2003 | Fund Category Returns
 Domestic Stock Funds (P o s t e d 6/30/03)
Approx #
of Funds
Total Assets
($Bil)
Category2nd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
8265 2504.19Domestic Stock16.250.3712.95-8.550.238.36
28 1.98Bear Market-17.11-15.60-18.2412.26-5.90-4.14
222 84.39Conservative Allocation7.144.966.601.163.207.11
67 10.3Convertibles10.439.4912.38-3.553.888.70
1376 697.22Large Blend14.81-1.2310.87-10.94-1.898.44
1265 443.22Large Growth14.09-0.4612.69-19.24-3.747.40
932 435.17Large Value16.80-2.3410.73-1.72-0.248.90
321 62.92Mid-Cap Blend18.622.0214.20-1.033.9710.51
739 125.21Mid-Cap Growth17.830.1115.85-17.11-0.337.69
281 72.05Mid-Cap Value17.96-0.7911.956.634.0010.61
796 250.16Moderate Allocation10.762.528.71-3.051.177.57
365 72.64Small Blend21.15-2.6615.093.183.869.06
638 80.92Small Growth21.51-1.2517.09-12.991.087.23
247 43.35Small Value21.48-2.5314.3610.615.2611.35
46 2.71Specialty-Communications23.4416.3317.75-31.98-6.246.52
109 11.85Specialty-Financial18.59-0.0512.488.522.3712.91
183 37.26Specialty-Health18.0211.5819.58-6.047.6213.30
81 5.98Specialty-Natural Res10.670.399.331.824.287.86
159 18.74Specialty-Real Estate12.715.2014.1913.246.918.95
333 36.22Specialty-Technology24.616.7524.06-34.73-3.239.54
77 11.89Specialty-Utilities17.231.5112.62-9.81-0.955.64
-- --Standard & Poor's Midcap 40017.62-0.7412.400.987.1312.64
-- --Standard & Poor's 50015.390.2511.75-11.19-1.6110.04
-- --Russell 200023.42-1.6317.88-3.300.978.25
 International Stock Funds (P o s t e d 6/30/03)
Approx #
of Funds
Total Assets
($Bil)
Category2nd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
1911 378.83International Stock18.74-4.7210.05-11.82-1.103.75
173 16.91Diversified Emerging Mkts22.714.6214.98-7.181.840.52
42 1.14Diversified Pacific/Asia13.82-11.134.94-16.921.43-0.97
152 13.37Europe Stock21.09-5.4110.60-11.95-2.817.52
925 198.99Foreign Stock18.93-7.419.40-14.26-3.254.40
51 3.16Japan Stock12.96-15.304.36-23.53-3.40-4.08
25 0.77Latin America Stock21.738.1720.28-8.39-0.992.28
78 2.81Pacific/Asia ex-Japan Stk19.07-4.7811.40-9.646.79-1.20
42 4.02Specialty-Precious Metals14.868.900.9923.7311.06-0.98
60 28.62World Allocation12.014.859.42-0.623.468.23
363 109.04World Stock18.06-3.8410.69-11.94-1.675.86
-- --MSCI World ex US ND19.22-5.5810.25-13.32-3.643.05
-- --MSCI EAFE ND19.27-6.469.47-13.52-4.002.78
-- --MSCI EMF (Emerging Markets Free) ID22.194.0413.90-9.280.13-0.64
 Taxable Bonds (P o s t e d 6/30/03)
Approx #
of Funds
Total Assets
($Bil)
Category2nd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
2530 811.51Taxable Bond3.7411.066.107.355.375.97
41 12.34Bank Loan4.155.045.983.433.515.07
46 4.82Emerging Markets Bond11.2132.5520.0915.5710.8613.05
390 115.81High Yield Bond8.4416.9214.342.530.724.89
345 145.42Intermediate Government1.327.442.148.526.386.06
800 300.02Intermediate-Term Bond2.9410.114.568.866.316.37
39 6.09Long Government4.5918.285.6912.257.597.93
74 20.58Long-Term Bond4.7614.267.1010.326.586.93
162 34.36Multisector Bond6.0815.739.827.174.745.94
146 37.39Short Government0.845.211.486.925.705.44
274 76.25Short-Term Bond1.285.452.136.655.685.45
80 44.55Ultrashort Bond0.432.521.054.474.584.87
133 13.87World Bond4.6315.337.768.355.876.23
-- --Lehman Brothers Mortgage-Backed Bond0.665.711.598.636.976.94
-- --Lehman Brothers Government Bond2.5411.333.6310.167.667.16
-- --Lehman Brothers Aggregate Bond2.5010.403.9210.087.547.21
 Municipal Bonds (P o s t e d 6/30/03)
Approx #
of Funds
Total Assets
($Bil)
Category2nd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
1887 344.23Municipal Bond2.357.143.137.224.875.30
79 20.97High Yield Muni3.465.373.315.943.285.03
57 7.49Muni California Int/Sh1.796.062.316.445.135.09
127 39.00Muni California Long2.387.523.007.415.045.60
87 8.80Muni Florida2.107.283.087.304.885.29
66 6.73Muni Massachusetts2.357.743.307.675.065.46
52 3.85Muni Minnesota2.297.643.567.364.835.34
200 52.19Muni National Interm2.257.473.187.365.185.33
264 79.33Muni National Long2.717.543.417.504.875.36
99 35.70Muni National Short1.184.341.795.384.314.46
64 6.92Muni New Jersey2.526.883.117.324.855.20
55 10.86Muni New York Int/Sh2.237.382.967.495.175.43
83 20.30Muni New York Long2.587.603.177.625.085.41
52 5.06Muni Ohio2.377.243.327.204.935.29
80 10.49Muni Pennsylvania2.457.653.427.544.855.37
256 18.42Muni Single State Int/Sh2.136.942.987.074.995.18
266 18.13Muni Single State Long2.407.593.347.584.875.35
-- --Lehman Brothers Municipal Bond2.578.733.818.526.286.37

P o s t e d 6/30/03. 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.

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