Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 0.05% | 4.77% | 1.84% | -5.01% | n/a |
Stable Value Option |
1.23% | |||||
Wellington Core |
-0.44% | |||||
Wellington Liquid |
-0.24% | |||||
PRIMCO GIC |
1.45% | |||||
Cash | 1.23% | |||||
BGI – Money Market Index |
1.24% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
0.88% | |||||
Equity Index Option (BGI US Equity Index) |
3.16% | |||||
Benchmark – Wilshire 5000 |
3.77% | |||||
Conservative Equity Income Option |
3.73% | |||||
Federated Stock Trust | 3.21% | |||||
Morgan Core (Separately Managed) |
2.98% | |||||
Neuberger Berman Focus Tr | 3.81% | |||||
BGI – TAA Index | 4.88% | |||||
Benchmark – Russell Price Driven (1000 Value) |
1.44% | |||||
Growth Stock Option |
5.69% | |||||
Fidelity Contrafund | 5.79% | |||||
Janus Fund | 11.35% | |||||
MFS Instl. Research Fund | 1.88% | |||||
Vanguard World US Growth | 3.81% | |||||
BGI – Equity Index | 4.98% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
6.36% | |||||
International Stock Option |
2.45% | |||||
Amer Cent-20th Cent. Int’l Discovery |
5.75% | |||||
Amer Cent-20th Cent. Int’l Equity |
1.26% | |||||
Janus Overseas | 4.28% | |||||
Templeton Instl. Foreign | 1.90% | |||||
Benchmark – EAFE Net DIvs | 1.39% | |||||
Aggressive Growth Stock Option |
-5.12% | |||||
Franklin Small Cap Growth A |
1.82% | |||||
MFS Instl. Emerging Equities |
-8.36% | |||||
Heartland Value | -8.26% | |||||
DFA US 9-10 Small Co. | -7.90% | |||||
BGI – Extended Market Index |
-3.45% | |||||
Benchmark – Russell 2000 Total |
-5.43% | |||||
Conservative Model Portfolio |
2.12% | |||||
Benchmark – Conservative Composite Index |
1.57% | |||||
Moderate Model Portfolio |
2.13% | |||||
Benchmark – Moderate Composite Index |
1.64% | |||||
Aggressive Model Portfolio |
1.52% | |||||
Benchmark – Aggressive Composite Index |
1.03% | |||||
Archive for March, 1999
1999 March
Sunday, March 28th, 1999March 1999
Tuesday, March 23rd, 1999Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | TWA Stock |
---|---|---|---|---|---|---|---|---|---|---|
01 | EMPLOYEE 401K AND DAP CONTRIB. PURCHASED ON 3/1/99 | |||||||||
01 | 43.04 | 58.42 | 86.90 | 86.79 | 91.48 | 87.82 | 81.88 | 08.19 | 07.94 | 28.27 |
02 | 43.11 | 56.64 | 85.00 | 84.90 | 90.58 | 87.47 | 81.45 | 07.48 | 07.07 | 28.83 |
03 | 43.12 | 56.51 | 85.12 | 84.95 | 90.05 | 86.58 | 81.45 | 07.33 | 06.80 | 28.27 |
04 | 43.12 | 59.90 | 89.10 | 88.96 | 90.33 | 87.52 | 82.43 | 08.73 | 08.41 | 27.99 |
05 | 43.20 | 65.85 | 95.07 | 94.84 | 94.14 | 89.05 | 84.08 | 11.33 | 11.50 | 27.99 |
08 | 43.31 | 66.72 | 96.80 | 97.30 | 94.87 | 89.91 | 84.50 | 12.11 | 12.43 | 27.44 |
09 | 43.39 | 66.17 | 96.03 | 97.12 | 95.75 | 88.96 | 84.39 | 11.98 | 12.20 | 26.84 |
10 | 43.41 | 67.81 | 97.70 | 98.31 | 96.79 | 89.95 | 84.84 | 12.71 | 13.12 | 26.26 |
11 | 43.42 | 69.45 | 99.97 | 00.33 | 97.68 | 89.98 | 85.37 | 13.47 | 13.98 | 26.26 |
12 | 43.47 | 68.78 | 99.17 | 98.21 | 97.60 | 89.30 | 85.21 | 13.02 | 13.40 | 26.26 |
15 | 43.55 | 70.66 | 01.66 | 01.53 | 98.04 | 89.26 | 85.86 | 13.96 | 14.40 | 27.71 |
16 | 43.61 | 70.46 | 01.37 | 01.70 | 99.24 | 88.53 | 85.83 | 14.00 | 14.40 | 26.85 |
17 | 43.61 | 69.20 | 99.89 | 00.18 | 99.78 | 88.66 | 85.47 | 13.60 | 14.00 | 26.56 |
18 | 43.65 | 73.10 | 03.64 | 03.98 | 98.43 | 89.83 | 86.52 | 14.88 | 15.45 | 26.28 |
19 | 43.64 | 69.16 | 99.77 | 00.26 | 00.28 | 87.63 | 85.47 | 13.55 | 13.85 | 25.99 |
22 | 43.67 | 68.44 | 99.01 | 99.26 | 99.39 | 86.68 | 85.30 | 13.10 | 13.22 | 25.70 |
23 | 43.70 | 61.49 | 91.20 | 91.75 | 96.76 | 82.27 | 83.36 | 09.89 | 09.19 | 25.42 |
24 | 43.75 | 63.15 | 92.76 | 93.26 | 94.44 | 83.01 | 83.83 | 10.28 | 09.58 | 24.48 |
25 | 43.74 | 67.58 | 97.81 | 99.27 | 96.64 | 86.52 | 85.08 | 12.60 | 12.55 | 25.14 |
26 | 43.76 | 66.76 | 96.46 | 97.85 | 95.75 | 87.03 | 84.81 | 12.17 | 12.10 | 24.84 |
29 | 43.80 | 73.01 | 02.51 | 04.02 | 97.33 | 89.88 | 86.47 | 14.72 | 15.20 | 24.55 |
30 | 43.85 | 70.57 | 00.34 | 02.35 | 97.75 | 89.03 | 85.90 | 14.00 | 14.33 | 24.83 |
31 | COMPANY DAP CONTRIB. FOR MAR. PURCHASED ON 3/31/99 | |||||||||
31 | 43.87 | 68.42 | 97.43 | 99.73 | 99.59 | 88.55 | 85.24 | 13.30 | 13.59 | 24.54 |
MARCH FUND PERFORMANCE (IN PERCENTAGES) | ||||||||||
0.55% | 3.75% | 3.63% | 4.37% | 3.04% | 0.92% | 1.80% | 2.34% | 2.60% | n/a |