S&P SPIVA Active vs Index Scorecard for 2003

January 01, 2004

Percentage of Equity Funds Outperformed by Index of Corresponding Asset Class
Fund Category Comparison Index Last Quarter One Year Three Year Five Year
All Domestic Funds S&P SuperComposite 1500 55.71 47.74 58.23 49.61
All Large Cap Funds S&P 500 63.96 64.59 63.70 53.20
All Mid Cap Funds S&P MidCap 400 63.30 56.40 73.29 81.70
All Small Cap Funds S&P SmallCap 600 59.77 38.76 68.58 69.82
Large Cap Growth Funds S&P/BARRA 500 Growth 42.89 44.66 83.33 45.22
Large Cap Blend Funds S&P 500 67.89 65.97 65.99 54.61
Large Cap Value Funds S&P/BARRA 500 Value 80.84 78.51 37.46 56.38
Mid Cap Growth Funds S&P/BARRA MidCap 400 Growth 22.96 31.68 84.87 82.35
Mid Cap Blend Funds S&P MidCap 400 55.43 50.00 79.37 74.32
Mid Cap Value Funds S&P/BARRA MidCap 400 Value 86.36 81.90 72.63 94.92
Small Cap Growth Funds S&P/BARRA 600 SmallCap Growth 56.73 35.27 87.21 72.05
Small Cap Blend Funds S&P SmallCap 600 54.07 33.33 67.69 63.55
Small Cap Value Funds S&P/BARRA 600 SmallCap Value 68.05 49.33 45.75 65.42
 

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