Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -25.35% | -30.28% | -19.47% | -21.75% | n/a |
Stable Value Option |
4.20% | |||||
Wellington Core |
8.29% | |||||
PRIMCO GIC |
4.31% | |||||
Cash | 1.13% | |||||
BGI – Money Market Index |
1.47% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.04% | |||||
Equity Index Option (BGI – US Equity Index) |
-27.40% | |||||
Benchmark | ||||||
Wilshire 5000 |
-26.59% | |||||
Value Stock Option |
-27.28% | |||||
Federated Stock Trust |
-25.97% | |||||
Morgan Value (separately managed) |
-27.44% | |||||
Neuberger Berman Focus Tr |
-44.31% | |||||
Legg Mason Spec. Invmt. Trust |
-18.92% | |||||
Neuberger Berman Regency |
-15.06% | |||||
T. Rowe Price Value |
-24.05% | |||||
BGI – Value Index |
-29.83% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-22.65% | |||||
Growth Stock Option |
-32.41% | |||||
MFS Instl. Mid Cap Growth |
-50.89% | |||||
Turner Mid Cap Growth |
-37.11% | |||||
TCW Galileo Select Equities I |
-37.36% | |||||
Marsico Focus |
-14.12% | |||||
BGI – Growth Index |
-30.18% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-32.70% | |||||
International Stock Option |
-19.98% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-12.99% | |||||
Amer Cent-20th Cent. Int’l Growth |
-22.21% | |||||
Janus Overseas |
-27.09% | |||||
Templeton Instl. Foreign |
-20.60% | |||||
First Eagle SoGen Overseas I |
2.08% | |||||
Longleaf Partners Intl. |
-21.15% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-21.67% | |||||
Diversified Small Company Stock Option |
-28.14% | |||||
MFS Instl. Emerging Equities |
-34.42% | |||||
Royce Opportunity |
-25.19% | |||||
DFA U.S. Micro Cap Portfolio |
-18.48% | |||||
State Street Aurora |
-24.16% | |||||
Berger Small Cap Value Instl. |
-21.56% | |||||
Franklin Small Cap Growth II |
-35.36% | |||||
BGI – Small Company Index |
-29.59% | |||||
Benchmark | ||||||
Russell 2000 Total |
-25.10% | |||||
Conservative Model Portfolio |
-8.94% | |||||
Benchmark | ||||||
Conservative Composite Index |
-6.83% | |||||
Moderate Model Portfolio |
-17.46% | |||||
Benchmark | ||||||
Moderate Composite Index |
-15.14% | |||||
Aggressive Model Portfolio |
-21.39% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-19.46% |
Archive for September, 2002
2002 September
Saturday, September 28th, 2002September 2002
Sunday, September 22nd, 2002Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
02 | Market Closed – Holiday | |||||||||
03 | 176.67 | 238.37 | 221.20 | 176.24 | 164.76 | 238.54 | 195.82 | 206.05 | 203.53 | – |
04 | 176.71 | 242.14 | 225.17 | 179.55 | 164.42 | 243.27 | 197.12 | 207.96 | 205.87 | – |
05 | 176.74 | 238.36 | 221.60 | 176.49 | 163.72 | 238.22 | 195.94 | 206.01 | 203.39 | – |
06 | 176.77 | 242.73 | 225.67 | 180.42 | 164.71 | 244.06 | 197.34 | 208.37 | 206.37 | – |
09 | 176.79 | 245.17 | 227.70 | 182.60 | 163.78 | 244.65 | 198.09 | 209.23 | 207.27 | – |
10 | 176.83 | 246.24 | 229.23 | 184.03 | 165.17 | 246.26 | 198.54 | 210.12 | 208.38 | – |
11 | 176.82 | 247.13 | 229.23 | 184.13 | 167.13 | 246.19 | 198.68 | 210.49 | 208.87 | – |
12 | 176.88 | 241.42 | 223.94 | 179.99 | 165.38 | 241.35 | 196.91 | 207.80 | 205.57 | – |
13 | 176.97 | 241.66 | 224.75 | 181.18 | 162.78 | 242.30 | 197.15 | 207.91 | 205.60 | – |
16 | 177.01 | 241.19 | 224.74 | 180.71 | 161.93 | 240.21 | 197.10 | 207.48 | 204.95 | – |
17 | 177.03 | 236.03 | 220.57 | 177.70 | 161.45 | 236.24 | 195.59 | 205.39 | 202.42 | – |
18 | 177.06 | 234.35 | 219.45 | 177.09 | 159.69 | 234.03 | 195.15 | 204.52 | 201.24 | – |
19 | 177.10 | 226.89 | 213.15 | 172.03 | 158.58 | 228.10 | 192.92 | 201.29 | 197.32 | – |
20 | 177.17 | 226.56 | 213.55 | 172.32 | 157.73 | 228.15 | 192.98 | 201.26 | 197.24 | – |
23 | 177.23 | 223.52 | 210.91 | 169.33 | 154.37 | 223.46 | 192.09 | 199.24 | 194.58 | – |
24 | 177.26 | 218.76 | 207.65 | 167.32 | 152.21 | 220.97 | 190.80 | 197.39 | 192.32 | – |
25 | 177.24 | 223.50 | 212.73 | 171.85 | 152.92 | 225.94 | 192.40 | 199.89 | 195.36 | – |
26 | 177.27 | 227.70 | 216.50 | 174.32 | 155.89 | 229.36 | 193.72 | 201.99 | 197.99 | – |
27 | 177.36 | 220.70 | 209.27 | 170.02 | 155.79 | 223.75 | 191.45 | 199.01 | 194.39 | – |
30 | 177.40 | 218.25 | 206.62 | 167.32 | 153.32 | 222.97 | 190.65 | 197.59 | 192.70 | – |
September Fund Performance (in percentages) | ||||||||||
0.48% | -11.96% | -10.22% | -8.61% | -9.28% | -9.34% | -4.09% | -6.20% | -7.88% | – |