Morningstar.com: Fund Performance Close-Ups

Welcome! Please Log In

Home Portfolio Stocks Options Funds ETFs Hedge Funds Markets Tools Personal Finance Discuss

2003 | Fund Category Returns


Domestic Stock Funds (P o s t e d 3/31/03)
Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
8448	2187.96	Domestic Stock	-2.83	-23.64	-2.82	-13.23	-2.79	6.97
69	8.35	Convertibles	1.60	-6.86	1.60	-7.20	1.88	7.82
1025	295.43	Domestic Hybrid	-1.52	-11.24	-1.52	-5.34	-0.31	6.26
1439	610.48	Large Blend	-3.37	-24.56	-3.37	-15.48	-4.29	7.05
1305	390.76	Large Growth	-1.29	-26.68	-1.29	-23.86	-5.53	5.95
953	381.22	Large Value	-5.15	-24.92	-5.15	-7.42	-3.55	7.38
298	46.2	Mid-Cap Blend	-3.75	-22.92	-3.75	-7.31	-0.24	9.13
757	108.96	Mid-Cap Growth	-1.72	-27.16	-1.72	-23.16	-3.54	6.23
297	65.04	Mid-Cap Value	-4.94	-21.58	-4.94	0.44	0.16	8.83
359	63.67	Small Blend	-4.95	-24.81	-4.95	-3.08	-0.76	7.29
661	69.84	Small Growth	-4.12	-30.27	-4.12	-19.78	-4.03	5.67
264	38.26	Small Value	-5.80	-22.17	-5.80	4.25	-0.02	9.22
52	2.44	Specialty-Communications	-4.16	-32.84	-4.16	-37.05	-9.93	4.83
117	10.52	Specialty-Financial	-4.88	-18.76	-4.88	2.34	-0.36	10.90
184	33	Specialty-Health	1.11	-22.71	1.11	-5.29	4.20	12.49
76	5.42	Specialty-Natural Res	-1.88	-13.33	-1.88	0.61	0.76	7.37
163	16.64	Specialty-Real Estate	1.24	-2.24	1.24	12.52	3.27	7.39
343	31.45	Specialty-Technology	-0.50	-38.66	-0.50	-41.20	-6.71	8.14
86	10.29	Specialty-Utilities	-3.83	-25.60	-3.83	-15.69	-4.23	4.29
--	--	Standard & Poor's Midcap 400	-4.44	-23.47	-4.44	-5.40	3.26	11.08
--	--	Standard & Poor's 500	-3.15	-24.75	-3.15	-16.09	-3.76	8.52
--	--	Russell 2000	-4.49	-26.96	-4.49	-11.00	-4.11	6.22


International Stock Funds (P o s t e d 3/31/03)
Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
1982	330.51	International Stock	-7.28	-22.97	-7.28	-18.65	-5.54	2.65
184	14.74	Diversified Emerging Mkts	-6.18	-21.10	-6.18	-16.88	-6.70	-1.36
44	1.14	Diversified Pacific/Asia	-7.86	-22.49	-7.86	-23.20	-5.30	-1.64
166	11.65	Europe Stock	-8.56	-24.22	-8.56	-19.42	-6.38	5.58
950	173.13	Foreign Stock	-8.04	-24.26	-8.04	-20.66	-6.41	3.09
65	24.36	International Hybrid	-2.44	-8.69	-2.44	-6.04	0.40	7.37
52	3.01	Japan Stock	-7.59	-22.00	-7.59	-29.12	-5.62	-3.90
28	0.62	Latin America Stock	-1.10	-27.94	-1.10	-15.81	-8.50	0.79
83	2.58	Pacific/Asia ex-Japan Stk	-6.13	-22.69	-6.13	-17.87	-3.10	-1.81
42	3.89	Specialty-Precious Metals	-12.01	6.24	-12.01	18.55	3.93	0.39
368	95.38	World Stock	-6.24	-25.52	-6.24	-18.63	-5.29	4.20
--	--	MSCI World ex US ND	-7.52	-22.91	-7.52	-19.21	-6.82	2.21
--	--	MSCI EAFE ND	-8.21	-23.59	-8.21	-19.54	-7.13	1.96
--	--	MSCI EMF (Emerging Markets Free) ID	-6.79	-22.53	-6.79	-18.31	-8.99	-1.94


Taxable Bonds (P o s t e d 3/31/03)
Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
2520	762.54	Taxable Bond	2.20	8.43	2.20	6.32	4.87	5.94
46	4.85	Emerging Markets Bond	7.99	11.98	7.99	11.19	6.76	NaN
378	97.93	High Yield Bond	5.42	2.44	5.42	-0.40	-1.06	4.56
344	133.62	Intermediate Government	0.77	9.77	0.77	8.55	6.42	6.21
750	278.78	Intermediate-Term Bond	1.53	9.88	1.53	8.31	6.23	6.38
142	15.00	International Bond	2.96	17.29	2.96	6.71	5.03	6.25
60	7.97	Long Government	0.87	16.11	0.87	9.75	6.83	7.23
111	24.63	Long-Term Bond	2.03	10.97	2.03	8.21	5.74	6.65
181	32.97	Multisector Bond	3.34	9.25	3.34	5.09	3.35	5.68
138	38.52	Short Government	0.62	7.12	0.62	7.12	5.81	5.42
249	73.54	Short-Term Bond	0.81	5.90	0.81	6.53	5.65	5.51
121	54.73	Ultrashort Bond	0.98	2.18	0.98	3.90	4.34	4.89
--	--	Lehman Brothers Mortgage-Backed Bond	0.92	8.66	0.92	9.21	7.19	7.06
--	--	Lehman Brothers Government Bond	1.06	13.40	1.06	9.81	7.68	7.19
--	--	Lehman Brothers Aggregate Bond	1.39	11.69	1.39	9.81	7.51	7.23


Municipal Bonds (P o s t e d 3/31/03)
Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
1858	334.18	Municipal Bond	0.75	8.07	0.75	6.79	4.65	5.42
45	5.94	Muni California Interm	0.45	7.90	0.45	6.66	5.16	5.61
120	38.34	Muni California Long	0.57	8.57	0.57	7.06	4.83	5.71
208	53.25	Muni National Interm	0.89	8.58	0.89	6.82	4.89	5.46
342	95.64	Muni National Long	0.50	7.60	0.50	6.54	4.27	5.39
34	4.14	Muni New York Interm	0.66	8.59	0.66	7.32	5.10	5.35
98	23.28	Muni New York Long	0.57	8.35	0.57	7.19	4.86	5.56
110	38.35	Muni Short	0.58	5.53	0.58	5.26	4.27	4.56
408	34.40	Muni Single State Interm	0.85	8.22	0.85	6.74	4.76	5.34
493	40.86	Muni Single State Long	0.92	8.44	0.92	7.12	4.66	5.52
--	--	Lehman Brothers Municipal Bond	1.21	9.89	1.21	8.15	6.06	6.45

P o s t e d 3/31/03. 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.

Content Partners