Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -8.54% | -15.99% | -12.66% | -12.12% | n/a |
Stable Value Option |
1.73% | |||||
Wellington Core |
3.46% | |||||
PRIMCO GIC |
1.54% | |||||
Cash | 1.45% | |||||
BGI – Stable Value Index |
1.48% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
2.80% | |||||
Equity Index Option (BGI US Equity Index) |
-12.37% | |||||
Benchmark – Wilshire 5000 |
-12.34% | |||||
Value Stock Option |
-6.46% | |||||
Federated Stock Trust | -3.05% | |||||
Morgan Core (Separately Managed) |
-10.19% | |||||
Neuberger Berman Focus Tr | -7.96% | |||||
Legg Mason Spec. Inv. Trust |
-5.97% | |||||
Neuberger Berman Regency | -7.19% | |||||
T. Rowe Price Value | -0.57% | |||||
BGI – Value Index | -9.38% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-5.86% | |||||
Growth Stock Option |
-20.96% | |||||
MFS Instl. Mid Cap Growth | -21.88% | |||||
Turner Mid Cap Growth | -29.78% | |||||
Janus Fund | -18.02% | |||||
MFS Instl. Research Fund | -17.13% | |||||
Marsico Focus | -18.63% | |||||
Vanguard World US Growth | -31.03% | |||||
BGI -Growth Index | -17.39% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-20.90% | |||||
International Stock Option |
-15.25% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-14.67% | |||||
Amer Cent-20th Cent. Int’l Growth |
-17.38% | |||||
Janus Overseas | -16.99% | |||||
Templeton Instl. Foreign | -9.20% | |||||
Benchmark – EAFE Net DIvs | -13.71% | |||||
Diversified Small Company Stock Option |
-4.95% | |||||
MFS Instl. Emerging Equities | -13.20% | |||||
Royce Opportunity | 4.24% | |||||
DFA US 9-10 Micro Cap Portfolio | 0.73% | |||||
State Street Aurora | 2.88% | |||||
Berger Small Cap Value Instl. | 1.73% | |||||
Franklin Small Cap Growth II | -11.26% | |||||
BGI – Small Company Index | -10.19% | |||||
Benchmark – Russell 2000 Total |
-6.50% | |||||
Conservative Model Portfolio |
-2.46% | |||||
Benchmark – Conservative Composite Index |
-1.96% | |||||
Moderate Model Portfolio |
-7.09% | |||||
Benchmark – Moderate Composite Index |
-6.90% | |||||
Aggressive Model Portfolio |
-8.46% | |||||
Benchmark – Aggressive Composite Index |
-8.66% | |||||
Archive for March, 2001
2001 March
Wednesday, March 28th, 2001March 2001
Thursday, March 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 | 161.76 | 306.44 | 303.84 | 287.58 | 229.69 | 297.03 | 205.94 | 243.52 | 254.08 | 1.07 |
02 | 161.73 | 307.02 | 302.52 | 283.84 | 228.21 | 298.86 | 205.84 | 243.06 | 253.68 | 0.99 |
05 | 161.80 | 308.61 | 304.04 | 285.77 | 228.05 | 299.60 | 206.29 | 243.75 | 254.42 | 0.99 |
06 | 161.82 | 312.34 | 307.40 | 290.89 | 231.69 | 303.13 | 207.20 | 245.87 | 257.11 | 0.99 |
07 | 161.89 | 315.02 | 309.43 | 292.91 | 232.21 | 305.33 | 207.85 | 246.97 | 258.44 | 1.28 |
08 | 161.94 | 315.46 | 309.23 | 288.98 | 231.88 | 304.04 | 207.92 | 246.44 | 257.79 | 1.05 |
09 | 161.93 | 309.29 | 301.69 | 280.09 | 229.29 | 298.93 | 206.22 | 243.07 | 253.77 | 1.11 |
12 | 162.03 | 298.19 | 288.95 | 265.44 | 223.31 | 289.66 | 203.33 | 237.16 | 246.57 | 0.61 |
13 | 162.04 | 300.77 | 293.13 | 270.86 | 218.95 | 291.25 | 204.17 | 238.34 | 247.57 | 0.61 |
14 | 162.12 | 293.63 | 285.89 | 264.83 | 214.77 | 286.23 | 202.44 | 235.09 | 243.54 | 0.61 |
15 | 162.18 | 294.89 | 287.11 | 264.53 | 214.49 | 285.37 | 202.80 | 235.29 | 243.64 | 0.61 |
16 | 162.22 | 289.88 | 281.20 | 258.38 | 211.23 | 278.62 | 201.48 | 232.36 | 239.87 | 0.61 |
19 | 162.28 | 295.01 | 286.39 | 265.09 | 210.64 | 283.16 | 202.81 | 234.77 | 242.63 | 0.50 |
20 | 162.32 | 289.73 | 279.77 | 258.56 | 211.50 | 279.88 | 201.37 | 232.39 | 240.01 | 0.50 |
21 | 162.37 | 284.51 | 274.58 | 253.18 | 208.57 | 275.35 | 200.10 | 229.85 | 236.83 | 0.50 |
22 | 162.42 | 280.91 | 273.36 | 252.69 | 200.66 | 273.55 | 199.51 | 228.33 | 234.54 | 0.52 |
23 | 162.40 | 287.01 | 279.06 | 258.44 | 204.87 | 280.19 | 200.98 | 231.42 | 238.54 | 0.52 |
26 | 162.46 | 290.95 | 282.11 | 260.83 | 210.55 | 282.20 | 201.91 | 233.28 | 241.00 | 0.52 |
27 | 162.41 | 296.06 | 288.63 | 266.57 | 212.73 | 285.16 | 203.32 | 235.77 | 243.94 | 0.77 |
28 | 162.45 | 289.93 | 281.29 | 257.46 | 210.47 | 277.98 | 201.67 | 232.26 | 239.62 | 0.65 |
29 | 162.49 | 289.92 | 279.97 | 254.21 | 208.77 | 276.79 | 201.54 | 231.50 | 238.64 | 0.65 |
30 | 162.58 | 293.16 | 283.12 | 256.74 | 208.68 | 281.24 | 202.42 | 233.04 | 240.55 | 0.67 |
30 | Employee 401(k) and DAP Contributions Purchased on 03/30/01 | |||||||||
March Fund Performance (in percentages) | ||||||||||
0.54 | -4.58 | -6.76 | -10.40 | -9.73 | -5.50 | -1.73 | -4.35 | -5.44 | n/a |