Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -15.97% | -24.00% | -9.86% | -16.22% | n/a |
Stable Value Option |
3.71% | |||||
Wellington Core |
6.80% | |||||
PRIMCO GIC |
3.85% | |||||
Cash | 1.01% | |||||
BGI – Money Market Index |
1.31% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
4.20% | |||||
Equity Index Option (BGI – US Equity Index) |
-19.13% | |||||
Benchmark | ||||||
Wilshire 5000 |
-18.41% | |||||
Value Stock Option |
-17.40% | |||||
Federated Stock Trust |
-14.85% | |||||
Morgan Value (separately managed) |
-15.60% | |||||
Neuberger Berman Focus Tr |
-32.89% | |||||
Legg Mason Spec. Invmt. Trust |
-10.03% | |||||
Neuberger Berman Regency |
-8.42% | |||||
T. Rowe Price Value |
-15.04% | |||||
BGI – Value Index |
-19.32% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-12.98% | |||||
Growth Stock Option |
-26.04% | |||||
MFS Instl. Mid Cap Growth |
-45.63% | |||||
Turner Mid Cap Growth |
-32.18% | |||||
TCW Galileo Select Equities I |
-30.11% | |||||
Marsico Focus |
-10.88% | |||||
BGI – Growth Index |
-21.77% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-24.91% | |||||
International Stock Option |
-11.79% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.66% | |||||
Amer Cent-20th Cent. Int’l Growth |
-14.05% | |||||
Janus Overseas |
-19.26% | |||||
Templeton Instl. Foreign |
-9.46% | |||||
First Eagle SoGen Overseas I |
7.40% | |||||
Longleaf Partners Intl. |
-11.26% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-12.22% | |||||
Diversified Small Company Stock Option |
-20.74% | |||||
MFS Instl. Emerging Equities |
-30.73% | |||||
Royce Opportunity |
-16.65% | |||||
DFA U.S. Micro Cap Portfolio |
-12.59% | |||||
State Street Aurora |
-15.35% | |||||
Berger Small Cap Value Instl. |
-12.43% | |||||
Franklin Small Cap Growth II |
-26.95% | |||||
BGI – Small Company Index |
-22.60% | |||||
Benchmark | ||||||
Russell 2000 Total |
-19.30% | |||||
Conservative Model Portfolio |
-5.05% | |||||
Benchmark | ||||||
Conservative Composite Index |
-3.76% | |||||
Moderate Model Portfolio |
-12.00% | |||||
Benchmark | ||||||
Moderate Composite Index |
-10.06% | |||||
Aggressive Model Portfolio |
-14.66% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-13.19% |
Archive for August, 2002
2002 August
Wednesday, August 28th, 2002August 2002
Thursday, August 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 | 175.80 | 238.82 | 222.45 | 177.80 | 166.88 | 243.24 | 195.88 | 207.02 | 205.31 | – |
02 | 175.91 | 232.83 | 217.16 | 173.36 | 165.97 | 236.25 | 194.35 | 204.24 | 201.91 | – |
05 | 175.94 | 224.43 | 209.94 | 167.02 | 162.15 | 229.74 | 192.14 | 200.33 | 197.25 | – |
06 | 175.92 | 230.91 | 216.24 | 172.99 | 162.59 | 237.07 | 193.96 | 203.52 | 201.05 | – |
07 | 175.97 | 233.54 | 220.11 | 175.78 | 163.90 | 239.66 | 194.94 | 205.15 | 202.93 | – |
08 | 175.96 | 241.34 | 226.52 | 180.98 | 165.72 | 244.91 | 196.97 | 208.39 | 206.71 | – |
09 | 176.07 | 242.94 | 227.23 | 180.86 | 167.35 | 245.29 | 197.38 | 208.94 | 207.37 | – |
12 | 176.11 | 241.72 | 226.31 | 179.94 | 166.53 | 244.60 | 197.10 | 208.40 | 206.72 | – |
13 | 176.14 | 237.17 | 221.53 | 176.22 | 167.06 | 239.08 | 195.79 | 206.24 | 204.15 | – |
14 | 176.18 | 245.06 | 229.77 | 183.98 | 166.85 | 245.16 | 198.13 | 209.84 | 208.34 | – |
15 | 176.17 | 248.61 | 232.41 | 186.51 | 168.82 | 247.30 | 199.00 | 211.47 | 210.22 | – |
16 | 176.19 | 249.06 | 232.61 | 187.36 | 169.45 | 250.18 | 199.13 | 212.05 | 211.06 | – |
19 | 176.22 | 254.72 | 237.59 | 191.46 | 171.04 | 254.29 | 200.89 | 214.65 | 214.18 | – |
20 | 176.27 | 251.87 | 234.64 | 189.09 | 170.24 | 251.56 | 199.98 | 213.21 | 212.41 | – |
21 | 176.29 | 255.41 | 238.30 | 191.69 | 171.53 | 256.40 | 201.17 | 215.15 | 214.88 | — |
22 | 176.29 | 259.52 | 241.45 | 194.14 | 172.43 | 258.94 | 202.37 | 216.82 | 216.88 | – |
23 | 176.38 | 253.65 | 236.16 | 189.44 | 171.36 | 252.71 | 200.60 | 213.99 | 213.35 | – |
26 | 176.41 | 256.21 | 238.09 | 190.69 | 171.45 | 255.97 | 201.35 | 215.09 | 214.76 | – |
27 | 176.41 | 252.72 | 234.53 | 186.50 | 172.69 | 250.79 | 200.19 | 213.22 | 212.46 | – |
28 | 176.46 | 248.10 | 230.36 | 182.75 | 169.73 | 245.28 | 198.78 | 210.65 | 209.18 | – |
29 | 176.50 | 248.43 | 230.77 | 183.89 | 168.30 | 246.97 | 198.93 | 210.91 | 209.50 | – |
30 | 176.56 | 247.90 | 230.15 | 183.09 | 169.01 | 245.94 | 198.78 | 210.66 | 209.19 | – |
August Fund Performance (in percentages) | ||||||||||
0.46% | 1.11% | 0.74% | -0.15% | -0.30% | -0.60% | 0.59% | 0.29% | 0.17% | – |