Archive for July, 2003

2003 July

Monday, July 28th, 2003
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar
Averages for the Universe
n/a 12.45% 15.77% 13.05% 21.73% n/a
             
Stable
Value Option
2.70%          
Wellington
Core
0.41%          
PRIMCO
GIC
2.81%          
Cash 0.70%          
BGI
– Money Market Index
0.74%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
0.79%          
             
Equity
Index Option (BGI – US Equity Index)
    15.00%      
             
Benchmark            
Russell
3000
    15.29%      
             
Value
Stock Option
  16.09%        
Federated
Stock Trust
  11.57%        
Morgan
Value (separately managed)
  15.54%        
Neuberger
Berman Focus Tr
  33.42%        
Legg
Mason Spec. Invmt. Trust
  31.60%        
Neuberger
Berman Regency
  16.16%        
T.
Rowe Price Value
  11.70%        
BGI
– Value Index
  8.94%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  13.23%        
             
Growth
Stock Option
    21.81%      
Turner
Mid Cap Growth
    29.10%      
TCW
Galileo Select Equities I
    31.37%      
Marsico
Focus
    18.98%      
BGI
– Growth Index
    15.36%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    15.90%      
             
International
Stock Option
      15.27%    
Amer
Cent-20th Cent. Int’l Discovery
      19.30%    
Amer
Cent-20th Cent. Int’l Growth
      7.84%    
Templeton
Instl. Foreign
      15.70%    
First
Eagle Overseas I
      16.89%    
Longleaf
Partners Intl.
      22.47%    
             
Benchmark            
MSCI
All Country World Free Ex US
      14.06%    
             
Diversified
Small Company Stock Option
        21.72%  
MFS
Instl. Emerging Equities
        19.37%  
Royce
Opportunity
        35.82%  
DFA
U.S. Micro Cap Portfolio
        31.30%  
State
Street Aurora
        21.88%  
Janus
Small Cap Value Instl.
        16.83%  
Franklin
Small Cap Growth II
        21.73%  
BGI
– Small Company Index
        17.17%  
             
Benchmark            
Russell
2000 Total
        25.26%  
             
Conservative
Model Portfolio
          7.55%
             
Benchmark            
Conservative
Composite Index
          6.18%
             
Moderate
Model Portfolio
          12.83%
             
Benchmark            
Moderate
Composite Index
          10.87%
             
Aggressive
Model Portfolio
          14.95%
             
Benchmark            
Aggressive
Composite Index
          13.98%

July 2003

Tuesday, July 22nd, 2003
Day Stable Value Value Stock Equity Index Growth Stock Intl. Stock Div. Small Co. Stock Conserv. Portfolio Moderate Portfolio Aggressive Portfolio Retirement Portfolio
01 183.73 277.38 252.75 208.70 177.99 279.09 212.01 229.96 229.42
02 183.75 280.45 256.00 212.24 180.96 284.69 213.05 232.24 232.34
03 183.84 278.59 254.07 210.74 181.70 282.91 212.50 231.49 231.47
04 Market Closed – Holiday
07 183.87 283.90 258.94 216.52 183.95 288.80 214.16 234.56 235.16
08 183.89 285.79 260.25 218.53 183.67 292.88 214.69 235.63 236.52
09 183.91 285.03 259.24 217.96 183.31 294.34 214.41 235.39 236.37
10 183.93 280.37 255.58 214.74 181.98 289.75 213.09 233.24 233.75
11 184.00 282.92 258.01 216.18 182.00 291.86 213.94 234.33 235.00
14 184.02 285.87 259.84 218.22 184.55 294.58 214.72 235.85 236.91
15 184.05 284.58 258.82 217.94 183.32 293.68 214.37 235.28 236.18
16 184.07 282.58 257.20 216.57 182.88 291.70 213.80 234.37 235.08
17 184.09 277.81 253.54 212.33 180.27 284.79 212.46 231.67 231.65
18 184.16 281.34 256.38 213.87 181.41 287.73 213.53 233.17 233.45
21 184.18 277.87 252.72 211.17 181.07 283.22 212.40 231.39 231.28
22 184.21 280.36 255.16 212.85 181.21 287.04 213.21 232.65 232.85
23 184.23 280.58 255.46 214.48 182.95 288.17 213.31 233.33 233.72
24 184.25 278.87 253.84 213.10 184.76 287.37 212.79 232.85 233.29
25 184.32 282.85 257.79 216.34 185.92 290.27 214.11 234.84 235.58
28 184.35 282.91 257.59 216.68 187.15 292.42 214.11 235.23 236.21
29 184.37 280.83 256.17 215.16 186.41 291.44 213.56 234.36 235.21
30 184.39 279.98 255.76 214.46 185.15 291.14 213.37 233.90 234.64
31 184.41 280.77 256.57 215.34 184.84 293.00 213.65 234.38 235.24
July Fund Performance (in percentages)
0.38% 1.88% 2.29% 4.05% 3.80% 5.43% 1.07% 2.32% 2.96%