Morningstar.com : Quarter End Review

Fund Category Returns
U.S. Equity Fund


Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

11912	3863.94	Domestic Stock	5.96	5.89	55.61	-3.85	2.67	1.27
2852	1693.13	Large Blend	5.07	5.07	50.08	-4.35	1.82	0.21
2695	1072.25	Large Growth	4.40	4.40	48.34	-1.90	2.93	-2.46
1831	731.77	Large Value	5.61	5.61	50.25	-5.99	1.21	3.12
622	182.78	Mid-Cap Blend	7.78	7.78	62.63	-3.59	3.21	3.94
1175	247.81	Mid-Cap Growth	6.76	6.76	55.35	-2.27	3.86	-0.50
616	141.33	Mid-Cap Value	8.28	8.28	65.78	-4.03	3.34	7.43
926	187.00	Small Blend	8.18	8.18	65.42	-4.30	2.78	6.10
1016	136.11	Small Growth	7.36	7.36	58.97	-3.54	2.98	-0.04
488	86.39	Small Value	9.40	9.40	70.34	-4.14	2.93	9.18
62	3.17	Communications	2.12	2.12	45.77	-8.81	0.67	-5.20
38	1.07	Consumer Discretionary	11.17	11.17	62.07	-5.87	0.12	0.94
30	1.74	Consumer Staples	6.79	6.79	49.82	2.17	4.08	6.96
79	21.83	Equity Energy	0.48	0.48	54.35	-0.94	8.10	11.58
170	8.48	Financial	8.48	8.48	67.73	-12.72	-3.60	4.15
219	41.27	Health	6.44	6.44	38.97	2.38	6.09	4.66
32	2.08	Industrials	11.58	11.58	77.91	-2.60	3.80	6.66
40	1.51	Miscellaneous Sector	2.74	2.74	61.55	0.00	4.57	7.20
200	45.92	Natural Resources	1.34	1.34	56.38	0.77	10.12	13.32
367	68.51	Real Estate	9.33	9.33	104.91	-11.46	2.47	10.56
324	31.52	Technology	3.21	3.21	59.98	1.54	5.71	-8.25
146	14.99	Utilities	-1.55	-1.55	30.15	-5.30	4.85	2.43
--	--	S&P MidCap 400 TR	9.09	9.09	64.07	-0.83	5.17	6.01
--	--	S&P 500 TR	5.39	5.39	49.77	-4.17	1.92	-0.65
Sector Equity Funds

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

			NaN	NaN	NaN	NaN	NaN	NaN
--	--

Allocation Funds

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

4524	1344.25	Balanced	3.50	3.51	37.35	-0.91	3.37	2.88
836	234.52	Conservative Allocation	2.97	2.97	28.64	1.17	3.59	3.36
85	12.63	Convertibles	4.22	4.22	44.68	0.75	4.26	2.97
1816	840.23	Moderate Allocation	3.79	3.79	37.21	-1.07	3.15	2.46
180	12.52	Retirement Income	2.36	2.36	25.86	1.09	3.20	3.47
231	33.38	Target Date 2000-2010	3.04	3.04	32.57	-0.56	3.08	2.66
175	33.55	Target Date 2011-2015	3.36	3.36	36.41	-1.93	2.91	0.73
243	56.74	Target Date 2016-2020	3.45	3.45	37.40	-2.48	2.53	1.08
159	36.16	Target Date 2021-2025	4.01	4.01	45.17	-3.03	3.05
232	42.91	Target Date 2026-2030	3.86	3.86	45.85	-3.73	2.38	0.48
143	23.56	Target Date 2031-2035	4.30	4.30	49.69	-3.74	2.72
223	26.67	Target Date 2036-2040	4.11	4.11	50.21	-4.27	2.30	-0.35
138	10.44	Target Date 2041-2045	4.36	4.36	51.51	-4.11	2.57
181	6.36	Target Date 2050+	4.16	4.16	52.06	-4.56	2.16
379	246.80	World Allocation	2.12	2.12	36.39	-0.31	5.17	5.63
--	--	DJ Moderate TR USD	3.71	3.71	36.98	0.68	4.89	4.46
International Equity Funds

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

3975	1336.45	International Stock	2.21	2.24	60.14	-4.99	5.48	2.71
496	173.81	Diversified Emerging Mkts	2.84	2.84	81.59	2.22	13.51	8.96
60	8.39	Diversified Pacific/Asia	4.56	4.56	58.00	-2.46	7.28	1.85
144	22.48	Europe Stock	1.24	1.24	67.35	-7.76	4.61	3.83
1093	481.02	Foreign Large Blend	1.28	1.28	53.26	-6.84	3.92	0.54
394	132.84	Foreign Large Growth	2.56	2.56	56.52	-5.14	5.14	0.11
486	192.99	Foreign Large Value	1.09	1.09	52.99	-7.33	3.24	3.45
154	28.45	Foreign Small/Mid Growth	3.26	3.26	68.30	-7.02	6.19	1.58
84	37.66	Foreign Small/Mid Value	4.51	4.51	68.95	-6.40	4.67	5.80
188	24.03	Global Real Estate	2.27	2.27	73.07	-13.82	2.61	10.90
49	2.85	Japan Stock	7.16	7.16	42.54	-13.44	-3.52	-6.44
30	9.42	Latin America Stock	-0.13	-0.13	116.03	6.85	22.93	15.00
189	28.30	Pacific/Asia ex-Japan Stk	1.13	1.13	76.27	5.19	14.73	8.17
1020	379.54	World Stock	3.10	3.10	53.52	-4.21	3.89	1.00
--	--	MSCI World Ex US NR USD	1.35	1.35	55.96	-6.15	4.33	1.70
--	--	MSCI EAFE NR USD	0.87	0.87	54.44	-7.02	3.75	1.27
--	--	MSCI EM USD	2.11	2.11	77.26	2.84	12.99	7.30
Taxable Bond Funds

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

4475	1856.93	Taxable Bond	2.46	2.47	20.49	4.46	4.62	5.46
206	127.80	Inflation-Protected Bond	0.63	0.63	7.37	4.76	3.92	6.15
494	167.05	Intermediate Government	1.59	1.59	4.81	5.38	4.66	5.23
50	7.08	Long Government	0.92	0.92	-9.40	5.22	4.45	6.90
166	36.44	Short Government	0.92	0.92	3.24	4.57	4.05	4.40
143	37.47	Bank Loan	4.18	4.18	36.46	-0.08	1.94	2.88
1553	1037.73	Intermediate-Term Bond	2.43	2.43	16.76	4.81	4.48	5.60
84	24.90	Long-Term Bond	3.07	3.07	27.74	5.49	5.14	7.05
525	183.59	Short-Term Bond	1.42	1.42	9.75	3.48	3.64	4.16
112	40.53	Ultrashort Bond	0.89	0.89	6.73	1.54	2.38	3.03
795	221.65	High Yield Bond	4.26	4.26	47.60	3.64	5.52	5.32
341	149.88	Multisector Bond	3.59	3.59	31.84	4.86	5.59	6.56
130	26.02	Emerging Markets Bond	4.63	4.63	36.41	6.13	8.49	10.95
377	132.28	World Bond	1.14	1.14	17.63	6.23	4.75	6.32
--	--	BarCap US MBS TR USD	1.54	1.54	5.21	7.03	6.13	6.47
--	--	BarCap US Government TR USD	1.11	1.11	-0.13	5.98	5.19	5.93
--	--	BarCap US Agg Bond TR USD	1.78	1.78	7.69	6.14	5.44	6.29
--	--	ML US HY Master II TR USD	4.82	4.82	57.22	6.54	7.67	7.20
--	--	USTREAS T-Bill Cnst Mat Rate 10 Yr	0.98	0.98	-6.05	5.86	5.09	6.07
--	--	USTREAS T-Bill Auction Ave 3 Mon	0.03	0.03	0.13	1.69	2.82	2.74
Municipal Bond Funds

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

2283	481.63	Muni Bond	1.29	1.29	11.78	2.76	3.37	4.51
150	51.11	High Yield Muni	2.82	2.82	25.74	-1.28	1.75	3.95
83	13.91	Muni California Int/Sh	1.14	1.14	7.81	3.23	3.34	4.10
168	36.04	Muni California Long	1.66	1.66	13.54	1.98	3.08	4.49
78	7.22	Muni Massachusetts	1.13	1.13	11.95	3.07	3.68	4.75
62	4.09	Muni Minnesota	1.15	1.15	10.31	3.33	3.81	4.78
262	100.30	Muni National Interm	0.97	0.97	8.85	3.87	3.76	4.57
274	86.14	Muni National Long	1.48	1.48	12.82	2.66	3.31	4.54
160	79.73	Muni National Short	0.44	0.44	4.25	3.24	3.01	3.47
71	7.77	Muni New Jersey	1.43	1.43	12.97	2.90	3.58	4.72
55	9.65	Muni New York Int/Sh	0.92	0.92	8.12	3.58	3.49	4.46
120	29.27	Muni New York Long	1.62	1.62	14.11	3.12	3.63	4.78
72	5.69	Muni Ohio	0.89	0.89	9.54	3.08	3.59	4.56
93	10.15	Muni Pennsylvania	1.28	1.28	12.08	2.89	3.44	4.60
240	15.05	Muni Single State Interm	0.78	0.78	7.92	3.63	3.57	4.41
340	24.47	Muni Single State Long	1.37	1.37	13.83	2.53	3.56	4.75
15	0.74	Muni Single State Short	0.38	0.38	3.98	3.77	3.29	3.79
--	--	BarCap Municipal TR USD	1.25	1.25	9.69	4.56	4.58	5.58

Commodities Funds

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

			NaN	NaN	NaN	NaN	NaN	NaN
--	--

Alternative

Approx # of Funds	Total Assets ($Bil)	Category	1st Qtr Return	YTD (%)	1 Yr (%)	3 Yr (%)	5 Yr (%)	10 Yr (%)

532	71.50	Alternative	-1.71	-1.71	1.77	-3.07	2.09	9.83
152	5.73	Bear Market	-7.82	-7.82	-41.20	-12.38	-9.42	-2.48
34	1.39	Currency	0.51	0.51	0.28	-0.17	1.95	5.57
78	19.51	Equity Precious Metals	-1.09	-1.09	35.44	8.87	18.28	20.64
285	43.31	Long-Short	0.73	0.73	15.98	-1.55	1.89	3.68
--	--	ML USD LIBOR 3 Mon CM	0.05	0.05	0.68	3.03	3.62	3.33
Three-, five-, and 10-year returns are annualized. Posted 03/31/2010 Before the end of the quarter, Morningstar shows preliminary data using trailing 13-week returns to approximate total returns for the quarter. Ten-year returns are calculated monthly at month-end. This information is updated to reflect quarterly returns as soon as our quarterly total-return data is finalized.