Skip main content and go to side navigation
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar Averages for
the Universe
n/a -0.80% -7.50% -9.34% -0.64% n/a
             
Stable
Value Option
2.74%          
Wellington
Core
3.64%          
PRIMCO
GIC
2.59%          
Cash 2.26%          
BGI
– Stable Value Index
2.29%          
             
Benchmark
– LB 1-3yr. Govt./Treas.
3.67%          
             
Equity
Index Option (BGI US Equity Index)
    -4.25%      
             
Benchmark
– Wilshire 5000
    -4.18%      
             
Value Stock
Option
  2.65%        
Federated Stock Trust   5.27%        
Morgan Core (Separately
Managed)
  -1.76%        
Neuberger Berman Focus Tr   4.98%        
Legg Mason Spec. Inv.
Trust
  10.34%        
Neuberger Berman Regency   -0.51%        
T. Rowe Price Value   7.83%        
BGI – Value Index   -2.80%        
             
Benchmark – Russell Price
Driven (1000 Value)
  0.98%        
             
Growth Stock
Option
    -11.47%      
MFS Instl. Mid Cap Growth     -3.54%      
Turner Mid Cap Growth     -16.18%      
Janus Fund     -7.75%      
MFS Instl. Research Fund     -9.75%      
Marsico Focus     -12.54%      
Vanguard World US Growth     -21.23%      
BGI -Growth Index     -10.12%      
             
Benchmark – Russell
Earnings Growth (1000 Growth)
    -12.20%      
             
International
Stock Option
      -11.38%    
Amer Cent-20th Cent.
Int’l Discovery
      -9.85%    
Amer Cent-20th Cent.
Int’l Growth
      -16.47%    
Janus Overseas       -11.42%    
Templeton Instl. Foreign       -4.66%    
             
Benchmark – EAFE Net DIvs       -10.97%    
             
Diversified Small
Company Stock Option
        6.55%  
MFS Instl. Emerging Equities         -0.71%  
Royce Opportunity         18.25%  
DFA US 9-10 Micro Cap Portfolio         18.46%  
State Street Aurora         15.37%  
Berger Small Cap Value Instl.         11.62%  
Franklin Small Cap Growth II         0.00%  
BGI – Small Company Index         -2.62%  
             
Benchmark – Russell 2000
Total
        3.29%  
             
Conservative
Model Portfolio
          2.00%
Benchmark – Conservative
Composite Index
          1.56%
             
Moderate Model
Portfolio
          -0.63%
Benchmark – Moderate
Composite Index
          -1.80%
             
Aggressive Model
Portfolio
          -0.95%
Benchmark – Aggressive
Composite Index
          -2.56%
             

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation