| Growth Fund (Usaa Mutual Funds Trust) |
Multi-Cap Growth |
0.00 % |
2008-10-03 |
1,000 |
$9,030 |
$0 |
0.00 % |
No Compare |
- |
- % |
- |
| Janus Institutional Money Market Fund (Janus Adviser Series) |
Specialty & Misc |
-6.70 % |
2008-09-29 |
2,000 |
$18,060 |
$-2,420 |
-11.81 % |
No Compare |
- |
- % |
- |
| Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) |
Specialty & Misc |
-18.72 % |
2008-09-19 |
100 |
$903 |
$-284 |
-23.92 % |
No Compare |
- |
- % |
- |
| Russell 2000 Small Cap Index Portfolio (Summit Mutual Funds Inc) |
Small-Cap Core |
-14.32 % |
2008-09-08 |
1,747 |
$15,775 |
$-10,395 |
-39.71 % |
No Compare |
- |
- % |
- |
| Value Portfolio (Diversified Investors Portfolios) |
Multi-Cap Value |
-14.24 % |
2008-09-05 |
68,910 |
$622,257 |
$-386,585 |
-38.31 % |
No Compare |
- |
- % |
- |
| Total Stock Market Index Trust (John Hancock Trust) |
Specialty & Misc |
-12.37 % |
2008-09-05 |
727 |
$6,565 |
$-4,078 |
-38.31 % |
No Compare |
- |
- % |
- |
| Diversified Conservative Growth Portfolio (Prudential Series Fund) |
Multi-Cap Growth |
-13.39 % |
2008-09-05 |
3,280 |
$29,618 |
$-18,401 |
-38.31 % |
No Compare |
- |
- % |
- |
| Growth Trust (John Hancock Trust) |
Multi-Cap Growth |
-12.99 % |
2008-09-05 |
109,580 |
$989,507 |
$-614,744 |
-38.31 % |
No Compare |
- |
- % |
- |
| Value Fund (Diversified Investors Funds Group) |
Multi-Cap Value |
-13.35 % |
2008-09-05 |
137,820 |
$1,244,515 |
$-773,170 |
-38.31 % |
No Compare |
- |
- % |
- |
| Value Fund (Diversified Investors Funds Group Ii) |
Small-Cap Core |
-13.35 % |
2008-09-05 |
137,820 |
$1,244,515 |
$-773,170 |
-38.31 % |
No Compare |
- |
- % |
- |
| Hartford Small Company Hls Fund (Hartford Series Fund Inc) |
Small-Cap Core |
-17.26 % |
2008-09-05 |
326 |
$2,944 |
$-1,829 |
-38.31 % |
No Compare |
- |
- % |
- |
| Small Cap Index Trust (John Hancock Trust) |
Small-Cap Core |
-17.40 % |
2008-09-05 |
3,438 |
$31,045 |
$-19,287 |
-38.31 % |
No Compare |
- |
- % |
- |
| Series X (Sbl Fund) |
Specialty & Misc |
-19.55 % |
2008-09-04 |
30,680 |
$277,040 |
$-165,672 |
-37.42 % |
No Compare |
- |
- % |
- |
| Large Cap Growth Fund (Sei Institutional Managed Trust) |
Large-Cap Growth |
-18.37 % |
2008-08-29 |
None |
- |
- |
- % |
Sold All |
-4,200 |
-100.00 % |
$26,124 |
| Value Portfolio (Morgan Stanley Institutional Fund Trust) |
Multi-Cap Value |
-14.24 % |
2008-08-29 |
152,800 |
$1,379,784 |
$-950,416 |
-40.78 % |
No Compare |
- |
- % |
- |
| Small Cap Portfolio (Seasons Series Trust) |
Small-Cap Core |
-15.87 % |
2008-08-29 |
635 |
$5,734 |
$-3,950 |
-40.78 % |
No Compare |
- |
- % |
- |
| Small Cap Growth Fund (Sei Institutional Managed Trust) |
Small-Cap Growth |
-20.84 % |
2008-08-29 |
24,895 |
$224,802 |
$-154,847 |
-40.78 % |
No Compare |
- |
- % |
- |
| Equity (Security Equity Fund) |
Large-Cap Core |
-19.44 % |
2008-08-29 |
12,700 |
$114,681 |
$-78,994 |
-40.78 % |
No Compare |
- |
- % |
- |
| Stock Index Account (Tiaa Separate Account Va 1) |
Specialty & Misc |
-14.65 % |
2008-08-29 |
600 |
$5,418 |
$-3,732 |
-40.78 % |
No Compare |
- |
- % |
- |
| Vanguard Extended Market Index Fund (Vanguard Index Funds) |
Mid-Cap Core |
-21.18 % |
2008-08-29 |
36,500 |
$329,595 |
$-227,030 |
-40.78 % |
No Compare |
- |
- % |
- |
| Fidelity Advisor New Insights Fund (Fidelity Contrafund) |
Multi-Cap Growth |
-19.67 % |
2008-08-28 |
314,600 |
$2,840,838 |
$-2,126,696 |
-42.81 % |
No Compare |
- |
- % |
- |
| Small Cap Growth Stock Portfolio (Northwestern Mutual Series Fund Inc) |
Small-Cap Growth |
-20.76 % |
2008-08-28 |
157,900 |
$1,425,837 |
$-1,067,404 |
-42.81 % |
No Compare |
- |
- % |
- |
| Fidelity Contrafund (Fidelity Contrafund) |
Specialty & Misc |
-19.69 % |
2008-08-28 |
664,329 |
$5,998,891 |
$-4,490,864 |
-42.81 % |
No Compare |
- |
- % |
- |
| Small Company Growth Portfolio (Wells Fargo Master Trust) |
Small-Cap Growth |
-27.53 % |
2008-08-28 |
349,800 |
$3,158,694 |
$-2,364,648 |
-42.81 % |
No Compare |
- |
- % |
- |
| Equity Index Fund (Tiaa Cref Institutional Mutual Funds) |
Specialty & Misc |
-14.48 % |
2008-08-25 |
71,994 |
$650,106 |
$-505,398 |
-43.73 % |
No Compare |
- |
- % |
- |
| Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) |
Multi-Cap Growth |
-19.09 % |
2008-08-25 |
22,724 |
$205,198 |
$-159,522 |
-43.73 % |
No Compare |
- |
- % |
- |
| Old Mutual Small Cap Portfolio (Old Mutual Insurance Series Fund) |
Small-Cap Core |
-11.79 % |
2008-08-22 |
8,965 |
|
|
% |
No Compare |
- |
- % |
- |
| Old Mutual Small Cap Growth Portfolio (Old Mutual Insurance Series Fund) |
Small-Cap Growth |
-33.40 % |
2008-08-22 |
1,277 |
|
|
% |
No Compare |
- |
- % |
- |
| Dws Small Cap Index Vip (Dws Investments Vit Funds) |
Small-Cap Core |
-17.05 % |
2008-08-21 |
3,300 |
$29,799 |
$-24,420 |
-45.03 % |
No Compare |
- |
- % |
- |
| Small Cap Index Fund (Valic Co I) |
Small-Cap Core |
-17.62 % |
2008-08-08 |
8,931 |
$80,647 |
$-87,524 |
-52.04 % |
Sold Some |
-554 |
-5.84 % |
$5,429 |
| None (Morgan Stanley Special Value Fund) |
Specialty & Misc |
-12.93 % |
2008-06-27 |
83,000 |
$749,490 |
$-786,010 |
-51.18 % |
Sold Some |
-3,400 |
-3.93 % |
$32,198 |