| First Trust Multi Cap Growth Alphadex Fund (First Trust Exchange-Traded Alphadex Fund) |
Multi-Cap Growth |
1.42 % |
2008-10-09 |
None |
- |
- |
- % |
Sold All |
-334 |
-100.00 % |
$-53 |
| First Trust Small Cap Core Alphadex Fund (First Trust Exchange-Traded Alphadex Fund) |
Small-Cap Core |
6.25 % |
2008-10-09 |
None |
- |
- |
- % |
Sold All |
-436 |
-100.00 % |
$-70 |
| Bull Profund (Profunds) |
Large-Cap Core |
-12.77 % |
2008-10-06 |
6,153 |
$28,058 |
$-9,599 |
-25.49 % |
No Compare |
- |
- % |
- |
| Riversource Small Company Index Fund (Riversource Market Advantage Series Inc) |
Small-Cap Core |
-17.97 % |
2008-10-03 |
None |
- |
- |
- % |
Sold All |
-66,986 |
-100.00 % |
$137,991 |
| Riversource Disciplined Small Cap Value Fund (Riversource Dimensions Series Inc) |
Small-Cap Value |
-18.13 % |
2008-10-03 |
None |
- |
- |
- % |
Sold All |
-7,770 |
-100.00 % |
$16,006 |
| Steward Small Cap Equity Fund (Capstone Series Fund Inc) |
Small-Cap Core |
-21.15 % |
2008-09-29 |
5,620 |
$25,627 |
$-12,701 |
-33.13 % |
No Compare |
- |
- % |
- |
| Astontamro Small Cap Fund (Aston Funds) |
Small-Cap Core |
-25.04 % |
2008-09-26 |
361,940 |
$1,650,446 |
$-1,216,118 |
-42.42 % |
Added More |
110,660 |
44.03 % |
$-371,818 |
| Maxim Series Fund Inc (Maxim Series Fund Inc) |
Specialty & Misc |
-24.72 % |
2008-09-25 |
102,160 |
$465,850 |
$-342,236 |
-42.35 % |
No Compare |
- |
- % |
- |
| Schwab Technology Fund (Schwab Capital Trust) |
Science & Tech |
-23.65 % |
2008-09-24 |
8,500 |
$38,760 |
$-26,350 |
-40.46 % |
No Compare |
- |
- % |
- |
| S And P Smallcap 600 Pure Growth Etf (Rydex Etf Trust) |
Small-Cap Growth |
-27.74 % |
2008-09-19 |
2,260 |
$10,306 |
$-7,887 |
-43.35 % |
No Compare |
- |
- % |
- |
| Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) |
Specialty & Misc |
-32.19 % |
2008-09-19 |
440 |
$2,006 |
$-1,536 |
-43.35 % |
No Compare |
- |
- % |
- |
| Sa International Small Company Fund (Sa Funds Investment Trust) |
Small-Cap Core |
-26.67 % |
2008-09-08 |
20,244 |
$92,313 |
$-62,959 |
-40.54 % |
No Compare |
- |
- % |
- |
| Lazard Small Cap Portfolio (Lazard Funds Inc) |
Small-Cap Core |
-31.01 % |
2008-09-08 |
112,800 |
$514,368 |
$-350,808 |
-40.54 % |
No Compare |
- |
- % |
- |
| Russell 2000 Small Cap Index Portfolio (Summit Mutual Funds Inc) |
Small-Cap Core |
-26.67 % |
2008-09-08 |
3,914 |
$17,848 |
$-12,173 |
-40.54 % |
No Compare |
- |
- % |
- |
| Munder Energy Fund (Munder Series Trust) |
Specialty & Misc |
-30.27 % |
2008-09-08 |
7,110 |
$32,422 |
$-22,112 |
-40.54 % |
No Compare |
- |
- % |
- |
| Lazard Retirement Small Cap Portfolio (Lazard Retirement Series Inc) |
Small-Cap Core |
-30.13 % |
2008-09-05 |
53,600 |
$244,416 |
$-170,984 |
-41.16 % |
No Compare |
- |
- % |
- |
| Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) |
Large-Cap Core |
-26.55 % |
2008-09-05 |
200 |
$912 |
$-638 |
-41.16 % |
No Compare |
- |
- % |
- |
| Small Cap Index Trust (John Hancock Trust) |
Small-Cap Core |
-23.63 % |
2008-09-05 |
14,919 |
$68,031 |
$-47,592 |
-41.16 % |
No Compare |
- |
- % |
- |
| Small Company Trust (John Hancock Trust) |
Small-Cap Core |
-26.99 % |
2008-09-05 |
1,483 |
$6,762 |
$-4,731 |
-41.16 % |
No Compare |
- |
- % |
- |
| Total Stock Market Index Trust (John Hancock Trust) |
Specialty & Misc |
-27.83 % |
2008-09-05 |
2,118 |
$9,658 |
$-6,756 |
-41.16 % |
No Compare |
- |
- % |
- |
| Wilshire Small Company Growth Portfolio (Wilshire Mutual Funds Inc) |
Small-Cap Growth |
-28.28 % |
2008-09-04 |
675 |
$3,078 |
$-2,120 |
-40.77 % |
No Compare |
- |
- % |
- |
| Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) |
Multi-Cap Core |
-26.48 % |
2008-09-04 |
600 |
$2,736 |
$-1,884 |
-40.77 % |
New Holding |
600 |
100.00 % |
$-1,884 |
| Small Company Fund (American Century Quantitative Equity Funds Inc) |
Small-Cap Core |
-29.94 % |
2008-09-04 |
41,018 |
$187,042 |
$-128,797 |
-40.77 % |
No Compare |
- |
- % |
- |
| Nt Small Company (American Century Quantitative Equity Funds Inc) |
Small-Cap Core |
-29.93 % |
2008-09-04 |
876 |
$3,995 |
$-2,751 |
-40.77 % |
No Compare |
- |
- % |
- |
| Revenueshares Small Cap Fund (Revenueshares Etf Trust) |
Small-Cap Core |
-26.83 % |
2008-09-04 |
1,818 |
$8,290 |
$-5,709 |
-40.77 % |
No Compare |
- |
- % |
- |
| Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) |
Specialty & Misc |
-29.92 % |
2008-09-03 |
48,952 |
$223,221 |
$-179,654 |
-44.59 % |
No Compare |
- |
- % |
- |
| Jnlmcm Technology Sector Fund (Jnl Variable Fund Llc) |
Science & Tech |
-28.64 % |
2008-09-03 |
2 |
$9 |
$-7 |
-44.59 % |
No Compare |
- |
- % |
- |
| Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) |
Mixed-Asset Target Al ... |
-29.80 % |
2008-09-03 |
17,303 |
$78,902 |
$-63,502 |
-44.59 % |
No Compare |
- |
- % |
- |
| Tfs Market Neutral Fund (Tfs Capital Investment Trust) |
Specialty & Misc |
-31.76 % |
2008-09-02 |
105,800 |
$482,448 |
$-414,736 |
-46.22 % |
New Holding |
105,800 |
100.00 % |
$-414,736 |
| Vanguard 500 Index Fund (Vanguard Index Funds) |
S&P 500 Index |
-30.16 % |
2008-08-29 |
467,488 |
$2,131,745 |
$-1,893,326 |
-47.03 % |
No Compare |
- |
- % |
- |
| Columbia Asset Allocation Fund Variable Series (Columbia Funds Variable Insurance Trust) |
Specialty & Misc |
-32.69 % |
2008-08-29 |
1,030 |
$4,697 |
$-4,172 |
-47.03 % |
No Compare |
- |
- % |
- |
| Small Cap Portfolio (Seasons Series Trust) |
Small-Cap Core |
-29.75 % |
2008-08-29 |
2,891 |
$13,183 |
$-11,709 |
-47.03 % |
No Compare |
- |
- % |
- |
| Vanguard Total Stock Market Index Fund (Vanguard Index Funds) |
Multi-Cap Core |
-30.57 % |
2008-08-29 |
336,809 |
$1,535,849 |
$-1,364,076 |
-47.03 % |
No Compare |
- |
- % |
- |
| Columbia International Fund Variable Series (Columbia Funds Variable Insurance Trust) |
Global Flex Port |
-27.39 % |
2008-08-29 |
185,244 |
$844,713 |
$-750,238 |
-47.03 % |
No Compare |
- |
- % |
- |
| Vanguard Extended Market Index Fund (Vanguard Index Funds) |
Mid-Cap Core |
-34.72 % |
2008-08-29 |
244,437 |
$1,114,633 |
$-989,970 |
-47.03 % |
No Compare |
- |
- % |
- |
| Small Cap Growth Stock Fund (Sti Classic Funds) |
Small-Cap Growth |
-30.67 % |
2008-08-29 |
420,340 |
$1,916,750 |
$-1,702,377 |
-47.03 % |
No Compare |
- |
- % |
- |
| Vanguard Small Cap Growth Index Fund (Vanguard Index Funds) |
Small-Cap Growth |
-35.20 % |
2008-08-29 |
282,115 |
$1,286,444 |
$-1,142,566 |
-47.03 % |
No Compare |
- |
- % |
- |
| Small Cap Growth Fund (Sei Institutional Managed Trust) |
Small-Cap Growth |
-34.35 % |
2008-08-29 |
11,932 |
$54,410 |
$-48,325 |
-47.03 % |
No Compare |
- |
- % |
- |
| Assetmark Fundamental Index Small Company Value Fund (Assetmark Funds) |
Small-Cap Value |
-30.47 % |
2008-08-28 |
1,701 |
$7,757 |
$-7,127 |
-47.88 % |
No Compare |
- |
- % |
- |
| Index 600 Stock Portfolio (Northwestern Mutual Series Fund Inc) |
Specialty & Misc |
-29.95 % |
2008-08-28 |
2,031 |
$9,261 |
$-8,510 |
-47.88 % |
No Compare |
- |
- % |
- |
| Putnam New Opportunities Fund (Putnam New Opportunities Fund) |
Multi-Cap Growth |
-40.09 % |
2008-08-28 |
541,460 |
$2,469,058 |
$-2,268,717 |
-47.88 % |
No Compare |
- |
- % |
- |
| Putnam Vt Small Cap Value Fund (Putnam Variable Trust) |
Small-Cap Value |
-25.99 % |
2008-08-28 |
355,650 |
$1,621,764 |
$-1,490,174 |
-47.88 % |
No Compare |
- |
- % |
- |
| Putnam Vt New Opportunities Fund (Putnam Variable Trust) |
Specialty & Misc |
-38.08 % |
2008-08-28 |
142,440 |
$649,526 |
$-596,824 |
-47.88 % |
No Compare |
- |
- % |
- |
| International Growth Fund (Nicholas Applegate Institutional Funds) |
Multi-Cap Growth |
-31.71 % |
2008-08-26 |
10,000 |
$45,600 |
$-36,900 |
-44.72 % |
No Compare |
- |
- % |
- |
| Dws Technology Vip (Dws Variable Series Ii) |
Science & Tech |
-32.95 % |
2008-08-26 |
55,500 |
$253,080 |
$-204,795 |
-44.72 % |
No Compare |
- |
- % |
- |
| T Rowe Price Equity Index 500 Fund (T Rowe Price Index Trust Inc) |
S&P 500 Index |
-29.03 % |
2008-08-25 |
2,880 |
$13,133 |
$-9,763 |
-42.64 % |
No Compare |
- |
- % |
- |
| Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) |
Multi-Cap Growth |
-31.60 % |
2008-08-25 |
77,982 |
$355,598 |
$-264,359 |
-42.64 % |
No Compare |
- |
- % |
- |
| Equity Index Fund (Tiaa Cref Institutional Mutual Funds) |
Specialty & Misc |
-29.62 % |
2008-08-25 |
89,394 |
$407,637 |
$-303,046 |
-42.64 % |
No Compare |
- |
- % |
- |
| Dws Small Cap Index Vip (Dws Investments Vit Funds) |
Small-Cap Core |
-29.49 % |
2008-08-21 |
14,830 |
$67,625 |
$-43,007 |
-38.87 % |
No Compare |
- |
- % |
- |
| Small Cap Stock Index Portfolio (Dreyfus Investment Portfolios) |
Small-Cap Core |
-29.01 % |
2008-08-18 |
33,300 |
$151,848 |
$-99,234 |
-39.52 % |
No Compare |
- |
- % |
- |
| Small Cap Special Values Fund (Valic Co I) |
Small-Cap Value |
-28.55 % |
2008-08-08 |
98,962 |
$451,267 |
$-307,772 |
-40.54 % |
No Change |
0 |
0 % |
- |
| Small Cap Index Fund (Valic Co I) |
Small-Cap Core |
-30.10 % |
2008-08-08 |
40,737 |
$185,761 |
$-126,692 |
-40.54 % |
Sold Some |
-2,529 |
-5.84 % |
$7,865 |
| Claymoremorningstar Information Super Sector Index Etf (Claymore Exchange Traded Fund Trust) |
Specialty & Misc |
-30.07 % |
2008-08-05 |
60 |
$274 |
$-130 |
-32.24 % |
No Change |
0 |
0 % |
- |
| Riversource Mid Cap Growth Fund (Riversource Equity Series Inc) |
Mid-Cap Growth |
-38.66 % |
2008-08-01 |
194,466 |
$886,765 |
$-464,774 |
-34.38 % |
New Holding |
194,466 |
100.00 % |
$-464,774 |
| S And P Smallcap Index Fund (California Investment Trust) |
Small-Cap Core |
-26.36 % |
2008-07-29 |
2,880 |
$13,133 |
$-7,027 |
-34.85 % |
No Compare |
- |
- % |
- |
| The Blue Small Cap Fund (Blue Fund Group) |
Small-Cap Core |
-28.94 % |
2008-05-30 |
2,993 |
$13,648 |
$-15,833 |
-53.70 % |
Added More |
2,635 |
736.03 % |
$-13,939 |