instl RealEstateAmana Growth Investor Stock 2Amana Income Investor Stock 1American Beacon Bridgeway Lg Cp Val Inv Stock 1American Beacon Emerging Mkts Inv EmergingAmerican Beacon Holland Lg Cap Gr Inv Stock 2

American Beacon Intl Equity Inv Stock 5American Beacon Lg Cap Value Inst Stock 1American Beacon Small Cp Val Inv Stock 3American Century All Cap Growth Inv Stock 2American Century Balanced Inv HybridModAmerican Century Capital Val Inv Stock 1American Century Emerging Markets Inv EmergingAmerican Century Equity Growth Inv Stock 1American Century Equity Income Inv Stock 1

American Century Ginnie Mae Inv BondMortAmerican Century Global Gold Inv PreciousAmerican Century Global Growth Inv GlobalAmerican Century Growth Inv Stock 2American Century Heritage Inv Stock 4

American Century Income & Growth Inv Stock 1American Century International Gr Inv Stock 5American Century Intl Discovery Inv Stock 5

American Century Large Company Val C Stock 1American Century Mid Cap Value Inv Stock 3

American Century New Opps Investor Stock 4American Century Real Estate Inv RealEstateAmerican Century Select Inv Stock 2

American Century Small Cap Value Inv Stock 3

American Century Small Company Inv Stock 3American Century Strat Allc: Agrsv Inv HybridAggrAmerican Century Strat Allc: Cnsrv Inv HybridModAmerican Century Strat Allc: Mod Inv HybridModAmerican Century Ultra Inv Stock 2

American Century Utilities Inv SectorAmerican Century Value Inv Stock 1American Funds AMCAP C Stock 2American Funds American Balanced C HybridModAmerican Funds American Hi-Inc Tr C BondJunkAmerican Funds American Mutual C Stock 1American Funds Bond Fund of Amer C Bond 2American Funds Capital Income Bldr C HybridGlobAmerican Funds Capital World Gr&Inc C GlobalAmerican Funds Europacific Growth C Stock 5American Funds Fundamental Invs C Stock 1American Funds Growth Fund of Amer C Stock 2

American Funds Income Fund of Amer C HybridModAmerican Funds Interm Bd Fd of Amer C Bond 1American Funds Invmt Co of Amer C Stock 1American Funds New Economy C Stock 2American Funds New Perspective C GlobalAmerican Funds New World C EmergingAmerican Funds SMALLCAP World C GlobalAmerican Funds Washington Mutual C Stock 1AMG Managers Bond Service Bond 2AMG Managers Brandywine Stock 4

AMG Managers Brandywine Blue Stock 2AMG Managers Cadence Emerging Coms Instl

Stock 4

AMG Managers Emerging Opps Svc Stock 4AMG Managers Essex Sm/Micro Cap Gr Inv Stock 4AMG Managers Skyline Special Equities Stock 3AMG Managers Special Equity Service Stock 4AMG TimesSquare Small Cap Growth Prem Stock 4AMG Yacktman Focused Service Stock 1AMG Yacktman Service Stock 1Appleseed HybridGlobAriel Appreciation Investor Stock 3Ariel Fund Investor Stock 3Artisan International Investor Stock 5Artisan International Small Cap Investor Stock 5

Artisan International Value Investor Stock 5Artisan Mid Cap Investor Stock 4

Artisan Mid Cap Value Investor Stock 3Artisan Small Cap Investor Stock 4

Artisan Small Cap Value Investor Stock 3ASTON/Fairpointe Mid Cap N Stock 3ASTON/Montag & Caldwell Growth N Stock 2

Ave Maria Catholic Values Stock 3Baron Asset Retail Stock 4Baron Growth Retail Stock 4Baron Opportunity Retail Stock 4Baron Partners Retail Stock 4Baron Small Cap Retail Stock 4Barrett Opportunity Stock 1

BBH Core Select Retail Stock 1

BBH International Equity N Stock 5Berkshire Focus TechBerwyn Stock 3Berwyn Income HybridModBlackRock Balanced Capital Inv C HybridModBlackRock Basic Value Inv C Stock 1BlackRock Capital Appreciation Inv C Stock 2BlackRock Equity Dividend Inv C Stock 1BlackRock EuroFund Inv C RegionalBlackRock Flexible Equity Investor C Stock 1BlackRock Global Allocation Inv C HybridGlobBlackRock Global SmallCap Inv C GlobalBlackRock Health Sciences Opps Inv C SectorBlackRock International Inv C Stock 5BlackRock International Opp Inv C Stock 5BlackRock Large Cap Core Inv C Stock 1BlackRock Large Cap Growth Inv C Stock 2BlackRock Large Cap Value Inv C Stock 1BlackRock LifePath 2020 Instl HybridModBlackRock LifePath 2030 Instl HybridModBlackRock LifePath 2040 Instl HybridAggrBlackRock LifePath Retirement Instl HybridModBlackRock Mid-Cap Growth Equity Inv C Stock 4BlackRock Mid Cap Value Opps Inv C Stock 3BlackRock Small Cap Growth Eq Inv C Stock 4BlackRock US Opportunities Inv C Stock 4BlackRock Value Opportunities Inv C Stock 3BLDRS Emerging Markets 50 ADR ETF EmergingBMO Large-Cap Growth Y Stock 2

BMO Large-Cap Value Y Stock 1BMO Mid-Cap Growth Y Stock 4BMO Mid-Cap Value Y Stock 3BMO Small-Cap Growth Y Stock 4Bogle Small Cap Growth Inv Stock 3Boston Partners Small Cap Value II Inv Stock 3Brandes International Equity I Stock 5Bridgeway Small-Cap Growth Stock 4

Bridgeway Small-Cap Value Stock 3Bridgeway Ultra-Small Company Stock 3Bridgeway Ultra-Small Company Market Stock 3Brown Capital Mgmt Small Co Inv Stock 4

Buffalo Discovery Stock 4

Buffalo Mid Cap Stock 4Buffalo Small Cap Stock 4

Calamos Growth C Stock 2Calvert Balanced C HybridModCalvert Capital Accumulation C Stock 4Calvert Equity C Stock 2

Calvert International Equity C Stock 5Calvert Large Cap Core C Stock 1Cambiar Opportunity Inv Stock 1Cambiar Unconstrained Equity Investor GlobalCauseway International Value Inv Stock 5Century Small Cap Select Instl Stock 4CGM Focus Stock 2CGM Mutual HybridAggrCGM Realty RealEstateChamplain Small Company Adv Stock 4Chesapeake Core Growth Stock 2

ClearBridge Aggressive Growth C Stock 2ClearBridge All Cap Value C Stock 1ClearBridge Appreciation C Stock 1

ClearBridge Global Growth C GlobalClearBridge International Value C Stock 5ClearBridge Large Cap Growth C Stock 2

ClearBridge Large Cap Value C Stock 1ClearBridge Mid Cap Core C Stock 3

ClearBridge Small Cap C Stock 4ClearBridge Small Cap Growth C Stock 4ClearBridge Small Cap Value C Stock 3ClearBridge Value C Stock 1Clipper Stock 1

Cohen & Steers Real Estate Securities C RealEstateCohen & Steers Realty Shares RealEstateColumbia Acorn C Stock 4Columbia Acorn International C Stock 5Columbia Acorn Select C Stock 4Columbia Acorn USA C Stock 4Columbia Balanced C HybridModColumbia Capital Allocation Mod Agrsv C HybridModColumbia Capital Allocation Mod Cnsrv C HybridModColumbia Contrarian Core C Stock 1

Columbia Diversified Equity Income C Stock 1Columbia Global Dividend Opportunity C GlobalColumbia Global Equity Value K Stock 1Columbia Global Strategic Equity C GlobalColumbia International Value C Stock 5Columbia Large Cap Growth C Stock 2Columbia Marsico Growth C Stock 2Columbia Mid Cap Growth C Stock 4

Columbia Mid Cap Value C Stock 3Columbia Multi-Advisor Sm Cp Val C Stock 3Columbia Real Estate Equity B RealEstateColumbia Select International Equity C Stock 5Columbia Select Large-Cap Value C Stock 1Columbia Select Large Cap Equity Fund C Stock 2Columbia Select Smaller-Cap Value C Stock 3Columbia Seligman Comms & Info C TechColumbia Small Cap Core C Stock 3Columbia Small Cap Growth I Z Stock 4

Columbia Small Cap Value Fund I C Stock 3Columbia Small Cap Value Fund II C Stock 3Columbia Small/Mid Cap Value C Stock 3Columbia Value and Restructuring Z Stock 1

Comstock Capital Value C BearMktConsumer Staples Select Sector SPDR ETF SectorCornerCap Small Cap Value Stock 3

CRM Mid Cap Value Inv Stock 3CRM Small Cap Value Inv Stock 3CRM Small/Mid Cap Value Inv Stock 3Croft Value R Stock 1Davis Financial C SectorDavis NY Venture C Stock 2Davis Opportunity C Stock 2Davis Real Estate C RealEstateDelafield Fund Stock 3Delaware Emerging Markets C EmergingDelaware Global Value C GlobalDelaware Intl Value Equity C Stock 5Delaware REIT C RealEstateDelaware Select Growth Instl Stock 2Delaware Small Cap Value C Stock 3Delaware Smid Cap Growth Instl Stock 4

Delaware US Growth C Stock 2Delaware Value C Stock 1Deutsche Core Equity C Stock 2Deutsche CROCI Equity Dividend C Stock 1Deutsche CROCI International C Stock 5

Deutsche Emerging Markets Equity C EmergingDeutsche Global Equity C GlobalDeutsche Global Small Cap C GlobalDeutsche Gold & Precious Metals C PreciousDeutsche Large Cap Focus Growth C Stock 2

Deutsche Large Cap Value C Stock 1Deutsche Mid Cap Growth C Stock 4Deutsche Real Estate Securities C RealEstateDeutsche Science and Technology C TechDeutsche Small Cap Growth C Stock 4Deutsche Small Cap Value C Stock 3DFA Emerging Markets I EmergingDFA Emerging Markets Value I EmergingDFA International Small Cap Value I Stock 5

DFA International Value II Stock 5DFA Large Cap International I Stock 5DFA Real Estate Securities I RealEstateDFA US Large Cap Value I Stock 1DFA US Micro Cap I Stock 3DFA US Small Cap I Stock 3DFA US Small Cap Value I Stock 3DFA US Targeted Value I Stock 3Diamond Hill Large Cap C Stock 1Diamond Hill Small Cap C Stock 3

Dodge & Cox Balanced HybridModDodge & Cox Income Bond 2Dodge & Cox International Stock Stock 5Dodge & Cox Stock Stock 1Domini Social Equity Inv Stock 1Dreyfus Active MidCap C Stock 3

Dreyfus Appreciation Investor Stock 1Dreyfus Emerging Markets C EmergingDreyfus Fund Incorporated Stock 2Dreyfus GNMA Z BondMortDreyfus Growth & Income Stock 2Dreyfus International Equity C Stock 5Dreyfus International Value C Stock 5Dreyfus Intl Stock Index Stock 5Dreyfus Mid-Cap Growth C Stock 4Dreyfus MidCap Index Stock 3Dreyfus Natural Resources C EnergyDreyfus Opportunistic Midcap Value A Stock 3Dreyfus Opportunistic Small Cap Stock 4Dreyfus Research Growth Z Stock 2Dreyfus Small Cap Equity C Stock 3Dreyfus Small Cap Stock Index Stock 3

Dreyfus Strategic Value C Stock 1Dreyfus Structured Midcap C Stock 3Dreyfus S&P 500 Index Stock 1

Dreyfus Technology Growth C TechDreyfus Third Century C Stock 1Dreyfus Worldwide Growth C GlobalDreyfus/The Boston Co Small Cap Gr I Stock 4Driehaus Emerging Markets Growth EmergingDriehaus Micro Cap Growth Stock 4

Eagle Mid Cap Stock C Stock 4Eaton Vance Atlanta Capital SMID-Cap C Stock 4

Eaton Vance Dividend Builder C Stock 1

Eaton Vance Global Small-Cap C Stock 4Eaton Vance Growth C Stock 2Eaton Vance Large-Cap Value C Stock 1Eaton Vance Small-Cap C Stock 4Eaton Vance Special Equities C Stock 4Eaton Vance Worldwide Health Sci C SectorEdgar Lomax Value Stock 1Elfun International Equity Stock 5Elfun Trusts Stock 2Eventide Gilead N Stock 4Fairholme Stock 1

FAM Equity-Income Inv Stock 3

FAM Small Cap Investor Stock 3

FAM Value Inv Stock 4

Federated Clover Small Value A Stock 3

Federated Equity Income C Stock 1Federated Government Income Instl BondMortFederated International Leaders C Stock 5Federated International Small-Mid Co C Stock 5

Federated Kaufmann R Stock 4Federated Kaufmann Small Cap C Stock 4Federated Max-Cap Index Instl Stock 1

Federated MDT Mid Cap Gr Strats C Stock 4Federated MDT Stock Svc Stock 1Federated Mid-Cap Index Svc Stock 3Federated Prudent Bear A BearMkt





Fidelity Stock 2Fidelity Advisor Balanced C HybridModFidelity Advisor Capital Development C Stock 2Fidelity Advisor Capital Development O Stock 2Fidelity Advisor Diversified Intl C Stock 5Fidelity Advisor Diversified Stock C Stock 1Fidelity Advisor Diversified Stock O Stock 1Fidelity Advisor Dividend Growth C Stock 1Fidelity Advisor Equity Growth C Stock 2Fidelity Advisor Equity Income C Stock 1Fidelity Advisor Equity Value C Stock 1Fidelity Advisor Glbl Capital Apprec C GlobalFidelity Advisor Growth Opps C Stock 2Fidelity Advisor Growth & Income C Stock 1Fidelity Advisor Large Cap C Stock 1Fidelity Advisor Mid Cap II C Stock 4Fidelity Advisor New Insights C Stock 2Fidelity Advisor Overseas C Stock 5Fidelity Advisor Small Cap C Stock 3

Fidelity Advisor Stock Selec Mid Cp C Stock 4Fidelity Advisor Technology C TechFidelity Asset Manager 50% HybridModFidelity Asset Manager 70% HybridModFidelity Asset Manager 85% HybridAggrFidelity Balanced HybridModFidelity Blue Chip Growth Stock 2Fidelity Blue Chip Value Stock 1

Fidelity Canada RegionalFidelity Capital Appreciation Stock 2Fidelity Capital & Income BondJunkFidelity China Region RegionalFidelity Contrafund Stock 2

Fidelity Convertible Securities HybridAggrFidelity Disciplined Equity Stock 1Fidelity Diversified International Stock 5

Fidelity Dividend Growth Stock 1Fidelity EMEA EmergingFidelity Emerging Asia RegionalFidelity Emerging Markets EmergingFidelity Equity-Income Stock 1Fidelity Equity Dividend Income Stock 1Fidelity Europe RegionalFidelity Export & Multinational Stock 2Fidelity Focused Stock Stock 2Fidelity Freedom 2005 HybridModFidelity Freedom 2010 HybridModFidelity Freedom 2015 HybridModFidelity Freedom 2020 HybridModFidelity Freedom 2025 HybridModFidelity Freedom 2030 HybridModFidelity Freedom 2035 HybridAggrFidelity Freedom 2040 HybridAggrFidelity Freedom 2045 HybridAggrFidelity Freedom 2050 HybridAggrFidelity Freedom Income HybridModFidelity Global Balanced HybridGlobFidelity GNMA BondMortFidelity Government Income Bond 2Fidelity Growth Company Stock 2Fidelity Growth Discovery Stock 2Fidelity Growth Strategies Stock 4

Fidelity Growth & Income Portfolio Stock 1Fidelity High Income BondJunkFidelity Independence Stock 2Fidelity Inflation-Protected Bond Bond 2Fidelity Intermediate Bond Bond 2Fidelity Intermediate Government Income Bond 2Fidelity International Capital Apprec Stock 5

Fidelity International Discovery Stock 5

Fidelity International Real Estate RealEstateFidelity International Small Cap Stock 5

Fidelity International Small Cap Opp Stock 5

Fidelity International Value Stock 5Fidelity Investment Grade Bond Bond 2Fidelity Japan RegionalFidelity Japan Smaller Companies RegionalFidelity Large Cap Stock Stock 1Fidelity Latin America RegionalFidelity Leveraged Company Stock Stock 3Fidelity Low-Priced Stock Stock 3

Fidelity Magellan Stock 2Fidelity Mega Cap Stock Stock 1Fidelity Mid-Cap Stock Stock 4Fidelity Mid Cap Value Stock 3

Fidelity Nasdaq Composite Index Stock 2Fidelity New Millennium Stock 2Fidelity Nordic RegionalFidelity OTC Portfolio Stock 2Fidelity Overseas Stock 5

Fidelity Pacific Basin RegionalFidelity Puritan HybridModFidelity Real Estate Income RealEstateFidelity Real Estate Investment Port RealEstateFidelity Select Air Transportation Port SectorFidelity Select Automotive Port SectorFidelity Select Banking Portfolio SectorFidelity Select Biotechnology Portfolio SectorFidelity Select Brokerage & Invmt Mgmt SectorFidelity Select Chemicals Portfolio EnergyFidelity Select Comms Equip Port TechFidelity Select Computers Portfolio TechFidelity Select Construction & Hsg Port SectorFidelity Select Consumer Discret Port SectorFidelity Select Consumer Finance Port SectorFidelity Select Consumer Staples Port SectorFidelity Select Defense & Aero Port SectorFidelity Select Electronics Portfolio TechFidelity Select Energy Portfolio EnergyFidelity Select Energy Service Port EnergyFidelity Select Envir and Alt Engy Port SectorFidelity Select Financial Services Port SectorFidelity Select Gold Portfolio PreciousFidelity Select Health Care Portfolio SectorFidelity Select Industrial Equip Port SectorFidelity Select Industrials Portfolio SectorFidelity Select Insurance Port SectorFidelity Select IT Services Portfolio TechFidelity Select Leisure Portfolio SectorFidelity Select Materials Portfolio EnergyFidelity Select Medical Delivery Port SectorFidelity Select Medical Equip & Systems SectorFidelity Select Multimedia Portfolio SectorFidelity Select Natural Gas Portfolio EnergyFidelity Select Natural Resources Port EnergyFidelity Select Pharmaceuticals Port SectorFidelity Select Retailing Portfolio SectorFidelity Select Software & Comp Port TechFidelity Select Technology Portfolio TechFidelity Select Telecommunications Port SectorFidelity Select Transportation SectorFidelity Select Utilities Portfolio SectorFidelity Select Wireless Portfolio SectorFidelity Short-Term Bond Bond 1Fidelity Small Cap Discovery Stock 3

Fidelity Small Cap Growth Stock 4

Fidelity Small Cap Stock Stock 3

Fidelity Small Cap Value Stock 3

Fidelity Spartan 500 Index Inv Stock 1

Fidelity Spartan Extended Mkt Index Inv Stock 4Fidelity Spartan International Idx Inv Stock 5Fidelity Spartan Total Market Idx Inv Stock 1Fidelity Spartan US Bond Idx Investor Bond 2Fidelity Stock Selec All Cp Stock 2Fidelity Stock Selec Lg Cp Val Stock 1Fidelity Stock Selector Small Cap Stock 3

Fidelity Strategic Dividend & Income HybridAggrFidelity Strategic Real Return HybridModFidelity Telecom and Utilities SectorFidelity Trend Stock 2Fidelity Value Stock 3Fidelity Value Discovery Stock 1Fidelity Value Strategies Stock 3Fidelity Worldwide GlobalFirst Eagle Fund of America C Stock 1First Eagle Global C HybridGlobFirst Eagle Overseas C Stock 5FMI Common Stock Stock 3FMI Large Cap Stock 1Forward Balanced Allocation C HybridGlobForward Growth Allocation C HybridModForward International Dividend Investor Stock 5Forward International Small Co Inv Stock 5

Forward Total MarketPlus Institutional Stock 1FPA Crescent HybridModFranklin Biotechnology Discovery A SectorFranklin Conservative Allocation C HybridModFranklin Corefolio Allocation C Stock 2Franklin Equity Income C Stock 1

Franklin Flex Cap Growth C Stock 2Franklin Founding Funds Allocation C HybridAggrFranklin Gold and Precious Metals C PreciousFranklin Growth Allocation C HybridAggrFranklin Growth C Stock 2Franklin Growth Opportunities C Stock 2Franklin Income C HybridModFranklin Large Cap Value C Stock 1Franklin MicroCap Value A Stock 3Franklin Moderate Allocation C HybridModFranklin Mutual Beacon C Stock 1Franklin Mutual European C RegionalFranklin Mutual Financial Services C SectorFranklin Mutual Global Discovery C GlobalFranklin Mutual Quest C GlobalFranklin Mutual Shares C Stock 1Franklin Real Estate Securities C RealEstateFranklin Rising Dividends C Stock 1Franklin Small-Mid Cap Growth C Stock 4Franklin Small Cap Growth C Stock 4Franklin Small Cap Value C Stock 3FundX Aggressive Upgrader Stock 2FundX Upgrader Stock 2Gabelli Asset AAA Stock 1Gabelli Equity Income AAA Stock 1Gabelli Gold AAA PreciousGabelli Small Cap Growth AAA Stock 3Gabelli Utilities AAA SectorGabelli Value 25 C Stock 1GAMCO Global Telecommunications AAA SectorGAMCO Growth AAA Stock 2GAMCO International Growth AAA Stock 5GE Instl International Equity Inv Stock 5GE Instl Small-Cap Equity Inv Stock 4GE RSP U.S. Equity Stock 1George Putnam Balanced C HybridModGlobal Strategic Income A RegionalGMO Foreign II Stock 5

Goldman Sachs Balanced Strategy C HybridGlobGoldman Sachs Capital Growth C Stock 2Goldman Sachs Emerging Markets Eq C EmergingGoldman Sachs Growth Opportunities C Stock 4Goldman Sachs Intl Eq Insghts C Stock 5

Goldman Sachs Mid Cap Value C Stock 3Goldman Sachs Small Cap Eq Insghts C Stock 3Goldman Sachs Small Cap Value Instl Stock 3Goldman Sachs Small/Mid Cap Growth C Stock 4Goldman Sachs Strategic Growth C Stock 2Green Century Balanced HybridAggrGreen Century Equity Stock 2Guggenheim BRIC ETF EmergingGuggenheim Russell Top 50 Mega Cap ETF Stock 1

Guggenheim StylePlus - Large Core C Stock 1Guggenheim S&P 500 Pure Growth ETF Stock 2GuideStone Funds Growth Equity Investor Stock 2GuideStone Funds International Eq Inv Stock 5GuideStone Funds Small Cap Equity Inv Stock 3GuideStone Funds Value Equity Investor Stock 1Guinness Atkinson Alternative Energy EnergyGuinness Atkinson Global Energy EnergyGuinness Atkinson Global Innovators GlobalHarbor Bond Institutional Bond 2Harbor Capital Appreciation Inv Stock 2

Harbor International Growth Instl Stock 5Harbor International Institutional Stock 5Harbor Large Cap Value Instl Stock 1

Harbor Mid Cap Growth Inv Stock 4Harbor Small Cap Growth Instl Stock 4Harbor Small Cap Value Investor Stock 3Hartford Balanced HLS IA HybridModHartford Capital Appreciation HLS IA Stock 2Hartford Dividend and Growth C Stock 1Hartford International Growth C Stock 5Hartford International Opportunities C Stock 5

Hartford MidCap HLS IA Stock 4

Hartford Small Company C Stock 4Hartford SmallCap Growth C Stock 4Hartford Stock HLS IA Stock 1

Heartland Select Value Stock 3Heartland Value Stock 3Heartland Value Plus Stock 3Hennessy Cornerstone Growth Investor Stock 3

Hennessy Cornerstone Mid Cap 30 Inv Stock 3

Hennessy Cornerstone Value Investor Stock 1

Hennessy Focus Investor Stock 4

Hennessy Gas Utility Investor SectorHodges Retail Stock 4Hodges Small Cap Retail Stock 4Hotchkis & Wiley Large Cap Value C Stock 1Hotchkis & Wiley Mid-Cap Value C Stock 3Hotchkis & Wiley Small Cap Value I Stock 3Hussman Strategic Dividend Value Stock 1

ICM Small Company Stock 3

ICON Consumer Discretionary S SectorICON Consumer Staples S SectorICON Energy S EnergyICON Financial S SectorICON Industrials S SectorICON Utilities S SectorIMS Capital Value Stock 3Invesco American Value Y Stock 3Invesco Charter C Stock 1Invesco Comstock C Stock 1Invesco Developing Markets C EmergingInvesco Diversified Dividend C Stock 1

Invesco Dividend Income C Stock 1

Invesco Energy C EnergyInvesco Equity and Income C HybridModInvesco Global Health Care C SectorInvesco Global Small & Mid Cap Gr A GlobalInvesco Gold & Precious Metals C PreciousInvesco Growth and Income C Stock 1Invesco International Growth C Stock 5Invesco International Small Company C Stock 5Invesco Intl Core Equity C Stock 5Invesco Mid Cap Core Equity C Stock 3Invesco Mid Cap Growth C Stock 4Invesco Real Estate C RealEstateInvesco Small Cap Discovery C Stock 4Invesco Small Cap Equity C Stock 4Invesco Small Cap Growth C Stock 4Invesco SmallCapValue C Stock 3Invesco Technology C TechInvesco Value Opp C Stock 1iShares 1-3 Year Treasury Bond Bond 1iShares Core S&P 500 Stock 1

iShares Core S&P Mid-Cap Stock 3

iShares Core S&P Small-Cap Stock 3

iShares MSCI EAFE Stock 5iShares MSCI Emerging Markets EmergingiShares North American Natural Resources EnergyiShares Russell 1000 Stock 1

iShares Russell 1000 Growth Stock 2iShares Russell 1000 Value Stock 1iShares Russell 2000 Stock 3iShares Russell 2000 Growth Stock 4iShares Russell 2000 Value Stock 3iShares Russell 3000 Stock 1iShares Russell Mid-Cap Stock 3iShares Russell Mid-Cap Growth Stock 4iShares Russell Mid-Cap Value Stock 3iShares Select Dividend Stock 3

iShares S&P 100 Stock 1

iShares S&P 500 Growth Stock 2iShares S&P 500 Value Stock 1iShares S&P Mid-Cap 400 Growth Stock 4

iShares S&P Mid-Cap 400 Value Stock 3iShares S&P Small-Cap 600 Growth Stock 4

iShares S&P Small-Cap 600 Value Stock 3iShares Transportation Average SectoriShares US Oil&Gas Explor&Prodtn EnergyIvy Balanced C HybridAggrIvy Global Natural Resources C EnergyIvy Large Cap Growth C Stock 2Ivy Mid Cap Growth C Stock 4Ivy Real Estate Securities C RealEstateIvy Science & Technology C TechIvy Small Cap Growth C Stock 4Ivy Small Cap Value C Stock 3Ivy Value C Stock 1Jacob Internet Inv TechJames Small Cap Stock 3Janus Aspen Enterprise Instl Stock 4

Janus Aspen Forty Instl Stock 2

Janus Aspen Global Research Instl GlobalJanus Aspen Janus Instl Stock 2Janus Aspen Overseas Instl Stock 5Janus Balanced C HybridMod





Janus C Stock 2Janus Contrarian T Stock 1Janus Enterprise C Stock 4

Janus Forty C Stock 2

Janus Global Life Sciences T SectorJanus Global Research T GlobalJanus Global Select T GlobalJanus Global Technology T TechJanus Growth & Income C Stock 1Janus Overseas T Stock 5Janus Research T Stock 2Janus Triton T Stock 4Janus Twenty T Stock 2Janus Venture T Stock 4Jensen Quality Growth J Stock 2JHancock Balanced C HybridModJHancock Classic Value C Stock 1JHancock Disciplined Value C Stock 1JHancock International Growth C Stock 5

JHancock Large Cap Equity C Stock 2JHancock Natural Resources A EnergyJHancock Select Growth C Stock 2

JHancock Small Cap Equity C Stock 4JHancock Small Company A Stock 4

JHancock US Global Leaders Growth C Stock 2

JOHCM International Select II Stock 5JPMorgan Dynamic Small Cap Growth C Stock 4JPMorgan International Eq C Stock 5JPMorgan Investor Balanced C HybridModJPMorgan Investor Conservative Growth C HybridModJPMorgan Investor Growth C HybridAggrJPMorgan Mid Cap Growth C Stock 4JPMorgan Mid Cap Value C Stock 3

JPMorgan Small Cap Equity C Stock 3

JPMorgan Small Cap Growth C Stock 4JPMorgan US Small Company Instl Stock 3Keeley Small Cap Value A Stock 3Kinetics Internet No Load SectorKinetics Market Opportunities No Load SectorKinetics Medical No Load SectorKinetics Paradigm No Load Stock 4Kinetics Small Cap Opportunities No Load Stock 3Kirr Marbach Partners Value Stock 4Laudus International MarketMasters Inv Stock 5Laudus Small-Cap MarketMasters Inv Stock 4Laudus US Large Cap Growth Stock 2Lazard Emerging Markets Equity Open EmergingLazard Global Listed Infrastructure Open Stock 5

Lazard International Equity Open Stock 5

Lazard US Equity Concentrated Open Stock 1

Lazard US Small-Mid Cap Equity Instl Stock 4Legg Mason Opportunity C Stock 3

Litman Gregory Masters Equity Instl Stock 2Litman Gregory Masters Intl Inv Stock 5Litman Gregory Masters Smlr Coms Instl Stock 3LKCM Aquinas Growth Stock 2LKCM Aquinas Value Stock 1Longleaf Partners Stock 1Longleaf Partners International Stock 5Longleaf Partners Small-Cap Stock 3Loomis Sayles Growth C Stock 2

Loomis Sayles Small Cap Growth Retail Stock 4Loomis Sayles Small Cap Value Retail Stock 3Lord Abbett Affiliated C Stock 1Lord Abbett Developing Growth C Stock 4Lord Abbett Fundamental Equity C Stock 1Lord Abbett Growth Opportunities C Stock 4

Lord Abbett International Opp C Stock 5

Lord Abbett Mid Cap Stock C Stock 3Lord Abbett Multi-Asset Global Opp C HybridGlobLord Abbett Small Cap Value C Stock 4Lord Abbett Value Opportunities C Stock 3

LSV Value Equity Stock 1Lyrical US Value Equity Investor Stock 1MainStay Balanced C HybridModMainStay ICAP Equity I Stock 1MainStay ICAP International I Stock 5MainStay ICAP Select Equity I Stock 1MainStay Large Cap Growth C Stock 2MainStay US Small Cap I Stock 3

Mairs & Power Growth Inv Stock 1Manning & Napier Equity Stock 2Manning & Napier Pro-Blend Max Term S HybridAggrManning & Napier World Opportunities A Stock 5

Marsico 21st Century Stock 2Marsico Flexible Capital Stock 2Marsico Focus Stock 2Marsico Growth Stock 2Marsico International Opportunities Stock 5MassMutual Premier Global R3 GlobalMassMutual Premier International Eq A Stock 5

MassMutual Premier Main Street A Stock 1

MassMutual Premier Small Cap Opps A Stock 3MassMutual Premier Value A Stock 1MassMutual Select Focused Value A Stock 1MassMutual Select Fundamental Value A Stock 1MassMutual Select Growth Opps A Stock 2MassMutual Select Large Cap Value A Stock 1MassMutual Select Mid Cap Gr Eq II A Stock 4

MassMutual Select Overseas A Stock 5MassMutual Select Small Cap Gr Eq A Stock 4MassMutual Select Small Company Value A Stock 3Matrix Advisors Value Stock 1Matthews Asia Growth Investor RegionalMatthews Asia Science and Tech Inv TechMatthews Asian Growth & Inc Investor RegionalMatthews Pacific Tiger Investor RegionalMeeder Utilities and Infrastructure SectorMeridian Contrarian Legacy Stock 4Meridian Growth Legacy Stock 4Meridian Small Cap Growth A Stock 4MFS Aggressive Growth Allocation C GlobalMFS Blended Research Core Equity C Stock 1MFS Conservative Allocation C HybridModMFS Core Equity C Stock 2MFS Emerging Markets Equity C EmergingMFS Global Equity C GlobalMFS Global Growth C GlobalMFS Growth Allocation C HybridAggrMFS Growth C Stock 2MFS Instl International Equity Stock 5MFS International Diversification C Stock 5MFS International Growth C Stock 5MFS International New Discovery C Stock 5

MFS International Value C Stock 5

MFS Massachusetts Investors Gr Stk C Stock 2MFS Massachusetts Investors Tr C Stock 2MFS Mid Cap Growth C Stock 4

MFS Mid Cap Value C Stock 3MFS New Discovery C Stock 4MFS Research B Stock 2MFS Research International C Stock 5MFS Technology C TechMFS Total Return C HybridModMFS Utilities C SectorMFS Value C Stock 1Midas PreciousMorgan Stanley Inst Active Intl Allc I Stock 5Morgan Stanley Inst Emerging Mkts A EmergingMorgan Stanley Inst Growth I Stock 2

Morgan Stanley Inst International Eq A Stock 5Morgan Stanley Inst Mid Cap Growth I Stock 4Morgan Stanley Inst Small Co Gr A Stock 4Morgan Stanley Inst US Real Estate I RealEstateMuhlenkamp Stock 1Nationwide C Stock 1Nationwide Inv Dest Cnsrv C HybridModNationwide Inv Dest Mod C HybridModNationwide Inv Dest Mod Cnsrv C HybridModNationwide Inv Destinations Agrsv C HybridAggrNationwide Inv Destinations Mod Agrsv C HybridAggrNeedham Growth Stock 4Neuberger Berman Focus Inv Stock 2Neuberger Berman Genesis Inv Stock 4

Neuberger Berman Guardian Inv Stock 2Neuberger Berman Large Cap Value Inv Stock 1Neuberger Berman Mid Cap Growth Inv Stock 4

Neuberger Berman M/C Intrinsic Val Inv Stock 3Neuberger Berman Real Estate Tr RealEstateNeuberger Berman Small Cap Growth Inv Stock 4Neuberger Berman Socially Rspns Inv Stock 2Nicholas Stock 4

Nicholas Equity Income I Stock 3Nicholas II N Stock 4

Nicholas Limited Edition I Stock 4Northeast Investors Growth Stock 2

Northern Large Cap Equity Stock 1

Northern Small Cap Index Stock 3

Northern Small Cap Value Stock 3

Nuveen Large-Cap Value C Stock 1Nuveen Mid Cap Growth Opps I Stock 4Nuveen Small Cap Value C Stock 3

Oak Ridge Large Cap Growth A Stock 2

Oak Ridge Small Cap Growth C Stock 4Oakmark Equity & Income I HybridModOakmark Global I GlobalOakmark I Stock 1Oakmark International I Stock 5Oakmark International Small Cap I Stock 5Oakmark Select I Stock 1Oberweis China Opportunities RegionalOberweis Emerging Growth GlobalOberweis Micro-Cap Stock 4

Oberweis Small-Cap Opportunities Stock 4

Oppenheimer Capital Appreciation C Stock 2Oppenheimer Capital Income C HybridModOppenheimer Developing Markets C EmergingOppenheimer Discovery C Stock 4

Oppenheimer Discovery Mid Cap Growth C Stock 4

Oppenheimer Dividend Opportunity C Stock 1Oppenheimer Equity C Stock 2Oppenheimer Global Allocation C HybridGlobOppenheimer Global C GlobalOppenheimer Global Opportunities C GlobalOppenheimer Gold & Special Minerals C PreciousOppenheimer International Growth C Stock 5

Oppenheimer International Small Co C Stock 5

Oppenheimer Main Street C Stock 1

Oppenheimer Main Street Mid Cap C Stock 3Oppenheimer Main Street Select C Stock 1Oppenheimer Real Estate C RealEstateOppenheimer Rising Dividends C Stock 2Oppenheimer Small & Mid Cap Value C Stock 3Oppenheimer Value C Stock 1Osterweis Stock 1Parnassus Stock 2Parnassus Core Equity Investor Stock 1

Pax World Balanced Individual Inv HybridModPear Tree PanAgora Dyn Emerg Mkts Ord EmergingPerkins Global Value T GlobalPerkins Mid Cap Value T Stock 3Perkins Small Cap Value T Stock 3

Permanent Portfolio HybridModPermanent Portfolio Aggressive Growth Stock 2Perritt MicroCap Opportunities Investor Stock 3PIMCO High Yield D BondJunkPIMCO Long-Term US Government Instl Bond 3PIMCO Low Duration D Bond 1PIMCO Real Return D Bond 2PIMCO StocksPLUS C Stock 1PIMCO StocksPLUS Intl (USD-Hedged) D Stock 5PIMCO Total Return D Bond 2Pin Oak Equity Stock 1

Pioneer C Stock 1Pioneer Core Equity C Stock 1Pioneer Disciplined Value A Stock 1Pioneer Emerging Markets C EmergingPioneer Equity Income C Stock 1

Pioneer International Value C Stock 5Pioneer Mid Cap Value C Stock 3Pioneer Real Estate C RealEstatePioneer Select Mid Cap Growth C Stock 4Polaris Global Value GlobalPolen Growth Investor Stock 2

PowerShares Buyback Achievers ETF Stock 1PowerShares DWA Energy Momentum ETF EnergyPowerShares Dynamic Engy Explr&Prdtn ETFEnergyPowerShares Intl Div Achiev ETF Stock 5PowerShares QQQ ETF Stock 2

PRIMECAP Odyssey Aggressive Growth Stock 4PRIMECAP Odyssey Growth Stock 2PRIMECAP Odyssey Stock Stock 1

Principal Capital Appreciation C Stock 1

Principal International I R5 Stock 5

Principal Intl Emerging Markets R5 EmergingPrincipal Large Cap Growth II R5 Stock 2Principal Large Cap S&P 500 Index R5 Stock 1

Principal Large Cap Value III R5 Stock 1Principal LifeTime 2020 R5 HybridModPrincipal MidCap Growth III R5 Stock 4Principal MidCap S&P 400 Index R5 Stock 3Principal Real Estate Securities C RealEstate

Principal SmallCap S&P 600 Index R5 Stock 3

ProFunds Banks UltraSector Inv SectorProFunds Basic Materials UltraSector Inv SectorProFunds Biotechnology UltraSector Inv SectorProFunds Consumer Goods UltraSector Inv SectorProFunds Consumer Services Ultra Sec Inv SectorProFunds Financials UltraSector Inv SectorProFunds Internet UltraSector Inv SectorProFunds Pharmaceuticals UltraSector Inv SectorProFunds Precious Metals UltraSector Inv SectorProFunds Real Estate UltraSector Inv SectorProFunds Semiconductor UltraSector Inv SectorProFunds Technology UltraSector Inv SectorProFunds Telecom UltraSector Inv SectorProFunds UltraBear Inv BearMktProFunds UltraSector Health Care Inv SectorProFunds UltraSector Mobile Telecom Inv SectorProFunds UltraSector Oil & Gas Investor SectorProFunds Utilities UltraSector Inv SectorProShares S&P 500 Dividend Aristocrats Stock 1

Prudential Jennison 20/20 Focus C Stock 2Prudential Jennison Blend C Stock 2Prudential Jennison Equity Opportunity C Stock 1Prudential Jennison Growth C Stock 2

Prudential Jennison Mid Cap Growth C Stock 4Prudential Jennison Natural Resources C EnergyPrudential Jennison Small Company C Stock 4Prudential Jennison Utility C SectorPrudential Jennison Value C Stock 1Prudential Small-Cap Value Z Stock 3Putnam Capital Opportunities C Stock 3Putnam Equity Income C Stock 1Putnam Fund for Growth & Income C Stock 1Putnam Global Equity C GlobalPutnam Global Health Care C SectorPutnam Growth Opportunities C Stock 2Putnam International Capital Opp C Stock 5Putnam International Equity C Stock 5Putnam International Growth C Stock 5Putnam Investors C Stock 1Putnam Multi-Cap Growth C Stock 2Putnam Multi-Cap Value C Stock 3Putnam Research C Stock 2Putnam Small Cap Growth A Stock 4Putnam Small Cap Value C Stock 3Putnam Voyager C Stock 2QS Batterymarch Emerging Mkts C EmergingQS Batterymarch US Sm Cap Eq I Stock 3Quaker Mid-Cap Value C Stock 3Quaker Strategic Growth C Stock 2Rainier Small/Mid Cap Equity Original Stock 4Red Oak Technology Select TechRice Hall James Micro Cap Instl Stock 4RidgeWorth Large Cap Growth Stock C Stock 2RidgeWorth Mid-Cap Value Equity C Stock 3RidgeWorth Small Cap Growth Stock C Stock 4RidgeWorth Small Cap Value Equity C Stock 3

Royce Heritage Svc Stock 4Royce Low Priced Stock Svc Stock 3Royce Micro-Cap Invmt Stock 3Royce Opportunity Svc Stock 3Royce Pennsylvania Mutual Invmt Stock 4Royce Premier Invmt Stock 4Royce Small-Cap Leaders Svc Stock 4Royce Small-Cap Value Service Stock 3Royce Smaller-Companies Growth Svc Stock 4Royce Special Equity Invmt Stock 3Royce Total Return Invmt Stock 3RS Emerging Markets C EmergingRS Global Natural Resources A EnergyRS Growth A Stock 2RS Mid Cap Growth A Stock 4RS Partners A Stock 3RS Select Growth A Stock 4RS Small Cap Equity A Stock 4

RS Small Cap Growth A Stock 4

RS Technology A TechRS Value A Stock 3Russell Global Real Estate Secs S RealEstateRussell US Dynamic Equity C Stock 1Russell US Small Cap Equity I Stock 3Rydex Basic Materials Inv EnergyRydex Biotechnology Inv SectorRydex Consumer Products Inv Sector





Rydex Energy Inv EnergyRydex NASDAQ-100 C Stock 2Rydex Precious Metals Inv PreciousRydex Retailing Inv SectorRydex Transportation Inv SectorSchneider Small Cap Value Stock 3Schwab 1000 Index Stock 1

Schwab Balanced HybridModSchwab Core Equity Stock 1

Schwab MarketTrack All Equity Stock 1Schwab MarketTrack Balanced HybridModSchwab MarketTrack Conservative HybridModSchwab MarketTrack Growth HybridAggrSchwab Short-Term Bond Market Bond 1Schwab Total Bond Market Bond 2Scout Core Plus Bond Y Bond 2Scout International Stock 5Scout Small Cap Stock 4Scout Unconstrained Bond Y BondUnconSelected American Shares S Stock 2Selected International D Stock 5Sentinel Small Company C Stock 4Sentinel Sustainable Mid Cap Opp I Stock 4Sequoia Stock 2

Sit Developing Markets Growth EmergingSit International Growth Stock 5

Sit Large Cap Growth Stock 2

Sit Mid Cap Growth Stock 4Sit Small Cap Growth Stock 4SMI Conservative Allocation HybridModSound Shore Investor Stock 1SPDR Dow Jones Industrial Average ETF Stock 1SPDR S&P 500 ETF Stock 1

SPDR S&P Oil & Gas Explor & Prodtn ETF EnergySSgA Clarion Real Estate N RealEstateSSgA Emerging Markets N EmergingSSgA International Stock Selection N Stock 5SSgA S&P 500 Index N Stock 1

Sterling Capital Behav Sm Cp Val Eq Intl Stock 3

Stratton Mid Cap Value Stock 3Stratton Real Estate RealEstateStratton Small Cap Value Stock 3TCM Small Cap Growth Stock 4TCW Relative Value Mid Cap N Stock 3TCW Select Equities N Stock 2

TCW Small Cap Growth N Stock 4Templeton China World C RegionalTempleton Developing Markets C EmergingTempleton Foreign C Stock 5Templeton Foreign Smaller Companies C Stock 5Templeton Global Opportunities C GlobalTempleton Global Smaller Comp C GlobalTempleton Growth C GlobalTempleton Instl Emerging Markets Ser Adv EmergingTempleton Instl Foreign Eq Ser Primary Stock 5Templeton World C GlobalTETON Westwood Mighty Mites AAA Stock 3Third Avenue International Value Inv Stock 5Third Avenue Real Estate Value Instl RealEstateThird Avenue Small Cap Value Instl Stock 3Third Avenue Value Instl GlobalThomas White International Investor Stock 5Thompson LargeCap Stock 1Thornburg Core Growth C Stock 2Thornburg International Value C Stock 5

Thrift Savings Plan C Fund Stock 1

Thrift Savings Plan F Fund Bond 2Thrift Savings Plan I Fund Stock 5Thrift Savings Plan S Fund Stock 4Thrivent Aggressive Allocation A Stock 2Thrivent Large Cap Growth A Stock 2Thrivent Large Cap Stock A Stock 1Thrivent Large Cap Value A Stock 1Thrivent Mid Cap Stock A Stock 3Thrivent Small Cap Stock A Stock 4TIAA-CREF Equity Index Retail Stock 1TIAA-CREF Growth & Income Retail Stock 2TIAA-CREF International Eq Retail Stock 5TIAA-CREF Large-Cap Growth Retail Stock 2

TIAA-CREF Large-Cap Value Retail Stock 1TIAA-CREF Managed Allc Retail HybridModTIAA-CREF Mid-Cap Growth Retail Stock 4TIAA-CREF Mid-Cap Value Retail Stock 3TIAA-CREF Real Estate Sec Retail RealEstate

TIAA-CREF Small-Cap Equity Retail Stock 4TIAA-CREF Social Choice Eq Instl Stock 1Timothy Plan Aggressive Growth A Stock 4Timothy Plan Conservative Growth A HybridModTimothy Plan Large/Mid Cap Growth A Stock 4Timothy Plan Large/Mid Cap Value A Stock 1

Timothy Plan Small Cap Value A Stock 3

Tocqueville Gold PreciousTorray Stock 1Touchstone Mid Cap Growth C Stock 4Touchstone Sands Capital Select Growth Z Stock 2Touchstone Sustainability & Imp Eq Y GlobalTransamerica Capital Growth C Stock 2Transamerica Growth Opportunities C Stock 4Transamerica Instl Asst Allc Interm Hrzn HybridModTransamerica Instl Asst Allc Itm/Lg Hrzn HybridModTransamerica Partners Instl Intl Eq Stock 5Transamerica Partners Instl Large Core Stock 1Transamerica Partners Instl Lg Gr Stock 2

Transamerica Partners Instl Small Core Stock 3Transamerica Partners Mid Value Stock 3

Transamerica Small/Mid Cap Value C Stock 3Transamerica US Growth C Stock 2

Turner Emerging Growth Investor Stock 4

Turner Midcap Growth Investor Stock 4Turner Small Cap Growth Stock 4

Tweedy, Browne Global Value Stock 5

Tweedy, Browne Value GlobalT. Rowe Price Balanced HybridModT. Rowe Price Blue Chip Growth Stock 2

T. Rowe Price Capital Appreciation HybridModT. Rowe Price Capital Opportunity Stock 1

T. Rowe Price Diversified Mid Cap Growth Stock 4

T. Rowe Price Dividend Growth Stock 1

T. Rowe Price Emerging Europe EmergingT. Rowe Price Emerging Markets Stock EmergingT. Rowe Price Equity Income Stock 1T. Rowe Price Equity Index 500 Stock 1

T. Rowe Price European Stock RegionalT. Rowe Price Financial Services SectorT. Rowe Price Global Stock GlobalT. Rowe Price Global Technology TechT. Rowe Price GNMA BondMortT. Rowe Price Growth Stock Stock 2

T. Rowe Price Growth & Income Stock 2

T. Rowe Price Health Sciences SectorT. Rowe Price High Yield BondJunkT. Rowe Price Instl Intl Growth Equity Stock 5T. Rowe Price Instl Large Cap Growth Stock 2

T. Rowe Price International Discovery Stock 5

T. Rowe Price International Gr & Inc Stock 5T. Rowe Price International Stock Stock 5T. Rowe Price Japan RegionalT. Rowe Price Latin America RegionalT. Rowe Price Media & Telecommunications SectorT. Rowe Price Mid-Cap Growth Stock 4

T. Rowe Price Mid-Cap Value Stock 3T. Rowe Price New America Growth Stock 2T. Rowe Price New Asia RegionalT. Rowe Price New Era EnergyT. Rowe Price New Horizons Stock 4

T. Rowe Price New Income Bond 2T. Rowe Price Personal Strat Balanced HybridModT. Rowe Price Personal Strat Growth HybridAggrT. Rowe Price Personal Strat Income HybridModT. Rowe Price Real Estate RealEstateT. Rowe Price Retirement 2005 HybridModT. Rowe Price Retirement 2010 HybridModT. Rowe Price Retirement 2015 HybridModT. Rowe Price Retirement 2020 HybridModT. Rowe Price Retirement 2025 HybridModT. Rowe Price Retirement 2030 HybridModT. Rowe Price Retirement 2035 HybridAggrT. Rowe Price Retirement 2040 HybridAggrT. Rowe Price Retirement 2045 HybridAggrT. Rowe Price Retirement Balanced HybridModT. Rowe Price Science & Tech TechT. Rowe Price Short-Term Bond Bond 1T. Rowe Price Small-Cap Stock Stock 4T. Rowe Price Small-Cap Value Stock 3T. Rowe Price Spectrum Growth Stock 2T. Rowe Price Spectrum International Stock 5T. Rowe Price Value Stock 1UBS US Large Cap Equity C Stock 1

UBS US Small Cap Growth C Stock 4US Global Investors All American Eq Stock 2US Global Investors China Region RegionalUS Global Investors Emerging Europe EmergingUS Global Investors Gld & Prec Mtls PreciousUS Global Investors Global Res EnergyUS Global Investors Holmes Macro Trends Stock 4US Global Investors Wld Prec Minerals PreciousUSAA Aggressive Growth Stock 2

USAA Capital Growth GlobalUSAA Cornerstone Moderate HybridModUSAA Cornerstone Moderately Agrsv HybridModUSAA Emerging Markets EmergingUSAA First Start Growth HybridAggrUSAA Growth Stock 2

USAA Growth and Tax Strategy HybridModUSAA Growth & Income Stock 1USAA Income Stock Stock 1USAA International Stock 5USAA Precious Metals and Minerals PreciousUSAA Science & Technology TechUSAA Small Cap Stock Stock 3USAA Value Stock 1USAA World Growth GlobalValue Line Asset Allocation HybridModValue Line Income & Growth HybridModValue Line Larger Companies Focused Stock 2Value Line Mid Cap Focused Stock 4

Value Line Premier Growth Stock 4

Value Line Small Cap Opportunities Stock 4

Van Eck Emerging Markets C EmergingVan Eck Global Hard Assets C EnergyVanguard 500 Index Inv Stock 1

Vanguard Balanced Index Inv HybridModVanguard Capital Opportunity Inv Stock 2Vanguard Capital Value Inv Stock 3Vanguard Consumer Discretionary ETF SectorVanguard Consumer Staples ETF SectorVanguard Convertible Securities Inv HybridAggrVanguard Diversified Equity Inv Stock 2Vanguard Dividend Appreciation Idx Inv Stock 1Vanguard Dividend Growth Inv Stock 1

Vanguard Emerging Mkts Stock Idx Inv EmergingVanguard Energy ETF EnergyVanguard Energy Inv EnergyVanguard Equity-Income Inv Stock 1

Vanguard European Stock Index Inv RegionalVanguard Explorer Inv Stock 4Vanguard Extended Market ETF Stock 4Vanguard Extended Market Idx Inv Stock 4Vanguard Financials ETF SectorVanguard FTSE All-World ex-US Index Inv Stock 5Vanguard FTSE Emerging Markets ETF EmergingVanguard FTSE Social Index Inv Stock 1

Vanguard Global Equity Inv GlobalVanguard GNMA Inv BondMortVanguard Growth Index Inv Stock 2Vanguard Growth & Income Inv Stock 1

Vanguard Health Care ETF SectorVanguard Health Care Inv SectorVanguard High-Yield Corporate Inv BondJunkVanguard High Dividend Yield Index Inv Stock 1Vanguard Industrials ETF SectorVanguard Inflation-Protected Secs Inv Bond 2Vanguard Information Technology ETF TechVanguard Interm-Term Bond Index Inv Bond 2Vanguard Interm-Term Invmt-Grade Inv Bond 2Vanguard Interm-Term Treasury Inv Bond 2Vanguard Intermediate-Term Bond ETF Bond 2Vanguard International Explorer Inv Stock 5

Vanguard International Growth Inv Stock 5Vanguard International Value Inv Stock 5Vanguard Large Cap Index Inv Stock 1

Vanguard LifeStrategy Cnsrv Gr Inv HybridModVanguard LifeStrategy Growth Inv HybridAggrVanguard LifeStrategy Income Inv HybridModVanguard LifeStrategy Moderate Gr Inv HybridModVanguard Long-Term Bond ETF Bond 3Vanguard Long-Term Bond Index Inv Bond 3Vanguard Long-Term Investment-Grade Inv Bond 3Vanguard Long-Term Treasury Inv Bond 3Vanguard Materials ETF EnergyVanguard Mid-Cap ETF Stock 3Vanguard Mid-Cap Growth Index Inv Stock 4

Vanguard Mid-Cap Value Index Inv Stock 3

Vanguard Mid Cap Growth Inv Stock 4

Vanguard Mid Cap Index Inv Stock 3

Vanguard Morgan Growth Inv Stock 2

Vanguard Pacific Stock Index Inv RegionalVanguard Precious Metals and Mining Inv PreciousVanguard PRIMECAP Core Inv Stock 2Vanguard PRIMECAP Inv Stock 2Vanguard REIT ETF RealEstateVanguard REIT Index Inv RealEstateVanguard Selected Value Inv Stock 3Vanguard Short-Term Bond ETF Bond 1Vanguard Short-Term Bond Index Inv Bond 1Vanguard Short-Term Federal Inv Bond 1Vanguard Short-Term Investment-Grade Inv Bond 1Vanguard Short-Term Treasury Inv Bond 1Vanguard Small Cap Growth Index Inv Stock 4Vanguard Small Cap Index Inv Stock 3Vanguard Small Cap Value Index Inv Stock 3Vanguard STAR Inv HybridModVanguard Strategic Equity Inv Stock 3

Vanguard Strategic Small-Cap Equity Inv Stock 3

Vanguard S&P 500 ETF Stock 1

Vanguard Target Retirement 2010 Inv HybridModVanguard Target Retirement 2015 Inv HybridModVanguard Target Retirement 2020 Inv HybridModVanguard Target Retirement 2025 Inv HybridModVanguard Target Retirement 2030 Inv HybridModVanguard Target Retirement 2035 Inv HybridAggrVanguard Target Retirement 2040 Inv HybridAggrVanguard Target Retirement 2045 Inv HybridAggrVanguard Target Retirement 2050 Inv HybridAggrVanguard Target Retirement 2055 Inv HybridAggrVanguard Target Retirement Income Inv HybridModVanguard Telecommunication Services ETF SectorVanguard Total Bond Market ETF Bond 2Vanguard Total Bond Market Index Inv Bond 2Vanguard Total International Stock ETF Stock 5Vanguard Total Intl Stock Index Inv Stock 5Vanguard Total Stock Market ETF Stock 1

Vanguard Total Stock Mkt Idx Inv Stock 1Vanguard US Growth Inv Stock 2

Vanguard US Value Inv Stock 1

Vanguard Utilities ETF SectorVanguard Value Index Inv Stock 1Vanguard Wellesley Income Inv HybridModVanguard Wellington Inv HybridModVanguard Windsor II Inv Stock 1Vanguard Windsor Inv Stock 1Vantagepoint Aggressive Opp Inv Stock 4Vantagepoint Equity Income Investor Stock 1Vantagepoint Growth Investor Stock 2Vantagepoint Growth & Income Investor Stock 1Vantagepoint International Investor Stock 5Vantagepoint Mid/Small Company Index I Stock 3Victory Diversified Stock R Stock 1

Victory Munder Mid-Cap Core Growth C Stock 4Victory Special Value C Stock 1Victory Sycamore Established Value R Stock 3

Victory Sycamore Small Company Opp R Stock 3

Virtus Contrarian Value C Stock 3Virtus Foreign Opportunities C Stock 5

Virtus Mid-Cap Growth C Stock 4Virtus Real Estate Securities C RealEstateVirtus Small-Cap Core C Stock 4Voya Corporate Leaders Trust B Stock 1Voya Global Value Advantage C GlobalVoya GNMA Income C BondMortVoya Mid Cap Value Advantage O Stock 3Voya Russell Mid Cap Index Port I Stock 3Voya Russia A RegionalVoya Small Company C Stock 3

Voya SmallCap Opportunities C Stock 4Waddell & Reed Accumulative C Stock 2Waddell & Reed Core Investment C Stock 2Waddell & Reed Global Growth C Stock 5Waddell & Reed New Concepts C Stock 4Waddell & Reed Science & Tech C TechWaddell & Reed Small Cap C Stock 4Wanger Select Stock 4Wasatch Core Growth Stock 4

Wasatch International Growth Stock 5

Wasatch Large Cap Value Investor Stock 1Wasatch Micro Cap Stock 4





Important Reminders

Copyright © 2015 by Morningstar, Inc. All Rights Reserved. The mutual fund data contained herein: (1) is proprietary to

Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate,

complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from

any use of this information. Past performance is no guarantee of future results.

Copyright © 2015 by Sound Mind Investing. All rights reserved. No part of these rankings may be reproduced in any fashion

without the prior written consent of Sound Mind Investing. SMI is not responsible for any errors and/or omissions. You

are encouraged to review a fund’s prospectus for additional important information. Other than the SMI Funds, SMI has

absolutely no financial incentive to favor or recommend one broker or mutual fund over another.

Wasatch Small Cap Growth Stock 4Wasatch Small Cap Value Stock 3

Wasatch Ultra Growth Stock 4Wasatch World Innovators GlobalWeitz Hickory Stock 3Weitz Partners Value Investor Stock 1Weitz Value Investor Stock 2Wells Fargo Advantage Asia Pacific Inv RegionalWells Fargo Advantage Capital Growth Inv Stock 2Wells Fargo Advantage Common Stock C Stock 3Wells Fargo Advantage C&B Lg Cp Val Inv Stock 1Wells Fargo Advantage C&B Mid Cp Val Inv Stock 3Wells Fargo Advantage Discovery Inv Stock 4Wells Fargo Advantage Discp US Core C Stock 1

Wells Fargo Advantage Diversified Eq C Stock 2Wells Fargo Advantage DJ Target Today A HybridModWells Fargo Advantage Global Opps C GlobalWells Fargo Advantage Growth Inv Stock 2Wells Fargo Advantage Intl Eq C Stock 5Wells Fargo Advantage Large Cap Gr Inv Stock 2Wells Fargo Advantage Large Co Value Inv Stock 1Wells Fargo Advantage Omega Growth C Stock 2Wells Fargo Advantage Opportunity Inv Stock 4Wells Fargo Advantage Precious Metals C PreciousWells Fargo Advantage Prem Lg Co Gr C Stock 2Wells Fargo Advantage Short-Term Bd Inv Bond 1Wells Fargo Advantage Small Cap Opp AdmStock 3

Wells Fargo Advantage Small Cap Value C Stock 3Wells Fargo Advantage Small Co Value C Stock 3Wells Fargo Advantage Sm/Md Cap Val Inv Stock 3Wells Fargo Advantage Spec Md Cp Val Inv Stock 3

Wells Fargo Advantage Spec SmCp Val C Stock 3Wells Fargo Advantage Specialized Tech C TechWells Fargo Advantage Ultra S/T Inc Inv Bond 1Wells Fargo Advtg DJ Trgt 2010 A HybridModWells Fargo Advtg DJ Trgt 2020 A HybridModWells Fargo Advtg DJ Trgt 2030 A HybridModWells Fargo Advtg DJ Trgt 2040 A HybridAggrWestcore Blue Chip Dividend Retail GlobalWestcore Flexible Income Retail BondJunkWestcore Growth Retail Stock 2Westcore MIDCO Growth Retail Stock 4Western Asset Global High Yield Bd C1 BondJunkWestport R Stock 4Westport Select Cap R Stock 3White Oak Select Growth Stock 2

William Blair Growth N Stock 2

William Blair International Growth N Stock 5William Blair Small Cap Growth N Stock 4William Blair Small Cap Value N Stock 3

Wilshire Large Company Growth Invmt Stock 2Wilshire Large Company Value Invmt Stock 1Wilshire Small Company Growth Invmt Stock 4

Wilshire Small Company Value Invmt Stock 3Wintergreen Investor GlobalWireless Sector

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