Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.27% | 8.57% | 1.63% | 11.30% | n/a |
Stable Value Option |
1.48% | |||||
Wellington Core |
2.36% | |||||
Wellington Liquid |
1.06% | |||||
PRIMCO GIC |
1.46% | |||||
Cash | 1.46% | |||||
BGI – Stable Value Index |
1.45% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.13% | |||||
Equity Index Option (BGI US Equity Index) |
4.30% | |||||
Benchmark – Wilshire 5000 |
3.82% | |||||
Value Stock Option |
4.00% | |||||
Federated Stock Trust | -2.16% | |||||
Morgan Core (Separately Managed) |
5.38% | |||||
Neuberger Berman Focus Tr | 12.40% | |||||
Legg Mason Spec. Inv. Trust |
0.56% | |||||
Neuberger Berman Regency | 10.50% | |||||
T. Rowe Price Value | 0.40% | |||||
BGI – Value Index | 0.56% | |||||
Benchmark – Russell Price Driven (1000 Value) |
0.48% | |||||
Growth Stock Option |
4.79% | |||||
Fidelity Contrafund | 5.56% | |||||
Janus Fund | 10.44% | |||||
MFS Instl. Research Fund | 9.38% | |||||
Marsico Focus | 0.21% | |||||
Vanguard World US Growth | 5.17% | |||||
BGI -Growth Index | 4.64% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
7.13% | |||||
International Stock Option |
7.75% | |||||
Amer Cent-20th Cent. Int’l Discovery |
20.46% | |||||
Amer Cent-20th Cent. Int’l Growth |
4.49% | |||||
Janus Overseas | 14.62% | |||||
Templeton Instl. Foreign | -1.63% | |||||
Benchmark – EAFE Net DIvs | -0.11% | |||||
Diversified Small Company Stock Option |
12.69% | |||||
MFS Instl. Emerging Equities |
11.71% | |||||
Heartland Value | -2.02% | |||||
DFA US 9-10 Small Co. | 21.09% | |||||
Eclipse Small Cap Value | -1.45% | |||||
Berger Small Cap Value Instl. |
3.78% | |||||
BGI – Small Company Index | 7.63% | |||||
Benchmark – Russell 2000 Total |
7.08% | |||||
Conservative Model Portfolio |
2.39% | |||||
Benchmark – Conservative Composite Index |
1.54% | |||||
Moderate Model Portfolio |
4.57% | |||||
Benchmark – Moderate Composite Index |
2.81% | |||||
Aggressive Model Portfolio |
5.97% | |||||
Benchmark – Aggressive Composite Index |
3.34% | |||||
Archive for March, 2000
2000 March
Tuesday, March 28th, 2000March 2000
Thursday, March 23rd, 2000Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | TWA Stock |
---|---|---|---|---|---|---|---|---|---|---|
01 | 51.01 | 86.90 | 52.94 | 85.19 | 57.10 | 05.66 | 00.23 | 61.79 | 82.11 | 11.54 |
02 | 51.03 | 86.60 | 52.73 | 82.23 | 59.94 | 06.10 | 00.17 | 61.72 | 82.19 | 11.54 |
03 | 51.07 | 92.17 | 60.89 | 91.60 | 63.66 | 11.12 | 01.89 | 65.08 | 86.38 | 11.25 |
06 | 51.12 | 89.11 | 58.23 | 87.37 | 66.03 | 10.43 | 01.21 | 64.14 | 85.39 | 11.25 |
07 | 51.16 | 83.65 | 50.68 | 78.58 | 62.68 | 06.61 | 99.64 | 61.11 | 81.65 | 11.25 |
08 | 51.18 | 84.39 | 52.62 | 80.60 | 61.22 | 07.17 | 99.98 | 61.56 | 82.12 | 10.68 |
09 | 51.22 | 90.94 | 61.18 | 89.40 | 63.57 | 12.71 | 01.87 | 64.97 | 86.37 | 11.57 |
10 | 51.22 | 90.08 | 59.96 | 88.02 | 63.53 | 11.93 | 01.62 | 64.51 | 85.80 | 11.57 |
13 | 51.29 | 87.75 | 54.96 | 80.98 | 52.10 | 07.64 | 00.79 | 61.63 | 81.86 | 11.84 |
14 | 51.33 | 83.92 | 47.31 | 71.98 | 51.07 | 02.10 | 99.44 | 58.81 | 78.27 | 11.55 |
15 | 51.37 | 90.45 | 51.28 | 74.35 | 41.42 | 01.79 | 00.81 | 59.50 | 78.60 | 11.84 |
16 | 51.41 | 04.53 | 66.88 | 90.65 | 41.74 | 10.57 | 04.52 | 65.53 | 85.89 | 11.83 |
17 | 51.46 | 04.08 | 68.82 | 95.97 | 45.69 | 12.25 | 04.72 | 66.74 | 87.48 | 11.54 |
20 | 51.54 | 01.29 | 63.41 | 91.59 | 46.54 | 06.38 | 03.79 | 64.90 | 84.97 | 11.54 |
21 | 51.57 | 07.84 | 71.36 | 00.78 | 43.86 | 09.29 | 05.60 | 67.60 | 88.02 | 11.83 |
22 | 51.60 | 09.54 | 75.74 | 06.98 | 43.81 | 14.57 | 06.36 | 69.44 | 90.46 | 11.54 |
23 | 51.65 | 13.50 | 81.24 | 13.21 | 43.05 | 18.06 | 07.56 | 71.47 | 92.92 | 11.54 |
24 | 51.63 | 13.56 | 81.75 | 14.36 | 47.47 | 18.25 | 07.61 | 72.02 | 93.71 | 11.54 |
27 | 51.69 | 11.77 | 80.52 | 13.73 | 48.68 | 17.08 | 07.27 | 71.62 | 93.20 | 11.25 |
28 | 51.71 | 09.42 | 75.73 | 09.29 | 48.77 | 12.66 | 06.43 | 69.95 | 90.99 | 11.25 |
29 | 51.74 | 08.52 | 72.77 | 03.61 | 43.50 | 09.69 | 05.99 | 68.23 | 88.66 | 11.25 |
30 | 51.80 | 06.22 | 66.75 | 95.27 | 31.33 | 04.37 | 05.05 | 64.95 | 84.16 | 10.68 |
31 | COMPANY DAP CONTRIB. FOR MAR. PURCHASED ON 3/31/00 | |||||||||
31 | EMPLOYEE 401K AND DAP CONTRIB. PURCHASED ON 3/31/00 | |||||||||
31 | 51.82 | 10.75 | 71.13 | 00.47 | 32.61 | 08.69 | 06.18 | 67.06 | 86.88 | 10.96 |
MARCH FUND PERFORMANCE (IN PERCENTAGES) | ||||||||||
0.56% | 9.54% | 6.51% | 5.12% | -4.49% | 2.73% | 3.48% | 3.03% | 3.01% | n/a |