Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -0.65% | -7.01% | -12.99% | -0.19% | n/a |
Stable Value Option |
6.82% | |||||
Wellington Core |
11.95% | |||||
Wellington Liquid |
5.65% | |||||
PRIMCO GIC |
6.27% | |||||
Cash | 6.54% | |||||
BGI – Stable Value Index |
6.55% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
8.17% | |||||
Equity Index Option (BGI US Equity Index) |
-9.20% | |||||
Benchmark – Wilshire 5000 |
-10.90% | |||||
Value Stock Option |
4.88% | |||||
Federated Stock Trust | 3.10% | |||||
Morgan Core (Separately Managed) |
-5.36% | |||||
Neuberger Berman Focus Tr | 12.18% | |||||
Legg Mason Spec. Inv. Trust |
-11.09% | |||||
Neuberger Berman Regency | 29.65% | |||||
T. Rowe Price Value | 15.75% | |||||
BGI – Value Index | -1.83% | |||||
Benchmark – Russell Price Driven (1000 Value) |
7.02% | |||||
Growth Stock Option |
-15.00% | |||||
MFS Instl. Mid Cap Growth | 10.95% | |||||
Turner Mid Cap Growth | -8.00% | |||||
Janus Fund | -14.91% | |||||
MFS Instl. Research Fund | -3.68% | |||||
Marsico Focus | -17.91% | |||||
Vanguard World US Growth | -20.17% | |||||
BGI -Growth Index | -15.12% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-22.43% | |||||
International Stock Option |
-20.23% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-14.21% | |||||
Amer Cent-20th Cent. Int’l Growth |
-15.01% | |||||
Janus Overseas | -18.57% | |||||
Templeton Instl. Foreign | -5.86% | |||||
Benchmark – EAFE Net DIvs | -14.17% | |||||
Diversified Small Company Stock Option |
8.02% | |||||
MFS Instl. Emerging Equities | 5.43% | |||||
Royce Opportunity | 19.85% | |||||
DFA US 9-10 Samll Co. | -3.60% | |||||
State Street Aurora | 37.84% | |||||
Berger Small Cap Value Instl. | 27.16% | |||||
Franklin Small Cap Growth II | 2.10% | |||||
BGI – Small Company Index | -4.13% | |||||
Benchmark – Russell 2000 Total |
-3.03% | |||||
Conservative Model Portfolio |
3.05% | |||||
Benchmark – Conservative Composite Index |
4.12% | |||||
Moderate Model Portfolio |
-1.79% | |||||
Benchmark – Moderate Composite Index |
-2.81% | |||||
Aggressive Model Portfolio |
-2.93% | |||||
Benchmark – Aggressive Composite Index |
-5.04% | |||||
Archive for December, 2000
2000 December
Thursday, December 28th, 2000December 2000
Saturday, December 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 | 58.71 | 00.23 | 18.65 | 22.72 | 41.23 | 81.22 | 04.32 | 45.95 | 56.31 | 7.43 |
04 | 58.79 | 01.71 | 19.97 | 23.71 | 40.44 | 81.29 | 04.74 | 46.38 | 56.71 | 7.38 |
05 | 58.88 | 10.99 | 33.83 | 44.15 | 45.17 | 92.82 | 07.64 | 52.68 | 64.67 | 7.52 |
06 | 58.97 | 06.36 | 28.12 | 38.30 | 47.78 | 89.09 | 06.44 | 50.79 | 62.41 | 7.66 |
07 | 59.01 | 04.74 | 26.29 | 34.80 | 47.44 | 86.56 | 06.05 | 49.78 | 61.08 | 7.52 |
08 | 59.02 | 10.99 | 35.15 | 47.47 | 49.69 | 94.86 | 07.90 | 53.81 | 66.22 | 7.79 |
11 | 59.09 | 13.39 | 38.81 | 53.98 | 51.41 | 99.30 | 08.70 | 55.78 | 68.79 | 7.70 |
12 | 59.12 | 11.33 | 35.35 | 48.55 | 49.71 | 95.72 | 08.05 | 54.13 | 66.62 | 7.61 |
13 | 59.19 | 08.70 | 31.78 | 42.22 | 48.50 | 91.94 | 07.35 | 52.35 | 64.30 | 7.43 |
14 | 59.27 | 04.06 | 26.27 | 34.74 | 46.79 | 86.82 | 06.16 | 49.81 | 61.03 | 7.25 |
15 | 59.32 | 00.08 | 20.26 | 29.87 | 45.83 | 85.85 | 04.98 | 48.02 | 58.97 | 6.93 |
18 | 59.42 | 03.70 | 22.60 | 29.07 | 43.91 | 85.42 | 05.82 | 48.51 | 59.36 | 6.61 |
19 | 59.43 | 02.02 | 17.71 | 22.86 | 42.90 | 82.58 | 05.05 | 46.79 | 57.22 | 6.48 |
20 | 59.51 | 95.38 | 06.80 | 07.57 | 37.27 | 73.53 | 02.99 | 41.94 | 50.95 | 6.21 |
21 | 59.57 | 98.25 | 08.73 | 07.62 | 35.31 | 75.51 | 03.64 | 42.58 | 51.72 | 5.73 |
22 | 59.62 | 05.30 | 17.90 | 21.71 | 39.09 | 83.91 | 05.67 | 47.04 | 57.40 | 5.64 |
25 | MARKET CLOSED – HOLIDAY | |||||||||
26 | 59.72 | 08.16 | 19.83 | 22.18 | 40.04 | 85.88 | 06.36 | 48.00 | 58.62 | 5.03 |
27 | 59.70 | 12.48 | 24.21 | 26.50 | 43.56 | 91.34 | 07.44 | 50.27 | 61.70 | 4.99 |
28 | 59.72 | 16.20 | 27.17 | 30.70 | 45.04 | 98.39 | 08.29 | 52.30 | 64.57 | 4.85 |
29 | EMPLOYEE 401K AND DAP CONTRIB. PURCHASED ON 12/29/00 | |||||||||
29 | 59.81 | 13.39 | 23.09 | 24.84 | 46.23 | 95.88 | 07.52 | 50.83 | 62.79 | 5.17 |
DECEMBER FUND PERFORMANCE (IN PERCENTAGES) | ||||||||||
0.69% | 4.95% | 1.91% | 1.36% | 3.31% | 6.58% | 1.77% | 2.48% | 3.23% | n/a |
DECEMBER FUND PERFORMANCE (IN PERCENTAGES)