Table: You Are the Weakest Funds! (extended)

Funds over $1 Billion in assets that are lagging their peers

Fund Name Category

Return vs. Category

Average *

Portfolio Net Assets
Putnam OTC Emerging Growth A Mid-Cap Growth -53.54% $3,504,318,972.00
Rydex OTC Inv Large Growth -37.95 $1,080,797,838.00
MSDW High-Yield Securities D High Yield Bond -29.23 $1,189,031,233.00
Janus Enterprise Mid-Cap Growth -28.86 $4,052,696,344.00
Fidelity Aggressive Growth Large Growth -28.7 $12,256,168,694.00
Janus Aspen Aggressive Growth Instl Mid-Cap Growth -28.68 $2,335,881,586.00
Janus Venture Small Growth -27.13 $1,116,895,004.00
Waddell & Reed Adv Retrm Shares A Domestic Hybrid -27.04 $1,045,103,293.00
USAA Growth Large Blend -25.54 $1,473,437,528.00
Federated Equity-Income A Large Value -25.33 $2,616,188,055.00
American Century Equity Growth Inv Large Value -25.22 $1,931,742,670.00
PBHG Growth Mid-Cap Growth -24.97 $2,656,324,402.00
Fidelity Select Biotechnology Specialty-Health -24.53 $4,117,803,804.00
Putnam International New Opport A Foreign Stock -24.26 $1,778,590,306.00
Fidelity OTC Large Growth -24.05 $9,161,374,567.00
Putnam Voyager II A Mid-Cap Growth -23.3 $2,168,194,859.00
RS Emerging Growth Mid-Cap Growth -23.2 $3,074,804,512.00
Oppenheimer Global Growth & Income A International Hybrid -22.95 $2,642,039,223.00
Munder NetNet A Specialty-Technology -22.66 $2,001,443,275.00
Putnam Global Growth A World Stock -22.62 $4,917,577,740.00
Putnam New Opportunities A Large Growth -22.13 $18,900,870,717.00
Vanguard Growth & Income Large Value -22 $7,644,713,562.00
Vanguard Extended Market Idx Mid-Cap Blend -21.46 $4,882,696,812.00
USAA Aggressive Growth Mid-Cap Growth -21.43 $1,642,600,000.00
SAFECO Equity Large Value -20.94 $1,251,711,268.00
American Century Income & Growth Inv Large Value -20.26 $6,073,997,892.00
Putnam Growth Opportunities A Large Growth -19.94 $4,267,606,572.00
BlackRock Large Cap Gr Eq Instl Large Growth -19.62 $1,024,214,601.00
AIM Global Aggressive Growth A World Stock -18.19 $1,511,604,843.00
MFS Emerging Growth B Large Growth -18.18 $15,490,159,053.00
Scudder Growth & Income S Large Value -17.18 $8,436,745,406.00
USAA Cornerstone Strategy Mid-Cap Value -17.02 $1,057,465,632.00
Fidelity Capital Appreciation Mid-Cap Blend -16.99 $2,453,178,816.00
AIM Weingarten A Large Growth -16.6 $6,647,038,692.00
AXP Growth A Large Growth -15.99 $6,307,915,924.00
Gabelli Growth Large Blend -15.92 $3,225,325,012.00
Janus Twenty Large Growth -15.87 $17,671,131,114.00
IDEX JCC Growth A Large Growth -15.54 $2,386,218,278.00
Pioneer A Large Value -15.14 $7,134,036,890.00
MSDW Growth B Large Blend -14.8 $1,215,010,099.00
MSDW Instl Equity Growth A Large Blend -14.19 $1,047,294,765.00
AXP Mutual A Domestic Hybrid -13.79 $2,884,521,115.00
MainStay Total Return B Domestic Hybrid -13.62 $3,031,821,249.00
AIM High-Yield A High Yield Bond -13.47 $1,738,519,870.00
Strong Opportunity Inv Mid-Cap Value -13.37 $3,437,964,643.00
John Hancock Small Cap Growth B Small Growth -13.21 $1,421,251,514.00
Janus Strategic Value Large Value -13 $2,667,851,275.00
Dreyfus Founders Discovery F Small Growth -12.88 $1,070,619,141.00
Janus Olympus Large Growth -12.76 $4,216,697,821.00
IDEX JCC Global A World Stock -12.58 $1,207,998,588.00
Amer Funds Fundamental A Large Value -12.5 $21,197,476,042.00
Janus Worldwide World Stock -12.19 $25,918,973,232.00
Dreyfus Growth & Income Large Value -12.12 $1,255,285,846.00
AXP Global Growth A World Stock -12.05 $1,364,548,002.00
Vanguard Small Cap Index Small Blend -11.77 $3,960,478,319.00
SEI Instl Mgd Large Cap Growth A Large Growth -11.77 $3,665,269,424.00
AIM Blue Chip A Large Blend -11.39 $5,207,197,700.00
Putnam Capital Appreciation A Mid-Cap Blend -11.26 $1,654,013,595.00
Phoenix-Engemann Capital Growth A Large Growth -10.94 $1,697,944,165.00
Putnam Vista A Mid-Cap Growth -10.88 $7,285,370,320.00
Consulting Group Large Cap Growth Large Growth -10.78 $1,670,086,202.00
Janus Overseas Foreign Stock -10.69 $6,494,323,863.00
ASAF Janus Capital Growth A Large Growth -10.58 $1,351,179,217.00
J.P. Morgan Growth & Income A Large Value -10.51 $1,250,864,234.00
Janus Aspen Worldwide Growth Instl World Stock -10.31 $6,325,763,522.00
MAS Small Cap Value Inst Small Blend -10.31 $1,205,776,020.00
Davis NY Venture A Large Value -10.3 $21,649,322,068.00
GMO U.S. Core III Large Value -10.19 $2,856,982,566.00
AIM Balanced A Domestic Hybrid -10.01 $4,027,766,113.00
Scudder Capital Growth AARP Large Blend -9.76 $1,691,709,999.00
Selected American Large Value -9.74 $5,771,937,990.00
Schwab Small Cap Index Inv Small Blend -9.72 $1,455,261,758.00
Davis Financial A Specialty-Financial -9.7 $1,243,686,008.00
MSDW Competitive Edge "Best Ideas" A World Stock -9.64 $1,563,587,081.00
INVESCO Small Company Growth Inv Small Growth -9.56 $1,200,128,880.00
Kemper Growth A Large Growth -9.23 $1,825,314,275.00
Fidelity Advisor Growth Opport T Large Blend -9.11 $12,377,161,036.00
Alger Capital Appreciation B Large Growth -9.06 $1,134,586,692.00
Putnam Asset Allocation: Growth A International Hybrid -8.71 $1,802,608,791.00
Smith Barney Appreciation A Large Value -8.57 $4,678,939,067.00
Vanguard Morgan Growth Large Blend -8.35 $4,352,358,273.00
Evergreen Foundation Y Domestic Hybrid -8.21 $2,814,209,303.00
BlackRock Small Cap Grth Instl Mid-Cap Growth -8.03 $1,621,442,257.00
Amer Funds New Economy A Large Blend -7.99 $11,473,616,293.00
Neuberger Berman Partners Inv Large Value -7.77 $2,306,358,866.00
Merrill Lynch Global Growth A World Stock -7.72 $2,627,115,547.00
BlackRock Select Equity Instl Large Blend -7.69 $1,281,160,637.00
Loomis Sayles Bond Instl Long-Term Bond -7.64 $1,659,611,706.00
USAA Growth & Income Large Value -7.35 $1,119,588,439.00
Columbia Balanced Domestic Hybrid -7.27 $1,077,977,675.00
AIM International Equity A Foreign Stock -7.2 $2,710,835,346.00
Merrill Lynch Growth B Large Growth -7.07 $2,215,612,789.00
Van Kampen Prime Rate Income Ultrashort Bond -7.05 $4,945,287,960.00
Amer Funds Invmt Company of America A Large Value -6.99 $57,884,362,435.00
Wells Fargo Asset Allocation A Domestic Hybrid -6.85 $1,846,884,616.00
AXP Managed Allocation A Domestic Hybrid -6.76 $1,538,970,255.00
Liberty A Domestic Hybrid -6.76 $1,353,724,121.00
Van Kampen Pace A Large Blend -6.57 $2,500,783,552.00
Fidelity Advisor Dividend Growth A Large Value -6.47 $1,164,609,480.00
MSDW Value-Added Market Eq B Mid-Cap Value -6.04 $1,192,727,300.00
Van Kampen Enterprise A Large Growth -6.03 $2,648,955,793.00
Amer Funds Smallcap World A Small Growth -5.87 $11,939,554,467.00
Putnam Asset Allocation: Balanced A Domestic Hybrid -5.74 $2,647,684,915.00
AXP New Dimensions A Large Blend -5.67 $23,038,643,925.00
Third Avenue Value Small Value -5.65 $2,197,263,983.00
Guardian Park Avenue A Large Growth -5.31 $2,545,266,984.00
Merrill Lynch Global Technology A Specialty-Technology -5.3 $2,375,698,737.00
Evergreen Balanced B Domestic Hybrid -4.97 $1,171,055,828.00
Vanguard LifeStrategy Moderate Growth Domestic Hybrid -4.72 $3,752,629,449.00
Evergreen Y Large Blend -4.66 $1,103,332,158.00
Lutheran Brotherhood A Large Blend -4.53 $1,225,685,908.00
Putnam International Voyager A Foreign Stock -4.49 $1,924,121,849.00
Kemper Total Return A Domestic Hybrid -4.4 $3,046,241,292.00
Fidelity Freedom 2010 Domestic Hybrid -4.25 $2,738,983,502.00
Vanguard Balanced Index Domestic Hybrid -4.15 $3,902,043,144.00
Janus Balanced Domestic Hybrid -3.92 $4,545,974,804.00
AXP Blue Chip Advantage A Large Blend -3.9 $3,395,965,242.00
T. Rowe Price Growth & Income Large Value -3.87 $3,089,153,165.00
Janus Aspen Balanced Instl Domestic Hybrid -3.55 $3,231,175,776.00
MSDW Prime Income Trust Ultrashort Bond -3.51 $2,875,653,848.00
Fidelity High-Income High Yield Bond -3.25 $2,238,640,690.00
MFS Growth Opportunities A Large Growth -2.95 $1,195,530,591.00
Merrill Lynch Senior Floating Rate Ultrashort Bond -2.83 $2,116,305,952.00
T. Rowe Price International Stock Foreign Stock -2.57 $9,739,363,659.00
Van Kampen High-Yield Municipal A Muni National Interm -2.4 $1,583,451,243.00
Fidelity Large Blend -2.29 $13,937,874,984.00
Amer Funds Bond Fund A Interm-Term Bond -2.1 $9,824,158,087.00
T. Rowe Price Foreign Equity Foreign Stock -2.02 $2,988,041,291.00
Strong Municipal Advantage Inv Muni Short -2 $1,554,876,820.00
Fidelity Advisor High-Yield T High Yield Bond -1.99 $3,048,675,193.00
First American Large Cap Value A Large Value -1.76 $1,309,944,867.00
Smith Barney High-Income B High Yield Bond -1.59 $1,295,508,733.00
Fidelity Trend Large Blend -1.52 $1,135,783,440.00
John Hancock Strategic Income A Multisector Bond -1.46 $1,131,368,813.00
Liberty Strategic Income A Multisector Bond -1.2 $1,719,983,061.00
Vanguard Short-Term Tax-Ex Muni Short -1.04 $1,434,268,826.00
Oppenheimer Limited-Term Government A Short Government -1 $1,251,723,005.00
Putnam U.S. Government Income A Intermediate Government -0.9 $2,810,521,975.00
Kemper U.S. Mortgage B Intermediate Government -0.85 $1,463,690,760.00
Bernstein Intermediate Duration Interm-Term Bond -0.76 $2,081,454,631.00
MSDW U.S. Government Secs B Intermediate Government -0.53 $3,937,744,781.00

*The fund's total return relative to similar funds over the three quarters ended Mar. 31, 2001

Source: Morningstar, Inc.

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