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2005 | Fund Category Returns
 Domestic Stock Funds (P o s t e d 9/30/2005)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
10818 3960.80Domestic Stock5.3317.216.6818.682.749.06
60 5.70Bear Market-3.63-14.07-2.28-20.94-0.60-7.17
530 108.19Conservative Allocation1.375.951.947.903.446.56
80 15.12Convertibles4.889.552.3614.472.438.63
1748 900.95Large Blend4.0613.173.4915.72-1.178.23
1535 659.54Large Growth4.7813.392.9014.62-7.286.94
1226 723.71Large Value3.5513.674.0217.754.459.27
433 124.71Mid-Cap Blend5.0819.336.7521.576.5211.22
871 194.13Mid-Cap Growth6.2720.296.4119.58-4.368.17
338 116.11Mid-Cap Value4.2018.776.6022.1410.8511.87
1119 512.47Moderate Allocation3.1010.813.6012.402.217.65
524 166.68Small Blend5.2519.245.5223.2510.0711.77
753 138.31Small Growth5.6118.534.0221.17-1.458.13
320 82.32Small Value4.4618.615.3124.2314.5913.04
38 3.15Specialty-Communications7.8625.696.2932.49-11.137.18
125 11.17Specialty-Financial1.489.40-0.5616.657.4012.85
190 50.57Specialty-Health7.0215.937.4216.43-0.8211.62
127 45.77Specialty-Natural Res21.8848.3940.5537.7817.3315.07
258 51.42Specialty-Real Estate3.3026.238.8725.9318.5415.05
290 34.23Specialty-Technology7.7017.851.3924.67-17.515.08
99 16.15Specialty-Utilities8.2933.5418.9125.761.2310.04
-- --Standard & Poor's Midcap 4004.8822.148.9122.097.0414.13
-- --Standard & Poor's 5003.6012.252.7716.71-1.499.48
 International Stock Funds (P o s t e d 9/30/2005)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
2118 886.60International Stock13.4130.1414.7927.097.687.65
194 63.61Diversified Emerging Mkts17.3344.0423.3436.8014.086.70
21 2.23Diversified Pacific/Asia14.7329.6014.5423.033.634.47
99 26.76Europe Stock9.8227.7911.0026.946.4510.09
567 211.18Foreign Large Blend11.0825.159.6922.031.156.25
206 84.17Foreign Large Growth11.2724.739.3921.46-0.955.36
166 119.73Foreign Large Value10.0424.659.2925.347.769.24
99 21.36Foreign Small/Mid Growth13.5235.6616.8932.023.5613.91
54 33.93Foreign Small/Mid Value9.8628.5912.5829.4312.7410.86
44 11.33Japan Stock18.2026.3913.4518.04-3.451.15
16 2.93Latin America Stock29.4377.0745.5656.4617.6313.41
87 9.04Pacific/Asia ex-Japan Stk9.6528.4814.3726.579.314.34
51 8.70Specialty-Precious Metals20.6513.7814.5223.4127.494.01
81 98.34World Allocation4.3114.834.9216.637.649.33
397 193.23World Stock7.8921.217.4921.040.517.91
-- --MSCI World ex US ND10.9226.8210.1325.353.376.24
-- --MSCI EAFE ND10.3825.799.0824.613.135.83
-- --MSCI EMF ID17.0142.4821.9835.4511.373.56
 Taxable Bonds (P o s t e d 9/30/2005)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
3118 912.61Taxable Bond0.414.782.177.176.666.44
73 31.53Bank Loan1.654.813.436.734.705.10
55 11.22Emerging Markets Bond4.1316.9610.1222.3515.5814.57
476 126.25High Yield Bond1.306.131.6213.935.815.64
377 110.56Intermediate Government-0.532.281.452.475.345.41
984 372.56Intermediate-Term Bond-0.592.431.354.015.985.78
85 24.13Long Government-1.255.453.125.118.357.04
89 14.38Long-Term Bond-0.914.041.837.277.616.77
144 43.26Multisector Bond0.746.061.6510.607.496.72
175 27.74Short Government-0.131.090.831.454.104.68
382 85.58Short-Term Bond0.061.310.982.134.144.80
115 32.68Ultrashort Bond0.672.251.811.783.054.42
153 32.71World Bond-0.204.56-2.208.207.716.37
-- --Lehman Brothers Mortgage-Backed Bond-0.153.292.003.726.126.46
-- --Lehman Brothers Government Bond-0.942.471.972.856.286.34
-- --Lehman Brothers Aggregate Bond-0.672.801.823.966.626.55
-- --3mo T-BILL0.882.832.301.712.353.81
-- --10-year Treasury1.044.213.154.154.495.22
-- --ML High Yield Master II0.926.702.0615.737.196.86
 Municipal Bonds (P o s t e d 9/30/2005)
Approx #
of Funds
Total Assets
($Bil)
Category3rd Qtr Return1 Yr (%)YTD (%)3 Yr (%)5 Yr (%)10 Yr (%)
2012 339.50Municipal Bond-0.153.112.043.165.124.90
93 37.30High Yield Muni0.577.605.006.106.315.36
75 8.91Muni California Interm/Sh-0.102.221.382.144.324.54
138 35.57Muni California Long-0.084.503.053.495.505.47
75 7.47Muni Florida-0.123.302.213.235.244.97
67 6.07Muni Massachusetts-0.372.841.873.135.425.05
58 3.51Muni Minnesota-0.233.512.293.645.454.88
212 53.00Muni National Interm-0.312.011.282.745.024.85
264 71.19Muni National Long-0.213.562.353.495.525.17
116 28.22Muni National Short0.241.060.801.593.303.62
66 6.84Muni New Jersey-0.213.752.433.515.455.09
64 12.51Muni New York Interm/Shor-0.292.131.432.735.134.94
94 20.66Muni New York Long-0.223.812.593.535.685.29
59 4.62Muni Ohio-0.402.511.542.935.014.86
76 9.68Muni Pennsylvania-0.153.442.223.335.365.05
265 16.57Muni Single State Interm-0.342.271.482.835.074.92
252 15.75Muni Single State Long-0.203.382.183.365.445.11
35 1.63Muni Single State Short-0.140.990.561.943.904.06
-- --Lehman Brothers Municipal Bond-0.124.052.774.186.346.06

P o s t e d 9/30/2005. 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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