Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -12.72% | -4.33% | -11.81% | -9.18% | n/a |
Stable Value Option |
0.69% | |||||
Wellington Core Bonds |
1.78% | |||||
Invesco Interest Income | 0.82% | |||||
CDs | 0.82% | |||||
Dreyfus Cash Mgmt. Instl. | 0.26% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.32% | |||||
Equity Index Option (BGI – US Equity Index) |
-10.77% | |||||
Benchmark | ||||||
Russell 3000 |
-10.80% | |||||
Value Stock Option |
-11.82% | |||||
JP Morgan Large Cap Value (separately managed) | -11.84% | |||||
CGM Focus | -16.72% | |||||
Goldman Sachs Mid Value Instl. | -9.28% | |||||
Neuberger Berman Partners |
-5.99% | |||||
T. Rowe Price Value |
-11.50% | |||||
BGI – Value Index |
-16.70% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-16.77% | |||||
Growth Stock Option |
-4.52% | |||||
Turner Mid Cap Growth |
-4.34% | |||||
Marsico Focus |
-9.28% | |||||
Wellington Mid Cap Opportunities |
-6.29% | |||||
Primecap Odyssey Growth | -4.32% | |||||
T. Rowe Price Growth Stock | 0.16% | |||||
BGI – Growth Index |
-4.12% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-4.12% | |||||
International Stock Option |
-9.17% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-13.58% | |||||
Amer Cent-20th Cent. Int’l Growth |
-11.47% | |||||
Templeton Instl. Foreign |
-13.56% | |||||
Oppenheimer Intl Sm Co A | 6.65% | |||||
Thornburg Intl Value | -10.55% | |||||
Marsico Intl Opp | -8.24% | |||||
Dimensional Emerging Markets Value | -2.36% | |||||
Royce Global Value Svc. | -5.67% | |||||
BGI Eafe Index |
-15.15% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-13.94% | |||||
Diversified Small Company Stock Option |
-13.02% | |||||
Royce Opportunity |
-12.93% | |||||
Dimensional U.S. Micro Cap Portfolio |
-16.13% | |||||
Third Avenue Sm Cap Instl. | -17.23% | |||||
iShares Morningstar Small Growth Index | -8.30% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -3.70% | |||||
Morgan Stanley US Small Cap Value Instl | -13.98% | |||||
BGI – Small Company Index |
-14.93% | |||||
Benchmark | ||||||
Russell 2000 Total |
-14.95% | |||||
Conservative Model Portfolio |
-3.82% | |||||
Benchmark | ||||||
Conservative Composite Index |
-5.32% | |||||
Moderate Model Portfolio |
-5.77% | |||||
Benchmark | ||||||
Moderate Composite Index |
-7.53% | |||||
Aggressive Model Portfolio |
-7.66% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-9.77% |
Archive for March, 2009
2009 March
Saturday, March 28th, 2009March 2009
Saturday, March 21st, 2009Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
02 | 241.42 | 231.12 | 205.56 | 187.05 | 198.95 | 231.17 | 237.49 | 240.97 | 227.65 | – |
03 | 241.43 | 229.36 | 204.03 | 187.15 | 198.09 | 227.04 | 236.81 | 239.97 | 226.27 | – |
04 | 241.45 | 235.31 | 209.18 | 192.23 | 204.74 | 232.83 | 239.15 | 244.17 | 231.07 | – |
05 | 241.47 | 225.15 | 200.03 | 185.32 | 198.37 | 220.44 | 235.10 | 237.64 | 223.23 | – |
06 | 241.52 | 225.28 | 200.40 | 185.08 | 197.62 | 220.26 | 235.24 | 237.59 | 223.10 | – |
09 | 241.54 | 223.24 | 198.12 | 182.83 | 194.39 | 215.67 | 234.33 | 235.58 | 220.54 | – |
10 | 241.56 | 238.48 | 210.89 | 193.24 | 203.53 | 229.06 | 240.22 | 244.64 | 231.06 | – |
11 | 241.57 | 239.11 | 211.46 | 194.39 | 205.95 | 229.33 | 240.49 | 245.39 | 231.94 | – |
12 | 241.59 | 249.99 | 220.42 | 201.06 | 209.88 | 242.66 | 244.66 | 251.76 | 239.58 | – |
13 | 241.64 | 252.09 | 222.14 | 202.24 | 211.08 | 244.50 | 245.49 | 252.96 | 240.97 | – |
16 | 241.66 | 250.55 | 220.99 | 200.30 | 214.18 | 242.52 | 244.94 | 252.33 | 240.36 | – |
17 | 241.68 | 258.57 | 228.24 | 206.77 | 217.66 | 251.16 | 248.16 | 257.39 | 246.25 | – |
18 | 241.69 | 265.61 | 233.38 | 210.28 | 222.08 | 259.47 | 250.72 | 261.44 | 251.21 | – |
19 | 241.71 | 261.55 | 230.52 | 208.62 | 223.80 | 258.09 | 249.29 | 260.07 | 249.87 | – |
20 | 241.77 | 255.11 | 225.75 | 204.72 | 220.89 | 250.83 | 246.98 | 256.47 | 245.48 | – |
23 | 241.78 | 274.69 | 241.77 | 217.41 | 232.66 | 269.14 | 254.45 | 267.86 | 259.03 | – |
24 | 241.80 | 268.45 | 236.62 | 213.57 | 228.42 | 261.61 | 252.07 | 264.03 | 254.32 | – |
25 | 241.82 | 271.61 | 239.09 | 214.88 | 231.23 | 266.10 | 253.23 | 265.99 | 256.83 | – |
26 | 241.84 | 278.00 | 245.39 | 221.46 | 233.83 | 278.22 | 255.83 | 270.84 | 262.88 | – |
27 | 241.89 | 272.02 | 240.04 | 216.57 | 228.72 | 269.80 | 253.55 | 266.64 | 257.80 | – |
30 | 241.91 | 260.11 | 231.65 | 210.42 | 219.81 | 261.12 | 249.46 | 260.36 | 250.47 | – |
31 | 241.92 | 264.70 | 234.89 | 212.74 | 224.79 | 265.31 | 251.06 | 263.05 | 253.71 | – |
March Fund Performance (in percentages) | ||||||||||
0.22% | 8.30% | 8.82% | 8.39% | 7.18% | 8.48% | 3.68% | 5.66% | 6.97% | – |