2002 | Fund Category Returns
  Domestic Stock Funds (Trailing returns, through 12-31-02)
Approx #
of Funds		   Total Assets
($Bil)		 Category 3 Mo (%) 1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
8214   2,288.97 Domestic Stock 6.19 -21.24 -21.24 -10.50 -0.20 7.73
153   16.06 Specialty-Real Estate 0.79 4.09 4.09 12.88 2.99 8.85
74   5.26 Specialty-Natural Res 8.31 -0.76 -0.76 4.02 2.13 8.92
76   8.42 Convertibles 6.21 -8.27 -8.27 -5.25 3.04 8.02
995   301.91 Domestic Hybrid 4.40 -9.67 -9.67 -4.03 1.49 7.04
277   43.04 Small Value 5.20 -10.25 -10.25 7.31 2.85 10.27
116   11.57 Specialty-Financial 5.79 -10.74 -10.74 4.16 2.97 12.74
294   71.07 Mid-Cap Value 7.21 -12.90 -12.90 2.54 3.17 10.25
315   65.93 Small Blend 4.61 -16.17 -16.17 0.96 2.09 7.97
290   48.38 Mid-Cap Blend 6.46 -17.07 -17.07 -4.16 2.75 9.78
902   395.45 Large Value 8.10 -18.92 -18.92 -6.00 -0.53 8.63
1366   638.54 Large Blend 6.60 -22.02 -22.02 -13.52 -1.46 7.84
96   12.45 Specialty-Utilities 9.08 -23.79 -23.79 -12.85 -1.95 5.39
745   113.76 Mid-Cap Growth 4.35 -27.52 -27.52 -18.97 -1.08 6.54
1263   411.19 Large Growth 4.99 -27.72 -27.72 -21.65 -2.72 6.22
637   74.90 Small Growth 4.79 -28.41 -28.41 -14.72 -1.09 6.25
184   34.94 Specialty-Health 2.39 -29.34 -29.34 0.32 5.11 10.92
55   2.82 Specialty-Communications 20.64 -40.99 -40.99 -32.92 -4.42 6.32
357   33.14 Specialty-Technology 17.77 -43.14 -43.14 -37.61 -3.45 9.44
--   -- Standard & Poor's Midcap 400 5.81 -14.53 -14.53 -0.06 6.40 11.95
--   -- Standard & Poor's 500 8.43 -22.09 -22.09 -14.54 -0.58 9.34
--   -- Russell 2000 6.15 -20.48 -20.48 -7.54 -1.36 7.16
  International Stock Funds (Trailing returns, through 12-31-02)
Approx #
of Funds		   Total Assets
($Bil)		 Category 3 Mo (%) 1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
1947   341.77 International Stock 5.71 -13.52 -13.52 -15.71 -1.84 4.33
42   3.90 Specialty-Precious Metals 12.19 62.96 62.96 17.10 8.22 3.61
71   22.63 International Hybrid 5.29 -5.35 -5.35 -5.24 2.22 8.01
184   15.27 Diversified Emerging Mkts 8.28 -5.90 -5.90 -14.09 -4.63 0.29
86   2.63 Pacific/Asia ex-Japan Stk 2.41 -9.54 -9.54 -14.95 -0.77 -0.48
40   1.38 Diversified Pacific/Asia -1.16 -11.62 -11.62 -21.56 -3.51 0.14
53   3.17 Japan Stock -6.48 -14.01 -14.01 -25.85 -3.91 -1.88
171   12.80 Europe Stock 9.04 -15.67 -15.67 -14.53 -1.10 7.25
911   178.07 Foreign Stock 5.18 -16.34 -16.34 -17.82 -2.08 4.86
360   101.24 World Stock 5.84 -19.84 -19.84 -15.38 -1.37 5.48
29   0.69 Latin America Stock 17.75 -20.17 -20.17 -13.77 -8.28 0.84
--   -- MSCI World ex US ND 6.54 -15.80 -15.80 -16.92 -2.72 4.17
--   -- MSCI EAFE ND 6.45 -15.94 -15.94 -17.24 -2.89 4.00
--   -- MSCI EMF (Emerging Markets Free) ID 9.76 -7.97 -7.97 -15.81 -6.67 -0.75
  Taxable Bonds (Trailing returns, through 12-31-02)
Approx #
of Funds		   Total Assets
($Bil)		 Category 3 Mo (%) 1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
2462   707.06 Taxable Bond 2.65 6.26 6.26 5.99 4.81 6.17
142   14.22 International Bond 4.51 13.56 13.56 6.03 4.74 6.37
63   8.16 Long Government 0.70 13.15 13.15 11.23 6.92 7.71
43   3.98 Emerging Markets Bond 13.38 11.20 11.20 10.61 5.11 --
327   125.86 Intermediate Government 0.88 9.06 9.06 8.96 6.53 6.49
111   23.54 Long-Term Bond 2.06 8.60 8.60 8.73 5.88 6.96
713   259.60 Intermediate-Term Bond 1.72 7.87 7.87 8.44 6.20 6.68
134   34.72 Short Government 0.83 6.60 6.60 7.27 5.92 5.64
182   30.77 Multisector Bond 4.22 6.24 6.24 4.06 3.14 5.87
252   69.49 Short-Term Bond 1.14 5.23 5.23 6.61 5.75 5.77
109   50.16 Ultrashort Bond 0.84 1.81 1.81 3.99 4.56 4.90
386   86.56 High Yield Bond 5.90 -1.89 -1.89 -2.78 -1.46 4.62
--   -- Lehman Brothers Aggregate Bond 1.57 10.27 10.27 10.10 7.54 7.51
--   -- Lehman Brothers Government Bond 0.73 11.50 11.50 10.63 7.77 7.56
--   -- Lehman Brothers Mortgage-Backed Bond 1.35 8.74 8.74 9.37 7.34 7.28
  Municipal Bonds (Trailing returns, through 12-31-02)
Approx #
of Funds		   Total Assets
($Bil)		 Category 3 Mo (%) 1 Yr (%) YTD (%) 3 Yr (%) 5 Yr (%) 10 Yr (%)
1800   327.20 Municipal Bond -0.25 7.98 7.98 7.41 4.69 5.73
26   2.39 Muni New York Interm -0.12 9.07 9.07 7.81 5.17 5.48
101   25.10 Muni New York Long -0.39 8.89 8.89 8.06 4.96 5.96
179   48.94 Muni National Interm -0.05 8.27 8.27 7.21 4.96 5.72
521   46.32 Muni Single State Long -0.30 8.26 8.26 7.76 4.69 5.82
120   38.39 Muni California Long -0.91 7.96 7.96 8.06 4.89 6.07
352   97.15 Muni National Long -0.35 7.95 7.95 7.28 4.39 5.75
353   28.18 Muni Single State Interm -0.05 7.91 7.91 7.20 4.75 5.59
42   5.80 Muni California Interm -0.68 7.68 7.68 7.50 5.23 5.90
106   34.94 Muni Short 0.38 5.39 5.39 5.42 4.32 4.71
--   -- Lehman Brothers Municipal Bond -0.01 9.60 9.60 8.76 6.05 6.71

P o s t e d    12-31-02. 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.

Corrections Site Map Help Advertising Opportunities Licensing Opportunites Glossary Store
© Copyright 2008 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Quotes for NASDAQ are 15 minutes delayed. All other exchanges are delayed 20 minutes.