Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -3.75% | -8.77% | -6.35% | -5.82% | n/a |
Stable Value Option |
1.19% | |||||
Wellington Core |
2.88% | |||||
PRIMCO GIC |
1.01% | |||||
Cash | 0.99% | |||||
BGI – Stable Value Index |
1.00% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
1.98% | |||||
Equity Index Option (BGI US Equity Index) |
-6.02% | |||||
Benchmark – Wilshire 5000 |
-5.95% | |||||
Value Stock Option |
-1.97% | |||||
Federated Stock Trust | 0.62% | |||||
Morgan Core (Separately Managed) |
-4.14% | |||||
Neuberger Berman Focus Tr | -2.30% | |||||
Legg Mason Spec. Inv. Trust |
-0.47% | |||||
Neuberger Berman Regency | -4.96% | |||||
T. Rowe Price Value | 3.24% | |||||
BGI – Value Index | -4.55% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-2.41% | |||||
Growth Stock Option |
-11.79% | |||||
MFS Instl. Mid Cap Growth | -8.38% | |||||
Turner Mid Cap Growth | -18.08% | |||||
Janus Fund | -10.63% | |||||
MFS Instl. Research Fund | -8.61% | |||||
Marsico Focus | -13.06% | |||||
Vanguard World US Growth | -18.63% | |||||
BGI -Growth Index | -8.87% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-11.24% | |||||
International Stock Option |
-6.12% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-3.44% | |||||
Amer Cent-20th Cent. Int’l Growth |
-9.33% | |||||
Janus Overseas | -8.33% | |||||
Templeton Instl. Foreign | -1.77% | |||||
Benchmark – EAFE Net DIvs | -7.55% | |||||
Diversified Small Company Stock Option |
0.58% | |||||
MFS Instl. Emerging Equities | -2.52% | |||||
Royce Opportunity | 9.51% | |||||
DFA US 9-10 Small Co. | 5.81% | |||||
State Street Aurora | 4.40% | |||||
Berger Small Cap Value Instl. | 4.36% | |||||
Franklin Small Cap Growth II | -4.80% | |||||
BGI – Small Company Index | -4.74% | |||||
Benchmark – Russell 2000 Total |
-1.69% | |||||
Conservative Model Portfolio |
-0.74% | |||||
Benchmark – Conservative Composite Index |
-0.49% | |||||
Moderate Model Portfolio |
-2.86% | |||||
Benchmark – Moderate Composite Index |
-3.17% | |||||
Aggressive Model Portfolio |
-3.20% | |||||
Benchmark – Aggressive Composite Index |
-4.02% | |||||
Archive for February, 2001
2001 February
Wednesday, February 28th, 2001February 2001
Thursday, February 22nd, 2001Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | TWA Stock |
---|---|---|---|---|---|---|---|---|---|---|
01 | 160.89 | 328.99 | 336.69 | 337.51 | 252.42 | 320.83 | 212.05 | 259.59 | 274.01 | 6.27 |
02 | 160.85 | 324.63 | 330.47 | 328.64 | 349.50 | 316.69 | 210.72 | 256.66 | 270.51 | 6.27 |
05 | 160.93 | 325.98 | 331.38 | 328.42 | 248.92 | 316.29 | 211.07 | 256.86 | 270.63 | 6.27 |
06 | 160.93 | 326.24 | 331.59 | 328.04 | 248.34 | 318.57 | 211.13 | 257.05 | 270.97 | 6.23 |
07 | 160.97 | 324.68 | 328.83 | 322.60 | 246.36 | 318.34 | 210.63 | 255.75 | 269.52 | 1.08 |
08 | 160.99 | 323.29 | 326.79 | 318.68 | 243.92 | 316.11 | 210.23 | 254.48 | 267.88 | 0.83 |
09 | 161.07 | 320.30 | 322.41 | 313.67 | 242.62 | 312.84 | 209.38 | 252.64 | 265.65 | 1.52 |
12 | 161.14 | 324.14 | 325.87 | 316.33 | 244.42 | 315.39 | 210.36 | 254.28 | 267.64 | 0.95 |
13 | 161.15 | 322.87 | 323.02 | 312.98 | 242.72 | 314.16 | 209.86 | 253.15 | 266.29 | 1.07 |
14 | 161.15 | 321.96 | 322.91 | 315.05 | 240.98 | 314.81 | 209.73 | 253.15 | 266.20 | 1.07 |
15 | 161.13 | 324.64 | 325.76 | 319.09 | 241.44 | 318.11 | 210.41 | 254.64 | 268.00 | 1.15 |
16 | 161.23 | 319.90 | 319.34 | 309.82 | 239.02 | 313.14 | 209.11 | 251.61 | 264.36 | 1.28 |
19 | Holiday – Market Closed | |||||||||
20 | 161.34 | 314.81 | 313.43 | 301.74 | 236.87 | 308.57 | 207.84 | 248.81 | 260.98 | 1.15 |
21 | 161.35 | 309.00 | 307.83 | 295.01 | 233.78 | 303.89 | 206.41 | 245.94 | 257.46 | 1.22 |
22 | 161.38 | 308.25 | 306.60 | 292.83 | 231.30 | 300.79 | 206.19 | 244.95 | 256.02 | 1.28 |
23 | 161.45 | 306.67 | 305.38 | 292.02 | 230.68 | 299.52 | 205.90 | 244.38 | 255.27 | 1.24 |
26 | 161.56 | 312.68 | 311.28 | 298.08 | 231.82 | 305.18 | 207.47 | 247.21 | 258.68 | 1.24 |
27 | 161.64 | 311.07 | 307.92 | 292.78 | 231.92 | 300.81 | 206.94 | 245.66 | 256.75 | 1.28 |
28 | 161.71 | 307.23 | 303.64 | 286.54 | 231.17 | 297.60 | 205.99 | 243.65 | 254.38 | 1.28 |
28 | Employee 401(k) and DAP Contributions Purchased on 2/28/01 | |||||||||
February Fund Performance (in percentages) | ||||||||||
0.57% | -6.20% | -9.43% | -15.11% | -8.12% | -7.03% | -2.66% | -5.94% | -6.94% | n/a |