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2002 | Fund Category Returns
  Domestic Stock Funds (Trailing returns, through 9/30/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
8107   2,424.68 Domestic Stock -16.16 -15.87 -25.60 -7.49 -1.64 7.98
155   16.16 Specialty-Real Estate -9.05 8.01 2.96 12.89 2.77 9.46
74   5.59 Specialty-Natural Res -14.96 1.92 -8.24 1.42 -2.70 7.56
302   67.05 Small Value -19.40 -1.36 -15.74 6.76 1.68 10.91
267   45.78 Small Blend -19.20 -5.41 -20.54 2.44 -0.59 8.51
73   7.55 Convertibles -8.46 -6.72 -13.93 -1.63 1.24 8.25
311   76.41 Mid-Cap Value -17.44 -8.49 -19.69 1.89 1.64 10.11
929   289.04 Domestic Hybrid -8.52 -8.50 -13.31 -2.99 0.76 7.01
283   49.87 Mid-Cap Blend -16.23 -9.33 -21.87 -2.49 0.26 10.33
118   13.13 Specialty-Financial -16.08 -9.39 -15.53 3.85 3.78 13.85
626   77.95 Small Growth -19.82 -15.43 -31.22 -6.60 -3.21 8.11
756   116.68 Mid-Cap Growth -16.90 -16.80 -29.89 -10.66 -3.25 7.25
902   442.56 Large Value -18.29 -18.39 -24.99 -6.87 -1.85 8.36
1344   686.14 Large Blend -16.24 -19.24 -26.48 -11.62 -2.52 7.83
1246   440.39 Large Growth -15.84 -21.16 -30.92 -16.67 -3.87 6.61
186   37.59 Specialty-Health -8.86 -24.64 -30.85 4.55 4.18 12.16
97   13.51 Specialty-Utilities -17.72 -29.85 -29.83 -12.42 -1.74 4.74
385   36.64 Specialty-Technology -26.49 -34.46 -51.55 -31.38 -8.86 8.00
53   2.64 Specialty-Communications -19.55 -45.08 -51.05 -30.64 -6.89 5.04
--   -- Standard & Poor's Midcap 400 -16.61 -4.78 -19.29 3.37 5.37 13.67
--   -- Standard & Poor's 500 -17.40 -20.60 -28.26 -12.93 -1.65 10.38
--   -- Russell 2000 -19.51 -15.43 -19.29 -1.69 -0.34 9.07
  International Stock Funds (Trailing returns, through 9/30/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
1960   370.69 International Stock -18.06 -9.03 -18.08 -10.60 -5.27 3.73
40   3.39 Specialty-Precious Metals -3.50 47.77 45.23 8.61 -1.53 1.33
87   2.99 Pacific/Asia ex-Japan Stk -16.64 10.86 -12.15 -7.56 -8.57 -0.33
186   15.45 Diversified Emerging Mkts -16.17 7.13 -13.34 -7.51 -9.91 -0.45
50   1.59 Diversified Pacific/Asia -14.10 -2.71 -10.94 -14.58 -8.95 0.44
65   22.52 International Hybrid -10.27 -4.56 -10.47 -3.35 0.51 8.03
54   3.59 Japan Stock -13.52 -11.24 -8.22 -20.12 -6.31 -1.62
909   190.68 Foreign Stock -19.72 -13.69 -20.50 -12.61 -4.71 4.28
181   14.21 Europe Stock -21.93 -15.38 -23.05 -9.83 -3.67 5.94
357   115.38 World Stock -17.97 -15.49 -23.88 -9.73 -3.16 5.01
29   0.79 Latin America Stock -23.40 -17.21 -32.20 -9.14 -13.28 0.52
--   -- MSCI World ex US ND -15.11 -11.43 -19.06 -13.51 -5.02 4.05
--   -- MSCI EAFE ND -19.73 -15.53 -21.04 -14.60 -5.65 3.92
--   -- MSCI EMF (Emerging Markets Free) ID -13.69 9.36 -14.71 -11.73 -11.56 0.18
  Taxable Bonds (Trailing returns, through 9/30/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
2441   659.05 Taxable Bond 1.82 4.63 3.62 5.37 4.74 5.93
61   7.79 Long Government 7.20 9.55 11.27 9.48 7.70 7.67
140   13.81 International Bond 2.56 8.29 8.89 4.94 4.28 5.70
343   109.41 Intermediate Government 4.08 7.48 7.98 8.43 6.81 6.31
43   3.48 Emerging Markets Bond -2.53 6.91 -1.75 10.54 1.68 --
101   22.63 Long-Term Bond 3.62 6.04 5.58 7.48 5.88 6.66
711   249.15 Intermediate-Term Bond 3.49 5.99 6.12 7.81 6.38 6.52
128   32.86 Short Government 2.57 5.64 5.45 6.92 5.97 5.50
182   29.48 Multisector Bond 0.72 4.35 1.81 3.30 2.33 5.49
250   61.65 Short-Term Bond 2.04 4.16 4.02 6.59 5.89 5.62
98   45.79 Ultrashort Bond 0.45 2.50 1.72 5.01 5.02 4.98
384   83.02 High Yield Bond -3.58 -2.16 -7.14 -3.98 -2.45 4.03
--   -- Lehman Brothers Aggregate Bond 3.82 8.11 6.83 9.32 7.80 7.33
--   -- Lehman Brothers Government Bond 5.68 9.40 8.16 9.58 8.14 7.38
--   -- Lehman Brothers Mortgage-Backed Bond 2.77 8.20 6.54 9.35 7.68 7.22
  Municipal Bonds (Trailing returns, through 9/30/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
1792   320.55 Municipal Bond 4.13 7.34 8.24 7.02 5.28 5.98
27   2.70 Muni New York Interm 4.32 8.29 9.18 7.50 5.67 5.75
96   24.79 Muni New York Long 4.77 8.11 9.28 7.67 5.63 6.24
119   38.42 Muni California Long 5.34 7.69 8.93 7.71 5.67 6.41
577   56.40 Muni Single State Long 4.34 7.66 8.54 7.19 5.33 6.10
38   5.48 Muni California Interm 4.54 7.56 8.43 7.46 5.77 6.18
185   47.45 Muni National Interm 4.01 7.43 8.39 7.02 5.46 5.93
353   96.40 Muni National Long 4.06 7.17 8.32 6.79 5.04 5.99
293   17.41 Muni Single State Interm 3.83 7.16 7.86 6.88 5.21 5.72
104   31.50 Muni Short 2.07 4.90 4.89 5.28 4.54 4.85
--   -- Lehman Brothers Municipal Bond 3.59 6.19 7.26 7.71 6.41 6.74

Trailing returns through 9/30/02. Before the end of the quarter, Morningstar shows preliminary data using trailing 13-week returns to approximate total returns for the quarter. This information is updated to reflect quarterly returns as soon as our quarterly total-return data is finalized.

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