Archive for May, 2003

2003 May

Wednesday, May 28th, 2003
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar
Averages for the Universe
n/a 9.52% 11.45% 7.16% 12.84% n/a
             
Stable
Value Option
1.92%          
Wellington
Core
4.44%          
PRIMCO
GIC
2.01%          
Cash 0.52%          
BGI
– Money Market Index
0.55%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
1.29%          
             
Equity
Index Option (BGI – US Equity Index)
    10.99%      
             
Benchmark            
Russell
3000
    11.21%      
             
Value
Stock Option
  12.21%        
Federated
Stock Trust
  8.71%        
Morgan
Value (separately managed)
  12.74%        
Neuberger
Berman Focus Tr
  26.51%        
Legg
Mason Spec. Invmt. Trust
  24.07%        
Neuberger
Berman Regency
  10.33%        
T.
Rowe Price Value
  7.90%        
BGI
– Value Index
  6.44%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  10.19%        
             
Growth
Stock Option
    15.69%      
MFS
Instl. Mid Cap Growth (terminated 05/30/03)
    17.99%      
Turner
Mid Cap Growth
    19.17%      
TCW
Galileo Select Equities I
    23.48%      
Marsico
Focus
    12.62%      
BGI
– Growth Index
    11.05%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    11.55%      
             
International
Stock Option
      7.98%    
Amer
Cent-20th Cent. Int’l Discovery
      11.22%    
Amer
Cent-20th Cent. Int’l Growth
      3.76%    
Templeton
Instl. Foreign
      7.50%    
First
Eagle Overseas I
      12.39%    
Longleaf
Partners Intl.
      9.03%    
             
Benchmark            
MSCI
All Country World Free Ex US
      8.11%    
             
Diversified
Small Company Stock Option
        13.10%  
MFS
Instl. Emerging Equities
        11.45%  
Royce
Opportunity
        18.59%  
DFA
U.S. Micro Cap Portfolio
        17.00%  
State
Street Aurora
        11.38%  
Janus
Small Cap Value Instl.
        10.57%  
Franklin
Small Cap Growth II
        14.21%  
BGI
– Small Company Index
        12.33%  
             
Benchmark            
Russell
2000 Total
        15.79%  
             
Conservative
Model Portfolio
          5.57%
             
Benchmark            
Conservative
Composite Index
          5.05%
             
Moderate
Model Portfolio
          8.88%
             
Benchmark            
Moderate
Composite Index
          7.78%
             
Aggressive
Model Portfolio
          9.96%
             
Benchmark            
Aggressive
Composite Index
          9.57%

May 2003

Thursday, May 22nd, 2003
Day Stable Value Value Stock Equity Index Growth Stock Intl. Stock Div. Small Co. Stock Conserv. Portfolio Moderate Portfolio Aggressive Portfolio Retirement Portfolio
01 182.32 250.87 233.63 191.11 162.78 249.05 203.67 215.37 212.07
02 182.38 255.16 237.28 194.50 163.12 254.42 205.00 217.60 214.70
05 182.41 254.97 236.77 194.48 164.90 255.31 204.90 217.84 215.08
06 182.43 257.29 238.60 195.82 167.24 256.96 205.59 219.09 216.59
07 182.45 256.22 237.48 194.26 166.64 255.85 205.25 218.35 215.75
08 182.47 253.25 235.25 192.13 165.15 254.03 204.42 216.92 214.11
09 182.54 256.10 238.49 195.06 166.20 257.91 205.46 218.77 216.27
12 182.56 259.86 241.44 198.05 167.53 261.10 206.56 220.68 218.47
13 182.59 259.96 240.93 197.23 167.65 260.94 206.50 220.50 218.30
14 182.61 259.58 240.32 196.61 167.86 260.60 206.36 220.26 218.05
15 182.63 261.39 242.15 198.34 167.79 262.05 206.96 221.18 219.06
16 182.70 262.24 241.43 197.30 169.12 259.18 207.03 220.96 218.71
19 182.73 255.59 235.64 193.13 166.62 254.24 205.03 217.79 215.03
20 182.75 255.50 235.44 192.84 166.98 254.38 205.00 217.77 215.04
21 182.77 257.54 236.45 193.18 166.53 255.36 205.51 218.28 215.62
22 182.80 260.18 238.69 195.55 168.20 257.64 206.31 219.79 217.37
23 182.89 261.68 239.39 195.64 169.85 258.98 206.73 220.48 218.25
26 Market Closed – Holiday
27 182.91 266.67 244.06 200.63 170.33 264.50 208.31 223.24 221.40
28 182.94 267.88 244.47 201.15 171.41 265.97 208.58 223.85 222.17
29 182.96 266.61 243.76 201.25 173.27 267.16 208.28 223.97 222.45
30 183.01 271.38 247.61 204.53 173.14 272.25 209.71 226.18 225.03
May Fund Performance (in percentages)
0.39% 8.15% 5.98% 7.15% 6.71% 9.47% 2.97% 5.09% 6.21%