Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.68% | 1.30% | -13.40% | 3.86% | n/a |
Stable Value Option |
5.41% | |||||
Wellington Core |
7.88% | |||||
Wellington Liquid |
4.58% | |||||
PRIMCO GIC |
5.18% | |||||
Cash | 5.37% | |||||
BGI – Stable Value Index |
5.38% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
5.83% | |||||
Equity Index Option (BGI US Equity Index) |
-1.47% | |||||
Benchmark – Wilshire 5000 |
-2.71% | |||||
Value Stock Option |
7.47% | |||||
Federated Stock Trust | 2.87% | |||||
Morgan Core (Separately Managed) |
2.11% | |||||
Neuberger Berman Focus Tr | 19.39% | |||||
Legg Mason Spec. Inv. Trust |
-1.91% | |||||
Neuberger Berman Regency | 24.49% | |||||
T. Rowe Price Value | 10.91% | |||||
BGI – Value Index | 1.48% | |||||
Benchmark – Russell Price Driven (1000 Value) |
5.84% | |||||
Growth Stock Option |
-2.77% | |||||
MFS Instl. Mid Cap Growth | 21.62% | |||||
Turner Mid Cap Growth | 13.85% | |||||
Janus Fund | -0.11% | |||||
MFS Instl. Research Fund | 5.95% | |||||
Marsico Focus | -13.09% | |||||
Vanguard World US Growth | 0.87% | |||||
BGI -Growth Index | -3.98% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-6.05% | |||||
International Stock Option |
-15.71% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.61% | |||||
Amer Cent-20th Cent. Int’l Growth |
-13.97% | |||||
Janus Overseas | -10.11% | |||||
Templeton Instl. Foreign | -9.77% | |||||
Benchmark – EAFE Net DIvs | -13.89% | |||||
Diversified Small Company Stock Option |
12.67% | |||||
MFS Instl. Emerging Equities | 12.67% | |||||
Royce Opportunity | 21.42% | |||||
DFA US 9-10 Samll Co. | 6.42% | |||||
State Street Aurora | 30.44% | |||||
Berger Small Cap Value Instl. | 16.66% | |||||
Franklin Small Cap Growth II | 16.80% | |||||
BGI – Small Company Index | 2.57% | |||||
Benchmark – Russell 2000 Total |
-0.48% | |||||
Conservative Model Portfolio |
4.27% | |||||
Benchmark – Conservative Composite Index |
4.12% | |||||
Moderate Model Portfolio |
2.05% | |||||
Benchmark – Moderate Composite Index |
0.17% | |||||
Aggressive Model Portfolio |
1.79% | |||||
Benchmark – Aggressive Composite Index |
-1.45% | |||||
Archive for October, 2000
2000 October
Saturday, October 28th, 2000October 2000
Monday, October 23rd, 2000Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | TWA Stock |
---|---|---|---|---|---|---|---|---|---|---|
02 | 56.86 | 16.90 | 55.83 | 85.40 | 75.78 | 15.05 | 09.32 | 63.49 | 80.03 | 8.81 |
03 | 56.87 | 14.20 | 51.86 | 79.93 | 75.19 | 11.24 | 08.51 | 61.75 | 77.79 | 8.85 |
04 | 56.89 | 16.14 | 54.10 | 82.72 | 73.66 | 13.06 | 09.04 | 62.58 | 78.78 | 8.39 |
05 | 56.93 | 16.96 | 54.00 | 80.51 | 73.71 | 11.48 | 09.17 | 62.33 | 78.36 | 8.26 |
06 | 56.97 | 10.18 | 46.46 | 70.69 | 69.87 | 05.01 | 07.43 | 58.74 | 73.76 | 8.58 |
09 | 57.05 | 09.64 | 45.33 | 69.16 | 64.87 | 04.04 | 07.30 | 57.93 | 72.58 | 8.30 |
10 | 57.09 | 06.06 | 40.95 | 62.34 | 63.95 | 99.23 | 06.34 | 55.79 | 69.80 | 8.30 |
11 | 57.13 | 01.91 | 35.04 | 57.83 | 56.98 | 96.33 | 05.14 | 53.32 | 66.61 | 7.66 |
12 | 57.19 | 94.03 | 26.48 | 46.20 | 53.89 | 90.09 | 03.14 | 49.39 | 61.69 | 7.43 |
13 | 57.22 | 02.58 | 38.61 | 64.27 | 54.89 | 98.61 | 05.71 | 54.54 | 68.01 | 7.57 |
16 | 57.29 | 03.62 | 39.42 | 67.47 | 56.12 | 99.26 | 05.99 | 55.29 | 68.90 | 7.53 |
17 | 57.36 | 97.11 | 32.79 | 57.79 | 53.70 | 93.42 | 04.41 | 52.04 | 64.77 | 7.25 |
18 | 57.39 | 96.17 | 30.03 | 53.45 | 48.26 | 91.10 | 04.00 | 50.52 | 62.72 | 6.74 |
19 | 57.43 | 04.27 | 41.96 | 70.33 | 55.51 | 00.75 | 06.48 | 56.11 | 69.85 | 6.84 |
20 | 57.47 | 06.95 | 45.22 | 76.41 | 59.29 | 03.75 | 07.25 | 58.04 | 72.34 | 6.70 |
23 | 57.58 | 07.16 | 45.11 | 75.24 | 58.88 | 04.35 | 07.35 | 58.03 | 72.34 | 6.74 |
24 | 57.58 | 09.33 | 44.50 | 72.44 | 61.98 | 03.89 | 07.58 | 58.18 | 72.58 | 6.56 |
25 | 57.57 | 04.60 | 35.22 | 56.59 | 56.02 | 97.18 | 05.88 | 53.82 | 67.07 | 6.33 |
26 | 57.60 | 04.16 | 35.53 | 56.18 | 55.13 | 98.41 | 05.88 | 53.82 | 67.14 | 6.37 |
27 | 57.61 | 08.41 | 38.48 | 58.63 | 58.25 | 99.09 | 06.79 | 55.26 | 68.86 | 6.56 |
30 | 57.71 | 15.17 | 41.23 | 56.85 | 57.40 | 00.44 | 08.10 | 56.36 | 70.11 | 7.02 |
31 | COMPANY DAP CONTRIB. FOR OCT.PURCHASED ON 10/31/00 | |||||||||
31 | EMPLOYEE 401K AND DAP CONTRIB. PURCHASED ON 10/31/00 | |||||||||
31 | 57.69 | 21.13 | 50.60 | 71.56 | 60.18 | 08.63 | 09.97 | 60.63 | 75.55 | 7.39 |
OCTOBER FUND PERFORMANCE (IN PERCENTAGES) | ||||||||||
0.57% | 1.46% | -2.00% | -4.24% | -5.34% | -3.00% | 0.26% | -1.31% | -1.92% | n/a |