March 2008
Non-Retirement Plan Investments
Personal/IRA Investment Portfolios
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Conservative -1.23 -2.18 1.97 5.29 6.25
Balanced -1.44 -6.57 -1.43 6.91 10.54
Balanced Tax-Exempt -0.49 -6.48 -1.46 6.58 10.28
Growth -1.53 -9.26 -3.68 7.72 13.05
Aggressive Growth -1.40 -9.83 -3.93 8.70 14.84
Personal/IRA Investment Self Directed Option Funds
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
American Performance Cash Management 0.21 0.77 4.32 4.07 2.78
American Performance Intermediate Bond -1.06 1.20 5.07 4.58 3.83
American Performance Bond -1.93 0.20 3.66 4.14 3.95
American Performance Intermediate Tax Free 1.64 0.84 3.93 3.23 2.91
American Performance Short-Term Income -1.11 0.26 3.45 3.99 3.42
T. Rowe Price Growth Stock Fund -1.57 -12.39 -4.00 7.23 11.56
American Beacon Large Cap Value Fund -2.23 -10.23 -8.49 6.40 15.76
Dodge & Cox Stock Fund -3.18 -11.93 -13.30 4.52 13.74
Franklin Small-Mid Cap Growth (Adv) -2.25 -14.82 -10.02 5.75 12.78
Royce Premier Fund Inv 0.54 -2.65 3.64 12.79 19.94
Neuberger Berman Genesis Trust -0.44 -4.03 11.61 12.63 19.00
American Beacon International Equity (I) -0.39 -9.42 -3.52 11.74 21.67
American Century International Growth Fund (Inst) -0.90 -9.35 3.35 15.25 19.30