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TWA Pilots DAP/401(k) Plan
Year to Date -
Performance Results
JULY 31, 2001
Investment Category
Small
Investment Options and
Benchmarks
Stable Value Value Growth Foreign Company Portfolio
Morningstar Averages for the Universe n/a -3.69% -11.63% -14.40% -1.70% n/a
Stable Value Option 3.95%
Wellington Core 6.41%
PRIMCO GIC 3.65%
Cash 2.96%
BGI – Money Market Index 2.98%
Benchmark
LB 1-3 yr. Govt./Treas. 5.26%
Equity Index Option (BGI – US Equity Index) -7.50%
Benchmark
Wilshire 5000 -7.34%
Value Stock Option -0.42%
Federated Stock Trust 3.53%
Morgan Core (separately managed) -4.85%
Neuberger Berman Focus Tr 1.17%
Legg Mason Spec. Invmt. Trust 3.15%
Neuberger Berman Regency -1.71%
T. Rowe Price Value 4.80%
BGI – Value Index -6.36%
Benchmark
Russell Price Driven (1000 Value) -1.47%
Growth Stock Option -18.05%
MFS Instl. Mid Cap Growth -15.09%
Turner Mid Cap Growth -23.08%
Janus Fund -17.54%
MFS Instl. Research Fund -16.15%
Marsico Focus -17.01%
Vanguard World U.S. Growth -28.46%
BGI – Growth Index -13.60%
Benchmark
Russell Earnings Growth (1000 Growth) -16.38%
International Stock Option -18.79%
Amer Cent-20th Cent. Int’l Discovery -19.02%
Amer Cent-20th Cent. Int’l Growth -22.05%
Janus Overseas -20.23%
Templeton Instl. Foreign -9.08%
Benchmark
EAFE Net Divs -16.16%
Diversified Small Company Stock Option 5.20%
MFS Instl. Emerging Equities -2.33%
Royce Opportunity 16.58%
DFA U.S. Micro Cap Portfolio 19.61%
State Street Aurora 13.78%
Berger Small Cap Value Instl. 13.86%
Franklin Small Cap Growth II -1.86%
BGI – Small Company Index -6.17%
Benchmark
Russell 2000 Total 1.08%
Conservative Model Portfolio 1.30%
Benchmark
Conservative Composite Index 1.39%
Moderate Model Portfolio -3.13%
Benchmark
Moderate Composite Index -3.45%
Aggressive Model Portfolio -4.23%
Benchmark
Aggressive Composite Index -4.94%
*As
reported by Recordkeeper. Data represents change in blended net asset value
of investment options. Your individual return may vary slightly because of
contribution timing, transfers, etc.
YTD return based on
change in NAV January 1, 2001 to end of period.
Last Updated on 08/15/01

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