Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.35% | -3.49% | -5.24% | -2.31% | n/a |
Stable Value Option |
0.43% | |||||
Wellington Core |
-0.31% | |||||
Wellington Liquid |
0.19% | |||||
PRIMCO GIC |
0.50% | |||||
Cash | 0.49% | |||||
BGI – Stable Value Index |
0.48% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
0.03% | |||||
Equity Index Option (BGI US Equity Index) |
-4.20% | |||||
Benchmark – Wilshire 5000 |
-4.15% | |||||
Value Stock Option |
-4.59% | |||||
Federated Stock Trust | -4.63% | |||||
Morgan Core (Separately Managed) |
-2.94% | |||||
Neuberger Berman Focus Tr | -6.62% | |||||
Legg Mason Spec. Inv. Trust |
-6.52% | |||||
Neuberger Berman Regency | -3.41% | |||||
T. Rowe Price Value | -4.86% | |||||
BGI – Value Index | -4.17% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-3.26% | |||||
Growth Stock Option |
-5.84% | |||||
Fidelity Contrafund | -3.48% | |||||
Janus Fund | -0.54% | |||||
MFS Instl. Research Fund | -4.66% | |||||
Marsico Focus | -8.70% | |||||
Vanguard World US Growth | -5.56% | |||||
BGI -Growth Index | -4.67% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-4.69% | |||||
International Stock Option |
-2.26% | |||||
Amer Cent-20th Cent. Int’l Discovery |
5.54% | |||||
Amer Cent-20th Cent. Int’l Growth |
-5.08% | |||||
Janus Overseas | -0.73% | |||||
Templeton Instl. Foreign | -6.18% | |||||
Benchmark – EAFE Net DIvs | -6.35% | |||||
Diversified Small Company Stock Option |
-2.49% | |||||
Franklin Small Cap Growth A |
-1.52% | |||||
MFS Instl. Emerging Equities |
-3.99% | |||||
Heartland Value | -4.19% | |||||
DFA US 9-10 Small Co. | 5.95% | |||||
Eclipse Small Cap Value | -5.02% | |||||
Berger Small Cap Value Instl. |
-3.32% | |||||
BGI – Small Company Index | -3.46% | |||||
Benchmark – Russell 2000 Total |
-1.61% | |||||
Conservative Model Portfolio |
-1.67% | |||||
Benchmark – Conservative Composite Index |
-1.46% | |||||
Moderate Model Portfolio |
-2.54% | |||||
Benchmark – Moderate Composite Index |
-2.60% | |||||
Aggressive Model Portfolio |
-2.96% | |||||
Benchmark – Aggressive Composite Index |
-3.08% | |||||
Archive for January, 2000
2000 January
Friday, January 28th, 2000January 2000
Sunday, January 23rd, 2000Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | TWA Stock |
---|---|---|---|---|---|---|---|---|---|---|
03 | 49.61 | 93.86 | 52.85 | 79.46 | 13.52 | 70.64 | 00.31 | 54.25 | 69.58 | 13.90 |
04 | 49.67 | 84.14 | 38.95 | 63.53 | 03.96 | 61.34 | 97.19 | 48.24 | 61.68 | 14.19 |
05 | 49.64 | 84.39 | 39.33 | 60.08 | 90.45 | 60.96 | 97.24 | 46.78 | 59.56 | 14.18 |
06 | 49.70 | 85.61 | 38.37 | 56.73 | 85.19 | 58.81 | 97.34 | 45.88 | 58.17 | 14.47 |
07 | 49.75 | 92.73 | 48.07 | 65.22 | 89.46 | 65.88 | 99.45 | 49.77 | 63.14 | 14.47 |
10 | 49.80 | 95.62 | 54.07 | 76.84 | 97.64 | 72.79 | 00.56 | 53.34 | 67.92 | 14.18 |
11 | 49.76 | 92.07 | 48.39 | 69.03 | 99.85 | 67.52 | 99.41 | 51.14 | 65.17 | 14.47 |
12 | 49.77 | 91.36 | 46.08 | 64.81 | 97.38 | 64.88 | 99.06 | 49.92 | 63.51 | 14.75 |
13 | 49.85 | 95.89 | 51.49 | 71.24 | 01.08 | 71.11 | 00.35 | 52.69 | 67.19 | 14.46 |
14 | 49.85 | 98.59 | 55.32 | 76.49 | 04.90 | 74.58 | 01.15 | 54.63 | 69.74 | 14.46 |
17 | MARKET CLOSED – HOLIDAY | |||||||||
18 | 49.91 | 96.46 | 54.60 | 75.90 | 06.14 | 77.60 | 00.83 | 54.65 | 70.09 | 14.16 |
19 | 49.96 | 96.46 | 55.82 | 79.70 | 03.57 | 80.28 | 01.00 | 55.23 | 70.85 | 14.45 |
20 | 49.97 | 94.83 | 54.71 | 79.61 | 07.86 | 82.07 | 00.67 | 55.43 | 71.40 | 14.45 |
21 | 49.99 | 94.21 | 55.36 | 80.52 | 07.98 | 84.37 | 00.67 | 55.76 | 71.97 | 14.45 |
24 | 50.11 | 88.15 | 46.02 | 68.74 | 08.93 | 79.37 | 98.89 | 52.45 | 67.97 | 14.15 |
25 | 50.14 | 87.26 | 47.71 | 71.05 | 06.75 | 79.41 | 98.98 | 52.60 | 68.03 | 13.56 |
26 | 50.16 | 87.58 | 46.23 | 68.77 | 09.80 | 77.92 | 98.88 | 52.37 | 67.77 | 13.56 |
27 | 50.18 | 87.31 | 44.87 | 67.75 | 10.41 | 76.18 | 98.70 | 51.98 | 67.20 | 13.26 |
28 | 50.20 | 81.22 | 35.25 | 56.59 | 06.29 | 69.12 | 96.80 | 48.02 | 62.14 | 13.54 |
31 | COMPANY DAP CONTRIB. FOR JAN. PURCHASED ON 1/31/00 | |||||||||
31 | EMPLOYEE 401K AND DAP CONTRIB. PURCHASED ON 1/31/00 | |||||||||
31 | 50.25 | 85.08 | 40.87 | 59.84 | 01.69 | 67.09 | 98.00 | 48.90 | 62.69 | 13.52 |
JANUARY FUND PERFORMANCE (IN PERCENTAGES) | ||||||||||
0.43% | -4.59% | -4.20% | -5.84% | -2.26% | -2.49% | -1.67% | -2.54% | -2.96% | n/a |