| RANK |
FUND NAME |
SYMBOL |
1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
20-YR RETURN |
VOL RANK |
INV. MIN. / IRA MIN. |
MAX LOAD |
EXPENSE RATIO |
| 1. | ActivePassive Large Cap Growth A | APLGX | —% | —% | —% | —% | —% | $1,000 / $— | 5.75% | —% | |
| 2. | Reynolds Blue Chip Growth | RBCGX | — | 2.83 | 2.78 | -1.25 | 6.63 | 2 | 1,000 / 1,000 | none | 2.02 |
| 3. | CGM Mutual | LOMMX | -7.31 | 8.49 | 13.87 | 7.76 | 9.91 | 8 | 2,500 / 1,000 | none | 1.05 |
| 4. | Jensen Portfolio J | JENSX | -9.29 | 3.88 | 5.09 | 7.01 | — | 2 | 2,500 / 2,500 | none | 0.85 |
| 5. | Navigator | NAVFX | -9.30 | 0.52 | — | — | — | 2 | 5,000 / 1,000 | none | 1.75 |
| 6. | DireXion HCM Freedom | HCMFX | -9.73 | -2.35 | — | — | — | 3 | 25,000 / 25,000 | none | 2.18 |
| 7. | FMI Provident Trust Strategy | FMIRX | -10.69 | 3.29 | 9.34 | 4.77 | 9.21 | 2 | 1,000 / 1,000 | none | 1.00 |
| 8. | Parnassus Workplace | PARWX | -11.18 | 4.93 | — | — | — | 4 | 2,000 / 500 | none | 1.20 |
| 9. | J. Hancock Large Cap Equity A | TAGRX | -11.27 | 10.55 | 12.13 | 6.45 | 10.62 | 9 | 1,000 / 500 | 5.00 | 1.14 |
| 10. | J. Hancock US Global Leaders Growth | USGLX | -12.79 | -1.43 | 2.15 | 3.57 | — | 2 | 1,000 / 500 | 5.00 | 1.28 |
| 11. | Aston/Montag & Caldwell Growth N | MCGFX | -12.82 | 3.34 | 5.71 | 3.19 | — | 4 | 2,500 / 500 | none | 1.07 |
| 12. | Evergreen Omega A | EKOAX | -13.30 | 2.20 | 5.29 | 4.44 | 10.37 | 5 | 1,000 / 1,000 | 5.75 | 1.40 |
| 13. | ING Evergreen Omega Port A | -13.62 | — | — | — | — | 6 | — / — | none | 1.19 | |
| 14. | Natixis CGM Advisor Targeted Equity A | NEFGX | -13.75 | 5.63 | 12.43 | 6.29 | 10.81 | 6 | 2,500 / 1,000 | 5.75 | 1.16 |
| 15. | Quaker Capital Opportunities A | QUKTX | -13.87 | 0.31 | 7.50 | — | — | 2 | 2,000 / 1,000 | 5.50 | 1.59 |
| 16. | Vanguard Primecap** | VPMCX | -13.96 | 4.40 | 9.39 | 9.14 | 12.99 | 3 | 25,000 / 25,000 | 1.00r | 0.43 |
| 17. | LKCM Aquinas Growth | AQEGX | -14.09 | -1.42 | 4.11 | 3.21 | — | 4 | 2,000 / — | 1.00r | 1.47 |
| 18. | Cookson Peirce Core Equity | CPEQX | -14.32 | 4.76 | — | — | — | 9 | 2,500 / — | 1.00r | 1.68 |
| 19. | DWS Large Company Growth S | SCQGX | -14.48 | 1.86 | 4.92 | 0.91 | — | 3 | 2,500 / 1,000 | 2.00r | 1.02 |
| 20. | Neuberger Berman Century Inv | NBCIX | -14.58 | 2.49 | 4.56 | — | — | 4 | 1,000 / 250 | none | 1.50 |
| 21. | DWS Capital Growth S | SCGSX | -14.68 | 1.92 | 5.66 | — | — | 3 | 2,500 / 1,000 | 2.00r | 0.79 |
| 22. | Calvert Social Inv Equity A | CSIEX | -14.83 | 1.55 | 4.72 | 7.69 | 7.98 | 2 | 1,000 / 1,000 | 4.75s | 1.21 |
| 23. | Chase Growth | CHASX | -14.93 | 0.94 | 7.75 | 6.41 | — | 3 | 2,000 / — | 2.00r | 1.17 |
| 24. | Jordan Opportunity | JORDX | -15.05 | 7.48 | — | — | — | 7 | 10,000 / 2,000 | 2.00r | 1.54 |
| 25. | Pioneer Growth Leaders A | LRPSX | -15.20 | 1.18 | 2.57 | 1.46 | — | 2 | 1,000 / 250 | 5.75 | 1.42 |
| CATEGORY AVERAGE | -41.95% | -10.87% | -3.22% | -1.86% | 7.51% |