Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.83% | -2.31% | 2.79% | 3.68% | n/a |
Stable Value Option |
1.27% | |||||
Wellington Core |
0.56% | |||||
PRIMCO GIC |
1.43% | |||||
Cash | 0.37% | |||||
BGI – Money Market Index |
0.51% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.02% | |||||
Equity Index Option (BGI – US Equity Index) |
0.35% | |||||
Benchmark | ||||||
Wilshire 5000 |
0.96% | |||||
Value Stock Option |
3.16% | |||||
Federated Stock Trust |
1.62% | |||||
Morgan Core (separately managed) |
2.02% | |||||
Neuberger Berman Focus Tr |
4.15% | |||||
Legg Mason Spec. Invmt. Trust |
6.14% | |||||
Neuberger Berman Regency |
4.46% | |||||
T. Rowe Price Value |
4.98% | |||||
BGI – Value Index |
1.48% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
4.09% | |||||
Growth Stock Option |
-1.83% | |||||
MFS Instl. Mid Cap Growth |
-7.42% | |||||
Turner Mid Cap Growth |
-3.83% | |||||
Janus Fund |
-0.08% | |||||
Marsico Focus |
4.49% | |||||
Vanguard World U.S. Growth |
-7.80% | |||||
BGI – Growth Index |
-0.86% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-2.59% | |||||
International Stock Option |
2.46% | |||||
Amer Cent-20th Cent. Int’l Discovery |
7.13% | |||||
Amer Cent-20th Cent. Int’l Growth |
-0.88% | |||||
Janus Overseas |
-0.39% | |||||
Templeton Instl. Foreign |
3.56% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
1.12% | |||||
Diversified Small Company Stock Option |
4.09% | |||||
MFS Instl. Emerging Equities |
-1.55% | |||||
Royce Opportunity |
10.10% | |||||
DFA U.S. Micro Cap Portfolio |
6.99% | |||||
State Street Aurora |
9.48% | |||||
Berger Small Cap Value Instl. |
7.03% | |||||
Franklin Small Cap Growth II |
2.23% | |||||
BGI – Small Company Index |
1.06% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.99% | |||||
Conservative Model Portfolio |
1.47% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.02% | |||||
Moderate Model Portfolio |
1.42% | |||||
Benchmark | ||||||
Moderate Composite Index |
0.83% | |||||
Aggressive Model Portfolio |
1.78% | |||||
Benchmark | ||||||
Aggressive Composite Index |
1.25% |
Archive for March, 2002
2002 March
Thursday, March 28th, 2002March 2002
Friday, March 22nd, 2002Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
01 | 171.87 | 298.92 | 279.83 | 237.53 | 187.71 | 305.25 | 209.70 | 237.01 | 241.94 | – |
04 | 171.89 | 306.42 | 285.43 | 243.43 | 192.37 | 312.59 | 211.58 | 240.76 | 246.53 | – |
05 | 171.91 | 305.44 | 283.70 | 242.45 | 192.41 | 312.12 | 211.20 | 240.25 | 245.98 | – |
06 | 171.92 | 310.73 | 287.77 | 245.28 | 193.66 | 316.27 | 212.55 | 242.39 | 248.53 | – |
07 | 171.90 | 309.79 | 286.65 | 244.14 | 195.81 | 316.98 | 212.24 | 242.26 | 248.57 | – |
08 | 171.93 | 311.68 | 288.58 | 247.17 | 195.43 | 320.29 | 212.80 | 243.46 | 250.00 | – |
11 | 171.95 | 312.89 | 289.49 | 248.09 | 195.66 | 320.83 | 213.13 | 243.96 | 250.55 | – |
12 | 171.98 | 311.91 | 288.68 | 246.49 | 193.87 | 319.68 | 212.89 | 243.20 | 249.60 | – |
13 | 172.02 | 309.21 | 286.13 | 243.89 | 193.43 | 316.85 | 212.17 | 241.85 | 248.00 | – |
14 | 172.00 | 308.96 | 286.03 | 243.54 | 194.86 | 317.65 | 212.11 | 241.99 | 248.27 | – |
15 | 172.08 | 311.66 | 288.97 | 246.11 | 196.30 | 318.75 | 212.98 | 243.38 | 249.82 | – |
18 | 172.12 | 312.07 | 289.28 | 246.68 | 197.20 | 320.77 | 213.11 | 243.86 | 250.49 | – |
19 | 172.14 | 313.38 | 290.29 | 247.10 | 197.52 | 322.08 | 213.45 | 244.39 | 251.14 | – |
20 | 172.14 | 309.87 | 286.02 | 242.89 | 196.59 | 318.37 | 212.34 | 242.34 | 248.75 | – |
21 | 172.17 | 309.95 | 286.93 | 244.40 | 196.10 | 321.34 | 212.50 | 242.91 | 249.51 | – |
22 | 172.25 | 308.66 | 285.60 | 243.37 | 195.34 | 319.74 | 212.18 | 242.23 | 248.65 | – |
25 | 172.27 | 304.03 | 281.53 | 239.15 | 194.21 | 316.08 | 210.96 | 240.05 | 246.10 | – |
26 | 172.32 | 305.69 | 283.26 | 240.19 | 194.12 | 318.72 | 211.48 | 240.89 | 247.13 | – |
27 | 172.35 | 308.45 | 284.89 | 241.78 | 194.86 | 321.39 | 212.13 | 242.03 | 248.53 | – |
28 | 172.42 | 309.58 | 285.60 | 243.02 | 196.33 | 322.98 | 212.44 | 242.79 | 249.48 | – |
29 | Market Closed – Holiday | |||||||||
March Fund Performance (in percentages) | ||||||||||
0.34% | 5.72% | 4.30% | 4.77% | 5.24% | 7.72% | 2.16% | 3.75% | 4.63% | – |