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|
2001 | Fund Category Returns |
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Domestic Stock Funds (Trailing returns, through 12-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 7425 |
|
2,823.17 |
Domestic Stock |
14.19 |
-11.34 |
-11.34 |
3.33 |
8.71 |
11.26 |
| 250 |
|
53.63 |
Small Value |
17.63 |
17.31 |
17.31 |
13.02 |
11.29 |
13.47 |
| 146 |
|
12.63 |
Specialty-Real Estate |
4.76 |
8.94 |
8.94 |
10.12 |
6.19 |
9.99 |
| 273 |
|
45.35 |
Small Blend |
19.43 |
8.41 |
8.41 |
11.84 |
10.91 |
13.25 |
| 305 |
|
89.54 |
Mid-Cap Value |
13.60 |
6.40 |
6.40 |
10.30 |
11.68 |
13.81 |
| 109 |
|
15.71 |
Specialty-Financial |
7.32 |
-3.19 |
-3.19 |
6.10 |
13.02 |
17.86 |
| 836 |
|
283.69 |
Domestic Hybrid |
6.26 |
-4.01 |
-4.01 |
2.21 |
7.01 |
8.98 |
| 271 |
|
41.01 |
Mid-Cap Blend |
15.98 |
-4.89 |
-4.89 |
5.65 |
9.62 |
12.26 |
| 899 |
|
536.02 |
Large Value |
9.27 |
-5.37 |
-5.37 |
2.31 |
8.84 |
11.88 |
| 66 |
|
7.75 |
Convertibles |
8.96 |
-8.07 |
-8.07 |
6.36 |
8.52 |
10.29 |
| 529 |
|
84.84 |
Small Growth |
23.48 |
-9.02 |
-9.02 |
9.32 |
8.94 |
10.89 |
| 72 |
|
5.59 |
Specialty-Natural Res |
11.49 |
-11.09 |
-11.09 |
13.76 |
3.12 |
9.16 |
| 157 |
|
47.20 |
Specialty-Health |
10.36 |
-13.06 |
-13.06 |
14.96 |
15.19 |
13.83 |
| 1284 |
|
816.33 |
Large Blend |
10.88 |
-13.68 |
-13.68 |
-0.93 |
8.87 |
11.31 |
| 688 |
|
150.14 |
Mid-Cap Growth |
19.48 |
-21.28 |
-21.28 |
5.09 |
8.44 |
10.30 |
| 94 |
|
20.53 |
Specialty-Utilities |
-0.39 |
-21.39 |
-21.39 |
-0.71 |
7.85 |
9.18 |
| 1027 |
|
539.56 |
Large Growth |
14.98 |
-23.63 |
-23.63 |
-3.14 |
8.24 |
10.03 |
| 54 |
|
5.96 |
Specialty-Communications |
11.30 |
-35.07 |
-35.07 |
-6.63 |
10.28 |
13.39 |
| 365 |
|
67.69 |
Specialty-Technology |
36.55 |
-38.21 |
-38.21 |
-1.20 |
9.41 |
18.04 |
| -- |
|
-- |
Standard & Poor's Midcap 400 |
17.98 |
-0.60 |
-0.60 |
10.24 |
16.11 |
15.01 |
| -- |
|
-- |
Standard & Poor's 500 |
10.68 |
-11.88 |
-11.88 |
-1.03 |
10.70 |
12.93 |
| -- |
|
-- |
Russell 2000 |
21.08 |
2.49 |
2.49 |
6.42 |
7.52 |
11.51 |
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|
International Stock Funds (Trailing returns, through 12-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 1884 |
|
392.50 |
International Stock |
11.37 |
-17.09 |
-17.09 |
0.47 |
0.92 |
5.30 |
| 38 |
|
1.87 |
Specialty-Precious Metals |
1.73 |
18.77 |
18.77 |
1.71 |
-11.71 |
-3.15 |
| 185 |
|
14.58 |
Diversified Emerging Mkts |
24.04 |
-3.74 |
-3.74 |
4.45 |
-4.79 |
0.88 |
| 36 |
|
1.05 |
Latin America Stock |
22.20 |
-4.67 |
-4.67 |
9.07 |
1.02 |
3.56 |
| 90 |
|
2.80 |
Pacific/Asia ex-Japan Stk |
25.88 |
-4.72 |
-4.72 |
5.16 |
-8.12 |
2.60 |
| 56 |
|
21.00 |
International Hybrid |
5.94 |
-6.47 |
-6.47 |
2.36 |
5.96 |
10.10 |
| 295 |
|
133.37 |
World Stock |
11.36 |
-17.49 |
-17.49 |
1.75 |
5.65 |
7.73 |
| 64 |
|
2.00 |
Diversified Pacific/Asia |
9.48 |
-20.06 |
-20.06 |
0.18 |
-7.89 |
1.77 |
| 181 |
|
16.27 |
Europe Stock |
9.96 |
-21.43 |
-21.43 |
-1.19 |
5.30 |
8.77 |
| 885 |
|
196.57 |
Foreign Stock |
8.79 |
-21.93 |
-21.93 |
-1.67 |
2.34 |
6.32 |
| 54 |
|
3.00 |
Japan Stock |
-1.81 |
-29.97 |
-29.97 |
-2.82 |
-4.25 |
-3.96 |
| -- |
|
-- |
MSCI World ex US ND |
7.16 |
-21.40 |
-21.40 |
-4.50 |
1.13 |
4.60 |
| -- |
|
-- |
MSCI EAFE ND |
6.97 |
-21.44 |
-21.44 |
-5.05 |
0.89 |
4.46 |
| -- |
|
-- |
MSCI EMF (Emerging Markets Free) ID |
26.26 |
-4.91 |
-4.91 |
2.01 |
-7.80 |
0.95 |
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|
Taxable Bonds (Trailing returns, through 12-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 2313 |
|
571.20 |
Taxable Bond |
1.15 |
5.64 |
5.64 |
3.99 |
5.18 |
6.25 |
| 41 |
|
3.01 |
Emerging Markets Bond |
7.85 |
10.58 |
10.58 |
15.78 |
4.38 |
-- |
| 96 |
|
16.23 |
Long-Term Bond |
0.59 |
7.51 |
7.51 |
4.53 |
6.09 |
7.08 |
| 656 |
|
215.34 |
Intermediate-Term Bond |
-0.06 |
7.36 |
7.36 |
5.12 |
6.29 |
6.70 |
| 239 |
|
52.70 |
Short-Term Bond |
0.04 |
7.32 |
7.32 |
5.82 |
5.99 |
5.89 |
| 136 |
|
27.92 |
Short Government |
0.08 |
7.09 |
7.09 |
5.54 |
5.81 |
5.59 |
| 301 |
|
86.61 |
Intermediate Government |
-0.50 |
6.84 |
6.84 |
5.32 |
6.33 |
6.21 |
| 62 |
|
7.32 |
Long Government |
-0.78 |
5.31 |
5.31 |
4.31 |
6.80 |
7.10 |
| 98 |
|
37.79 |
Ultrashort Bond |
0.75 |
4.01 |
4.01 |
5.03 |
5.47 |
5.29 |
| 176 |
|
28.45 |
Multisector Bond |
2.49 |
3.82 |
3.82 |
2.52 |
3.58 |
6.39 |
| 137 |
|
13.60 |
International Bond |
-0.63 |
1.91 |
1.91 |
0.98 |
2.76 |
4.51 |
| 371 |
|
82.22 |
High Yield Bond |
5.58 |
1.70 |
1.70 |
-1.01 |
1.31 |
6.56 |
| -- |
|
-- |
Lehman Brothers Aggregate Bond |
0.04 |
8.42 |
8.42 |
6.27 |
7.43 |
7.23 |
| -- |
|
-- |
Lehman Brothers Government Bond |
-0.59 |
7.24 |
7.24 |
5.88 |
7.40 |
7.14 |
| -- |
|
-- |
Lehman Brothers Mortgage-Backed Bond |
0.07 |
8.22 |
8.22 |
7.01 |
7.49 |
7.10 |
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Municipal Bonds (Trailing returns, through 12-31-01) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 1849 |
|
296.47 |
Municipal Bond |
-0.83 |
4.17 |
4.17 |
3.35 |
4.75 |
5.80 |
| 111 |
|
22.80 |
Muni Short |
-0.04 |
4.67 |
4.67 |
3.69 |
4.21 |
4.81 |
| 36 |
|
4.71 |
Muni California Interm |
-0.79 |
4.45 |
4.45 |
4.15 |
5.12 |
5.99 |
| 186 |
|
49.25 |
Muni National Interm |
-0.91 |
4.39 |
4.39 |
3.70 |
4.85 |
5.76 |
| 294 |
|
15.42 |
Muni Single State Interm |
-0.68 |
4.29 |
4.29 |
3.55 |
4.67 |
5.65 |
| 636 |
|
53.97 |
Muni Single State Long |
-0.78 |
4.23 |
4.23 |
3.29 |
4.82 |
5.87 |
| 343 |
|
88.65 |
Muni National Long |
-1.05 |
4.03 |
4.03 |
2.89 |
4.62 |
5.85 |
| 27 |
|
2.11 |
Muni New York Interm |
-0.94 |
3.75 |
3.75 |
3.75 |
4.92 |
5.66 |
| 118 |
|
36.57 |
Muni California Long |
-1.11 |
3.69 |
3.69 |
3.50 |
5.05 |
6.08 |
| 98 |
|
22.99 |
Muni New York Long |
-1.11 |
3.60 |
3.60 |
3.23 |
4.85 |
5.83 |
| -- |
|
-- |
Lehman Brothers Municipal Bond |
-0.66 |
5.08 |
5.08 |
4.75 |
5.97 |
6.63 |
P o s t e d 12-31-01
Russell 2000, Lehman Brothers Aggregate Bond, and Lehman Brothers Municipal Bond data are updated monthly.
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