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Lipper Benchmarks through 12/31/01
| |
|
|
|
Average Performance |
25% below Peer Average |
| Lipper Benchmarks* |
Obj. |
YTD |
4th Qrt |
1 Yr |
3 Yr |
5 Yr |
1 Yr |
3 Yr |
5 Yr |
| Large Cap Core |
LCC |
-12.83 |
10.30 |
-12.83 |
-1.23 |
9.59 |
-16.04 |
-1.54 |
7.19 |
| Large Cap Growth |
LCG |
-23.87 |
14.22 |
-23.87 |
-6.23 |
7.50 |
-29.84 |
-7.79 |
5.63 |
| Large Cap Value |
LCV |
-8.58 |
8.72 |
-8.58 |
1.07 |
9.42 |
-10.73 |
0.80 |
7.07 |
| Mid Cap Core |
MCC |
-4.90 |
18.03 |
-4.90 |
9.01 |
11.28 |
-6.13 |
6.76 |
8.46 |
| Midcap Growth |
MCG |
-21.07 |
19.19 |
-21.07 |
4.77 |
7.63 |
-26.34 |
3.58 |
5.72 |
| Midcap Value |
MCV |
6.73 |
14.62 |
6.73 |
9.73 |
9.76 |
5.05 |
7.30 |
7.32 |
| Small Cap Core |
SCC |
7.13 |
21.81 |
7.13 |
11.24 |
10.15 |
5.35 |
8.43 |
7.61 |
| Small Cap Growth |
SCG |
-12.75 |
22.96 |
-12.75 |
8.86 |
7.70 |
-15.94 |
6.65 |
5.78 |
| Small Cap Value |
SCV |
17.20 |
18.55 |
17.20 |
11.51 |
10.75 |
12.90 |
8.63 |
8.06 |
| Multicap Core |
MLC |
-10.76 |
13.38 |
-10.76 |
1.37 |
9.32 |
-13.45 |
1.03 |
6.99 |
| Multicap Growth |
MLG |
-25.16 |
19.31 |
-25.16 |
-1.24 |
8.13 |
-31.45 |
-1.55 |
6.10 |
| Multicap Value |
MLV |
1.30 |
12.62 |
1.30 |
5.57 |
9.73 |
0.98 |
4.18 |
7.30 |
| Equity Income |
EI |
-5.20 |
7.56 |
-5.20 |
2.01 |
8.57 |
-6.50 |
1.51 |
6.43 |
| Global |
GL |
-15.76 |
9.65 |
-15.76 |
1.00 |
6.13 |
-19.70 |
0.75 |
4.60 |
| International |
INTL |
-19.33 |
8.44 |
-19.33 |
-1.76 |
-2.76 |
-24.16 |
-2.20 |
-3.34 |
| Emerging Markets |
EM |
-3.05 |
23.06 |
-3.05 |
4.06 |
-5.85 |
-3.81 |
3.05 |
-7.31 |
| Flexible Portfolio |
FX |
-7.21 |
7.78 |
-7.21 |
0.41 |
6.88 |
-9.01 |
0.31 |
5.16 |
| Global Flexible |
GX |
-10.38 |
6.19 |
-10.38 |
2.64 |
5.74 |
-12.98 |
1.98 |
4.31 |
| Science & Technology |
ST |
-34.72 |
32.55 |
-34.72 |
-0.89 |
9.06 |
-43.40 |
-1.11 |
6.80 |
| Balanced |
BAL |
-3.24 |
6.48 |
-3.24 |
2.59 |
8.37 |
-4.05 |
1.94 |
6.28 |
* Information provided by Lipper Analytical Services
Data updated as of 12/31/01
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