Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -2.09% | -10.52% | 4.67% | 0.88% | n/a |
Stable Value Option |
2.28% | |||||
Wellington Core |
3.34% | |||||
PRIMCO GIC |
2.39% | |||||
Cash | 0.62% | |||||
BGI – Money Market Index |
0.83% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.63% | |||||
Equity Index Option (BGI – US Equity Index) |
-5.86% | |||||
Benchmark | ||||||
Wilshire 5000 |
-5.10% | |||||
Value Stock Option |
-1.46% | |||||
Federated Stock Trust |
-1.13% | |||||
Morgan Value (separately managed) |
-3.49% | |||||
Neuberger Berman Focus Tr |
-4.62% | |||||
Legg Mason Spec. Invmt. Trust |
3.21% | |||||
Neuberger Berman Regency |
4.56% | |||||
T. Rowe Price Value |
1.91% | |||||
BGI – Value Index |
-4.65% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
1.03% | |||||
Growth Stock Option |
-11.06% | |||||
MFS Instl. Mid Cap Growth |
-25.63% | |||||
Turner Mid Cap Growth |
-12.69% | |||||
TCW Galileo Select Equities I |
-13.76% | |||||
Marsico Focus |
4.34% | |||||
Vanguard World U.S. Growth |
-19.42% | |||||
BGI – Growth Index |
-9.14% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-12.70% | |||||
International Stock Option |
1.16% | |||||
Amer Cent-20th Cent. Int’l Discovery |
6.25% | |||||
Amer Cent-20th Cent. Int’l Growth |
-1.13% | |||||
Janus Overseas |
-5.32% | |||||
Templeton Instl. Foreign |
5.56% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
2.20% | |||||
Diversified Small Company Stock Option |
-1.57% | |||||
MFS Instl. Emerging Equities |
-12.96% | |||||
Royce Opportunity |
9.10% | |||||
DFA U.S. Micro Cap Portfolio |
6.59% | |||||
State Street Aurora |
5.60% | |||||
Berger Small Cap Value Instl. |
3.62% | |||||
Franklin Small Cap Growth II |
-5.37% | |||||
BGI – Small Company Index |
-4.93% | |||||
Benchmark | ||||||
Russell 2000 Total |
0.27% | |||||
Conservative Model Portfolio |
-0.09% | |||||
Benchmark | ||||||
Conservative Composite Index |
0.16% | |||||
Moderate Model Portfolio |
-2.11% | |||||
Benchmark | ||||||
Moderate Composite Index |
-1.67% | |||||
Aggressive Model Portfolio |
-2.38% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-1.77% |
Archive for May, 2002
2002 May
Tuesday, May 28th, 2002May 2002
Wednesday, May 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 | 173.36 | 299.10 | 272.73 | 227.38 | 194.55 | 316.79 | 209.79 | 237.20 | 243.16 | – |
02 | 173.36 | 299.25 | 272.93 | 225.59 | 194.96 | 316.46 | 209.84 | 237.00 | 242.96 | – |
03 | 173.46 | 297.05 | 270.49 | 222.65 | 196.07 | 314.55 | 209.24 | 235.98 | 241.83 | – |
06 | 173.48 | 291.56 | 265.50 | 218.40 | 194.74 | 309.05 | 207.76 | 233.37 | 238.70 | – |
07 | 173.51 | 290.71 | 264.48 | 217.15 | 192.90 | 307.03 | 207.51 | 232.57 | 237.65 | – |
08 | 173.48 | 299.72 | 273.74 | 227.47 | 195.06 | 316.28 | 210.11 | 237.48 | 243.41 | – |
09 | 173.52 | 296.25 | 269.87 | 223.60 | 194.93 | 311.24 | 209.08 | 235.53 | 241.05 | – |
10 | 173.61 | 291.82 | 265.59 | 219.21 | 194.16 | 306.92 | 207.91 | 233.33 | 238.45 | – |
13 | 173.61 | 296.10 | 270.17 | 223.41 | 194.20 | 311.25 | 209.17 | 235.48 | 240.94 | – |
14 | 173.60 | 301.75 | 275.46 | 228.33 | 194.48 | 318.92 | 210.74 | 238.33 | 244.41 | – |
15 | 173.65 | 301.11 | 274.44 | 227.54 | 196.38 | 318.97 | 210.53 | 238.24 | 244.42 | – |
16 | 173.70 | 301.82 | 275.36 | 228.32 | 196.64 | 317.31 | 210.80 | 238.46 | 244.53 | – |
17 | 173.75 | 303.33 | 277.29 | 230.33 | 198.33 | 318.12 | 211.33 | 239.48 | 245.68 | – |
20 | 173.80 | 300.36 | 273.82 | 226.86 | 197.83 | 314.81 | 210.45 | 237.82 | 243.73 | – |
21 | 173.85 | 297.64 | 270.77 | 223.39 | 196.53 | 310.40 | 209.65 | 236.05 | 241.55 | – |
22 | 173.89 | 298.34 | 271.79 | 224.02 | 196.63 | 309.56 | 209.93 | 236.31 | 241.74 | – |
23 | 173.90 | 301.51 | 274.74 | 226.28 | 195.90 | 312.84 | 210.81 | 237.65 | 243.31 | – |
24 | 174.01 | 299.18 | 271.58 | 223.44 | 196.12 | 308.94 | 210.11 | 236.25 | 241.61 | – |
27 | Market Closed – Holiday | |||||||||
28 | 174.03 | 296.81 | 269.74 | 222.21 | 195.77 | 308.38 | 209.53 | 235.45 | 240.73 | – |
29 | 174.08 | 295.15 | 267.91 | 220.30 | 194.87 | 305.44 | 209.06 | 234.38 | 239.37 | – |
30 | 174.12 | 294.20 | 267.40 | 220.46 | 193.90 | 304.99 | 208.88 | 234.08 | 238.97 | – |
31 | 174.13 | 295.73 | 267.91 | 220.15 | 193.83 | 305.41 | 209.18 | 234.33 | 239.28 | – |
May Fund Performance (in percentages) | ||||||||||
0.47% | -0.27% | -1.25% | -2.79% | 0.03% | -3.40% | 0.00% | -0.87% | -1.23% | – |