Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -9.22% | -11.20% | -8.79% | -9.31% | n/a |
Stable Value Option |
1.19% | |||||
Wellington Core |
0.32% | |||||
PRIMCO GIC |
1.18% | |||||
CDs | 0.87% | |||||
Dreyfus Government Money Market Index | 0.87% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.97% | |||||
Equity Index Option (BGI – US Equity Index) |
-9.50% | |||||
Benchmark | ||||||
Russell 3000 |
-9.52% | |||||
Value Stock Option |
-9.36% | |||||
Morgan Value (separately managed) |
-11.22% | |||||
CGM Focus | -7.81% | |||||
Goldman Sachs Mid Value Instl. | -7.83% | |||||
Neuberger Berman Partners |
-10.71% | |||||
T. Rowe Price Value |
-7.98% | |||||
BGI – Value Index |
-8.83% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-8.72% | |||||
Growth Stock Option |
-11.47% | |||||
Turner Mid Cap Growth |
-13.21% | |||||
Marsico Focus |
-13.66% | |||||
Wellington Mid Cap Opportunities |
-9.29% | |||||
Primecap Odyssey Growth | -8.48% | |||||
T. Rowe Price Growth Stock | -12.46% | |||||
BGI – Growth Index |
-10.25% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-10.18% | |||||
International Stock Option |
-10.65% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-10.50% | |||||
Amer Cent-20th Cent. Int’l Growth |
-9.40% | |||||
Templeton Instl. Foreign |
-10.73% | |||||
Oppenheimer Intl Sm Co A | -16.92% | |||||
Thornburg Intl Value R5 | -10.65% | |||||
Marsico Intl Opp | -11.55% | |||||
Dimensional Emerging Markets Value | -9.51% | |||||
Royce International Value | -2.14% | |||||
BGI Eafe Index |
-9.00% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-8.91% | |||||
Diversified Small Company Stock Option |
-9.72% | |||||
Royce Opportunity |
-9.35% | |||||
Dimensional U.S. Micro Cap Portfolio |
-10.27% | |||||
Third Avenue Sm Cap Instl. | -2.86% | |||||
iShares Morningstar Small Growth Index | -14.41% | |||||
Legg Mason Opportunity | -16.22% | |||||
Morgan Stanley US Small Cap Value Instl | -5.48% | |||||
BGI – Small Company Index |
-9.82% | |||||
Benchmark | ||||||
Russell 2000 Total |
-9.90% | |||||
Conservative Model Portfolio |
-3.16% | |||||
Benchmark | ||||||
Conservative Composite Index |
-1.86% | |||||
Moderate Model Portfolio |
-6.16% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.10% | |||||
Aggressive Model Portfolio |
-7.77% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-6.98% |
Archive for March, 2008
2008 March
Friday, March 28th, 2008March 2008
Friday, March 21st, 2008Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
03 | 231.81 | 487.65 | 382.45 | 331.03 | 441.61 | 431.75 | 299.23 | 359.57 | 378.34 | – |
04 | 231.84 | 483.52 | 380.92 | 329.21 | 435.21 | 430.24 | 298.49 | 357.98 | 376.25 | – |
05 | 231.87 | 488.41 | 383.21 | 332.47 | 440.61 | 432.60 | 299.49 | 360.01 | 378.83 | – |
06 | 231.90 | 477.21 | 374.42 | 325.07 | 435.58 | 421.12 | 296.72 | 355.01 | 372.27 | – |
07 | 231.99 | 471.52 | 371.17 | 321.25 | 430.17 | 419.37 | 295.57 | 352.78 | 369.49 | – |
10 | 232.02 | 462.27 | 364.86 | 314.85 | 420.93 | 409.66 | 293.43 | 348.31 | 363.49 | – |
11 | 232.05 | 479.34 | 378.42 | 325.02 | 434.49 | 424.10 | 297.73 | 356.04 | 373.55 | – |
12 | 232.08 | 475.16 | 375.36 | 322.89 | 434.02 | 421.51 | 296.75 | 354.57 | 371.73 | – |
13 | 232.11 | 478.45 | 377.85 | 325.88 | 433.21 | 427.29 | 297.58 | 356.19 | 373.93 | – |
14 | 232.20 | 470.20 | 370.01 | 319.66 | 426.73 | 417.40 | 295.38 | 351.89 | 368.18 | – |
17 | 232.22 | 461.54 | 365.80 | 313.57 | 413.79 | 408.82 | 293.64 | 347.63 | 362.34 | – |
18 | 232.24 | 479.49 | 381.28 | 325.74 | 425.22 | 426.29 | 298.35 | 356.26 | 373.40 | – |
19 | 232.27 | 463.06 | 371.91 | 317.20 | 410.82 | 416.82 | 294.82 | 349.71 | 365.12 | – |
20 | 232.39 | 471.71 | 380.69 | 323.36 | 413.85 | 425.38 | 297.38 | 353.96 | 370.44 | – |
21 | Market Closed – Holiday | |||||||||
24 | 232.43 | 478.39 | 387.19 | 330.56 | 418.89 | 438.65 | 299.27 | 358.36 | 376.43 | – |
25 | 232.45 | 483.04 | 388.71 | 333.75 | 428.22 | 441.86 | 300.12 | 360.69 | 379.50 | – |
26 | 232.48 | 480.37 | 385.47 | 332.18 | 431.17 | 439.82 | 299.29 | 359.76 | 378.45 | – |
27 | 232.51 | 475.41 | 381.07 | 327.97 | 431.24 | 434.75 | 298.00 | 357.49 | 375.60 | – |
28 | 232.60 | 471.94 | 377.82 | 325.54 | 430.75 | 430.16 | 297.13 | 355.86 | 373.45 | – |
31 | 232.63 | 473.81 | 380.11 | 326.67 | 430.52 | 433.27 | 297.74 | 356.84 | 374.74 | – |
March Fund Performance (in percentages) | ||||||||||
0.39% | -2.55% | -0.56% | -1.32% | -2.96% | -0.32% | -0.40% | -0.80% | -1.09% | – |