|
 |
|
|
2001 | Fund Category Returns |
 |
|
|
|
|
|
|
|
|
|
|
Domestic Stock Funds (03-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3
Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 6495 |
|
-- |
Domestic Stock |
-12.76 |
-16.03 |
-12.76 |
3.18 |
10.86 |
12.56 |
| 234 |
|
39.5 |
Small Value |
0.76 |
13.27 |
0.76 |
0.84 |
11.23 |
12.75 |
| 145 |
|
11.3 |
Specialty-Real Estate |
-1.56 |
21.42 |
-1.56 |
-0.54 |
9.37 |
9.30 |
| 266 |
|
72.6 |
Mid-Cap Value |
-2.98 |
10.72 |
-2.98 |
4.64 |
12.09 |
13.76 |
| 253 |
|
36.7 |
Small Blend |
-4.94 |
-0.73 |
-4.94 |
2.13 |
10.81 |
13.01 |
| 64 |
|
6.3 |
Specialty-Natural Res |
-4.96 |
13.49 |
-4.96 |
4.58 |
7.98 |
9.56 |
| 781 |
|
274.3 |
Domestic Hybrid |
-5.31 |
-5.38 |
-5.31 |
3.20 |
8.93 |
10.25 |
| 766 |
|
533.2 |
Large Value |
-5.63 |
0.20 |
-5.63 |
2.35 |
11.57 |
13.01 |
| 96 |
|
26.8 |
Specialty-Utilities |
-6.52 |
-5.64 |
-6.52 |
7.19 |
13.66 |
12.28 |
| 79 |
|
16.7 |
Specialty-Financial |
-6.89 |
19.49 |
-6.89 |
3.54 |
16.66 |
20.36 |
| 62 |
|
7.9 |
Convertibles |
-7.50 |
-15.59 |
-7.50 |
5.60 |
10.30 |
11.97 |
| 225 |
|
36.8 |
Mid-Cap Blend |
-9.48 |
-10.82 |
-9.48 |
1.73 |
11.02 |
13.05 |
| 1125 |
|
771.3 |
Large Blend |
-13.01 |
-21.11 |
-13.01 |
1.79 |
11.75 |
12.50 |
| 476 |
|
99.3 |
Small Growth |
-17.98 |
-32.50 |
-17.98 |
2.28 |
8.21 |
12.06 |
| 935 |
|
670.7 |
Large Growth |
-19.96 |
-35.66 |
-19.96 |
3.33 |
11.58 |
12.52 |
| 97 |
|
46.5 |
Specialty-Health |
-21.33 |
1.99 |
-21.33 |
13.76 |
12.93 |
15.40 |
| 531 |
|
167.0 |
Mid-Cap Growth |
-22.38 |
-37.09 |
-22.38 |
6.01 |
10.31 |
12.60 |
| 40 |
|
9.0 |
Specialty-Communications |
-25.34 |
-52.23 |
-25.34 |
4.06 |
13.55 |
16.33 |
| 320 |
|
88.1 |
Specialty-Technology |
-34.82 |
-61.64 |
-34.82 |
10.07 |
14.20 |
19.42 |
| -- |
|
-- |
Standard & Poor's Midcap 400 |
-10.80 |
-6.95 |
-10.80 |
8.88 |
16.30 |
16.06 |
| -- |
|
-- |
Standard & Poor's 500 |
-11.80 |
-21.70 |
-11.80 |
3.05 |
14.18 |
14.41 |
| -- |
|
-- |
Russell 2000 |
-6.50 |
-15.30 |
-6.50 |
-0.89 |
7.76 |
11.81 |
|
|
|
|
|
|
|
|
|
|
|
International Stock Funds (03-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3
Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 1761 |
|
-- |
International Stock |
-12.15 |
-28.68 |
-12.15 |
-0.73 |
2.83 |
5.65 |
| 70 |
|
23.8 |
International Hybrid |
-4.45 |
-7.05 |
-4.45 |
3.30 |
5.64 |
8.22 |
| 33 |
|
1.6 |
Specialty-Precious Metals |
-4.97 |
-7.02 |
-4.97 |
-12.52 |
-18.38 |
-5.48 |
| 37 |
|
1.4 |
Latin America Stock |
-5.08 |
-24.36 |
-5.08 |
-7.59 |
3.35 |
-- |
| 99 |
|
3.5 |
Pacific/Asia ex-Japan Stk |
-6.39 |
-36.55 |
-6.39 |
-0.90 |
-7.35 |
4.70 |
| 176 |
|
14.8 |
Diversified Emerging Mkts |
-6.72 |
-37.84 |
-6.72 |
-8.58 |
-4.96 |
0.19 |
| 51 |
|
4.3 |
Japan Stock |
-8.58 |
-42.18 |
-8.58 |
6.18 |
-2.33 |
-2.58 |
| 52 |
|
2.9 |
Diversified Pacific/Asia |
-9.39 |
-40.27 |
-9.39 |
0.65 |
-5.99 |
3.94 |
| 294 |
|
154.4 |
World Stock |
-13.81 |
-25.70 |
-13.81 |
1.25 |
7.66 |
8.10 |
| 781 |
|
228.5 |
Foreign Stock |
-14.31 |
-28.68 |
-14.31 |
0.51 |
5.47 |
7.23 |
| 168 |
|
21.1 |
Europe Stock |
-16.38 |
-27.12 |
-16.38 |
-0.86 |
9.22 |
9.88 |
| -- |
|
-- |
MSCI World ex US ND |
-14.00 |
-25.90 |
-14.00 |
-0.45 |
3.72 |
6.00 |
| -- |
|
-- |
MSCI Europe, Australasia, Far East ND |
-13.70 |
-25.90 |
-13.70 |
-0.56 |
3.43 |
5.90 |
| -- |
|
-- |
MSCI Emerging Markets ID |
-5.62 |
-36.80 |
-5.62 |
-8.42 |
-7.01 |
1.71 |
|
|
|
|
|
|
|
|
|
|
|
Taxable Bonds (03-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3
Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 2190 |
|
-- |
Taxable Bond |
2.57 |
6.89 |
2.57 |
3.97 |
5.85 |
7.29 |
| 330 |
|
84.9 |
High Yield Bond |
3.83 |
-3.70 |
3.83 |
-2.15 |
3.65 |
8.92 |
| 570 |
|
179.7 |
Interm-Term Bond |
3.04 |
10.68 |
3.04 |
5.65 |
6.49 |
7.62 |
| 123 |
|
21.5 |
Long-Term Bond |
3.01 |
9.78 |
3.01 |
4.65 |
6.48 |
7.85 |
| 238 |
|
42.8 |
Short-Term Bond |
2.86 |
9.80 |
2.86 |
5.97 |
6.05 |
6.54 |
| 139 |
|
22.0 |
Short Government |
2.53 |
9.46 |
2.53 |
5.62 |
5.78 |
6.26 |
| 285 |
|
75.7 |
Intermediate Government |
2.41 |
11.26 |
2.41 |
5.87 |
6.40 |
6.96 |
| 40 |
|
3.3 |
Emerging Markets Bond |
2.35 |
5.95 |
2.35 |
1.46 |
9.53 |
-- |
| 158 |
|
26.7 |
Multisector Bond |
2.00 |
2.77 |
2.00 |
1.39 |
5.32 |
7.93 |
| 65 |
|
7.3 |
Long Government |
1.95 |
11.98 |
1.95 |
6.02 |
7.14 |
8.38 |
| 76 |
|
32.9 |
Ultrashort Bond |
1.44 |
6.20 |
1.44 |
5.43 |
5.82 |
5.57 |
| 166 |
|
15.1 |
International Bond |
-0.64 |
1.89 |
-0.64 |
1.95 |
3.79 |
5.30 |
| -- |
|
-- |
Lehman Brothers Mortgage-Backed Bond |
2.73 |
12.66 |
2.73 |
6.98 |
7.59 |
7.78 |
| -- |
|
-- |
Lehman Brothers Government Bond |
2.52 |
12.33 |
2.52 |
7.09 |
7.51 |
7.95 |
|
|
|
|
|
|
|
|
|
|
|
Municipal Bonds (03-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3
Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 1812 |
|
-- |
Municipal Bond |
1.85 |
9.45 |
1.85 |
4.06 |
5.33 |
6.52 |
| 178 |
|
50.0 |
Muni National Interm |
2.06 |
8.97 |
2.06 |
4.29 |
5.21 |
6.30 |
| 34 |
|
7.0 |
Muni New York Interm |
1.96 |
9.70 |
1.96 |
4.65 |
5.47 |
6.47 |
| 303 |
|
79.7 |
Muni National Long |
1.93 |
9.52 |
1.93 |
3.75 |
5.38 |
6.66 |
| 267 |
|
15.4 |
Muni Single State Interm |
1.92 |
9.07 |
1.92 |
4.16 |
5.05 |
6.28 |
| 103 |
|
16.5 |
Muni Short |
1.89 |
6.67 |
1.89 |
3.97 |
4.31 |
5.14 |
| 91 |
|
17.2 |
Muni New York Long |
1.82 |
10.49 |
1.82 |
4.23 |
5.58 |
6.71 |
| 682 |
|
50.3 |
Muni Single State Long |
1.82 |
9.79 |
1.82 |
3.98 |
5.45 |
6.63 |
| 34 |
|
4.4 |
Muni California Interm |
1.79 |
9.26 |
1.79 |
4.83 |
5.59 |
6.59 |
| 120 |
|
36.3 |
Muni California Long |
1.36 |
10.49 |
1.36 |
4.36 |
5.80 |
6.79 |
| -- |
|
-- |
Lehman Brothers Aggregate Bond |
3.03 |
12.53 |
3.03 |
6.87 |
7.48 |
7.98 |
P o s t e d 03-31-01
Russel 2000 and Lehman Brothers Aggregate Bond data are updated monthly.
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