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2004 | Fund Category Returns


Domestic Stock Funds (P o s t e d 12/31/2004)
Approx # of Funds	Total Assets ($Bil)	Category	4th Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
10252	3657.20	Domestic Stock	10.15	11.93	11.84	5.02	1.20	10.58
60	5.41	Bear Market	-12.05	-14.21	-14.21	-10.34	-1.27	-7.09
484	95.09	Conservative Allocation	4.12	5.71	5.71	5.12	3.80	7.87
82	15.50	Convertibles	6.98	8.72	8.72	8.22	3.54	10.30
1625	874.65	Large Blend	9.35	9.96	9.96	2.93	-1.77	10.42
1455	627.43	Large Growth	10.12	7.64	7.64	0.01	-7.64	9.00
1164	671.48	Large Value	9.27	12.91	12.91	5.63	4.35	11.35
423	104.26	Mid-Cap Blend	11.84	16.00	16.00	9.81	7.18	13.16
860	176.27	Mid-Cap Growth	12.97	12.93	12.93	3.68	-3.42	10.25
320	96.88	Mid-Cap Value	11.23	17.90	17.90	11.13	11.41	13.40
1059	441.94	Moderate Allocation	6.89	8.62	8.62	4.71	2.17	9.24
498	156.34	Small Blend	12.92	18.86	18.86	12.51	11.84	13.10
768	132.21	Small Growth	13.89	12.09	12.09	4.89	-0.55	10.24
318	81.98	Small Value	12.53	20.58	20.58	15.53	15.81	15.01
43	3.54	Specialty-Communications	17.71	22.37	22.37	1.18	-12.35	9.83
120	12.89	Specialty-Financial	9.91	13.70	13.70	10.75	11.70	16.67
196	45.02	Specialty-Health	7.74	9.37	9.37	0.78	7.96	13.84
112	22.92	Specialty-Natural Res	4.83	28.37	28.37	17.82	14.40	13.22
243	40.28	Specialty-Real Estate	15.80	31.88	31.88	23.62	21.36	15.10
302	40.41	Specialty-Technology	16.04	3.81	3.81	-2.88	-16.91	9.59
80	12.71	Specialty-Utilities	11.81	23.41	23.41	4.84	0.45	10.00
--	--	Standard & Poor's Midcap 400	12.15	16.47	16.47	10.51	9.53	16.09
--	--	Standard & Poor's 500	9.23	10.87	10.87	3.58	-2.30	12.07
--	--	Russell 2000	14.09	18.33	18.33	11.48	6.61	11.54


International Stock Funds (P o s t e d 12/31/2004)
Approx # of Funds	Total Assets ($Bil)	Category	4th Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
2021	704.21	International Stock	13.54	17.70	17.57	12.66	0.06	6.63
189	44.14	Diversified Emerging Mkts	16.82	23.75	23.75	22.17	4.29	4.71
27	1.85	Diversified Pacific/Asia	13.13	17.09	17.09	11.66	-5.32	1.79
122	22.48	Europe Stock	15.09	20.94	20.94	13.40	2.25	10.07
533	166.35	Foreign Large Blend	14.17	17.59	17.59	9.42	-2.93	6.39
221	70.54	Foreign Large Growth	14.07	15.58	15.58	7.92	-5.72	5.18
149	97.03	Foreign Large Value	14.07	21.77	21.77	14.62	4.67	8.52
93	15.63	Foreign Small/Mid Growth	15.35	23.97	23.97	17.29	-0.32	12.55
54	25.83	Foreign Small/Mid Value	14.13	24.02	24.02	21.44	9.97	9.88
44	8.85	Japan Stock	11.50	14.26	14.26	10.79	-8.72	-0.90
16	1.40	Latin America Stock	21.65	38.26	38.26	21.39	7.66	7.32
83	6.43	Pacific/Asia ex-Japan Stk	12.12	13.22	13.22	15.95	2.30	3.07
48	7.47	Specialty-Precious Metals	-0.58	-8.05	-8.05	33.57	18.27	3.25
58	70.75	World Allocation	9.01	13.88	13.88	11.75	6.83	10.67
376	165.47	World Stock	12.68	15.16	15.16	7.59	-1.15	8.71
--	--	MSCI World ex US ND	15.15	20.38	20.38	12.22	-0.76	5.94
--	--	MSCI EAFE ND	15.32	20.25	20.25	11.89	-1.13	5.62
--	--	MSCI EMF (Emerging Markets Free) ID


Taxable Bonds (P o s t e d 12/31/2004)
Approx # of Funds	Total Assets ($Bil)	Category	4th Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
3047	864.73	Taxable Bond	1.95	4.93	4.92	6.68	6.39	6.66
61	25.50	Bank Loan	1.32	5.11	5.11	5.30	4.61	5.39
51	8.07	Emerging Markets Bond	6.20	12.37	12.37	17.88	15.04	13.59
457	136.38	High Yield Bond	4.39	9.88	9.88	10.56	4.89	6.45
402	113.72	Intermediate Government	0.83	3.39	3.39	4.71	6.31	6.47
968	329.20	Intermediate-Term Bond	1.00	3.81	3.81	5.51	6.83	6.92
57	18.60	Long Government	2.61	6.95	6.95	9.16	9.68	8.54
78	13.10	Long-Term Bond	2.19	6.28	6.28	8.07	8.63	8.18
166	39.36	Multisector Bond	3.94	8.03	8.03	10.43	7.30	7.57
179	29.69	Short Government	0.27	1.32	1.32	3.16	5.01	5.53
369	88.20	Short-Term Bond	0.33	1.60	1.60	3.24	4.91	5.52
98	36.54	Ultrashort Bond	0.41	1.17	1.17	1.79	3.60	4.80
152	26.37	World Bond	6.92	8.79	8.79	11.71	7.81	7.57
--	--	Lehman Brothers Mortgage-Backed Bond	1.26	4.70	4.70	5.48	7.14	7.56
--	--	Lehman Brothers Government Bond	0.49	3.48	3.48	5.70	7.48	7.46
--	--	Lehman Brothers Aggregate Bond	0.95	4.34	4.34	6.19	7.71	7.72


Municipal Bonds (P o s t e d 12/31/2004)
Approx # of Funds	Total Assets ($Bil)	Category	4th Qtr Return	1 Yr (%)	YTD (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)
2071	330.29	Municipal Bond	1.02	3.30	3.29	5.25	6.02	5.89
79	27.87	High Yield Muni	2.45	6.37	6.37	6.46	5.98	5.86
77	8.09	Muni California Interm/Sh	0.83	2.56	2.56	4.51	5.42	5.49
146	34.44	Muni California Long	1.38	4.25	4.25	5.43	6.53	6.40
92	7.79	Muni Florida	0.95	3.10	3.10	5.11	5.92	5.95
64	5.86	Muni Massachusetts	0.94	3.20	3.20	5.47	6.31	5.91
56	3.51	Muni Minnesota	1.19	3.82	3.82	5.54	6.16	5.76
238	51.58	Muni National Interm	0.73	2.81	2.81	5.18	5.86	5.71
286	74.12	Muni National Long	1.21	3.78	3.78	5.64	6.35	6.12
118	31.24	Muni National Short	0.26	1.17	1.17	2.94	3.99	4.22
65	6.50	Muni New Jersey	1.28	3.43	3.43	5.43	6.14	5.92
65	11.82	Muni New York Interm/Shor	0.68	2.57	2.57	5.23	5.98	5.80
95	19.63	Muni New York Long	1.17	3.57	3.57	5.71	6.51	6.20
59	4.65	Muni Ohio	0.94	3.09	3.09	5.11	5.92	5.80
79	9.45	Muni Pennsylvania	1.15	3.24	3.24	5.42	6.18	5.96
260	16.63	Muni Single State Interm	0.77	2.86	2.86	5.15	5.93	5.91
249	15.20	Muni Single State Long	1.18	3.65	3.65	5.44	6.29	6.08
43	1.92	Muni Single State Short	0.40	1.83	1.83	3.79	4.77	4.95
--	--	Lehman Brothers Municipal Bond	1.25	4.48	4.48	6.44	7.20	7.06

P o s t e d 12/31/2004. 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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