CHARACTERISTICS
(as of
6/30/2010
)
| Standard Deviation | 15.64% |
| R-Squared | N/A |
| Beta vs. S&P 500 Index | 0.78 |
*Requires minimum three years of performance history
Portfolio Characteristics 1
| Equity Index Fund | 3.0% |
| Real Estate Securities Fund | 6.0% |
| Value Equity Fund | 16.0% |
| Growth Equity Fund | 16.0% |
| Small Cap Equity Fund | 4.0% |
| International Equity Fund | 16.0% |
| Total | 61.0% |
| Money Market Fund |
1.0% |
| Low-Duration Bond Fund |
7.0% |
| Medium-Duration Bond Fund |
11.0% |
| Extended-Duration Bond Fund |
4.0% |
| Global Bond Fund |
5.0% |
| Inflation Protected Bond Fund |
9.0% |
| Total |
37.0% |
1Portfolio composition subject to change at any time.
Standard deviation — A statistical measurement of distribution around an average, which depicts how widely returns varied over a certain period of time. Investors use the standard deviation of historical performance to try to predict the most likely range of returns. When a fund has a high standard deviation, the predicted range of performance is wide implying greater volatility.
R-squared — Shows the percentage of a fund's performance that is explained by movement in the benchmark index. This shows the correlation between the fund and its benchmark. An R-squared of 100% indicates that all movements of a fund can be explained by movements in the benchmark. A low R-squared indicates that very few of the fund's movements can be explained by movements in its benchmark. An R-squared measure of 50%, for example, means that only 50% of the fund's movements can be explained by movements in the benchmark index.
Beta vs. S&P 500© Index — Beta is a measure of a fund's sensitivity to market movements as defined by the S&P 500©. A fund with a higher beta relative to the S&P 500© is more volatile than the S&P 500© and a fund with a lower beta relative to the S&P 500© can be expected to rise and fall more slowly than the S&P 500©.