|
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|
2001 | Fund Category Returns |
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Domestic Stock Funds (Trailing 3-month returns, through 09-30-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 7232 |
|
-- |
Domestic Stock |
-16.89 |
-25.86 |
-21.58 |
4.85 |
7.08 |
10.77 |
| 144 |
|
12.7 |
Specialty-Real Estate |
-3.31 |
7.39 |
3.84 |
8.16 |
8.39 |
10.03 |
| 827 |
|
266.4 |
Domestic Hybrid |
-7.19 |
-10.21 |
-9.23 |
3.35 |
6.70 |
8.94 |
| 107 |
|
15.4 |
Specialty-Financial |
-10.90 |
-3.43 |
-9.78 |
9.16 |
13.48 |
18.02 |
| 145 |
|
44.6 |
Specialty-Health |
-10.93 |
-22.60 |
-21.06 |
17.97 |
13.32 |
14.97 |
| 291 |
|
76.7 |
Mid-Cap Value |
-11.63 |
-0.29 |
-6.52 |
10.68 |
10.08 |
12.98 |
| 70 |
|
7.0 |
Convertibles |
-11.74 |
-22.64 |
-15.88 |
7.13 |
7.56 |
10.00 |
| 880 |
|
508.4 |
Large Value |
-12.25 |
-10.61 |
-13.36 |
4.36 |
8.53 |
11.56 |
| 94 |
|
21.7 |
Specialty-Utilities |
-12.89 |
-23.37 |
-21.01 |
2.96 |
9.56 |
9.95 |
| 243 |
|
48.4 |
Small Value |
-13.33 |
4.10 |
-0.29 |
11.00 |
9.15 |
12.24 |
| 1218 |
|
735.1 |
Large Blend |
-15.13 |
-27.40 |
-21.83 |
1.75 |
7.95 |
10.94 |
| 280 |
|
40.5 |
Small Blend |
-16.47 |
-10.02 |
-9.94 |
10.61 |
8.19 |
11.95 |
| 67 |
|
5.3 |
Specialty-Natural Res |
-16.49 |
-16.53 |
-20.96 |
8.04 |
2.22 |
7.22 |
| 261 |
|
34.7 |
Mid-Cap Blend |
-16.69 |
-20.98 |
-17.60 |
7.68 |
7.71 |
11.53 |
| 1023 |
|
484.7 |
Large Growth |
-20.66 |
-43.79 |
-33.11 |
-0.14 |
5.82 |
9.57 |
| 509 |
|
71.5 |
Small Growth |
-23.86 |
-35.74 |
-25.97 |
9.80 |
3.98 |
9.80 |
| 659 |
|
132.6 |
Mid-Cap Growth |
-24.85 |
-45.52 |
-34.39 |
6.53 |
4.28 |
9.57 |
| 52 |
|
5.6 |
Specialty-Communications |
-25.62 |
-56.40 |
-41.29 |
-0.05 |
8.03 |
13.84 |
| 362 |
|
54.5 |
Specialty-Technology |
-39.08 |
-69.50 |
-54.44 |
0.20 |
3.63 |
15.82 |
| -- |
|
-- |
Standard & Poor's Midcap 400 |
-16.56 |
-18.99 |
-15.75 |
13.33 |
13.66 |
14.44 |
| -- |
|
-- |
Standard & Poor's 500 |
-14.67 |
-26.61 |
-20.38 |
2.04 |
10.22 |
12.69 |
| -- |
|
-- |
Russell 2000 |
-20.79 |
-21.13 |
-15.28 |
5.03 |
4.56 |
10.02 |
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|
International Stock Funds (Trailing 3-month returns, through 09-30-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 1885 |
|
-- |
International Stock |
-16.71 |
-30.28 |
-25.49 |
1.65 |
-0.83 |
4.51 |
| 39 |
|
1.9 |
Specialty-Precious Metals |
2.44 |
21.16 |
16.14 |
-1.61 |
-13.85 |
-3.57 |
| 58 |
|
20.1 |
International Hybrid |
-7.87 |
-12.31 |
-11.59 |
3.79 |
6.01 |
9.35 |
| 179 |
|
15.7 |
Europe Stock |
-13.85 |
-30.10 |
-28.55 |
0.21 |
4.68 |
7.80 |
| 874 |
|
186.8 |
Foreign Stock |
-16.24 |
-31.70 |
-28.16 |
0.49 |
1.43 |
5.57 |
| 302 |
|
122.8 |
World Stock |
-16.67 |
-30.70 |
-25.82 |
3.03 |
3.81 |
6.70 |
| 62 |
|
2.3 |
Diversified Pacific/Asia |
-20.06 |
-37.87 |
-26.96 |
4.01 |
-8.47 |
1.05 |
| 92 |
|
2.5 |
Pacific/Asia ex-Japan Stk |
-21.70 |
-33.25 |
-24.28 |
5.08 |
-10.96 |
1.41 |
| 53 |
|
3.2 |
Japan Stock |
-21.76 |
-42.48 |
-28.12 |
2.42 |
-6.06 |
-3.80 |
| 190 |
|
13.5 |
Diversified Emerging Mkts |
-21.79 |
-32.42 |
-22.58 |
1.69 |
-8.95 |
-1.90 |
| 36 |
|
1.0 |
Latin America Stock |
-24.43 |
-29.26 |
-22.21 |
4.53 |
-2.41 |
2.00 |
| -- |
|
-- |
MSCI World ex US ND |
-14.03 |
-29.13 |
-26.65 |
-0.70 |
0.14 |
4.06 |
| -- |
|
-- |
MSCI EAFE ND |
-14.00 |
-28.53 |
-26.56 |
-1.16 |
-0.14 |
3.93 |
| -- |
|
-- |
MSCI Emerging Markets ID |
-22.38 |
-35.33 |
-24.95 |
0.83 |
-11.39 |
-1.27 |
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Taxable Bonds (Trailing 3-month returns, through 09-30-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 2295 |
|
-- |
Taxable Bond |
1.83 |
6.19 |
4.47 |
4.07 |
5.64 |
6.69 |
| 65 |
|
7.9 |
Long Government |
5.45 |
12.51 |
6.46 |
4.46 |
7.82 |
7.77 |
| 292 |
|
87.9 |
Intermediate Government |
4.52 |
11.70 |
7.31 |
5.52 |
7.00 |
6.83 |
| 138 |
|
14.4 |
International Bond |
4.04 |
6.50 |
2.53 |
2.11 |
3.78 |
5.13 |
| 633 |
|
209.3 |
Interm-Term Bond |
3.87 |
11.28 |
7.39 |
5.21 |
6.90 |
7.25 |
| 140 |
|
26.1 |
Short Government |
3.54 |
10.12 |
7.04 |
5.68 |
6.23 |
5.94 |
| 242 |
|
49.8 |
Short-Term Bond |
3.22 |
10.10 |
7.31 |
5.95 |
6.40 |
6.37 |
| 96 |
|
16.1 |
Long-Term Bond |
3.09 |
10.57 |
6.89 |
4.39 |
6.75 |
7.61 |
| 93 |
|
37.0 |
Ultrashort Bond |
0.80 |
4.82 |
3.30 |
5.14 |
5.68 |
5.52 |
| 175 |
|
28.2 |
Multisector Bond |
-0.21 |
1.27 |
1.27 |
2.50 |
3.76 |
6.79 |
| 40 |
|
2.9 |
Emerging Markets Bond |
-4.14 |
2.70 |
2.43 |
17.12 |
4.63 |
-- |
| 381 |
|
79.2 |
High Yield Bond |
-5.07 |
-9.36 |
-3.54 |
-2.02 |
0.74 |
6.40 |
| -- |
|
-- |
Lehman Brothers Mortgage-Backed Bond |
4.22 |
12.34 |
8.15 |
7.27 |
8.09 |
7.56 |
| -- |
|
-- |
Lehman Brothers Government Bond |
5.47 |
13.27 |
7.87 |
6.06 |
8.15 |
7.76 |
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Municipal Bonds (Trailing 3-month returns, through 09-30-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1
Yr (%) |
YTD (%) |
3
Yr (%) |
5
Yr (%) |
10
Yr (%) |
| 1837 |
|
-- |
Municipal Bond |
2.55 |
9.12 |
5.02 |
3.73 |
5.39 |
6.23 |
| 117 |
|
37.1 |
Muni California Long |
3.71 |
9.34 |
4.85 |
3.90 |
5.81 |
6.52 |
| 35 |
|
4.6 |
Muni California Interm |
3.04 |
8.51 |
5.24 |
4.49 |
5.76 |
6.38 |
| 639 |
|
53.9 |
Muni Single State Long |
2.57 |
9.48 |
5.03 |
3.64 |
5.45 |
6.31 |
| 333 |
|
89.6 |
Muni National Long |
2.55 |
9.24 |
5.11 |
3.30 |
5.36 |
6.34 |
| 183 |
|
49.6 |
Muni National Interm |
2.55 |
9.03 |
5.34 |
4.16 |
5.46 |
6.15 |
| 294 |
|
15.6 |
Muni Single State Interm |
2.41 |
8.87 |
4.99 |
3.90 |
5.24 |
6.03 |
| 96 |
|
23.2 |
Muni New York Long |
2.17 |
9.73 |
4.78 |
3.67 |
5.55 |
6.29 |
| 27 |
|
2.1 |
Muni New York Interm |
2.11 |
9.09 |
4.74 |
4.20 |
5.52 |
6.07 |
| 113 |
|
21.2 |
Muni Short |
1.82 |
6.91 |
4.70 |
3.97 |
4.56 |
5.06 |
| -- |
|
-- |
Lehman Brothers Municipal Bond |
2.80 |
10.41 |
5.78 |
5.19 |
6.65 |
7.05 |
P o s t e d 09-30-01
Russell 2000, Lehman Brothers Aggregate Bond, and Lehman Brothers Municipal Bond data are updated monthly.
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