Archive for October, 2001

2001 October

Sunday, October 28th, 2001
Fixed  Income Large
Cap Value		 Large
Cap Growth		 Foreign Small
Company		 Portfolio
             
Morningstar Averages for the
Universe		 n/a -11.31% -27.98% -22.94% -7.40% n/a
             
Stable
Value Option		 5.69%          
Wellington Core 11.28%          
PRIMCO GIC 5.22%          
Cash 3.85%          
BGI – Money Market Index 3.87%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.		 8.77%          
             
Equity
Index Option (BGI – US Equity Index)		     -19.42%      
             
Benchmark            
Wilshire 5000     -18.75%      
             
Value
Stock Option		   -14.30%        
Federated Stock Trust   -8.78%        
Morgan Core (separately
managed)		   -17.53%        
Neuberger Berman Focus Tr   -19.53%        
Legg Mason Spec. Invmt. Trust   -16.24%        
Neuberger Berman Regency   -13.00%        
T. Rowe Price Value   -8.15%        
BGI – Value Index   -20.97%        
             
Benchmark            
Russell Price Driven (1000
Value)		   -12.84%        
             
Growth
Stock Option		     -30.93%      
MFS Instl. Mid Cap Growth     -31.41%      
Turner Mid Cap Growth     -38.31%      
Janus Fund     -33.58%      
MFS Instl. Research Fund     -27.70%      
Marsico Focus     -26.81%      
Vanguard World U.S. Growth     -38.52%      
BGI – Growth Index     -26.73%      
             
Benchmark            
Russell Earnings Growth (1000
Growth)		     -27.26%      
             
International
Stock Option		       -27.48%    
Amer Cent-20th Cent. Int’l
Discovery		       -26.74%    
Amer Cent-20th Cent. Int’l
Growth		       -29.64%    
Janus Overseas       -30.56%    
Templeton
Instl. Foreign		       -18.58%    
             
Benchmark            
EAFE Net Divs       -24.68%    
             
Diversified
Small Company Stock Option		         -8.79%  
MFS Instl. Emerging Equities         -17.81%  
Royce Opportunity         1.03%  
DFA U.S. Micro Cap Portfolio         7.78%  
State Street Aurora         1.86%  
Berger Small Cap Value Instl.         3.53%  
Franklin Small Cap Growth II         -15.87%  
BGI – Small Company Index         -20.63%  
             
Benchmark            
Russell 2000 Total         -10.40%  
             
Conservative
Model Portfolio		           -3.43%
             
Benchmark            
Conservative Composite Index           -1.06%
             
Moderate
Model Portfolio		           -11.06%
             
Benchmark            
Moderate Composite Index           -9.27%
             
Aggressive
Model Portfolio		           -14.33%
             
Benchmark            
Aggressive Composite Index           -12.86%

Posted in Detailed YTD | Comments Off on 2001 October

October 2001

Monday, October 22nd, 2001
Day Stable Value Value Stock Equity Index Growth Stock Intl. Stock Div. Small Co. Stock Conserv. Portfolio Moderate Portfolio Aggressive Portfolio Retirement Portfolio
01 168.04 263.01 252.72 211.81 173.01 249.19 197.88 216.50 216.73 –
02 168.07 266.20 255.67 214.38 173.58 251.38 198.78 217.94 218.38 –
03 168.11 271.95 261.27 222.00 173.99 258.23 200.42 221.19 222.22 –
04 168.13 272.45 261.17 223.27 177.02 260.95 200.50 222.07 223.45 –
05 168.21 271.77 261.27 223.50 177.12 260.62 200.47 222.03 223.37 –
08 168.23 269.46 259.13 222.21 176.37 259.77 199.85 221.14 222.36 –
09 168.23 268.70 257.81 220.13 175.96 257.57 199.56 220.32 221.35 –
10 168.26 274.49 263.92 225.97 177.89 264.60 201.27 223.57 225.28 –
11 168.26 279.29 268.50 232.16 179.66 271.73 202.61 226.55 228.94 –
12 168.35 277.12 266.97 231.23 179.96 271.04 202.14 225.96 228.27 –
15 168.39 276.48 266.77 230.60 178.10 270.73 202.06 225.54 227.74 –
16 168.43 278.86 268.71 233.34 179.61 273.31 202.70 226.92 229.40 –
17 168.46 274.18 263.41 226.57 180.88 267.89 201.30 224.33 226.42 –
18 168.49 271.33 261.48 224.96 178.70 264.98 200.64 222.97 224.69 –
19 168.55 272.02 262.80 227.03 177.31 267.07 200.98 223.59 225.42 –
22 168.58 275.98 266.77 230.70 177.92 270.21 202.13 225.50 227.61 –
23 168.60 274.99 265.55 230.00 179.93 268.86 201.83 225.23 227.29 –
24 168.65 275.12 265.75 230.79 180.95 269.96 201.91 225.63 227.82 –
25 168.69 278.51 269.52 234.89 180.36 274.80 202.97 227.55 230.12 –
26 168.77 279.79 270.64 235.22 182.04 276.80 203.37 228.32 231.13 –
29 168.81 274.00 264.43 228.51 180.72 271.27 201.69 225.19 227.48 –
30 168.85 268.75 259.85 223.55 178.00 266.69 200.32 222.50 224.27 –
31 168.91 268.59 260.36 224.37 178.57 269.86 200.41 223.08 225.13 –
October Fund Performance (in percentages)
0.54% 1.40% 2.53% 4.95% 2.92% 6.31% 1.06% 2.48% 3.10% –

Posted in Daily NAVs | Comments Off on October 2001