Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -5.35% | -21.94% | -20.31% | -0.80% | n/a |
Stable Value Option |
6.09% | |||||
Wellington Core |
9.76% | |||||
PRIMCO GIC |
5.75% | |||||
Cash | 4.06% | |||||
BGI – Money Market Index |
4.10% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
8.47% | |||||
Equity Index Option (BGI – US Equity Index) |
-13.18% | |||||
Benchmark | ||||||
Wilshire 5000 |
-12.54% | |||||
Value Stock Option |
-6.87% | |||||
Federated Stock Trust |
-1.45% | |||||
Morgan Value (separately managed) |
-11.26% | |||||
Neuberger Berman Focus Tr |
-9.13% | |||||
Legg Mason Spec. Invmt. Trust |
-2.47% | |||||
Neuberger Berman Regency |
-6.16% | |||||
T. Rowe Price Value |
-0.42% | |||||
BGI – Value Index |
-15.94% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-7.77% | |||||
Growth Stock Option |
-24.63% | |||||
MFS Instl. Mid Cap Growth |
-26.43% | |||||
Turner Mid Cap Growth |
-30.34% | |||||
Janus Fund |
-26.61% | |||||
MFS Instl. Research Fund |
-22.46% | |||||
Marsico Focus |
-21.82% | |||||
Vanguard World U.S. Growth |
-31.79% | |||||
BGI – Growth Index |
-19.90% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-20.27% | |||||
International Stock Option |
-23.86% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-22.61% | |||||
Amer Cent-20th Cent. Int’l Growth |
-28.09% | |||||
Janus Overseas |
-26.19% | |||||
Templeton Instl. Foreign |
-13.74% | |||||
Benchmark | ||||||
EAFE Net Divs |
-21.91% | |||||
Diversified Small Company Stock Option |
-0.97% | |||||
MFS Instl. Emerging Equities |
-8.59% | |||||
Royce Opportunity |
8.87% | |||||
DFA U.S. Micro Cap Portfolio |
15.04% | |||||
State Street Aurora |
9.00% | |||||
Berger Small Cap Value Instl. |
12.29% | |||||
Franklin Small Cap Growth II |
-8.33% | |||||
BGI – Small Company Index |
-13.89% | |||||
Benchmark | ||||||
Russell 2000 Total |
-3.47% | |||||
Conservative Model Portfolio |
-0.21% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.02% | |||||
Moderate Model Portfolio |
-6.31% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.66% | |||||
Aggressive Model Portfolio |
-8.94% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-8.37% |
Archive for November, 2001
2001 November
Wednesday, November 28th, 2001November 2001
Thursday, November 22nd, 2001Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
01 | 168.95 | 273.92 | 265.86 | 229.20 | 179.62 | 274.44 | 201.99 | 225.70 | 228.19 | – |
02 | 168.99 | 275.26 | 266.36 | 230.04 | 180.43 | 274.58 | 202.28 | 226.18 | 228.71 | – |
05 | 169.03 | 278.89 | 270.13 | 234.01 | 182.39 | 277.65 | 203.37 | 228.22 | 231.08 | – |
06 | 169.07 | 282.34 | 274.00 | 237.40 | 183.30 | 280.49 | 204.45 | 230.02 | 233.15 | – |
07 | 169.12 | 282.57 | 273.49 | 237.34 | 183.21 | 280.15 | 204.44 | 229.96 | 233.05 | – |
08 | 169.11 | 282.70 | 273.80 | 236.80 | 184.76 | 279.31 | 204.50 | 230.02 | 233.11 | – |
09 | 169.18 | 282.99 | 274.00 | 237.63 | 184.18 | 279.21 | 204.62 | 230.16 | 233.19 | – |
12 | 169.20 | 282.64 | 273.80 | 238.26 | 182.46 | 280.38 | 204.56 | 230.11 | 233.17 | – |
13 | 169.21 | 288.32 | 278.89 | 243.95 | 184.25 | 285.86 | 206.10 | 233.03 | 236.64 | – |
14 | 169.19 | 289.47 | 279.80 | 244.69 | 185.37 | 288.05 | 206.39 | 233.73 | 237.59 | – |
15 | 169.14 | 289.63 | 279.70 | 243.89 | 186.07 | 286.47 | 206.35 | 233.52 | 237.28 | – |
16 | 169.17 | 288.99 | 279.19 | 243.55 | 187.52 | 287.63 | 206.21 | 233.63 | 237.54 | – |
19 | 169.24 | 292.36 | 282.35 | 247.48 | 188.46 | 291.29 | 207.20 | 235.52 | 239.77 | – |
20 | 169.24 | 290.41 | 280.21 | 244.15 | 186.81 | 288.58 | 206.61 | 234.07 | 238.03 | – |
21 | 169.26 | 288.49 | 278.89 | 242.99 | 185.91 | 287.28 | 206.17 | 233.27 | 237.07 | – |
22 | Market Closed | |||||||||
23 | 169.33 | 292.17 | 282.15 | 245.89 | 187.24 | 290.83 | 207.21 | 235.09 | 239.24 | – |
26 | 169.35 | 294.44 | 284.08 | 248.64 | 189.61 | 293.22 | 207.82 | 236.52 | 240.99 | – |
27 | 169.39 | 293.80 | 282.55 | 248.15 | 188.55 | 293.78 | 207.54 | 236.13 | 240.57 | – |
28 | 169.42 | 289.03 | 277.67 | 242.28 | 186.10 | 289.23 | 206.18 | 233.36 | 237.30 | – |
29 | 169.50 | 291.83 | 280.82 | 245.21 | 185.71 | 293.84 | 207.09 | 234.96 | 239.22 | – |
30 | 169.54 | 291.87 | 280.52 | 244.82 | 187.47 | 293.00 | 207.08 | 235.01 | 239.30 | – |
November Fund Performance (in percentages) | ||||||||||
0.37% | 8.67% | 7.74% | 9.11% | 4.98% | 8.57% | 3.33% | 5.35% | 6.29% | – |