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2002 | Fund Category Returns
  Domestic Stock Funds (Trailing returns, through 6/29/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
7891   2,796.40 Domestic Stock -12.07 -15.65 -11.72 -2.76 3.87 10.19
153   15.40 Specialty-Real Estate 4.87 15.76 13.27 12.76 7.68 11.27
289   76.98 Small Value -4.40 7.06 3.60 12.38 9.15 13.36
74   6.48 Specialty-Natural Res -3.82 2.15 8.09 8.77 3.58 9.94
264   50.50 Small Blend -7.02 -0.39 -1.95 9.36 7.47 12.59
337   98.23 Mid-Cap Value -8.18 -1.96 -3.12 5.34 8.08 12.76
120   14.87 Specialty-Financial -4.37 -3.59 0.26 5.11 8.53 16.32
876   305.12 Domestic Hybrid -5.97 -7.13 -5.71 -0.81 3.78 8.30
73   8.26 Convertibles -6.26 -8.95 -6.09 1.23 5.05 9.76
269   44.73 Mid-Cap Blend -9.87 -8.97 -7.26 0.97 5.86 11.43
945   553.53 Large Value -10.86 -12.21 -8.91 -3.17 3.83 10.78
578   93.13 Small Growth -13.30 -16.85 -14.14 1.86 4.83 9.87
1339   774.16 Large Blend -12.82 -18.13 -12.98 -7.87 2.56 10.14
710   142.50 Mid-Cap Growth -14.10 -22.85 -15.87 -3.64 3.33 9.58
185   43.46 Specialty-Health -18.43 -24.90 -24.16 7.70 7.84 13.11
1133   499.27 Large Growth -15.98 -25.36 -18.06 -11.67 1.26 8.62
96   17.28 Specialty-Utilities -13.43 -25.21 -14.78 -7.96 3.01 7.47
391   48.76 Specialty-Technology -28.53 -43.69 -33.85 -19.89 0.12 12.08
59   3.75 Specialty-Communications -26.47 -46.10 -37.24 -22.74 -1.17 8.44
--   -- Standard & Poor's Midcap 400 -9.31 -3.53 -3.29 7.37 12.51 15.59
--   -- Standard & Poor's 500 -13.43 -18.15 -13.27 -8.25 3.61 12.08
--   -- Russell 2000 -8.35 -8.60 -4.70 1.67 4.44 10.96
  International Stock Funds (Trailing returns, through 6/29/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
1935   410.77 International Stock -4.17 -6.62 -0.41 -3.73 -1.53 5.17
40   3.62 Specialty-Precious Metals 11.16 58.53 50.78 18.26 -0.40 1.34
87   3.35 Pacific/Asia ex-Japan Stk -4.05 5.59 5.26 -4.54 -8.02 1.16
190   17.10 Diversified Emerging Mkts -7.51 1.65 3.64 -4.03 -7.51 0.10
61   22.32 International Hybrid -2.56 -2.53 -0.54 0.32 3.84 9.70
186   15.97 Europe Stock -3.18 -6.29 -1.75 -1.79 2.23 7.67
60   1.91 Diversified Pacific/Asia -1.00 -7.97 3.65 -7.97 -8.26 2.55
895   209.24 Foreign Stock -2.72 -9.03 -1.14 -4.66 -0.45 5.81
332   132.67 World Stock -8.41 -13.28 -7.40 -3.70 1.51 6.43
30   0.99 Latin America Stock -19.07 -16.94 -11.30 -2.97 -7.20 2.29
54   3.60 Japan Stock 3.40 -18.19 6.01 -9.94 -5.89 -1.05
--   -- MSCI World ex US ND 7.33 -9.43 2.49 -3.89 0.53 5.46
--   -- MSCI EAFE ND -2.57 -8.59 -1.62 -6.78 -1.55 5.31
--   -- MSCI EMF (Emerging Markets Free) ID 4.06 4.76 9.10 -2.16 -8.06 0.17
  Taxable Bonds (Trailing returns, through 6/29/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
2371   615.64 Taxable Bond 1.39 4.64 1.67 4.95 4.97 6.07
135   13.28 International Bond 6.72 9.56 6.13 4.58 4.19 5.59
316   96.85 Intermediate Government 3.59 7.67 3.69 7.40 6.52 6.32
70   7.18 Long Government 4.67 7.17 3.62 7.38 6.94 7.40
129   28.67 Short Government 2.57 6.57 2.81 6.48 5.83 5.55
676   225.47 Intermediate-Term Bond 2.60 6.20 2.43 6.85 6.22 6.61
44   3.57 Emerging Markets Bond -5.65 6.30 1.05 13.34 2.43 --
105   21.79 Long-Term Bond 2.28 5.37 1.82 6.54 6.08 6.83
250   59.62 Short-Term Bond 1.90 5.30 2.06 6.51 5.96 5.76
179   29.29 Multisector Bond 0.49 3.37 1.11 2.97 2.99 5.63
88   40.78 Ultrashort Bond 0.78 3.44 1.33 5.32 5.27 5.11
379   89.13 High Yield Bond -4.68 -3.45 -3.66 -3.22 -0.61 4.86
--   -- Lehman Brothers Aggregate Bond 3.70 8.63 3.80 8.11 7.57 7.34
--   -- Lehman Brothers Government Bond 4.44 8.81 3.78 8.02 7.64 7.31
--   -- Lehman Brothers Mortgage-Backed Bond 3.48 8.99 4.51 8.40 7.61 7.24
  Municipal Bonds (Trailing returns, through 6/29/02)
Approx #
of Funds
  Total Assets
($Bil)
Category Trailing
13 Wks
1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
1817   306.23 Municipal Bond 3.21 5.58 3.89 5.27 4.95 5.76
39   5.14 Muni California Interm 3.36 5.89 3.67 5.90 5.29 5.84
120   37.28 Muni California Long 3.37 5.89 3.37 5.46 5.19 6.09
188   46.63 Muni National Interm 3.42 5.77 4.15 5.59 5.12 5.74
29   2.61 Muni New York Interm 3.53 5.70 4.61 5.88 5.19 5.55
595   53.30 Muni Single State Long 3.22 5.70 3.97 5.24 4.97 5.86
290   16.61 Muni Single State Interm 3.23 5.53 3.84 5.40 4.89 5.57
353   94.09 Muni National Long 3.25 5.51 4.06 4.97 4.79 5.79
94   23.85 Muni New York Long 3.13 5.31 4.25 5.54 5.22 6.00
109   26.73 Muni Short 2.29 4.61 2.75 4.73 4.43 4.79
--   -- Lehman Brothers Municipal Bond 3.66 6.86 4.64 6.67 6.27 6.69

Trailing returns through 6/29/02. 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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