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Global Stock Valuation |
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Performance Evaluation
| Performance
Yardsticks (The Wall Street Journal, C23, 5/18/00) |
| How Fund Categories Stack
Up On a Total Return Basis (year-to-date, four weeks, one year, 3 years annualized, 5 years annualized |
| Investment Objective | ||||
| Large-Cap
Growth Large-Cap Core Large-Cap Value Mid-Cap Growth Mid-Cap Core Mid-Cap Value Multi-Cap Growth Multi-Cap Core Multi-Cap Value Small-Cap Growth Small-Cap Core Small-Cap Value |
1,3,5 1 1,3 1 1,3,5 1 1,3 1 1 |
Equity
Income International (non U.S.) Global (includes U.S.) European Region Emerging Markets Science & Technology Utility Health & Biotech |
Balanced
(stock & bond) Short Term Bond Intermediate US Govt Intermediate Inv Grade Mortgage Long Term Bond Long Term US Funds General US Taxable High Yield Taxable General Muni Debt Single Stage Muni Debt Intermediate Muni Debt |
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| The numbers following the size and style categories of each fund are the holding periods in years for which the funds total return exceeded the S&P 500 total return benchmark. | ||||
Benchmarks for Mutual Fund Investors On a Total Return Basis
(year-to-date, four weeks, one year,
3 years annualized, 5 years annualized)
Dow Jones Dly (with dividends)
S&P 500 Dly (with dividends)
Vanguard Small Company Index
(tracks Russell 2000)
Lipper Long-Term Government Index
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