| MedAmerica
Retirement Plans |
Investment Performance Update
(compounded monthly through March 31, 2002)
|
| Fund |
Quarter |
YTD |
1 Year |
3 Years |
5 Years |
Schwab Value Advantage
Money Mkt Fd.
|
Annual Yield as of 3/31/02:
2.47% |
| PIMCO Total Return Fund |
1.12% |
1.12% |
7.10% |
7.03% |
8.13% |
| Invesco Real Estate Fund
(managed) |
8.03% |
8.03% |
15.07% |
11.58% |
4.69% |
| Dodge & Cox Balanced
Fund |
3.28% |
3.28% |
11.48% |
12.57% |
13.40% |
| Europacific Int’l
Growth Fund |
1.79% |
1.79% |
(2.42%) |
2.47%
|
7.60% |
| Schwab Large Cap Value
Fund (D&C Stk) |
4.89% |
4.89% |
13.59% |
15.32% |
16.19% |
| Schwab Total Stock Market
Index Fund |
1.11% |
1.11% |
3.52% |
(1.19%) |
9.31% |
| Credit Suisse Pincus
Capital Appreciation Fund |
(6.26%) |
(6.26%) |
(15.17%) |
(2.63%) |
10.13% |
| Franklin Small Cap Growth
Fund |
(2.76%) |
(2.76%) |
1.76% |
11.30% |
11.40% |
| Navellier Aggr. Growth
Fund (MA Plan only) |
(7.86%) |
(7.86%) |
3.85% |
7.56% |
10.59% |
