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Author: BlueAdept Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 39314  
Subject: table of index funds Date: 9/25/2001 3:09 AM
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Summary

This is a compilation of index funds that meet several criteria:

1. no load
2. open to new investment
3. passive management

It is quite possible that there are some errors.

Sections

The fund listing is broken into two major sections:

1. funds with a low-minimum ($100,000 or less) that are not institutional
plus any admiral class funds.

2. institutional funds plus any funds that have a very high-minimum
($100,001 or more)

Within each major section, funds are grouped by index and the indices
are sorted by total number of funds, so S&P 500 naturally comes first.
(I tried lots of orderings, this seems to work pretty well.)

Some of the less common indices are questionable, several funds and
fund categories have policies that border on active management, and
more than a few funds have unjustifiably high expenses.

Changes

1. The ranking sort has been dramatically improved. Funds are ranked
according to past performance (using all available periods of 3 month,
1 year, 3 year, and 5 year returns), expense ratio, and (to a lesser
extent) turnover. Check out the funds near the top and I think you'll
agree that these are generally the best available funds.

2. The fund name is now listed.

3. My last posting had 215 index funds, this one has 245!

4. Institutional and high-minimum funds are separated out.

5. Added mutual fund averages for each index (listed as "mean") as well
as an summary of averages at the bottom of each major section.

6. Many many bug fixes.

Table Key

col description
1 fund symbol
2 3 month return
3 1 year return
4 3 year return
5 5 year return
6 expense ratio
7 maximum 12b1 fee (included in expense ratio)
8 age of fund (in years)
9 minimum initial investment (in $1000 units)
10 minimum subsequent investment (in $1000 units)
11 minimum initial IRA investment (in $1000 units)
12 percent turnover per year
13 fund name (a "+" means "only qualified investors")

A "-" means the data entry was not available, an "x" means the data
entry was not available or could not be used for comparison (different
time periods).

low-minimum funds ($100,000 or less plus admiral)
S&P 500 Index (Large Blend)
SPFIX -21.55 -32.09 -0.45 8.70 0.20 N/A 9.4 5.0 0.2 0.0 9 California Investment S&P 500 Index
VFINX -21.69 -32.59 -0.69 8.57 0.18 N/A 25.1 3.0 0.1 1.0 9 Vanguard 500 Index
SWPPX -21.69 -32.58 -0.87 - 0.20 N/A 4.4 50.0 1.0 50.0 9 Schwab S&P 500 Sel
SAPIX -21.64 -32.68 - - N/A N/A 1.5 5.0 0.1 0.5 N/A Summit Apex S&P 500 Index
TPIIX -21.44 -32.26 -0.76 8.48 0.25 0.10 6.0 1.0 0.1 0.2 22 Transamerica Premier Index Inv
FSMKX -21.71 -32.59 -0.83 8.38 0.19 N/A 11.6 10.0 1.0 0.5 8 Fidelity Spartan 500 Index
NIIEX -21.68 -32.51 -0.75 8.47 0.30 N/A 10.7 1.0 0.1 1.0 11 Eclipse Indexed Equity
SVSPX -21.68 -32.59 -0.83 8.43 0.18 0.25 8.7 10.0 0.1 0.2 14 SSgA S&P 500 Index
USSPX -21.63 -32.74 -0.88 8.44 0.18 N/A 5.4 3.0 0.1 2.0 13 USAA S&P 500 Index
VPSKX x x - - 0.24 0.00 2.5 N/A N/A N/A 10 Vantagepoint Fds 500 ST INDX II
VFIAX -21.68 - - - N/A N/A 0.9 250.0 0.0 N/A 9 Vanguard 500 Index Adm +
SBSDX x x x - 0.36 0.00 3.1 1.0 0.1 0.2 4 Smith Barney Invt Fd S&P 500 INDX D
NWILX -21.57 -32.53 -1.11 - 0.35 0.07 3.2 1.0 0.1 0.2 10 Nationwide S&P 500 Index Local +
PSIFX -21.71 -32.49 -0.81 8.26 0.40 N/A 8.9 N/A N/A N/A 2 Prudential Stock Index Z +
PSPYX -21.67 -32.65 -1.20 - 0.35 N/A 3.7 10000.0 0.0 10000.0 5 Brinson S&P 500 Index Y +
WFSPX -21.69 -32.66 -0.96 8.32 0.20 N/A 8.2 1000.0 0.0 N/A 11 Barclays Global Investors S&P 500 St +
BTIEX -21.74 -32.74 -0.98 8.36 0.25 N/A 8.7 2.5 0.2 0.5 4 Deutsche Equity 500 Index Invm
UAIIX -21.86 -32.79 - - 0.15 0.10 1.5 1.0 0.0 1.0 N/A United Association S&P 500 Index II
PREIX -21.71 -32.70 -0.95 8.30 0.40 N/A 11.5 2.5 0.1 1.0 5 T. Rowe Price Equity Index 500
ETSPX -21.74 -32.78 - - 0.32 N/A 2.6 1.0 0.2 0.2 N/A E*TRADE S&P 500 Index +
SWPIX -21.69 -32.68 -1.03 8.15 0.36 N/A 5.4 2.5 0.5 1.0 9 Schwab S&P 500 Inv
AQDIX -21.73 -32.64 -0.92 - 0.34 0.10 3.2 N/A N/A N/A 48 Armada Equity Index I
TSPUX x x - - 0.30 0.00 2.0 10.0 0.0 5.0 54 Consulting Group Cap Mkts Fds S&P500 INDEX I
ILCIX -21.66 -32.68 -0.94 8.26 0.47 N/A 11.0 2.5 0.1 0.5 12 Galaxy II Large Company Index Ret
MASRX -21.75 -32.79 -1.08 - 0.38 N/A 4.5 1.0 0.1 0.1 10 Merrill Lynch S&P 500 Index A +
WEIOX -21.74 -32.74 - - 0.50 N/A 2.7 1.0 0.1 0.2 8 Wells Fargo Equity Index O
SCPIX -21.77 -32.88 -1.16 - 0.40 N/A 4.1 2.5 0.1 1.0 4 Scudder S&P 500 Index S
mean -21.73 -32.77 -1.07 8.28 0.46 0.22 5.2 253.6 0.2 246.0 11 S&P 500 Index (Large Blend)
SINEX -21.71 -32.81 -1.17 - 0.45 N/A 4.4 2.5 0.1 0.2 11 Strong Index 500
ATSPX -21.72 -32.82 - - N/A 0.25 1.1 2.5 0.2 0.2 N/A Atlas S&P 500 Index
NOSIX -21.74 -32.58 -1.18 - 0.55 N/A 5.0 2.5 0.1 0.5 12 Northern Stock Index
NWISX -21.68 -32.80 - - 0.63 0.15 2.9 1.0 0.1 0.2 10 Nationwide S&P 500 Index Svc +
ACIVX -21.84 -32.75 - - 0.49 N/A 2.6 10.0 0.2 10.0 10 American Century Equity Index Inv
PEOPX -21.75 -32.86 -1.22 8.04 0.50 N/A 11.7 2.5 0.1 0.8 8 Dreyfus S&P 500 Index
VPFIX -21.81 -32.90 - - 0.44 N/A 2.6 N/A N/A N/A N/A Vantagepoint 500 Stock Index I
ISPIX -21.74 -33.11 -1.37 - 0.60 0.25 3.8 5.0 1.0 2.0 2 INVESCO S&P 500 Index Inv
SBSPX -21.74 -32.82 -1.22 - 0.59 0.20 3.7 1.0 0.1 0.2 N/A Smith Barney S&P 500 Index A
AAFPX -21.77 -32.80 -1.23 - 0.55 N/A 3.6 2.5 0.1 2.0 13 American AAdvantage S&P 500 Idx Plan
NEIAX -21.76 -32.93 -1.26 7.92 0.60 0.25 5.9 1.0 0.1 0.5 7 Nations Large Cap Index Inv A
VINGX -21.83 -33.31 - - 0.80 N/A 2.2 0.5 0.0 0.1 3 Victory Stock Index G
AAFMX -21.82 -32.91 -1.21 - 0.55 0.25 3.6 2.5 0.1 N/A 13 American AAdvantage S&P 500 Idx Milg
HIDAX -21.77 -32.97 -1.28 7.85 0.70 N/A 5.4 1.0 0.1 0.2 2 Harris Insight Index N
ASPIX -21.77 -32.88 - - N/A N/A 1.0 1.0 0.0 0.5 N/A Scudder S&P 500 Index AARP +
PSICX -21.93 -33.17 - - 1.37 1.00 1.9 2.5 0.1 N/A 2 Prudential Stock Index C
KNIDX -21.80 -32.89 -1.26 7.89 0.67 0.25 8.8 1.0 0.0 0.1 9 Kent Index Equity Invmt
DSPCX -21.84 -32.81 - - N/A 0.30 1.7 1.0 0.0 0.2 N/A Delaware S&P 500 Index Cons +
MDSRX -21.81 -32.96 -1.32 - 0.63 0.25 4.5 1.0 0.1 0.1 10 Merrill Lynch S&P 500 Index D
MXCCX -21.89 -33.47 -2.14 - 1.34 0.75 3.9 1.5 0.1 0.2 11 Federated Max-Cap Index C
FEIYX x x x - 0.85 0.00 4.4 1.0 0.1 0.5 28 Firstar Fds Inc EQTY INDEX Y
FMCYX - - - - N/A N/A N/A N/A N/A Firstar Fds Inc MIDCAP INDEX Y
TDSPX x x - - N/A 0.00 1.1 1.0 0.1 0.0 N/A Td Waterhouse Tr 500 INDEX FD
MSCI EAFE Index (Foreign Stock)
VDMIX -20.70 -33.20 - - N/A N/A 1.4 3.0 0.1 1.0 N/A Vanguard Developed Markets Index
FSIIX -21.12 -33.55 -3.33 - 0.25 N/A 3.9 15.0 1.0 15.0 16 Fidelity Spartan International Index
SAEIX -20.98 - - - N/A N/A 0.7 5.0 0.1 0.5 N/A Summit Apex EAFE International Index
DIISX -20.80 -33.33 -4.22 - 0.60 N/A 4.2 2.5 0.1 0.8 15 Dreyfus Intl Stock Index
MAIIX -21.17 -33.98 -3.58 - 0.64 N/A 4.5 1.0 0.1 0.1 6 Merrill Lynch International Index A +
mean -21.08 -33.69 -3.95 -2.49 0.75 0.25 4.6 3.7 0.2 2.4 11 MSCI EAFE Index (Foreign Stock)
MDIIX -21.15 -34.12 -3.81 - 0.89 0.25 4.5 1.0 0.1 0.1 6 Merrill Lynch International Index D
NIEAX -21.31 -33.73 -4.25 -2.37 0.94 N/A 10.7 1.0 0.1 1.0 N/A Eclipse EAFE Index
MAESX -21.39 -33.90 -4.51 -2.61 1.19 N/A 6.7 1.0 0.1 1.0 N/A Eclipse EAFE Index Svc
Russell 2000 Index (Small Blend)
VSMAX -22.95 - - - 0.20 N/A 0.9 250.0 0.0 N/A 49 Vanguard Small Cap Index Adm +
NAESX -22.96 -24.61 3.74 4.30 0.27 N/A N/A 3.0 0.1 1.0 49 Vanguard Small Cap Index
ETRUX -23.58 - - - N/A N/A 0.7 1.0 0.2 0.2 N/A E*TRADE Russell 2000 Index +
mean -23.53 -25.20 2.88 4.30 0.54 0.25 2.4 37.6 0.1 0.4 50 Russell 2000 Index (Small Blend)
MASKX -23.77 -25.39 2.58 - 0.50 N/A 4.5 1.0 0.1 0.1 51 Merrill Lynch Small Cap Index A +
NSIDX -23.73 -25.01 - - 1.00 0.25 2.1 2.5 0.1 0.5 N/A Northern Small Cap Index
MDSKX -23.82 -25.57 2.33 - 0.74 0.25 4.5 1.0 0.1 0.1 51 Merrill Lynch Small Cap Index D
SARSX -23.93 -25.43 - - N/A N/A 1.7 5.0 0.1 0.5 N/A Summit Apex Russell Small Cap Index
S&P MidCap 400 Index (Mid-Cap Blend)
VIMSX -20.92 -21.92 11.37 - 0.25 N/A 3.4 3.0 0.1 1.0 38 Vanguard Mid Capitalization Index
SPMIX -20.39 -20.53 11.71 12.81 0.40 N/A 9.4 5.0 0.2 0.0 46 California Investment S&P MidCap Idx
mean -20.91 -22.12 10.81 12.05 0.44 N/A 6.7 8.1 0.1 0.6 44 S&P MidCap 400 Index (Mid-Cap Blend)
PESPX -21.06 -22.52 10.17 11.76 0.50 N/A 10.3 2.5 0.1 0.8 50 Dreyfus MidCap Index
FMDCX -21.12 -22.74 9.98 11.59 0.60 N/A 8.9 25.0 0.0 N/A 40 Federated Mid-Cap Index
SAMCX -21.04 -22.89 - - N/A N/A 1.5 5.0 0.1 0.5 N/A Summit Apex S&P MidCap 400 Index
FDXAX - - - - N/A N/A N/A N/A N/A Firstar Fds Inc MIDCP IN RET A
FMDBX - - - - N/A N/A N/A N/A N/A Firstar Fds Inc MIDCP IN RET B
Wilshire 5000 Total Market Index (Large Blend)
VTSAX -21.83 - - - 0.15 N/A 0.9 250.0 0.0 N/A 7 Vanguard Total Stock Mkt Idx Adm +
SWTSX -21.75 -33.71 - - 0.27 N/A 2.3 50.0 1.0 0.5 N/A Schwab Total Stock Market Index Sel
VTSMX -21.85 -33.87 -0.37 7.22 0.20 N/A 9.4 3.0 0.1 1.0 7 Vanguard Total Stock Mkt Idx
SWTIX -21.77 -33.81 - - 0.40 N/A 2.3 2.5 0.5 1.0 N/A Schwab Total Stock Market Index Inv
POMIX -21.86 -33.89 -0.58 - 0.40 N/A 3.7 2.5 0.1 1.0 3 T. Rowe Price Total Equity Market Idx
FSTMX -21.89 -33.91 -0.55 - 0.25 N/A 3.9 15.0 1.0 15.0 16 Fidelity Spartan Total Market Index
mean -21.87 -34.03 -0.50 7.22 0.34 0.20 3.5 46.3 0.4 3.7 19 Wilshire 5000 Total Market Index (Large Blend)
WFIVX -21.88 -34.15 - - 0.62 0.20 2.7 1.0 0.1 N/A 61 Wilshire 5000 Index Portfolio Ret
VPMIX -22.14 -34.85 - - 0.46 N/A 2.6 N/A N/A N/A N/A Vantagepoint Broad Market Index I
Lehman Brothers Aggregate Bond Index (Interm-Term Bond)
MAABX 3.06 12.39 6.12 - 0.38 N/A 4.5 1.0 0.1 0.1 43 Merrill Lynch Aggregate Bond Index A +
VBMFX 2.83 12.58 6.42 8.02 0.22 N/A 14.8 3.0 0.1 1.0 53 Vanguard Total Bond Mkt Index
mean 2.84 12.19 6.13 8.02 0.41 0.12 5.3 2.2 0.1 0.3 46 Lehman Brothers Aggregate Bond Index (Interm-Term Bond)
MDABX 3.00 12.12 5.85 - 0.63 0.25 4.5 1.0 0.1 0.1 43 Merrill Lynch Aggregate Bond Index D
SALAX 2.47 11.67 - - N/A N/A 1.5 5.0 0.1 0.5 N/A Summit Apex Lehman Aggregate Bond Idx
TDBIX x x - - N/A 0.00 1.1 1.0 0.1 0.0 N/A Td Waterhouse Tr BD INDEX FD
S&P SmallCap 600 Index (Small Blend)
DISSX -18.79 -15.40 6.35 - 0.50 N/A 4.2 2.5 0.1 0.8 37 Dreyfus Small Cap Stock Index
ISCIX -19.13 -15.96 6.22 5.96 0.41 N/A 11.0 2.5 0.1 0.5 36 Galaxy II Small Company Index Ret
ARSCX x x - - 0.69 0.00 2.7 1.0 0.1 0.5 32 Firstar Fds Inc SM CAP INDEX Y
mean -19.01 -16.06 6.22 5.96 0.56 0.00 5.7 2.8 0.1 0.5 36 S&P SmallCap 600 Index (Small Blend)
SMCIX -19.12 -16.82 6.08 - 0.65 N/A 5.0 5.0 0.2 0.0 37 California Investment S&P SmCap Index
FPXBX - - - - N/A N/A N/A N/A N/A Firstar Fds Inc SMCAP INDEX B
Wilshire 4500 Index (Mid-Cap Blend)
VEXAX -23.15 - - - 0.20 N/A 0.9 250.0 0.0 N/A 33 Vanguard Extended Market Idx Adm +
VEXMX -23.15 -41.01 0.20 3.46 0.25 N/A 13.8 3.0 0.1 1.0 33 Vanguard Extended Market Idx
FSEMX -23.27 -40.63 -0.59 - 0.24 N/A 3.9 15.0 1.0 15.0 45 Fidelity Spartan Extended Mkt Index
PEXMX -23.03 -40.92 -0.59 - 0.40 N/A 3.7 2.5 0.1 1.0 23 T. Rowe Price Extended Eq Mrkt Index
mean -23.15 -40.85 -0.33 3.46 0.29 0.00 4.2 45.4 0.2 3.4 34 Wilshire 4500 Index (Mid-Cap Blend)
ETEIX - - - - 0.38 N/A 2.1 1.0 0.2 0.2 N/A E*TRADE Extended Market Index +
TDEMX x x - - N/A 0.00 1.1 1.0 0.1 0.0 N/A Td Waterhouse Tr EXTEND MK INDX
Nasdaq-100 Index (Large Growth)
INDDX x x - - 0.77 0.25 1.9 2.0 0.1 0.5 114 Axp Mkt Advantage Ser Inc NASD 100INDX D
OTPIX -36.13 -68.82 - - 1.60 N/A 1.1 5.0 0.1 5.0 N/A ProFunds OTC Inv
SANIX -35.71 -70.17 - - N/A N/A 1.7 5.0 0.1 0.5 N/A Summit Apex Nasdaq 100 Index
mean -36.09 -69.72 -7.05 7.97 1.58 0.62 2.7 8.4 0.1 7.2 171 Nasdaq-100 Index (Large Growth)
RYOCX -36.20 -70.72 -7.05 7.97 1.16 N/A 7.6 25.0 0.0 25.0 228 Rydex OTC Inv
OTPSX -36.31 -69.17 - - 2.80 1.00 1.1 5.0 0.1 5.0 N/A ProFunds OTC Svc
Lehman Brothers Government/Corporate Bond Index (Interm-Term Bond)
WFBIX 3.14 13.03 5.81 7.76 0.23 N/A 8.2 1000.0 0.0 N/A 28 Barclays Global Investors Bond Index +
ETBDX 3.10 12.99 - - 0.35 N/A 2.1 1.0 0.2 0.2 N/A E*TRADE Bond Index +
mean 3.12 12.73 5.81 7.76 0.36 0.25 5.1 334.5 0.1 0.5 48 Lehman Brothers Government/Corporate Bond Index (Interm-Term Bond)
DBMIX 3.13 12.22 - - 0.40 0.25 7.4 2.5 0.1 0.8 67 Dreyfus Bond Market Index Inv
VPCIX 3.13 12.68 - - 0.47 N/A 2.6 N/A N/A N/A N/A Vantagepoint Core Bond Index I
S&P 500 Social Indices (Large Blend)
CSEAX x x - - 0.63 0.25 3.0 0.2 0.0 0.2 37 Capstone Social & Relig Value LG CAP EQ CL A
WDSIX -20.60 -31.41 - - 0.75 N/A 2.2 2.5 0.5 N/A N/A Walden/BBT Domestic Social Index
mean -20.99 -32.19 -0.51 8.71 1.11 0.25 3.0 2.2 0.1 0.3 34 S&P 500 Social Indices (Large Blend)
DESRX -20.90 -32.97 -0.51 8.71 1.95 0.25 5.9 1.0 0.0 0.2 31 Devcap Shared Return
SATSX -21.48 - - - N/A N/A 0.7 5.0 0.1 0.5 N/A Summit Apex Total Social Impact
Balanced Index Funds (Domestic Hybrid)
VBIAX -11.95 - - - 0.15 N/A 0.9 250.0 0.0 N/A 28 Vanguard Balanced Index Adm +
mean -12.16 -16.84 2.98 8.16 0.18 N/A 3.8 86.0 0.1 0.8 28 Balanced Index Funds (Domestic Hybrid)
SABIX -12.57 -16.78 - - N/A N/A 1.5 5.0 0.1 0.5 N/A Summit Apex Balanced Index
VBINX -11.97 -16.89 2.98 8.16 0.22 N/A 9.0 3.0 0.1 1.0 28 Vanguard Balanced Index
S&P 500/BARRA Value Index (Large Value)
VVIAX -22.49 - - - 0.17 N/A 0.9 250.0 0.0 N/A 37 Vanguard Value Index Adm +
mean -22.50 -20.56 1.65 8.08 0.20 N/A 4.9 126.5 0.1 1.0 37 S&P 500/BARRA Value Index (Large Value)
VIVAX -22.51 -20.56 1.65 8.08 0.22 N/A 8.9 3.0 0.1 1.0 37 Vanguard Value Index
MSCI Europe Index (Europe Stock)
VEURX -21.45 -31.34 -5.86 4.14 0.29 N/A 11.3 3.0 0.1 1.0 8 Vanguard European Stock Index
mean -21.45 -31.34 -5.86 4.14 0.29 0.00 6.2 2.0 0.1 0.5 8 MSCI Europe Index (Europe Stock)
TDEUX x x - - N/A 0.00 1.1 1.0 0.1 0.0 N/A Td Waterhouse Tr EUROPEAN INDEX
MSCI Pacific Free Index (Japan Stock)
VPACX -19.32 -36.84 2.78 -9.07 0.38 N/A 11.3 3.0 0.1 1.0 6 Vanguard Pacific Stock Index
mean -19.32 -36.84 2.78 -9.07 0.38 0.00 6.2 2.0 0.1 0.5 6 MSCI Pacific Free Index (Japan Stock)
TDASX x x - - N/A 0.00 1.1 1.0 0.1 0.0 N/A Td Waterhouse Tr ASIAN INDEX FD
Calvert Social Index (Large Blend)
VCSIX -23.63 -39.53 - - N/A N/A 1.4 3.0 0.1 1.0 N/A Vanguard Calvert Social Index
mean -23.72 -39.88 - - N/A 1.00 1.3 4.0 0.2 1.5 N/A Calvert Social Index (Large Blend)
CSXCX -23.81 -40.23 - - N/A 1.00 1.2 5.0 0.2 2.0 N/A Calvert Social Index C
Domini 400 Social Index (Large Blend)
DSEFX -20.64 -33.81 -1.74 8.36 0.96 0.25 10.3 1.0 0.1 0.2 9 Domini Social Equity
mean -20.71 -34.00 -2.01 8.10 1.23 0.25 8.2 1.5 0.1 0.3 9 Domini 400 Social Index (Large Blend)
GCEQX -20.78 -34.18 -2.28 7.84 1.50 N/A 6.0 2.0 0.1 0.5 9 Green Century Equity
S&P 500/BARRA Growth Index (Large Growth)
VIGAX -20.95 - - - 0.17 N/A 0.9 250.0 0.0 N/A 33 Vanguard Growth Index Adm +
mean -20.95 -43.16 -3.78 8.30 0.20 N/A 4.9 126.5 0.1 1.0 33 S&P 500/BARRA Growth Index (Large Growth)
VIGRX -20.95 -43.16 -3.78 8.30 0.22 N/A 8.9 3.0 0.1 1.0 33 Vanguard Growth Index
S&P SmallCap 600/BARRA Value Index (Small Value)
VISVX -18.76 -2.96 7.96 - 0.27 N/A 3.4 3.0 0.1 1.0 82 Vanguard Small Cap Value Index
Dow Jones Islamic Market USA Index (Large Blend)
IMANX -22.42 -40.83 - - N/A N/A 1.2 0.5 0.1 0.2 N/A Dow Jones Islamic Index K
mean -22.45 -40.83 - - N/A 0.75 0.9 0.5 0.1 0.2 N/A Dow Jones Islamic Market USA Index (Large Blend)
IMAMX -22.48 - - - N/A 0.75 0.6 0.5 0.1 0.2 N/A Dow Jones Islamic Index M
Morgan Stanley REIT Index (Specialty-Real Estate)
VGSIX -7.02 6.28 6.96 7.92 0.33 N/A 5.4 3.0 0.1 1.0 21 Vanguard REIT Index
mean -7.08 6.12 6.77 7.75 0.30 N/A 5.2 2.0 0.1 1.0 27 Morgan Stanley REIT Index (Specialty-Real Estate)
AREYX -7.14 5.97 6.58 7.57 0.27 N/A 5.1 1.0 0.1 N/A 33 Aon REIT Index
MSCI EAFE Free Index (Foreign Stock)
ETINX -19.90 -32.65 - - 0.55 N/A 1.9 1.0 0.2 0.2 N/A E*TRADE International Index
mean -19.94 -32.72 - - 0.75 N/A 2.2 1.0 0.2 0.2 N/A MSCI EAFE Free Index (Foreign Stock)
VPOIX -19.98 -32.79 - - 0.95 N/A 2.6 N/A N/A N/A N/A Vantagepoint Overseas Equity Index I
Salomon Brothers Broad Investment-Grade Bond Index (Long-Term Bond)
NIIBX 3.15 11.80 5.66 7.32 0.50 N/A 10.7 1.0 0.1 1.0 20 Eclipse Indexed Bond
Schwab 1000 Index (Large Blend)
SNXSX -21.88 -32.98 -0.38 - 0.36 N/A 4.4 50.0 1.0 50.0 9 Schwab 1000 Sel
mean -21.89 -33.01 -0.44 8.04 0.41 N/A 7.5 26.2 0.8 25.5 9 Schwab 1000 Index (Large Blend)
SNXFX -21.91 -33.04 -0.50 8.04 0.47 N/A 10.5 2.5 0.5 1.0 9 Schwab 1000 Inv
Schwab International Index (Foreign Stock)
SWISX -21.01 -36.35 -3.86 - 0.47 N/A 4.4 50.0 1.0 50.0 5 Schwab International Index Sel
mean -21.05 -36.39 -3.92 -0.86 0.52 N/A 6.2 26.2 0.8 25.5 5 Schwab International Index (Foreign Stock)
SWINX -21.08 -36.44 -3.99 -0.86 0.58 N/A 8.1 2.5 0.5 1.0 5 Schwab International Index Inv
Schwab Small Cap Index (Small Blend)
SWSSX -21.05 -22.73 5.68 - 0.38 N/A 4.4 50.0 1.0 50.0 41 Schwab Small Cap Index Sel
mean -21.06 -22.78 5.61 4.95 0.43 N/A 6.1 26.2 0.8 25.5 41 Schwab Small Cap Index (Small Blend)
SWSMX -21.07 -22.83 5.54 4.95 0.49 N/A 7.8 2.5 0.5 1.0 41 Schwab Small Cap Index Inv
S&P SmallCap 600/BARRA Growth Index (Small Growth)
VISGX -18.65 -27.40 4.61 - 0.27 N/A 3.4 3.0 0.1 1.0 136 Vanguard Small Cap Growth Index
Bridgeway Ultra-Large 35 Index (Large Blend)
BRLIX -19.53 -30.46 2.85 - 0.15 N/A 4.2 2.0 0.5 2.0 17 Bridgeway Ultra-Large 35 Index
Conseco StockCar Stocks Index (Mid-Cap Blend)
SCARX -21.53 -1.07 - - 1.44 0.25 3.0 1.0 0.5 0.5 37 StockCar Stocks Index
Dow Jones Global Titans Index (Large Growth)
ETGTX - - - - N/A N/A 1.6 1.0 0.2 0.2 N/A E*TRADE Global Titans Index +
Dow Jones Industrial Average ()
WDOWX x x x - 0.25 0.00 3.5 1.0 0.1 0.0 38 Td Waterhouse Tr DJ INDEX FD
Dow Jones U.S. Financial Sector Index (Specialty-Financial)
ETFSX -22.71 - - - N/A N/A 0.7 1.0 0.2 0.2 N/A E*TRADE Financial Sector Index +
Galaxy II U.S. Treasury Index (Intermediate Government)
IUTIX 3.44 12.01 5.65 7.71 0.41 N/A 10.3 2.5 0.1 0.5 56 Galaxy II U.S. Treasury Index Ret
Goldman Sachs E-Commerce Index (Specialty-Technology)
ETECX -40.46 -74.02 - - 0.95 N/A 1.9 1.0 0.2 0.2 N/A E*TRADE E-Commerce Index
Goldman Sachs Technology Composite Index (Specialty-Technology)
ETTIX -35.04 -69.35 - - 0.85 N/A 2.1 1.0 0.2 0.2 N/A E*TRADE Technology Index +
Lehman Brothers 1-5 Year Government/Corporate Bond Index (Short-Term Bond)
VBISX 3.06 11.74 6.85 7.31 0.21 N/A 7.6 3.0 0.1 1.0 74 Vanguard Short-Term Bond Index
Lehman Brothers 5-10 Year Government/Corporate Bond Index (Interm-Term Bond)
VBIIX 3.36 15.16 6.26 8.36 0.21 N/A 7.6 3.0 0.1 1.0 N/A Vanguard Interm-Term Bond Index
Lehman Brothers Long Government/Corporate Bond Index (Long-Term Bond)
VBLTX 1.93 13.39 4.83 9.10 0.20 N/A 7.6 3.0 0.1 1.0 61 Vanguard Long-Term Bond Index
MSCI EAFE+SEMF Indices (Foreign Stock)
VGTSX -21.09 -33.19 -3.00 -2.45 N/A N/A 5.4 3.0 0.1 1.0 1 Vanguard Total Intl Stock Index
MSCI SEMF Index (Diversified Emerging Mkts)
VEIEX -23.33 -32.63 3.28 -9.27 0.58 N/A 7.4 3.0 0.1 1.0 22 Vanguard Emerging Mkts Stock Idx
American Gas Index (Specialty-Utilities)
GASFX -8.69 -6.20 9.47 11.62 0.85 N/A 12.4 2.5 0.0 0.5 16 American Gas Index
Russell 3000 Index (Large Blend)
TCEIX -21.82 -33.09 - - N/A N/A 1.5 0.2 0.0 0.2 N/A TIAA-CREF Equity Index
Schwab Short-Term Bond Market Index (Short-Term Bond)
SWBDX 3.02 11.50 6.47 6.89 0.35 N/A 9.9 1.0 0.1 0.5 13 Schwab Short-Term Bond Market Index
Schwab Total Bond Market Index (Interm-Term Bond)
SWLBX 3.22 13.16 6.22 8.13 0.35 N/A 8.6 2.5 0.5 0.5 1 Schwab Total Bond Market Index
MSCI EAFE Social Indices (Foreign Stock)
WISIX -19.82 -32.36 - - 0.92 N/A 2.1 50.0 0.5 N/A N/A Walden/BBT International Social Index
KLD Large Cap Social Index ()
SIXDX - - - - N/A N/A N/A N/A N/A Morganstanley Kld Social Index CL D
S&P Utilities Index (Specialty-Utilities)
IUTLX -13.53 -16.48 3.82 11.00 0.40 N/A 8.7 2.5 0.1 0.5 19 Galaxy II Utility Index Ret
Wilshire Small Cap 250 Index (Small Blend)
GSCIX - - - - 1.47 N/A 8.3 1.0 0.1 0.5 64 Gateway Small Cap Index
Wired Index (Large Growth)
IWIRX -32.64 -56.37 - - 1.35 N/A 2.8 2.5 0.2 1.0 40 Investec Wired Index
Index Fund Averages (N/A)
mean 3.36 15.16 6.26 8.36 0.21 N/A 7.6 3.0 0.1 1.0 N/A Lehman Brothers 5-10 Year Government/Corporate Bond Index (Interm-Term Bond)
mean -8.69 -6.20 9.47 11.62 0.85 N/A 12.4 2.5 0.0 0.5 16 American Gas Index (Specialty-Utilities)
mean 3.22 13.16 6.22 8.13 0.35 N/A 8.6 2.5 0.5 0.5 1 Schwab Total Bond Market Index (Interm-Term Bond)
mean 1.93 13.39 4.83 9.10 0.20 N/A 7.6 3.0 0.1 1.0 61 Lehman Brothers Long Government/Corporate Bond Index (Long-Term Bond)
mean -18.76 -2.96 7.96 - 0.27 N/A 3.4 3.0 0.1 1.0 82 S&P SmallCap 600/BARRA Value Index (Small Value)
mean -20.91 -22.12 10.81 12.05 0.44 N/A 6.7 8.1 0.1 0.6 44 S&P MidCap 400 Index (Mid-Cap Blend)
mean 2.84 12.19 6.13 8.02 0.41 0.12 5.3 2.2 0.1 0.3 46 Lehman Brothers Aggregate Bond Index (Interm-Term Bond)
mean 3.12 12.73 5.81 7.76 0.36 0.25 5.1 334.5 0.1 0.5 48 Lehman Brothers Government/Corporate Bond Index (Interm-Term Bond)
mean 3.06 11.74 6.85 7.31 0.21 N/A 7.6 3.0 0.1 1.0 74 Lehman Brothers 1-5 Year Government/Corporate Bond Index (Short-Term Bond)
mean 3.44 12.01 5.65 7.71 0.41 N/A 10.3 2.5 0.1 0.5 56 Galaxy II U.S. Treasury Index (Intermediate Government)
mean -7.08 6.12 6.77 7.75 0.30 N/A 5.2 2.0 0.1 1.0 27 Morgan Stanley REIT Index (Specialty-Real Estate)
mean 3.15 11.80 5.66 7.32 0.50 N/A 10.7 1.0 0.1 1.0 20 Salomon Brothers Broad Investment-Grade Bond Index (Long-Term Bond)
mean -13.53 -16.48 3.82 11.00 0.40 N/A 8.7 2.5 0.1 0.5 19 S&P Utilities Index (Specialty-Utilities)
mean 3.02 11.50 6.47 6.89 0.35 N/A 9.9 1.0 0.1 0.5 13 Schwab Short-Term Bond Market Index (Short-Term Bond)
mean -12.16 -16.84 2.98 8.16 0.18 N/A 3.8 86.0 0.1 0.8 28 Balanced Index Funds (Domestic Hybrid)
mean -19.01 -16.06 6.22 5.96 0.56 0.00 5.7 2.8 0.1 0.5 36 S&P SmallCap 600 Index (Small Blend)
mean -18.65 -27.40 4.61 - 0.27 N/A 3.4 3.0 0.1 1.0 136 S&P SmallCap 600/BARRA Growth Index (Small Growth)
mean -21.53 -1.07 - - 1.44 0.25 3.0 1.0 0.5 0.5 37 Conseco StockCar Stocks Index (Mid-Cap Blend)
mean -19.82 -32.36 - - 0.92 N/A 2.1 50.0 0.5 N/A N/A MSCI EAFE Social Indices (Foreign Stock)
mean -19.53 -30.46 2.85 - 0.15 N/A 4.2 2.0 0.5 2.0 17 Bridgeway Ultra-Large 35 Index (Large Blend)
mean -20.99 -32.19 -0.51 8.71 1.11 0.25 3.0 2.2 0.1 0.3 34 S&P 500 Social Indices (Large Blend)
mean -19.94 -32.72 - - 0.75 N/A 2.2 1.0 0.2 0.2 N/A MSCI EAFE Free Index (Foreign Stock)
mean -21.06 -22.78 5.61 4.95 0.43 N/A 6.1 26.2 0.8 25.5 41 Schwab Small Cap Index (Small Blend)
mean -22.50 -20.56 1.65 8.08 0.20 N/A 4.9 126.5 0.1 1.0 37 S&P 500/BARRA Value Index (Large Value)
mean -21.73 -32.77 -1.07 8.28 0.46 0.22 5.2 253.6 0.2 246.0 11 S&P 500 Index (Large Blend)
mean -20.71 -34.00 -2.01 8.10 1.23 0.25 8.2 1.5 0.1 0.3 9 Domini 400 Social Index (Large Blend)
mean -20.95 -43.16 -3.78 8.30 0.20 N/A 4.9 126.5 0.1 1.0 33 S&P 500/BARRA Growth Index (Large Growth)
mean -21.89 -33.01 -0.44 8.04 0.41 N/A 7.5 26.2 0.8 25.5 9 Schwab 1000 Index (Large Blend)
mean -23.53 -25.20 2.88 4.30 0.54 0.25 2.4 37.6 0.1 0.4 50 Russell 2000 Index (Small Blend)
mean -21.82 -33.09 - - N/A N/A 1.5 0.2 0.0 0.2 N/A Russell 3000 Index (Large Blend)
mean -19.32 -36.84 2.78 -9.07 0.38 0.00 6.2 2.0 0.1 0.5 6 MSCI Pacific Free Index (Japan Stock)
mean -21.87 -34.03 -0.50 7.22 0.34 0.20 3.5 46.3 0.4 3.7 19 Wilshire 5000 Total Market Index (Large Blend)
mean -21.45 -31.34 -5.86 4.14 0.29 0.00 6.2 2.0 0.1 0.5 8 MSCI Europe Index (Europe Stock)
mean -23.33 -32.63 3.28 -9.27 0.58 N/A 7.4 3.0 0.1 1.0 22 MSCI SEMF Index (Diversified Emerging Mkts)
mean -21.09 -33.19 -3.00 -2.45 N/A N/A 5.4 3.0 0.1 1.0 1 MSCI EAFE+SEMF Indices (Foreign Stock)
mean -21.05 -36.39 -3.92 -0.86 0.52 N/A 6.2 26.2 0.8 25.5 5 Schwab International Index (Foreign Stock)
mean -21.08 -33.69 -3.95 -2.49 0.75 0.25 4.6 3.7 0.2 2.4 11 MSCI EAFE Index (Foreign Stock)
mean -23.15 -40.85 -0.33 3.46 0.29 0.00 4.2 45.4 0.2 3.4 34 Wilshire 4500 Index (Mid-Cap Blend)
mean -22.45 -40.83 - - N/A 0.75 0.9 0.5 0.1 0.2 N/A Dow Jones Islamic Market USA Index (Large Blend)
mean -22.71 - - - N/A N/A 0.7 1.0 0.2 0.2 N/A Dow Jones U.S. Financial Sector Index (Specialty-Financial)
mean -36.09 -69.72 -7.05 7.97 1.58 0.62 2.7 8.4 0.1 7.2 171 Nasdaq-100 Index (Large Growth)
mean -23.72 -39.88 - - N/A 1.00 1.3 4.0 0.2 1.5 N/A Calvert Social Index (Large Blend)
mean -32.64 -56.37 - - 1.35 N/A 2.8 2.5 0.2 1.0 40 Wired Index (Large Growth)
mean -35.04 -69.35 - - 0.85 N/A 2.1 1.0 0.2 0.2 N/A Goldman Sachs Technology Composite Index (Specialty-Technology)
mean -40.46 -74.02 - - 0.95 N/A 1.9 1.0 0.2 0.2 N/A Goldman Sachs E-Commerce Index (Specialty-Technology)
mean - - - - N/A N/A 1.6 1.0 0.2 0.2 N/A Dow Jones Global Titans Index (Large Growth)
mean - - - - N/A N/A N/A N/A N/A N/A N/A KLD Large Cap Social Index ()
mean - - - - 0.25 0.00 3.5 1.0 0.1 0.0 38 Dow Jones Industrial Average ()
mean - - - - 1.47 N/A 8.3 1.0 0.1 0.5 64 Wilshire Small Cap 250 Index (Small Blend)

high-minimum funds ($100,001 or more plus institutional)
S&P 500 Index (Large Blend)
DFUSX x x - - 0.10 0.00 2.0 100000.0 0.0 0.0 8 Dimensional Invt Group Inc US L CO I INDX
MUSPX x x x - 0.09 0.00 4.0 3000.0 0.0 0.0 10 St Clair Fds Inc INTL S&P500 EQ
FIENX -20.10 -30.96 -0.10 8.85 0.37 N/A 11.7 N/A N/A N/A 6 Firstar Equity Index Instl
BTIIX -21.70 -32.64 -0.83 8.48 0.10 N/A 8.7 5000.0 100.0 0.5 4 Deutsche Equity 500 Index Prem
VINIX -21.67 -32.51 -0.58 8.70 0.06 N/A 11.2 10000.0 0.1 N/A 14 Vanguard Institutional Index
VIIIX -21.67 -32.49 -0.55 - 0.03 N/A 4.2 200000.0 0.1 N/A 14 Vanguard Institutional Index Instl Pl
DFLCX -21.68 -32.61 -0.84 8.44 0.15 N/A 10.8 2000.0 0.0 N/A 8 DFA U.S. Large Company
NVINX -21.65 -32.49 -0.84 8.39 0.25 N/A 6.9 2000.0 0.0 0.2 8 Wells Fargo Index I
NWIDX -21.53 -32.45 - - 0.23 N/A 1.7 50.0 5.0 0.2 10 Nationwide S&P 500 Index Instl
FUSEX -21.68 -32.61 -0.84 8.39 0.18 N/A 13.6 100.0 2.5 0.5 8 Fidelity Spartan U.S. Equity Index
PDSIX -21.70 -32.45 -0.72 - 0.30 N/A 4.2 N/A N/A N/A 2 Prudential Stock Index I
ARKEX -21.57 -32.01 -0.39 - 0.25 N/A 4.0 100.0 0.0 1.0 59 ARK Equity Index Instl
BEIAX -21.68 -32.51 -0.91 8.33 0.21 N/A 8.7 5000.0 0.0 N/A 8 Northern Institutional Equity Index A
ACQIX -21.60 -32.57 - - 0.29 N/A 2.6 5000.0 0.2 N/A 10 American Century Equity Index Inst
DSPIX -21.73 -32.67 -0.92 8.42 0.20 N/A 8.0 10.0 1.0 0.8 4 Dreyfus Basic S&P 500 Stock Index
GIDIX -21.81 -32.72 -0.49 - 0.15 N/A 3.8 5000.0 0.0 N/A 7 GE Instl S&P 500 Index Inv
AASPX -21.70 -32.54 -0.80 - 0.17 N/A 4.7 2000.0 0.0 N/A 13 American AAdvantage S&P 500 Idx Instl
CINIX x x x - 0.25 0.00 4.2 25000.0 0.0 0.0 9 Cigna Fds Group New CHART LSTK IND
IILCX -21.67 -32.75 - - 0.20 N/A 1.7 500.0 0.0 N/A 9 AAL Large Company Index I
EVIIX -21.64 -32.51 -0.86 8.22 0.30 N/A 16.6 1000.0 0.0 N/A 12 Evergreen Equity Index Instl
UASPX -21.95 -32.65 - - 0.13 0.00 1.6 500.0 0.0 N/A N/A United Association S&P 500 Index I
PNIEX -21.73 -32.67 -0.93 8.36 0.22 N/A 9.4 2000.0 0.0 N/A N/A BlackRock Index Equity Instl
ISLCX -21.71 -32.58 - - N/A N/A 2.7 250.0 0.1 N/A N/A Schwab Instl Select S&P 500
PSIAX -21.64 -32.56 - - 0.65 0.30 1.9 1000.0 0.1 N/A 2 Prudential Stock Index A
mean -21.68 -32.64 -0.93 8.26 0.33 0.13 6.3 9605.3 2.7 333.6 11 S&P 500 Index (Large Blend)
HLEIX -21.72 -32.68 -0.99 8.28 0.35 N/A 10.2 200.0 0.0 0.2 8 One Group Equity Index I
NWIIX -21.59 -32.62 - - 0.48 N/A 2.9 1.0 0.1 0.2 10 Nationwide S&P 500 Index Instl Svc
NINDX -21.72 -32.74 -1.02 8.25 0.35 N/A 7.8 250.0 0.0 N/A 7 Nations Large Cap Index Prim A
DSPNX -21.70 -32.68 - - N/A N/A 1.7 N/A N/A N/A N/A Delaware S&P 500 Index Inst
HIDIX -21.71 -32.79 -1.04 8.22 0.45 N/A 5.6 N/A N/A N/A 2 Harris Insight Index Instl
TRQIX -21.71 -32.76 -0.95 8.33 0.40 N/A 16.2 5000.0 1.0 N/A 12 SEI Index S&P 500 Index E
FISPX -21.67 -32.76 -1.14 8.11 0.34 N/A 11.2 25.0 0.0 N/A 11 Federated Max-Cap Index Instl
FEIIX -21.73 -32.63 -1.07 8.20 0.35 N/A 7.6 1000.0 0.0 N/A 16 First American Equity Index Y
MUXYX -21.79 -32.84 -1.10 8.18 0.35 N/A 9.8 500.0 0.0 N/A 8 Munder Index 500 Y
BEICX -21.70 -32.65 -1.13 8.06 0.45 N/A 6.0 5000.0 0.0 N/A 8 Northern Institutional Equity Index C
BEIYX -21.68 -32.67 -1.09 8.13 0.41 N/A 5.2 0.2 0.1 N/A 12 Wachovia Equity Index Y
KNIEX -21.73 -32.71 -1.01 8.17 0.42 N/A 8.9 100.0 0.0 N/A 9 Kent Index Equity Instl
BNSPX x x - - 0.35 0.00 1.4 100.0 0.0 0.0 33 Bny Hamilton Fds Inc S&P500 IND INS
SSPIX -21.74 -32.86 -1.13 8.16 0.25 N/A 5.6 100.0 1.0 N/A 12 SEI Index S&P 500 Index A
BEIDX x x x x 0.60 0.00 7.0 5000.0 0.0 0.0 8 Northern Instl Fds EQ INDEX PTF D
MMIEX -21.79 -32.84 -0.85 - 0.42 N/A 3.6 N/A N/A N/A N/A MassMutual Instl Indexed Equity S
EVISX -21.69 -32.67 -1.10 - 0.55 0.25 5.0 1000.0 0.0 N/A 12 Evergreen Equity Index Instl Svc
MAQSX -21.73 -32.68 -0.99 8.19 0.55 N/A 6.7 1.0 0.1 1.0 11 Eclipse Indexed Equity Svc
MIEYX -21.69 -32.85 -1.18 - 0.44 N/A 3.6 N/A N/A N/A N/A MassMutual Instl Indexed Equity Y
SPIDX -21.80 -32.86 -1.18 - 0.50 N/A 4.0 5000.0 0.0 5000.0 5 Morgan Stanley S&P 500 Index D
MUXKX -21.86 -33.01 -1.34 7.90 0.60 N/A 8.8 N/A N/A N/A 8 Munder Index 500 K
PNESX -21.78 -32.94 -1.32 7.97 0.56 0.30 8.2 5.0 0.0 N/A N/A BlackRock Index Equity Svc
FMXSX -21.75 -32.99 -1.45 7.79 0.64 0.30 8.1 25.0 0.0 N/A 11 Federated Max-Cap Index Instl Svc
MMILX -21.82 -32.98 - - 0.60 N/A 2.2 N/A N/A N/A N/A MassMutual Instl Indexed Equity L
JINDX -21.85 -32.95 - - N/A 0.25 2.1 1000.0 0.0 N/A N/A John Hancock 500 Index R
MSCI EAFE Index (Foreign Stock)
BTAEX -20.75 -33.56 -3.82 -1.60 0.40 N/A 5.7 5000.0 100.0 N/A 12 Deutsche EAFE Equity Index Prem
BIEIX -20.75 -32.97 -3.99 - 0.52 N/A 4.5 5000.0 0.0 N/A 42 Northern Institutional Intl Eq Idx A
mean -21.06 -33.72 -3.51 -0.09 0.71 N/A 6.6 3400.0 33.3 0.2 19 MSCI EAFE Index (Foreign Stock)
SIEIX -21.08 -34.00 -3.27 1.56 1.07 N/A 7.3 N/A N/A N/A 9 STI Classic Intl Equity Index Tr
OIEAX -21.65 -34.36 -2.95 -0.24 0.86 N/A 8.9 200.0 0.0 0.2 14 One Group Intl Equity Index I
Russell 2000 Index (Small Blend)
VSCIX -22.94 -24.49 3.88 - 0.13 N/A 4.2 10000.0 0.1 N/A 49 Vanguard Small Cap Index Instl
BSCAX -23.73 -25.25 2.32 2.97 0.31 N/A 8.7 5000.0 0.0 N/A 62 Northern Institutional Small Co Idx A
mean -23.49 -25.29 2.36 2.30 0.42 N/A 7.3 5008.3 0.0 N/A 53 Russell 2000 Index (Small Blend)
FMCPX -23.79 -26.13 0.88 1.63 0.82 N/A 9.1 25.0 0.0 N/A 48 Federated Mini-Cap Index Instl
S&P MidCap 400 Index (Mid-Cap Blend)
VMCIX -20.95 -21.87 11.53 - 0.12 N/A 3.4 10000.0 0.1 N/A 38 Vanguard Mid Capitalization Index Ins
IIMIX -19.12 -20.94 - - 0.20 N/A 1.7 500.0 0.0 N/A 54 AAL Mid Cap Index Instl
mean -20.39 -22.06 11.53 - 0.16 N/A 2.3 3833.3 0.0 N/A 46 S&P MidCap 400 Index (Mid-Cap Blend)
FIMEX -21.10 -23.36 - - N/A N/A 1.9 1000.0 0.0 N/A N/A Firstar Midcap Index Inst
Wilshire 5000 Total Market Index (Large Blend)
VITSX -21.83 -33.79 -0.28 - 0.10 N/A 4.2 10000.0 0.1 N/A 7 Vanguard Total Stock Mkt Idx Instl
mean -21.85 -33.79 -0.28 - 0.30 N/A 3.1 7500.0 0.1 N/A 7 Wilshire 5000 Total Market Index (Large Blend)
TMIDX -21.88 - - - 0.50 N/A 2.0 5000.0 0.0 N/A N/A Morgan Stanley Total Market Index D
Lehman Brothers Aggregate Bond Index (Interm-Term Bond)
VBTIX 2.86 12.71 6.54 8.13 0.10 N/A 6.0 10000.0 0.1 N/A 53 Vanguard Total Bond Mkt Index Inst
BTUSX 3.03 12.56 6.25 - 0.15 N/A 4.2 5000.0 100.0 N/A 224 Deutsche US Bond Index Prem
FBIDX 3.12 12.49 6.36 7.97 0.31 N/A 11.6 100.0 2.5 0.5 133 Fidelity U.S. Bond Index
mean 3.01 12.52 6.30 7.96 0.24 N/A 9.3 3800.0 25.9 0.5 114 Lehman Brothers Aggregate Bond Index (Interm-Term Bond)
BIPFX 3.03 12.32 6.04 7.77 0.38 N/A 15.4 100.0 1.0 N/A 47 SEI Index Bond Index A
S&P SmallCap 600 Index (Small Blend)
ISCYX -18.97 -15.88 5.89 5.35 0.81 N/A 5.1 10000.0 0.1 0.1 30 AXP Small Company Index Y
ASETX x x - - 0.99 0.00 2.7 1.0 0.1 0.5 32 Firstar Fds Inc SMCAP INDX INS
mean -18.97 -15.88 5.89 5.35 0.90 0.00 3.9 5000.5 0.1 0.3 31 S&P SmallCap 600 Index (Small Blend)
Wilshire 4500 Index (Mid-Cap Blend)
VIEIX -23.14 -40.92 0.35 - 0.10 N/A 4.2 10000.0 0.1 N/A 33 Vanguard Extended Market Idx Instl
Nasdaq-100 Index (Large Growth)
AXIEX x x - - 0.52 0.00 1.9 3000.0 0.0 0.0 114 Axp Mkt Advantage Ser Inc NASD100 INDX E
Lehman Brothers Government/Corporate Bond Index (Interm-Term Bond)
DBIRX 3.19 12.47 6.07 7.81 0.15 N/A 7.8 10.0 1.0 0.8 67 Dreyfus Bond Market Index Basic
S&P 500 Social Indices (Large Blend)
CSFLX x x - - N/A 0.00 1.4 500.0 0.0 0.0 N/A Christian Stewardship Fds LGCAP EQ ID IN
Balanced Index Funds (Domestic Hybrid)
VBAIX -11.92 - - - 0.10 N/A 0.8 10000.0 0.0 N/A 28 Vanguard Balanced Index Instl
S&P 500/BARRA Value Index (Large Value)
VIVIX -22.49 -20.44 1.76 - 0.12 N/A 3.2 10000.0 5000.0 N/A 37 Vanguard Value Index Instl
mean -22.45 -20.51 1.76 - 0.12 N/A 3.0 5050.0 2500.1 N/A 37 S&P 500/BARRA Value Index (Large Value)
ISLVX -22.42 -20.58 - - N/A N/A 2.7 100.0 0.1 N/A N/A Schwab Instl Select Large-Cap Val Idx
MSCI Europe Index (Europe Stock)
VESIX -21.44 -31.29 - - 0.20 N/A 1.4 10000.0 0.1 N/A 8 Vanguard European Stock Index Instl
MSCI Pacific Free Index (Japan Stock)
VPKIX -19.20 -36.70 - - 0.29 N/A 1.4 10000.0 0.1 N/A 6 Vanguard Pacific Stock Index Instl
Calvert Social Index (Large Blend)
CISIX -23.46 -39.37 - - N/A N/A 1.2 1000.0 0.0 2.0 N/A Calvert Social Index I
Domini 400 Social Index (Large Blend)
DIEQX -20.48 -33.34 -1.08 9.01 0.30 N/A 5.3 2000.0 0.0 N/A 9 Domini Instl Social Equity
S&P 500/BARRA Growth Index (Large Growth)
VIGIX -20.93 -43.10 -3.68 - 0.12 N/A 3.4 10000.0 0.1 N/A 33 Vanguard Growth Index Instl
S&P SmallCap 600/BARRA Value Index (Small Value)
VSIIX -18.74 -2.81 - - 0.13 N/A 1.8 10000.0 0.1 N/A 82 Vanguard Small Cap Value Index Instl
mean -18.77 -3.28 - - 0.13 N/A 2.2 5050.0 0.1 N/A 82 S&P SmallCap 600/BARRA Value Index (Small Value)
ISSVX -18.80 -3.75 - - N/A N/A 2.7 100.0 0.1 N/A N/A Schwab Instl Select Small-Cap Val Idx
Salomon Brothers Broad Investment-Grade Bond Index (Long-Term Bond)
MABSX 3.11 11.52 5.38 7.06 0.75 N/A 6.7 1.0 0.1 1.0 20 Eclipse Indexed Bond Svc
S&P SmallCap 600/BARRA Growth Index (Small Growth)
VSGIX -18.56 -27.31 - - 0.13 N/A 1.3 10000.0 0.1 N/A 136 Vanguard Small Cap Growth Index Instl
Lehman Brothers Treasury Bond Index (Intermediate Government)
BTIAX 3.48 12.14 5.69 7.88 0.26 N/A 8.7 5000.0 0.0 N/A 111 Northern Institutional U.S. Trs Idx A
Index Fund Averages (N/A)
mean 3.01 12.52 6.30 7.96 0.24 N/A 9.3 3800.0 25.9 0.5 114 Lehman Brothers Aggregate Bond Index (Interm-Term Bond)
mean 3.19 12.47 6.07 7.81 0.15 N/A 7.8 10.0 1.0 0.8 67 Lehman Brothers Government/Corporate Bond Index (Interm-Term Bond)
mean -11.92 - - - 0.10 N/A 0.8 10000.0 0.0 N/A 28 Balanced Index Funds (Domestic Hybrid)
mean 3.48 12.14 5.69 7.88 0.26 N/A 8.7 5000.0 0.0 N/A 111 Lehman Brothers Treasury Bond Index (Intermediate Government)
mean -18.77 -3.28 - - 0.13 N/A 2.2 5050.0 0.1 N/A 82 S&P SmallCap 600/BARRA Value Index (Small Value)
mean -20.39 -22.06 11.53 - 0.16 N/A 2.3 3833.3 0.0 N/A 46 S&P MidCap 400 Index (Mid-Cap Blend)
mean 3.11 11.52 5.38 7.06 0.75 N/A 6.7 1.0 0.1 1.0 20 Salomon Brothers Broad Investment-Grade Bond Index (Long-Term Bond)
mean -18.56 -27.31 - - 0.13 N/A 1.3 10000.0 0.1 N/A 136 S&P SmallCap 600/BARRA Growth Index (Small Growth)
mean -18.97 -15.88 5.89 5.35 0.90 0.00 3.9 5000.5 0.1 0.3 31 S&P SmallCap 600 Index (Small Blend)
mean -20.48 -33.34 -1.08 9.01 0.30 N/A 5.3 2000.0 0.0 N/A 9 Domini 400 Social Index (Large Blend)
mean -22.45 -20.51 1.76 - 0.12 N/A 3.0 5050.0 2500.1 N/A 37 S&P 500/BARRA Value Index (Large Value)
mean -21.68 -32.64 -0.93 8.26 0.33 0.13 6.3 9605.3 2.7 333.6 11 S&P 500 Index (Large Blend)
mean -21.44 -31.29 - - 0.20 N/A 1.4 10000.0 0.1 N/A 8 MSCI Europe Index (Europe Stock)
mean -19.20 -36.70 - - 0.29 N/A 1.4 10000.0 0.1 N/A 6 MSCI Pacific Free Index (Japan Stock)
mean -23.49 -25.29 2.36 2.30 0.42 N/A 7.3 5008.3 0.0 N/A 53 Russell 2000 Index (Small Blend)
mean -21.85 -33.79 -0.28 - 0.30 N/A 3.1 7500.0 0.1 N/A 7 Wilshire 5000 Total Market Index (Large Blend)
mean -21.06 -33.72 -3.51 -0.09 0.71 N/A 6.6 3400.0 33.3 0.2 19 MSCI EAFE Index (Foreign Stock)
mean -23.14 -40.92 0.35 - 0.10 N/A 4.2 10000.0 0.1 N/A 33 Wilshire 4500 Index (Mid-Cap Blend)
mean -20.93 -43.10 -3.68 - 0.12 N/A 3.4 10000.0 0.1 N/A 33 S&P 500/BARRA Growth Index (Large Growth)
mean -23.46 -39.37 - - N/A N/A 1.2 1000.0 0.0 2.0 N/A Calvert Social Index (Large Blend)
mean - - - - N/A 0.00 1.4 500.0 0.0 0.0 N/A S&P 500 Social Indices (Large Blend)
mean - - - - 0.52 0.00 1.9 3000.0 0.0 0.0 114 Nasdaq-100 Index (Large Growth)

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