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2003 | Fund Category Returns
 Domestic Stock Funds (P o s t e d 9/30/2003)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
8618 2711.48Domestic Stock4.3225.4317.96-8.394.068.18
31 3.21Bear Market-5.53-31.14-22.169.59-8.52-4.61
230 64.48Conservative Allocation1.0110.497.351.074.076.82
68 11.36Convertibles2.8223.2315.60-3.217.108.36
1409 737.38Large Blend2.5921.6713.77-10.251.138.34
1324 472.68Large Growth3.4022.6216.63-18.25-0.727.04
967 461.24Large Value2.2122.6313.15-2.972.848.70
339 71.59Mid-Cap Blend5.2928.3220.25-1.109.1810.47
756 135.39Mid-Cap Growth5.5627.7822.28-16.945.007.40
301 80.31Mid-Cap Value4.6825.7017.335.339.1610.63
861 301.76Moderate Allocation2.0516.2910.98-2.933.127.50
381 88.29Small Blend7.9930.8224.524.1910.699.30
673 97.94Small Growth9.0834.2427.96-10.648.017.27
265 50.03Small Value7.4529.9623.0910.6911.9711.38
46 2.82Specialty-Communications2.9047.4221.94-27.95-4.045.48
111 12.02Specialty-Financial4.7024.7317.783.287.7712.44
183 39.08Specialty-Health1.9525.1222.29-9.529.7913.05
86 6.64Specialty-Natural Res3.2122.1312.731.289.008.08
176 22.08Specialty-Real Estate9.1425.9724.6913.5911.709.66
332 41.59Specialty-Technology10.6062.0137.35-32.001.089.48
79 11.59Specialty-Utilities-1.0621.1511.43-13.39-0.875.01
-- --Standard & Poor's Midcap 4006.5826.7619.80-0.7211.9512.81
-- --Standard & Poor's 5002.6524.3714.71-10.131.0010.04
-- --Russell 20009.0736.4928.57-0.827.468.28
 International Stock Funds (P o s t e d 9/30/2003)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
1946 426.38International Stock9.2127.1420.29-6.864.294.22
175 21.52Diversified Emerging Mkts13.9941.8431.151.6310.261.09
38 1.38Diversified Pacific/Asia17.3221.2322.87-9.516.20-0.44
159 14.27Europe Stock4.7525.8615.65-8.832.727.02
447 116.64Foreign Large Blend6.7521.4214.89-10.800.423.66
215 27.13Foreign Large Growth6.4621.1115.53-13.83-0.652.59
138 57.37Foreign Large Value8.2027.3619.48-3.624.426.34
99 8.37Foreign Small/Mid Growth14.2136.5931.87-10.697.807.81
49 14.02Foreign Small/Mid Value13.3338.0531.225.1610.358.91
2 0.08Foreign Stock7.898.7515.49-12.230.724.03
52 4.69Japan Stock20.8418.0826.22-15.442.34-2.87
25 0.85Latin America Stock11.2257.4933.80-2.918.572.09
85 3.71Pacific/Asia ex-Japan Stk17.7133.4130.59-0.3411.95-0.40
42 4.96Specialty-Precious Metals25.4742.4926.8136.2214.912.62
56 33.70World Allocation3.4619.8613.561.937.058.19
364 117.66World Stock6.5124.8618.04-9.533.176.30
-- --MSCI World ex US ND8.0826.9519.16-8.661.033.23
-- --MSCI EAFE ND8.1326.0118.37-8.710.552.92
-- --MSCI EMF (Emerging Markets Free) ID
 Taxable Bonds (P o s t e d 9/30/2003)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
2680 804.87Taxable Bond0.489.686.626.905.395.69
46 13.85Bank Loan1.659.077.683.713.805.16
48 5.63Emerging Markets Bond2.3339.0922.9515.4319.3212.05
415 123.59High Yield Bond2.6524.6317.413.582.814.86
355 131.99Intermediate Government-0.322.701.887.455.505.78
858 292.79Intermediate-Term Bond-0.166.224.407.875.586.02
44 5.78Long Government-2.483.293.1010.195.576.96
72 17.28Long-Term Bond-0.489.806.809.196.186.43
162 36.20Multisector Bond1.1116.2711.077.385.835.85
155 35.67Short Government-0.112.171.316.105.045.26
289 80.13Short-Term Bond0.103.262.245.865.145.31
99 46.24Ultrashort Bond0.362.141.444.034.364.79
137 15.72World Bond1.1913.918.979.135.245.89
-- --Lehman Brothers Mortgage-Backed Bond0.513.492.107.676.526.89
-- --Lehman Brothers Government Bond-0.793.562.818.886.336.73
-- --Lehman Brothers Aggregate Bond-0.145.403.778.946.626.92
 Municipal Bonds (P o s t e d 9/30/2003)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
1942 335.16Municipal Bond-0.072.793.056.404.294.92
80 22.05High Yield Muni0.623.894.015.492.944.54
55 6.74Muni California Int/Sh0.201.922.395.764.584.83
143 36.70Muni California Long-0.581.502.426.104.235.15
88 8.30Muni Florida-0.162.762.926.484.274.90
66 6.37Muni Massachusetts-0.182.693.136.814.455.03
52 3.69Muni Minnesota-0.083.393.486.584.294.95
213 52.19Muni National Interm0.013.133.196.634.605.04
267 75.69Muni National Long-0.112.823.316.654.254.98
101 35.01Muni National Short0.412.592.164.863.994.22
65 6.65Muni New Jersey-0.192.922.966.454.234.84
60 11.70Muni New York Int/Sh-0.012.722.886.664.575.09
91 19.72Muni New York Long-0.072.783.196.814.455.06
52 4.83Muni Ohio-0.242.823.086.344.334.92
79 9.99Muni Pennsylvania-0.133.103.296.674.324.96
258 18.03Muni Single State Int/Sh-0.012.942.976.334.434.85
272 17.52Muni Single State Long-0.172.783.166.674.274.93
-- --Lehman Brothers Municipal Bond0.083.893.907.695.666.03

P o s t e d 9/30/2003. 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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