| Growth Fund (Usaa Mutual Funds Trust) |
Multi-Cap Growth |
-17.12 % |
2008-10-03 |
1,900 |
$22,952 |
$-6,403 |
-21.81 % |
No Compare |
- |
- % |
- |
| Astonveredus Aggressive Growth Fund (Aston Funds) |
Multi-Cap Growth |
-29.57 % |
2008-09-26 |
None |
- |
- |
- % |
Sold All |
-92,125 |
-100.00 % |
$241,368 |
| Schwab Technology Fund (Schwab Capital Trust) |
Science & Tech |
-23.65 % |
2008-09-24 |
4,100 |
$49,528 |
$-11,972 |
-19.46 % |
No Compare |
- |
- % |
- |
| The Chesapeake Growth Fund (Gardner Lewis Investment Trust) |
Multi-Cap Growth |
-27.32 % |
2008-09-23 |
None |
- |
- |
- % |
Sold All |
-10,000 |
-100.00 % |
$35,600 |
| The Chesapeake Aggressive Growth Fund (Gardner Lewis Investment Trust) |
Multi-Cap Growth |
-28.93 % |
2008-09-23 |
10,690 |
$129,135 |
$-38,056 |
-22.76 % |
No Compare |
- |
- % |
- |
| Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) |
Specialty & Misc |
-32.19 % |
2008-09-19 |
370 |
$4,470 |
$-1,450 |
-24.50 % |
No Compare |
- |
- % |
- |
| Navellier Aggressive Micro Cap Portfolio (Navellier Performance Funds) |
Small-Cap Growth |
-34.08 % |
2008-09-11 |
12,350 |
$149,188 |
$-69,654 |
-31.82 % |
No Compare |
- |
- % |
- |
| Russell 2000 Small Cap Index Portfolio (Summit Mutual Funds Inc) |
Small-Cap Core |
-26.67 % |
2008-09-08 |
3,429 |
$41,422 |
$-18,894 |
-31.32 % |
No Compare |
- |
- % |
- |
| Lazard Equity Portfolio (Lazard Funds Inc) |
Specialty & Misc |
-33.17 % |
2008-09-08 |
16,300 |
$196,904 |
$-89,813 |
-31.32 % |
No Compare |
- |
- % |
- |
| Sa International Small Company Fund (Sa Funds Investment Trust) |
Small-Cap Core |
-26.67 % |
2008-09-08 |
10,400 |
$125,632 |
$-57,304 |
-31.32 % |
No Compare |
- |
- % |
- |
| Total Stock Market Index Trust (John Hancock Trust) |
Specialty & Misc |
-27.83 % |
2008-09-05 |
1,176 |
$14,206 |
$-6,115 |
-30.09 % |
No Compare |
- |
- % |
- |
| W And R Target Real Estate Securities Portfolio (W And R Target Funds Inc) |
Real Estate |
-23.05 % |
2008-09-05 |
11,600 |
$140,128 |
$-60,320 |
-30.09 % |
No Compare |
- |
- % |
- |
| Asset Allocation Portfolio (Anchor Series Trust) |
Specialty & Misc |
-26.46 % |
2008-09-05 |
700 |
$8,456 |
$-3,640 |
-30.09 % |
No Compare |
- |
- % |
- |
| Small Cap Index Trust (John Hancock Trust) |
Small-Cap Core |
-23.63 % |
2008-09-05 |
12,579 |
$151,954 |
$-65,411 |
-30.09 % |
No Compare |
- |
- % |
- |
| Emerging Small Company Trust (John Hancock Trust) |
Emerging Markets |
-25.35 % |
2008-09-05 |
103,055 |
$1,244,904 |
$-535,886 |
-30.09 % |
No Compare |
- |
- % |
- |
| Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) |
Large-Cap Core |
-26.55 % |
2008-09-05 |
30 |
$362 |
$-156 |
-30.09 % |
No Compare |
- |
- % |
- |
| Small Cap Growth Fund (Penn Series Funds Inc) |
Small-Cap Growth |
-29.33 % |
2008-09-05 |
125,600 |
$1,517,248 |
$-653,120 |
-30.09 % |
No Compare |
- |
- % |
- |
| Occ Value (Allianz Funds) |
Large-Cap Value |
-30.93 % |
2008-09-04 |
4,190 |
$50,615 |
$-21,579 |
-29.88 % |
No Compare |
- |
- % |
- |
| Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) |
Multi-Cap Core |
-26.48 % |
2008-09-04 |
1,300 |
$15,704 |
$-6,695 |
-29.88 % |
New Holding |
1,300 |
100.00 % |
$-6,695 |
| Oppenheimer Main Street Fundva (Oppenheimer Variable Account Funds) |
Specialty & Misc |
-28.39 % |
2008-09-04 |
24 |
$290 |
$-124 |
-29.88 % |
New Holding |
24 |
100.00 % |
$-124 |
| Azl Targetplus Moderate Fund (Allianz Variable Insurance Products Trust) |
Specialty & Misc |
-34.38 % |
2008-09-04 |
14,494 |
$175,088 |
$-74,644 |
-29.88 % |
No Compare |
- |
- % |
- |
| Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) |
Specialty & Misc |
-29.92 % |
2008-09-03 |
14,700 |
$177,576 |
$-75,999 |
-29.97 % |
No Compare |
- |
- % |
- |
| Jnlmcm Vip Fund (Jnl Variable Fund Llc) |
Specialty & Misc |
-30.96 % |
2008-09-03 |
29 |
$350 |
$-150 |
-29.97 % |
No Compare |
- |
- % |
- |
| Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) |
Mixed-Asset Target Al ... |
-29.80 % |
2008-09-03 |
17,929 |
$216,582 |
$-92,693 |
-29.97 % |
No Compare |
- |
- % |
- |
| Jnlmcm Jnl 5 Fund (Jnl Variable Fund Llc) |
Specialty & Misc |
-32.64 % |
2008-09-03 |
455 |
$5,496 |
$-2,352 |
-29.97 % |
No Compare |
- |
- % |
- |
| Small Cap Portfolio (Seasons Series Trust) |
Small-Cap Core |
-29.75 % |
2008-08-29 |
2,443 |
$29,511 |
$-12,484 |
-29.72 % |
No Compare |
- |
- % |
- |
| Vanguard 500 Index Fund (Vanguard Index Funds) |
S&P 500 Index |
-30.16 % |
2008-08-29 |
342,995 |
$4,143,380 |
$-1,752,704 |
-29.72 % |
No Compare |
- |
- % |
- |
| Vanguard Extended Market Index Fund (Vanguard Index Funds) |
Mid-Cap Core |
-34.72 % |
2008-08-29 |
159,212 |
$1,923,281 |
$-813,573 |
-29.72 % |
No Compare |
- |
- % |
- |
| Vanguard Small Cap Growth Index Fund (Vanguard Index Funds) |
Small-Cap Growth |
-35.20 % |
2008-08-29 |
206,960 |
$2,500,077 |
$-1,057,566 |
-29.72 % |
No Compare |
- |
- % |
- |
| Stock Index Account (Tiaa Separate Account Va 1) |
Specialty & Misc |
-29.85 % |
2008-08-29 |
2,651 |
$32,024 |
$-13,547 |
-29.72 % |
No Compare |
- |
- % |
- |
| Value Line Emerging Opportunities Fund Inc (Value Line Emerging Opportunities Fund Inc) |
Small-Cap Growth |
-32.04 % |
2008-08-29 |
78,000 |
$942,240 |
$-398,580 |
-29.72 % |
No Compare |
- |
- % |
- |
| Small Cap Growth Fund (Sei Institutional Managed Trust) |
Small-Cap Growth |
-34.35 % |
2008-08-29 |
125,248 |
$1,512,996 |
$-640,017 |
-29.72 % |
No Compare |
- |
- % |
- |
| Vanguard Total Stock Market Index Fund (Vanguard Index Funds) |
Multi-Cap Core |
-30.57 % |
2008-08-29 |
313,647 |
$3,788,856 |
$-1,602,736 |
-29.72 % |
No Compare |
- |
- % |
- |
| Putnam Vt New Opportunities Fund (Putnam Variable Trust) |
Specialty & Misc |
-38.08 % |
2008-08-28 |
76,600 |
$925,328 |
$-392,192 |
-29.76 % |
No Compare |
- |
- % |
- |
| Assetmark Fundamental Index Small Company Growth Fund (Assetmark Funds) |
Small-Cap Growth |
-33.14 % |
2008-08-28 |
1,276 |
$15,414 |
$-6,533 |
-29.76 % |
No Compare |
- |
- % |
- |
| Putnam New Opportunities Fund (Putnam New Opportunities Fund) |
Multi-Cap Growth |
-40.09 % |
2008-08-28 |
291,200 |
$3,517,696 |
$-1,490,944 |
-29.76 % |
No Compare |
- |
- % |
- |
| Ivy Real Estate Securities Fund (Ivy Funds) |
Real Estate |
-21.97 % |
2008-08-27 |
99,900 |
$1,206,792 |
$-508,491 |
-29.64 % |
No Compare |
- |
- % |
- |
| Pioneer Small Cap Value Vct Portfolio (Pioneer Variable Contracts Trust Ma) |
Small-Cap Value |
-28.36 % |
2008-08-26 |
28,300 |
$341,864 |
$-139,802 |
-29.02 % |
Added More |
2,400 |
9.26 % |
$-11,856 |
| International Growth Fund (Nicholas Applegate Institutional Funds) |
Multi-Cap Growth |
-31.71 % |
2008-08-26 |
55,400 |
$669,232 |
$-273,676 |
-29.02 % |
No Compare |
- |
- % |
- |
| Small Company Growth Portfolio (Vanguard Variable Insurance Funds) |
Small-Cap Growth |
-30.44 % |
2008-08-26 |
251,500 |
$3,038,120 |
$-1,242,410 |
-29.02 % |
No Compare |
- |
- % |
- |
| Health Care Portfolio (Variable Insurance Products Fund Iv) |
Health/Biotech |
-26.98 % |
2008-08-25 |
14,868 |
$179,605 |
$-63,784 |
-26.20 % |
No Compare |
- |
- % |
- |
| Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) |
Multi-Cap Growth |
-31.60 % |
2008-08-25 |
114,371 |
$1,381,602 |
$-490,652 |
-26.20 % |
No Compare |
- |
- % |
- |
| Dws Small Cap Index Vip (Dws Investments Vit Funds) |
Small-Cap Core |
-29.49 % |
2008-08-21 |
13,400 |
$161,872 |
$-63,248 |
-28.09 % |
No Compare |
- |
- % |
- |
| Small Cap Index Fund (Valic Co I) |
Small-Cap Core |
-30.10 % |
2008-08-08 |
34,397 |
$415,516 |
$-175,081 |
-29.64 % |
Sold Some |
-2,136 |
-5.84 % |
$10,872 |
| Pioneer Small Cap Value Fund (Pioneer Small Cap Value Fund) |
Small-Cap Core |
-27.39 % |
2008-07-29 |
273,100 |
$3,299,048 |
$-497,042 |
-13.09 % |
New Holding |
273,100 |
100.00 % |
$-497,042 |