Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -3.75% | -8.77% | -6.35% | -5.82% | n/a |
Stable Value Option |
1.19% | |||||
Wellington Core |
2.88% | |||||
PRIMCO GIC |
1.01% | |||||
Cash | 0.99% | |||||
BGI – Stable Value Index |
1.00% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
1.98% | |||||
Equity Index Option (BGI US Equity Index) |
-6.02% | |||||
Benchmark – Wilshire 5000 |
-5.95% | |||||
Value Stock Option |
-1.97% | |||||
Federated Stock Trust | 0.62% | |||||
Morgan Core (Separately Managed) |
-4.14% | |||||
Neuberger Berman Focus Tr | -2.30% | |||||
Legg Mason Spec. Inv. Trust |
-0.47% | |||||
Neuberger Berman Regency | -4.96% | |||||
T. Rowe Price Value | 3.24% | |||||
BGI – Value Index | -4.55% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-2.41% | |||||
Growth Stock Option |
-11.79% | |||||
MFS Instl. Mid Cap Growth | -8.38% | |||||
Turner Mid Cap Growth | -18.08% | |||||
Janus Fund | -10.63% | |||||
MFS Instl. Research Fund | -8.61% | |||||
Marsico Focus | -13.06% | |||||
Vanguard World US Growth | -18.63% | |||||
BGI -Growth Index | -8.87% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-11.24% | |||||
International Stock Option |
-6.12% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-3.44% | |||||
Amer Cent-20th Cent. Int’l Growth |
-9.33% | |||||
Janus Overseas | -8.33% | |||||
Templeton Instl. Foreign | -1.77% | |||||
Benchmark – EAFE Net DIvs | -7.55% | |||||
Diversified Small Company Stock Option |
0.58% | |||||
MFS Instl. Emerging Equities | -2.52% | |||||
Royce Opportunity | 9.51% | |||||
DFA US 9-10 Small Co. | 5.81% | |||||
State Street Aurora | 4.40% | |||||
Berger Small Cap Value Instl. | 4.36% | |||||
Franklin Small Cap Growth II | -4.80% | |||||
BGI – Small Company Index | -4.74% | |||||
Benchmark – Russell 2000 Total |
-1.69% | |||||
Conservative Model Portfolio |
-0.74% | |||||
Benchmark – Conservative Composite Index |
-0.49% | |||||
Moderate Model Portfolio |
-2.86% | |||||
Benchmark – Moderate Composite Index |
-3.17% | |||||
Aggressive Model Portfolio |
-3.20% | |||||
Benchmark – Aggressive Composite Index |
-4.02% | |||||