|
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|
2002 | Fund Category Returns |
 |
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Domestic Stock Funds (Trailing returns, through 3-31-02) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 7783 |
|
2,898.22 |
Domestic Stock |
-0.01 |
1.78 |
-0.01 |
3.19 |
9.17 |
11.30 |
| 273 |
|
69.84 |
Small Value |
8.76 |
25.74 |
8.76 |
20.05 |
13.23 |
13.68 |
| 152 |
|
14.13 |
Specialty-Real Estate |
8.02 |
20.31 |
8.02 |
14.78 |
7.46 |
10.86 |
| 268 |
|
50.19 |
Small Blend |
4.87 |
19.38 |
4.87 |
17.20 |
12.10 |
12.80 |
| 313 |
|
94.02 |
Mid-Cap Value |
5.29 |
13.92 |
5.29 |
12.47 |
12.72 |
13.69 |
| 265 |
|
51.06 |
Mid-Cap Blend |
2.55 |
8.88 |
2.55 |
6.91 |
10.57 |
11.90 |
| 118 |
|
14.89 |
Specialty-Financial |
4.50 |
8.42 |
4.50 |
6.61 |
13.42 |
17.58 |
| 571 |
|
92.50 |
Small Growth |
-1.41 |
8.38 |
-1.41 |
10.19 |
10.79 |
10.13 |
| 72 |
|
6.49 |
Specialty-Natural Res |
12.16 |
4.66 |
12.16 |
15.41 |
5.42 |
10.68 |
| 170 |
|
46.29 |
Specialty-Health |
-7.42 |
3.70 |
-7.42 |
13.25 |
14.60 |
13.81 |
| 965 |
|
569.16 |
Large Value |
2.07 |
2.63 |
2.07 |
3.12 |
9.04 |
12.11 |
| 854 |
|
305.44 |
Domestic Hybrid |
0.23 |
1.60 |
0.23 |
2.00 |
7.02 |
9.11 |
| 70 |
|
8.22 |
Convertibles |
0.37 |
0.21 |
0.37 |
5.49 |
8.02 |
9.97 |
| 1369 |
|
819.84 |
Large Blend |
-0.28 |
-1.59 |
-0.28 |
-2.29 |
8.58 |
11.50 |
| 697 |
|
149.95 |
Mid-Cap Growth |
-2.32 |
-1.86 |
-2.32 |
3.62 |
9.71 |
10.32 |
| 1079 |
|
522.85 |
Large Growth |
-2.66 |
-5.59 |
-2.66 |
-6.17 |
8.12 |
10.02 |
| 398 |
|
59.25 |
Specialty-Technology |
-7.41 |
-13.37 |
-7.41 |
-8.38 |
10.39 |
15.97 |
| 94 |
|
19.25 |
Specialty-Utilities |
-1.32 |
-16.62 |
-1.32 |
0.00 |
7.85 |
9.72 |
| 55 |
|
4.87 |
Specialty-Communications |
-16.68 |
-28.95 |
-16.68 |
-13.97 |
7.15 |
12.02 |
| -- |
|
-- |
Standard & Poor's Midcap 400 |
6.72 |
18.88 |
6.72 |
15.16 |
17.98 |
15.81 |
| -- |
|
-- |
Standard & Poor's 500 |
0.28 |
0.24 |
0.28 |
-2.53 |
10.17 |
13.25 |
| -- |
|
-- |
Russell 2000 |
3.99 |
13.98 |
3.99 |
9.84 |
9.52 |
11.14 |
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|
International Stock Funds (Trailing returns, through 3-31-02) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 1928 |
|
402.64 |
International Stock |
3.74 |
-1.63 |
3.74 |
0.67 |
1.33 |
5.97 |
| 38 |
|
2.77 |
Specialty-Precious Metals |
35.28 |
69.61 |
35.28 |
14.05 |
-4.61 |
0.62 |
| 191 |
|
16.82 |
Diversified Emerging Mkts |
11.89 |
15.65 |
11.89 |
5.89 |
-4.31 |
1.12 |
| 88 |
|
3.28 |
Pacific/Asia ex-Japan Stk |
9.69 |
11.45 |
9.69 |
7.60 |
-5.79 |
3.13 |
| 36 |
|
1.10 |
Latin America Stock |
8.70 |
9.21 |
8.70 |
8.12 |
-0.06 |
2.98 |
| 59 |
|
21.66 |
International Hybrid |
1.78 |
1.36 |
1.78 |
2.65 |
6.01 |
10.45 |
| 314 |
|
133.32 |
World Stock |
0.88 |
-3.10 |
0.88 |
1.17 |
5.75 |
7.76 |
| 181 |
|
16.30 |
Europe Stock |
1.02 |
-5.79 |
1.02 |
-1.22 |
4.39 |
8.87 |
| 63 |
|
1.88 |
Diversified Pacific/Asia |
5.88 |
-6.22 |
5.88 |
-0.21 |
-6.34 |
3.18 |
| 902 |
|
202.26 |
Foreign Stock |
1.48 |
-7.43 |
1.48 |
-1.87 |
2.30 |
6.66 |
| 56 |
|
3.27 |
Japan Stock |
2.69 |
-21.09 |
2.69 |
-6.73 |
-2.64 |
-1.89 |
| -- |
|
-- |
MSCI World ex US ND |
1.01 |
-7.67 |
1.01 |
-4.67 |
1.66 |
6.00 |
| -- |
|
-- |
MSCI EAFE ND |
0.97 |
-8.08 |
0.97 |
-5.18 |
1.41 |
5.89 |
| -- |
|
-- |
MSCI EMF (Emerging Markets Free) ID |
10.73 |
12.24 |
10.73 |
1.64 |
-7.34 |
0.14 |
|
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Taxable Bonds (Trailing returns, through 3-31-02) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 2381 |
|
598.14 |
Taxable Bond |
0.27 |
3.25 |
0.27 |
4.02 |
5.32 |
6.28 |
| 44 |
|
3.41 |
Emerging Markets Bond |
6.67 |
15.35 |
6.67 |
16.41 |
5.57 |
-- |
| 134 |
|
29.02 |
Short Government |
0.24 |
4.83 |
0.24 |
5.51 |
5.79 |
5.70 |
| 304 |
|
92.41 |
Intermediate Government |
0.08 |
4.41 |
0.08 |
5.54 |
6.51 |
6.42 |
| 250 |
|
57.15 |
Short-Term Bond |
0.09 |
4.41 |
0.09 |
5.59 |
5.94 |
5.91 |
| 677 |
|
217.22 |
Intermediate-Term Bond |
-0.23 |
4.06 |
-0.23 |
5.28 |
6.39 |
6.83 |
| 112 |
|
22.17 |
Long-Term Bond |
-0.43 |
3.88 |
-0.43 |
4.76 |
6.28 |
7.04 |
| 95 |
|
40.34 |
Ultrashort Bond |
0.81 |
3.06 |
0.81 |
4.65 |
5.23 |
5.23 |
| 181 |
|
28.70 |
Multisector Bond |
0.70 |
2.68 |
0.70 |
2.45 |
3.87 |
6.27 |
| 67 |
|
7.01 |
Long Government |
-0.52 |
2.64 |
-0.52 |
4.98 |
6.99 |
7.30 |
| 138 |
|
13.23 |
International Bond |
-0.55 |
1.96 |
-0.55 |
1.27 |
3.15 |
4.98 |
| 379 |
|
87.48 |
High Yield Bond |
1.01 |
-1.05 |
1.01 |
-1.38 |
1.46 |
5.85 |
| -- |
|
-- |
Lehman Brothers Aggregate Bond |
0.10 |
5.34 |
0.10 |
6.49 |
7.57 |
7.38 |
| -- |
|
-- |
Lehman Brothers Government Bond |
-0.63 |
3.95 |
-0.63 |
6.17 |
7.44 |
7.26 |
| -- |
|
-- |
Lehman Brothers Mortgage-Backed Bond |
1.00 |
6.39 |
1.00 |
7.01 |
7.68 |
7.30 |
|
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Municipal Bonds (Trailing returns, through 3-31-02) |
Approx #
of Funds |
|
Total Assets
($Bil) |
Category |
3 Mo (%) |
1 Yr (%) |
YTD (%) |
3 Yr (%) |
5 Yr (%) |
10 Yr (%) |
| 1866 |
|
302.10 |
Municipal Bond |
0.67 |
2.97 |
0.67 |
3.42 |
4.97 |
5.87 |
| 111 |
|
25.32 |
Muni Short |
0.42 |
3.18 |
0.42 |
3.62 |
4.30 |
4.80 |
| 632 |
|
53.58 |
Muni Single State Long |
0.73 |
3.12 |
0.73 |
3.37 |
5.04 |
5.92 |
| 29 |
|
2.52 |
Muni New York Interm |
1.09 |
3.06 |
1.09 |
3.96 |
5.07 |
5.70 |
| 189 |
|
45.85 |
Muni National Interm |
0.71 |
3.05 |
0.71 |
3.76 |
5.00 |
5.76 |
| 306 |
|
16.23 |
Muni Single State Interm |
0.60 |
2.90 |
0.60 |
3.60 |
4.84 |
5.73 |
| 346 |
|
93.54 |
Muni National Long |
0.79 |
2.89 |
0.79 |
2.98 |
4.88 |
5.92 |
| 39 |
|
4.94 |
Muni California Interm |
0.34 |
2.88 |
0.34 |
3.97 |
5.22 |
5.98 |
| 94 |
|
23.43 |
Muni New York Long |
1.07 |
2.87 |
1.07 |
3.62 |
5.34 |
6.17 |
| 120 |
|
36.68 |
Muni California Long |
0.00 |
2.31 |
0.00 |
3.38 |
5.27 |
6.20 |
| -- |
|
-- |
Lehman Brothers Municipal Bond |
0.94 |
3.76 |
0.94 |
4.77 |
6.22 |
6.70 |
P o s t e d 3-31-02
Russell 2000, Lehman Brothers Aggregate Bond, and Lehman Brothers Municipal Bond data are updated monthly.
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