FUND VOTES
In-depth analysis of investment fund proxy voting.
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Fundvotes.com is an independent project involving the compilation, indexing and analysis of mutual fund and other large institutional investor proxy voting records. The voting records of large mainstream and SRI fund families and other influential investment institutions have been indexed, cross referenced against shareholder resolutions and director elections databases, and analysed in order to profile institutions' positions on corporate governance (CG) and corporate social responsibility (CSR) issues with respect to a wide number of criteria relevant to assessing their level of advocacy, particularly with respect to social and environmental issues. The analyses presented are based on the data summarized in the table below. This growing dataset covers fund voting decisions on both Management and Shareholder-sponsored resolutions reported on in public documents filed with the SEC or otherwise made publicly available. The dataset covers: 8 million voting decisions spanning Four years of public records parsed from 1,500 public records covering over 1,200 funds belonging to 95 fund families and other institutions.
Columns headed '#F' show number of funds. Columns headed '#D' show number of decisions   FUND FAMILY COMPANY NAME 2004 2005 2006 2007 #F #D #F #D #F #D #F #D ABN AMRO ABN AMRO FUNDS 16 5679 14 5045 15 6321 0 0 AEGON AEGON/TRANSAMERICA SERIES TRUST 40 142531 39 152230 63 75073 30 37764 AIM AIM EQUITY FUNDS 15 12703 15 11568 20 15254 7 5410 AIM AIM FUNDS GROUP 12 8744 9 8446 16 14855 7 7477 AIM AIM GROWTH SERIES 4 3528 5 3204 9 6109 4 2184 AIM AIM INTERNATIONAL MUTUAL FUNDS 6 7411 6 7324 12 14106 6 6694 AIM AIM INVESTMENT FUNDS 3 287 6 2950 16 7948 9 4494 AIM AIM INVESTMENT SECURITIES FUNDS 3 419 3 541 7 2933 3 1571 AIM AIM SPECIAL OPPORTUNITIES FUNDS 3 3057 3 1738 6 8724 3 4190 AIM AIM STOCK FUNDS 4 6892 4 7252 6 12256 2 5943 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN BALANCED SHARES INC 1 912 1 801 2 1720 1 871 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN CAP FUND INC 1 607 1 666 2 1192 1 524 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN GROWTH & INCOME FUND INC 1 766 1 844 2 1842 1 933 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN INSTITUTIONAL FUNDS INC 4 1669 3 1171 4 1384 2 738 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN LARGE CAP GROWTH FUND INC 1 510 1 459 2 1161 1 582 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN MID CAP GROWTH FUND INC 1 319 1 253 2 712 1 391 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN PORTFOLIOS 7 8008 7 16781 11 20972 4 11206 ALLIANCE (BERNSTEIN) ALLIANCEBERNSTEIN TRUST 4 4432 4 4346 8 10230 4 5335 ALLIANZ ALLIANZ FUNDS 43 24044 34 18420 67 39082 35 19065 AMERICAN AMERICAN FUNDS INSURANCE SERIES 10 13949 9 13689 24 39946 12 21025 AMERICAN AMERICAN MUTUAL FUND INC 1 1496 1 1538 2 3240 1 1691 AMERICAN CENTURY AMERICAN CENTURY CAPITAL PORTFOLIOS INC 7 8369 7 9844 17 23379 9 12632 AMERICAN CENTURY AMERICAN CENTURY MUTUAL FUNDS INC. 11 11573 14 13375 35 26698 18 14128 AMERICAN CENTURY AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS INC. 5 5996 5 5719 17 19025 10 12143 AMERICAN CENTURY AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC 4 14839 4 17738 8 37884 4 18712 AMERICAN CENTURY AMERICAN CENTURY VARIABLE PORTFOLIOS INC 7 7980 9 9635 18 19622 9 9831 AMERIPRISE/AXP AXP STOCK SERIES INC 1 827 1 2234 0 0 0 0 AMERIPRISE/AXP RIVERSOURCE EQUITY SERIES INC 1 643 1 602 2 1432 1 895 AMERIPRISE/AXP RIVERSOURCE GLOBAL SERIES INC 4 2515 4 2708 7 4932 4 2042 AMERIPRISE/AXP RIVERSOURCE INVESTMENT SERIES INC. 3 3543 3 4095 7 10553 3 5282 AMERIPRISE/AXP RIVERSOURCE LARGE CAP SERIES INC. 6 7603 4 6849 10 24294 4 11130 AMERIPRISE/AXP RIVERSOURCE MANAGERS SERIES INC. 8 12660 7 13356 16 25240 7 10289 AMERIPRISE/AXP RIVERSOURCE SECTOR SERIES INC. 2 1052 2 1436 4 3715 2 1929 AMERIPRISE/AXP RIVERSOURCE SELECTED SERIES INC. 1 568 1 451 2 925 1 503 AMERIPRISE/AXP RIVERSOURCE STRATEGIC ALLOCATION SERIES INC. 1 4457 1 5952 2 15911 1 8238 AMERIPRISE/AXP RIVERSOURCE STRATEGY SERIES INC. 4 6108 4 7859 6 13865 3 6379 AMERISTOCK AMERISTOCK MUTUAL FUND INC 1 312 1 228 1 265 0 0 AMERITAS CALVERT VARIABLE SERIES INC 11 8480 8 7835 13 15378 6 7960 AMIDEX AMIDEX FUNDS INC 4 292 2 332 2 382 0 0 ARIEL ARIEL INVESTMENT TRUST 3 1150 3 748 3 806 0 0 ARTISAN ARTISAN FUNDS INC 7 4916 7 5264 17 11648 9 6769 BARCLAYS GLOBAL INVESTORS BARCLAYS GLOBAL INVESTORS FUNDS 7 16322 1 1801 7 7053 1 5081 BEAR STEARNS BEAR STEARNS FUNDS 7 2167 0 0 0 0 0 0 BERKSHIRE BERKSHIRE FUNDS 1 208 1 166 2 310 1 153 BLACKROCK BLACKROCK FUNDS 15 12669 21 15948 42 47147 21 22096 BRIDGEWAY BRIDGEWAY FUNDS INC 11 4258 11 11006 22 24511 11 12167 CALVERT CALVERT FUND 1 195 1 266 2 650 1 348 CALVERT CALVERT IMPACT FUND INC 1 649 1 688 6 2797 3 1389 CALVERT CALVERT SOCIAL INDEX SERIES INC 1 4956 1 4832 2 10272 1 5175 CALVERT CALVERT SOCIAL INVESTMENT FUND 3 4144 3 3769 6 7458 3 3664 CALVERT CALVERT WORLD VALUES FUND INC 1 577 2 2508 4 3961 2 1842 CAPSTONE CAPSTONE SERIES FUND INC 1 214 1 375 1 3265 0 0 CAPSTONE CAPSTONE SOCIAL ETHICS & RELIGIOUS VALUES FUND 3 4000 0 0 0 0 0 0 CATHOLIC FUNDS CATHOLIC FUNDS INC 1 4608 1 4540 1 2878 0 0 CITIZENS CITIZENS FUNDS 9 6571 8 6090 20 16322 13 10294 COLUMBIA COLUMBIA BALANCED FUND INC /OR 1 1232 1 949 1 975 0 0 COLUMBIA COLUMBIA COMMON STOCK FUND INC 1 1232 1 651 0 0 0 0 COLUMBIA COLUMBIA FUNDS INSTITUTIONAL TRUST 0 0 0 0 22 29100 10 14100 COLUMBIA COLUMBIA FUNDS SERIES TRUST 12 17903 13 19703 33 30863 17 21833 COLUMBIA COLUMBIA FUNDS SERIES TRUST I 1 496 0 0 56 61135 29 29749 COLUMBIA COLUMBIA GROWTH FUND INC 1 840 1 701 0 0 0 0 COLUMBIA COLUMBIA MID CAP GROWTH FUND INC 1 808 1 1035 0 0 0 0 COLUMBIA COLUMBIA SMALL CAP GROWTH FUND INC 1 884 1 737 0 0 0 0 COVENTRY COVENTRY GROUP 8 4409 9 5769 17 9946 7 4401 CREDIT SUISSE CREDIT SUISSE INSTITUTIONAL FUND INC 6 3338 6 2772 5 3288 0 0 CREDIT SUISSE CREDIT SUISSE LARGE CAP BLEND FUND INC. 1 566 1 549 1 967 0 0 CREDIT SUISSE CREDIT SUISSE MID-CAP GROWTH FUND INC 1 520 1 380 1 518 0 0 CREDIT SUISSE CREDIT SUISSE SMALL CAP GROWTH FUND INC 1 475 1 468 1 492 0 0 CREDIT SUISSE CREDIT SUISSE TRUST 7 4292 8 4911 8 6593 0 0 DAVIS DAVIS SERIES INC 4 1189 4 904 8 2767 4 1515 DELAWARE DELAWARE GROUP EQUITY FUNDS I 1 1056 1 552 1 467 0 0 DELAWARE DELAWARE GROUP EQUITY FUNDS II 3 4497 3 1432 2 992 0 0 DELAWARE DELAWARE GROUP EQUITY FUNDS III 3 1544 3 1560 3 1661 0 0 DELAWARE DELAWARE GROUP EQUITY FUNDS IV 2 2097 2 1700 2 811 0 0 DELAWARE DELAWARE GROUP EQUITY FUNDS V INC 3 1841 2 1385 3 2680 0 0 DODGE & COX DODGE & COX FUNDS 3 2624 3 2834 6 6682 3 3528 domini DOMINI INSTITUTIONAL TRUST 1 3312 0 0 0 0 0 0 domini DOMINI SOCIAL INVESTMENT TRUST 1 3312 0 0 0 0 0 0 DOMINI DOMINI SOCIAL TRUST 1 3312 1 3276 6 11079 4 6586 DREYFUS DREYFUS FUND INC 1 1536 1 1345 2 2235 1 1071 DREYFUS DREYFUS INDEX FUNDS INC 3 21331 3 22469 6 48263 3 25211 DREYFUS DREYFUS MIDCAP INDEX FUND INC 1 2666 1 2720 2 5311 1 2687 DREYFUS DREYFUS PREMIER EQUITY FUNDS INC 1 1383 1 1027 2 1829 1 1070 DREYFUS DREYFUS PREMIER INTERNATIONAL FUNDS INC 2 706 2 2095 4 4828 2 2549 DREYFUS DREYFUS PREMIER THIRD CENTURY FUND INC 1 565 1 538 2 1560 1 825 DREYFUS DREYFUS PREMIER VALUE EQUITY FUNDS 2 1353 1 951 3 2237 1 935 DREYFUS DREYFUS SOCIALLY RESPONSIBLE GROWTH FUND INC 1 565 1 539 3 1560 1 825 DREYFUS DREYFUS STOCK INDEX FUND INC 1 4608 1 4448 2 9745 1 5089 ENTERPRISE ENTERPRISE GROUP OF FUNDS INC 17 12648 8 7590 4 2016 2 1176 ETRADE E TRADE FUNDS 0 0 4 28324 4 32295 0 0 EUROPACIFIC EUROPACIFIC GROWTH FUND 1 3042 1 3371 1 4390 0 0 EXCELSIOR EXCELSIOR FUNDS INC 7 2823 7 2845 7 3237 0 0 EXCELSIOR EXCELSIOR FUNDS TRUST 4 1857 5 1541 3 1191 0 0 FEDERATED FEDERATED AMERICAN LEADERS FUND INC 1 859 1 754 2 1688 1 754 FEDERATED FEDERATED EQUITY FUNDS 7 6412 8 6746 16 14194 8 6747 Federated FEDERATED EQUITY INCOME FUND INC 1 1378 1 1125 2 2167 1 1150 FEDERATED FEDERATED INCOME SECURITIES TRUST 1 919 2 1977 6 5649 3 3391 FEDERATED FEDERATED INDEX TRUST 3 17576 3 19861 6 37903 3 19791 FEDERATED FEDERATED INTERNATIONAL SERIES INC 1 766 1 835 2 1822 1 928 FEDERATED FEDERATED STOCK TRUST 1 857 1 803 2 1672 1 636 FIDELITY FIDELITY CONTRAFUND 1 5190 2 8766 3 14056 2 9413 FIDELITY FIDELITY MAGELLAN FUND 1 2266 1 2094 2 5298 1 2532 FIDELITY FIDELITY SECURITIES FUND 8 15692 11 13540 23 28096 12 13800 FIDELITY INVESTMENTS (CANADA) 0 0 0 0 10 14284 0 0 FIFTH THIRD FIFTH THIRD FUNDS 15 12560 12 11511 34 43541 15 18630 FIRST EAGLE FIRST EAGLE FUNDS 5 4244 4 4635 10 10757 5 5124 FRANK RUSSELL RUSSELL INVESTMENT CO 23 60013 15 58526 35 118894 18 62435 FRANK RUSSELL RUSSELL INVESTMENT FUNDS 4 19020 4 17505 9 31630 5 15851 FRANKLIN FRANKLIN CAPITAL GROWTH FUND 1 923 1 642 2 1739 1 829 FRANKLIN FRANKLIN CUSTODIAN FUNDS INC 4 2941 4 2954 9 6292 4 3191 FRANKLIN FRANKLIN GLOBAL TRUST 6 4245 4 2459 14 5179 8 2438 FRANKLIN FRANKLIN GOLD & PRECIOUS METALS FUND 1 379 1 436 2 1123 1 648 FRANKLIN FRANKLIN HIGH INCOME TRUST 1 73 1 60 2 74 1 34 FRANKLIN FRANKLIN INVESTORS SECURITIES TRUST 2 817 4 1159 12 2974 8 1826 FRANKLIN FRANKLIN MANAGED TRUST 1 399 1 359 2 793 1 422 FRANKLIN FRANKLIN MULTI INCOME TRUST 1 284 1 284 0 0 0 0 FRANKLIN FRANKLIN MUTUAL RECOVERY FUND 1 275 1 172 2 881 1 513 FRANKLIN FRANKLIN MUTUAL SERIES FUND INC 6 7493 3 3104 12 17567 6 8894 FRANKLIN FRANKLIN REAL ESTATE SECURITIES TRUST 1 565 1 405 2 1095 1 576 FRANKLIN FRANKLIN STRATEGIC SERIES 12 7609 12 7085 23 14150 11 6897 FRANKLIN FRANKLIN TEMPLETON INTERNATIONAL TRUST 2 1636 2 2008 4 3748 2 1841 FRANKLIN FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST 17 14941 17 14505 35 34023 17 16782 GABELLI GABELLI BLUE CHIP VALUE FUND 1 254 1 693 1 920 1 920 GABELLI GABELLI EQUITY SERIES FUNDS INC 3 2606 3 5794 3 6971 3 6971 GABELLI GABELLI EQUITY TRUST INC 2 1871 2 4045 1 3801 1 3801 GARTMORE GARTMORE MUTUAL FUNDS 17 10519 26 19974 63 68370 36 35257 GARTMORE GARTMORE MUTUAL FUNDS II INC 1 365 3 1238 0 0 0 0 GARTMORE GARTMORE VARIABLE INSURANCE TRUST 0 0 0 0 53 89899 34 46378 GOLDMAN SACHS GOLDMAN SACHS TRUST 25 25962 25 22862 58 55379 30 28891 GOLDMAN SACHS GOLDMAN SACHS VARIABLE INSURANCE TRUST 0 0 0 0 16 23293 8 12290 GREEN CENTURY GREEN CENTURY FUNDS 1 107 1 108 1 441 0 0 HARBOR HARBOR FUND 8 2831 9 4123 23 11348 12 6022 INCOME FUND OF AMERICA INCOME FUND OF AMERICA INC 1 2096 1 2439 0 0 0 0 ING ING EQUITY TRUST 23 38585 26 51646 52 113384 25 56272 ING ING INVESTORS TRUST 33 30114 38 45530 96 121011 51 62150 INTEGRITY INTEGRITY FUND OF FUNDS INC 1 32 1 8 2 57 1 30 INTEGRITY INTEGRITY FUNDS 6 2088 7 1585 15 3117 6 1314 INVESTMENT CO OF AMERICA INVESTMENT CO OF AMERICA 1 2291 1 2310 0 0 0 0 JANUS JANUS ADVISER SERIES 13 15579 13 14265 36 42034 19 22235 JANUS JANUS ASPEN SERIES 15 17230 15 15611 30 32157 15 16067 JANUS JANUS INVESTMENT FUND 19 17331 21 16551 43 36153 21 17560 JANUS PHOENIX ADVISER TRUST 2 835 2 819 4 1161 2 979 JOHN HANCOCK/MIT HANCOCK JOHN EQUITY TRUST 0 0 0 0 6 3595 5 1768 JOHN HANCOCK/MIT HANCOCK JOHN INVESTMENT TRUST /MA/ 0 0 0 0 5 5341 4 2929 JOHN HANCOCK/MIT HANCOCK JOHN INVESTMENT TRUST III 0 0 0 0 4 1456 3 1376 JOHN HANCOCK/MIT HANCOCK JOHN SERIES TRUST 0 0 0 0 6 4571 5 2038 JOHN HANCOCK/MIT HANCOCK JOHN STRATEGIC SERIES 0 0 0 0 2 213 1 108 JOHN HANCOCK/MIT HANCOCK JOHN WORLD FUND 0 0 0 0 3 244 2 86 JOHN HANCOCK/MIT JOHN HANCOCK FUNDS II 0 0 0 0 44 60294 0 0 JOHN HANCOCK/MIT JOHN HANCOCK INVESTMENT TRUST II 0 0 0 0 4 3906 3 1944 JOHN HANCOCK/MIT JOHN HANCOCK TRUST 62 69060 71 92320 126 282445 58 153637 JP MORGAN JP MORGAN FUNDS 1 673 1 206 0 0 0 0 JP MORGAN JP MORGAN MUTUAL FUND GROUP/MA 10 10067 4 1026 0 0 0 0 JP MORGAN JP MORGAN MUTUAL FUND INVESTMENT TRUST 0 0 0 0 2 1777 1 952 JP MORGAN JP MORGAN SERIES TRUST II 0 0 0 0 8 29286 4 14206 LAZARD LAZARD FUNDS INC 7 5453 8 5104 23 14334 11 7377 LAZARD LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC 1 21 1 566 2 1151 1 562 LAZARD LAZARD RETIREMENT SERIES INC 4 3744 4 3805 8 6538 4 3091 LEGG MASON LEGG MASON CHARLES STREET TRUST INC 1 1257 1 1117 2 3170 1 1647 LEGG MASON LEGG MASON GROWTH TRUST INC 1 185 1 243 2 737 1 356 LEGG MASON LEGG MASON INVESTMENT TRUST INC 1 264 1 318 2 856 1 422 LEGG MASON LEGG MASON INVESTORS TRUST INC 4 1798 4 2289 6 7297 2 3630 LEGG MASON LEGG MASON LIGHT STREET TRUST INC 1 343 1 281 2 1262 1 643 LEGG MASON LEGG MASON SPECIAL INVESTMENT TRUST INC 1 273 1 259 2 737 1 355 LEGG MASON LEGG MASON VALUE TRUST INC 1 385 1 389 2 1075 1 547 LIBERTY LIBERTY ALL STAR EQUITY FUND 1 1551 1 1752 1 1766 0 0 LIBERTY LIBERTY ALL STAR GROWTH FUND INC /MD/ 1 922 1 978 0 0 0 0 LONGLEAF LONGLEAF PARTNERS FUNDS TRUST 3 470 3 660 3 692 0 0 LORD ABBETT LORD ABBETT AFFILIATED FUND INC 1 1058 1 1059 1 1221 0 0 LORD ABBETT LORD ABBETT BLEND TRUST 1 361 1 447 1 510 0 0 LORD ABBETT LORD ABBETT DEVELOPING GROWTH FUND INC /NEW/ 1 855 1 881 1 798 0 0 LORD ABBETT LORD ABBETT GLOBAL FUND INC 1 1928 1 1976 1 2550 0 0 LORD ABBETT LORD ABBETT INVESTMENT TRUST 2 44 1 48 2 53 0 0 LORD ABBETT LORD ABBETT LARGE CAP GROWTH FUND 1 1191 1 811 1 597 0 0 LORD ABBETT LORD ABBETT MID CAP VALUE FUND INC 1 582 1 536 1 600 0 0 LORD ABBETT LORD ABBETT RESEARCH FUND INC 4 2655 4 2962 4 3408 0 0 LORD ABBETT LORD ABBETT SECURITIES TRUST 6 4815 6 4885 7 5840 0 0 LORD ABBETT LORD ABBETT SERIES FUND INC 6 4588 7 4756 8 6551 0 0 MASSACHUSETTS INVESTORS MASSACHUSETTS INVESTORS TRUST 1 1251 1 974 2 2039 1 998 MASSMUTUAL MASSMUTUAL CORPORATE INVESTORS 1 71 1 64 1 20 1 20 MASSMUTUAL MASSMUTUAL PARTICIPATION INVESTORS 1 65 1 48 1 4 1 4 MASSMUTUAL MASSMUTUAL PREMIER FUNDS 9 13348 16 31993 35 84501 18 51395 MASSMUTUAL MASSMUTUAL SELECT FUNDS 22 30175 19 21891 46 56327 24 32425 MELLON MELLON FUNDS TRUST 7 9030 7 9468 7 11477 7 11477 MELLON MELLON INSTITUTIONAL FUNDS INVESTMENT TRUST 2 1454 3 3109 8 8423 8 8423 MELLON MELLON INSTITUTIONAL FUNDS MASTER PORTFOLIO 5 6872 5 6819 14 15560 7 7753 MERRILL LYNCH FAM SERIES FUND INC. 4 5624 10 18576 11 32218 11 32218 MERRILL LYNCH MERRILL LYNCH EQUITY DIVIDEND FUND 1 1294 1 1280 2 3414 1 1876 MERRILL LYNCH MERRILL LYNCH EUROFUND 0 0 0 0 2 1411 1 766 MERRILL LYNCH MERRILL LYNCH FOCUS VALUE FUND 1 604 1 472 2 1274 1 732 MERRILL LYNCH MERRILL LYNCH FUNDAMENTAL GROWTH FUND INC 1 571 1 655 2 1421 1 770 MERRILL LYNCH MERRILL LYNCH GLOBAL ALLOCATION FUND INC 0 0 0 0 2 11073 1 5956 MFS MFS GROWTH OPPORTUNITIES FUND 1 1081 1 804 2 1768 1 902 MFS MFS INSTITUTIONAL TRUST 8 8680 7 4417 8 8184 4 3834 MFS MFS SERIES TRUST I 11 10136 8 7808 14 14277 7 7346 MFS MFS SERIES TRUST II 2 2509 2 1747 2 1384 1 316 MFS MFS SERIES TRUST III 2 253 2 180 4 395 2 164 MFS MFS SERIES TRUST IV 1 743 1 654 2 1647 1 904 MFS MFS SERIES TRUST IX /MA/ 2 590 1 118 0 0 0 0 MFS MFS SERIES TRUST V 5 7362 4 5527 6 12144 3 5252 MFS MFS SERIES TRUST VI 3 4185 3 4085 6 8771 3 4399 MFS MFS SERIES TRUST VII 1 1508 1 1334 2 1836 1 790 MFS MFS SERIES TRUST VIII 3 3227 3 1554 3 2907 1 1419 MFS MFS SERIES TRUST X 10 9996 11 6171 14 10564 9 5205 MFS MFS SERIES TRUST XI 1 982 1 838 3 2559 2 1897 MFS MFS SPECIAL VALUE TRUST 1 253 1 197 2 427 1 179 MMA PRAXIS MMA PRAXIS MUTUAL FUNDS 3 3788 3 4032 8 9154 5 4656 MORGAN STANLEY MORGAN STANLEY ALLOCATOR FUND 1 2297 1 4844 2 7375 1 3457 MORGAN STANLEY MORGAN STANLEY DIVIDEND GROWTH SECURITIES INC 1 830 1 746 2 1676 1 842 MORGAN STANLEY MORGAN STANLEY EQUALLY-WEIGHTED S&P 500 FUND 1 4782 1 4608 2 9981 1 5116 MORGAN STANLEY MORGAN STANLEY FOCUS GROWTH FUND 1 1199 1 776 2 765 1 269 MORGAN STANLEY MORGAN STANLEY FUNDAMENTAL VALUE FUND 1 720 1 731 2 1442 1 758 MORGAN STANLEY MORGAN STANLEY GROWTH FUND 1 969 1 648 2 456 1 36 MORGAN STANLEY MORGAN STANLEY INSTITUTIONAL FUND TRUST 5 5590 1 2956 12 6496 7 2903 MORGAN STANLEY MORGAN STANLEY KLD SOCIAL INDEX FUND 1 3690 1 3716 1 3532 0 0 MORGAN STANLEY MORGAN STANLEY MID CAP VALUE FUND 1 840 1 356 1 383 0 0 MORGAN STANLEY MORGAN STANLEY NASDAQ - 100 INDEX FUND 1 871 1 814 1 902 0 0 MORGAN STANLEY MORGAN STANLEY S&P 500 INDEX FUND 1 4782 1 4597 1 4865 0 0 MORGAN STANLEY MORGAN STANLEY SELECT DIMENSIONS INVESTMENT SERIES 9 13001 9 11171 19 19943 10 10290 MORGAN STANLEY MORGAN STANLEY SMALL MID SPECIAL VALUE FUND 1 456 1 395 1 501 0 0 MORGAN STANLEY MORGAN STANLEY SPECIAL GROWTH FUND 1 948 1 780 2 957 1 449 MORGAN STANLEY MORGAN STANLEY TOTAL MARKET INDEX FUND 1 15281 1 15073 1 15146 0 0 MORGAN STANLEY MORGAN STANLEY VARIABLE INVESTMENT SERIES 11 14914 1 6193 22 21389 12 10758 NEUBERGER BERMAN NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 0 0 0 0 10 5528 0 0 NEUBERGER BERMAN NEUBERGER BERMAN DIVIDEND ADVANTAGE FUND INC 0 0 0 0 1 894 0 0 NEUBERGER BERMAN NEUBERGER BERMAN EQUITY FUNDS 13 6234 12 6441 13 8373 0 0 NEUBERGER BERMAN NEUBERGER BERMAN INCOME FUNDS 0 0 1 703 1 641 0 0 NEUBERGER BERMAN NEUBERGER BERMAN INCOME OPPORTUNITY FUND INC 0 0 0 0 1 266 0 0 NEW ALTERNATIVES NEW ALTERNATIVES FUND INC 1 116 1 81 0 0 0 0 NEW RIVER NEW RIVER FUNDS 0 0 2 528 2 463 0 0 NUVEEN NUVEEN INVESTMENT TRUST 4 1503 7 2931 7 2800 0 0 OPPENHEIMER OPPENHEIMER BALANCED FUND 1 1079 1 733 2 1369 1 634 OPPENHEIMER OPPENHEIMER DISCOVERY FUND 1 900 1 720 2 1380 1 677 OPPENHEIMER OPPENHEIMER EMERGING GROWTH FUND 1 834 1 657 2 1332 1 642 OPPENHEIMER OPPENHEIMER ENTERPRISE FUND 0 0 0 0 2 1041 1 516 OPPENHEIMER OPPENHEIMER EQUITY FUND INC 1 1043 1 1196 2 2477 1 1257 OPPENHEIMER OPPENHEIMER GLOBAL FUND 0 0 0 0 2 3733 1 1874 OPPENHEIMER OPPENHEIMER GROWTH FUND 1 539 1 755 2 1424 1 685 OPPENHEIMER OPPENHEIMER HIGH YIELD FUND 1 110 1 133 1 209 0 0 OPPENHEIMER OPPENHEIMER INTEGRITY FUNDS 0 0 0 0 2 17 1 10 OPPENHEIMER OPPENHEIMER MAIN STREET FUNDS INC 1 4103 1 4648 2 7318 1 2965 OPPENHEIMER OPPENHEIMER MIDCAP FUND 1 436 1 481 2 894 1 425 OPPENHEIMER OPPENHEIMER QUEST VALUE FUND INC 1 16 1 220 2 1106 1 634 OPPENHEIMER OPPENHEIMER SELECT VALUE FUND 0 0 1 613 2 1210 1 637 OPPENHEIMER OPPENHEIMER SERIES FUND INC 2 1588 2 1264 4 2441 2 1268 PARNASSUS PARNASSUS FUNDS 1 200 1 258 8 2612 4 1359 PARNASSUS PARNASSUS INCOME FUNDS 1 539 1 646 2 1128 1 575 PAX PAX WORLD BALANCED FUND INC 1 578 1 582 1 799 0 0 PAX PAX WORLD GROWTH FUND INC 1 254 1 207 1 210 0 0 PIONEER PIONEER BALANCED FUND 1 427 1 743 1 613 0 0 PIONEER PIONEER EQUITY INCOME FUND 1 863 1 847 2 1764 1 875 PIONEER PIONEER EQUITY OPPORTUNITY FUND 0 0 0 0 2 1259 1 633 PIONEER PIONEER EUROPE SELECT EQUITY FUND 0 0 0 0 2 1048 1 514 PIONEER PIONEER FUND /MA/ 1 1360 1 1476 2 2928 1 1401 PIONEER PIONEER FUNDAMENTAL GROWTH FUND 1 1040 1 567 2 1417 1 688 PIONEER PIONEER GROWTH SHARES 1 733 1 561 2 1274 1 599 PIONEER PIONEER INTERNATIONAL EQUITY FUND 0 0 0 0 2 3687 1 1949 PIONEER PIONEER MID CAP GROWTH FUND 1 1048 1 677 2 1100 1 516 PIONEER PIONEER MID CAP VALUE FUND 1 723 1 1014 2 1489 1 705 PIONEER PIONEER SELECT EQUITY FUND 1 407 1 358 2 833 1 375 PIONEER PIONEER SERIES TRUST I 2 521 2 806 4 1599 2 771 PIONEER PIONEER SERIES TRUST II 4 752 5 1427 9 4042 4 1962 PIONEER PIONEER SERIES TRUST III 0 0 0 0 2 1194 1 648 PIONEER PIONEER SERIES TRUST IV 0 0 0 0 5 4556 2 2434 PIONEER PIONEER SERIES TRUST V 0 0 0 0 7 4051 4 2388 PIONEER PIONEER SMALL CAP VALUE FUND 1 973 1 1040 3 2451 1 963 PIONEER PIONEER SMALL CO FUND 1 715 1 903 1 181 0 0 PIONEER PIONEER VALUE FUND 1 990 1 1108 2 1497 1 701 PUTNAM PUTNAM CLASSIC EQUITY FUND 1 945 1 1187 2 1713 1 708 PUTNAM PUTNAM EQUITY INCOME FUND/NEW/ 1 1277 1 1300 2 2455 1 1335 PUTNAM PUTNAM FUNDS TRUST 4 2630 5 3006 7 14309 3 7394 PUTNAM PUTNAM GLOBAL EQUITY FUND 0 0 0 0 2 2443 1 1214 PUTNAM PUTNAM INTERNATIONAL EQUITY FUND /MA/ 0 0 0 0 2 8481 1 4314 PUTNAM PUTNAM INVESTMENT FUNDS 9 11890 9 9875 16 27337 8 14050 PUTNAM PUTNAM INVESTORS FUND 1 1577 1 1548 2 2141 1 1104 PUTNAM PUTNAM NEW OPPORTUNITIES FUND 1 2024 1 1495 2 3271 1 1637 PUTNAM PUTNAM VISTA FUND/NEW/ 1 1000 1 735 2 1703 1 857 QUAKER QUAKER INVESTMENT TRUST 8 3047 4 1661 8 3533 0 0 SAFECO SAFECO COMMON STOCK TRUST 18 6621 0 0 0 0 0 0 SALOMON CITIFUNDS TRUST I 0 0 0 0 1 1014 0 0 SALOMON SALOMON BROTHERS CAPITAL & INCOME FUND INC 0 0 0 0 1 426 0 0 SALOMON SALOMON BROTHERS CAPITAL FUND INC 0 0 0 0 2 941 1 424 SALOMON SALOMON BROTHERS FUND INC /DE/ 1 852 1 898 2 1672 1 775 SALOMON SALOMON BROTHERS INSTITUTIONAL SERIES FUNDS INC 1 60 1 34 1 38 0 0 SALOMON SALOMON BROTHERS INVESTORS VALUE FUND INC 1 817 1 873 2 1582 1 782 SALOMON SALOMON BROTHERS SERIES FUNDS INC 6 3911 7 3105 8 4361 2 1136 SALOMON SALOMON FUNDS TRUST 1 643 1 696 2 760 1 131 SCHRODER SCHRODER GLOBAL SERIES TRUST 1 3392 1 4631 2 9278 1 4346 SCHRODER SCHRODER SERIES TRUST 3 780 1 125 5 8478 3 8048 SCHWAB SCHWAB INVESTMENTS 1 7287 1 7613 3 16635 2 8394 SCUDDER DWS BLUE CHIP FUND 1 546 1 984 2 2915 1 1500 SCUDDER DWS EQUITY 500 INDEX PORTFOLIO 1 1935 1 1990 2 8119 1 5111 SCUDDER DWS EQUITY PARTNERS FUND INC. 0 0 0 0 2 1058 1 553 SCUDDER DWS EQUITY TRUST 1 192 1 270 4 3720 3 3195 SCUDDER DWS PORTFOLIO TRUST 2 340 2 1800 0 0 0 0 SCUDDER DWS SECURITIES TRUST 5 1274 5 1794 5 3933 2 2057 SCUDDER SCUDDER GROWTH TRUST 2 616 2 327 0 0 0 0 SCUDDER SCUDDER INVESTORS TRUST 1 1939 2 3119 0 0 0 0 SCUDDER SCUDDER NEW ASIA FUND INC 0 0 0 0 1 909 0 0 SIERRA CLUB 1 360 1 324 0 0 0 0 SMITH BARNEY LEGG MASON PARTNERS EQUITY FUNDS 1 903 1 868 2 931 1 129 SMITH BARNEY LEGG MASON PARTNERS FUNDS INC. 1 866 1 917 2 1213 1 394 SMITH BARNEY LEGG MASON PARTNERS INCOME FUNDS 4 2390 5 2489 8 2489 3 938 SMITH BARNEY LEGG MASON PARTNERS INVESTMENT FUNDS INC. 7 8449 10 8808 18 12523 9 2524 SMITH BARNEY LEGG MASON PARTNERS INVESTMENT SERIES 6 6437 8 6587 12 9473 6 4606 SMITH BARNEY LEGG MASON PARTNERS INVESTMENT TRUST 4 6444 4 6301 33 27320 29 24845 SMITH BARNEY LEGG MASON PARTNERS TRUST II 5 5210 5 5357 10 9743 5 5684 STATE STREET STATE STREET MASTER FUNDS 1 3339 1 2110 3 6901 1 2902 STATE STREET STATE STREET RESEARCH CAPITAL TRUST 3 1671 3 1865 0 0 0 0 STATE STREET STATE STREET RESEARCH EQUITY TRUST 3 1289 3 891 0 0 0 0 STATE STREET STATE STREET RESEARCH EXCHANGE TRUST 1 326 1 92 0 0 0 0 STATE STREET STATE STREET RESEARCH FINANCIAL TRUST 1 352 1 504 0 0 0 0 STATE STREET STATE STREET RESEARCH INCOME TRUST 1 1410 1 812 0 0 0 0 STATE STREET STATE STREET RESEARCH INSTITUTIONAL FUNDS 2 1165 2 304 0 0 0 0 STATE STREET STATE STREET RESEARCH MASTER INVESTMENT TRUST 1 528 1 150 0 0 0 0 STATE STREET STATE STREET RESEARCH SECURITIES TRUST 2 1107 2 938 0 0 0 0 STEWARD STEWARD FUNDS INC. 1 1768 1 8992 3 16945 0 0 STRONG STRONG BALANCED FUND INC 1 1475 1 182 0 0 0 0 STRONG STRONG COMMON STOCK FUND INC 4 1436 1 294 0 0 0 0 STRONG STRONG CONSERVATIVE EQUITY FUNDS INC 5 4127 1 401 0 0 0 0 STRONG STRONG EQUITY FUNDS II INC 4 2428 1 551 0 0 0 0 STRONG STRONG EQUITY FUNDS INC 1 335 1 1024 0 0 0 0 STRONG STRONG LARGE CAP GROWTH FUND INC 1 822 1 218 0 0 0 0 STRONG STRONG OPPORTUNITY FUND II INC 1 689 1 103 0 0 0 0 STRONG STRONG OPPORTUNITY FUND INC 4 1664 1 235 0 0 0 0 STRONG STRONG VARIABLE INSURANCE FUNDS INC 3 1686 1 204 0 0 0 0 SWIB 1 7417 0 0 2 6100 1 1702 T ROWE T. ROWE PRICE BALANCED FUND INC. 1 3907 1 3944 2 8385 1 4293 T ROWE T. ROWE PRICE BLUE CHIP GROWTH FUND INC. 1 1372 1 1321 2 2863 1 1334 T ROWE T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND INC. 1 1474 1 1974 2 3299 1 1627 T ROWE T. ROWE PRICE DIVERSIFIED SMALL-CAP GROWTH FUND INC. 0 0 0 0 2 3982 1 1968 T ROWE T. ROWE PRICE EQUITY INCOME FUND 1 1327 1 1414 2 3090 1 1528 T ROWE T. ROWE PRICE EQUITY SERIES INC. 7 16275 7 15826 14 35326 7 17477 T ROWE T. ROWE PRICE GROWTH & INCOME FUND INC. 1 1255 1 1209 2 2812 1 1403 T ROWE T. ROWE PRICE GROWTH STOCK FUND INC. 1 1159 1 1181 2 2806 1 1440 T ROWE T. ROWE PRICE INDEX TRUST INC. 3 28213 3 25621 6 51167 3 25013 T ROWE T. ROWE PRICE INSTITUTIONAL EQUITY FUNDS INC. 5 5189 5 5431 11 12187 6 6017 T ROWE T. ROWE PRICE INSTITUTIONAL INCOME FUNDS INC. 1 124 1 102 2 185 1 130 T ROWE T. ROWE PRICE MID-CAP GROWTH FUND INC. 1 1086 1 1092 2 2312 1 1101 T ROWE T. ROWE PRICE MID-CAP VALUE FUND INC. 1 995 1 1075 2 2198 1 1047 T ROWE T. ROWE PRICE NEW AMERICA GROWTH FUND 1 841 1 917 2 2046 1 971 T ROWE T. ROWE PRICE NEW ERA FUND INC. 1 1045 1 884 2 2006 1 1093 T ROWE T. ROWE PRICE NEW HORIZONS FUND INC. 1 1677 1 1602 2 3485 1 1709 T ROWE T. ROWE PRICE NEW INCOME FUND INC. 1 130 1 76 2 125 1 47 T ROWE T. ROWE PRICE SMALL-CAP STOCK FUND INC. 1 1715 1 1868 2 3887 1 1882 T ROWE T. ROWE PRICE SMALL-CAP VALUE FUND INC. 1 1508 1 1709 2 3652 1 1774 T ROWE T. ROWE PRICE VALUE FUND INC. 1 1202 1 2544 2 2830 1 1426 TEMPLETON TEMPLETON FUNDS INC 2 3729 2 3258 4 6050 2 2807 TEMPLETON TEMPLETON GLOBAL INVESTMENT TRUST 2 2635 2 2871 9 7858 5 3883 TEMPLETON TEMPLETON GLOBAL OPPORTUNITIES TRUST 1 1318 1 1398 2 3494 1 1832 TEMPLETON TEMPLETON GLOBAL SMALLER COMPANIES FUND 1 950 1 1054 2 2270 1 1210 TEMPLETON TEMPLETON GROWTH FUND INC 1 1228 2 2717 2 2602 1 1226 TEMPLETON TEMPLETON INSTITUTIONAL FUNDS INC 4 5835 4 5912 8 11207 4 4740 TIAA-CREF TIAA CREF INSTITUTIONAL MUTUAL FUNDS 0 0 1 20379 43 289243 22 122770 TIAA-CREF TIAA CREF LIFE FUND 8 45387 8 41066 20 78081 11 39645 TIAA-CREF TIAA CREF MUTUAL FUND 5 34969 4 30570 11 64197 6 32203 TIAA-CREF TIAA SEPARATE ACCOUNT VA 1 1 19915 1 20271 2 40891 1 20244 TRAVELERS LEGG MASON PARTNERS VARIABLE PORTFOLIOS III INC. 12 7601 12 8431 11 6288 4 2855 TRAVELERS TRAVELERS GROWTH & INCOME STOCK ACCT FOR VARIABLE ANNUITIES 1 32 1 2164 1 390 0 0 TRAVELERS TRAVELERS SERIES TRUST 13 14261 15 11049 20 7352 0 0 TRILLIUM 1 2332 1 4112 0 0 0 0 VAN KAMPEN VAN KAMPEN COMSTOCK FUND 1 1139 1 1069 2 2224 1 1090 VAN KAMPEN VAN KAMPEN ENTERPRISE FUND 0 0 0 0 2 2901 1 1634 VAN KAMPEN VAN KAMPEN EQUITY & INCOME FUND 1 1014 1 969 2 2235 1 1192 VAN KAMPEN VAN KAMPEN EQUITY TRUST 8 5922 7 4900 17 9393 8 4712 VAN KAMPEN VAN KAMPEN EQUITY TRUST II 2 2128 2 1673 7 6185 5 4842 VAN KAMPEN VAN KAMPEN GROWTH & INCOME FUND 1 1014 1 963 2 2193 1 1169 VAN KAMPEN VAN KAMPEN SERIES FUND INC. 2 2259 9 22215 12 47188 6 25391 VAN KAMPEN VAN KAMPEN STRATEGIC GROWTH FUND 1 1022 1 1251 2 1850 1 936 VANGUARD VANGUARD CHESTER FUNDS 1 1050 1 1152 2 2632 1 1306 VANGUARD VANGUARD EXPLORER FUND 2 12098 1 6452 2 14117 1 7094 VANGUARD VANGUARD INDEX FUNDS 9 82453 10 92193 22 191266 12 96179 VANGUARD VANGUARD INSTITUTIONAL INDEX FUND 2 26987 1 22586 3 51806 2 28565 VANGUARD VANGUARD MALVERN FUNDS 3 8681 3 8389 6 17147 3 8976 VANGUARD VANGUARD WELLINGTON FUND 1 1258 1 1260 2 2919 1 1552 VANGUARD VANGUARD WINDSOR FUNDS/ 1 2721 1 2831 4 9741 2 5143 VANGUARD VANGUARD WORLD FUNDS 10 18972 13 25618 26 50117 13 24804 WALDEN COVENTRY GROUP 2 1335 4 1336 4 2827 2 1431 WELLS FARGO WELLS FARGO FUNDS TRUST 28 46632 67 130720 90 108134 47 33437 WINSLOW 1 143 1 159 1 169 0 0
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