Archive for March, 2010

2010 March

Sunday, March 28th, 2010
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
Morningstar
Averages for the Universe
n/a 5.50% 4.62% 1.89% 7.20% n/a
Stable
Value Option
0.95%
Wellington
Core
2.39%
PRIMCO GIC 1.04%
Cash 0.69%
Dreyfus Cash Mgmt. Instl. 0.02%
Benchmark
BC
1-3 yr. Govt./Treas.
0.72%
Equity
Index Option (BGI – US Equity Index)
5.98%
Benchmark
Russell
3000
5.94%
Value
Stock Option
6.81%
JP Morgan Large Cap Value (separately managed) 6.00%
CGM Focus 3.23%
Goldman Sachs Mid Value Instl. 8.67%
Neuberger
Berman Partners
8.33%
T.
Rowe Price Value
6.10%
BGI
– Value Index
6.76%
Benchmark
Russell
Price Driven (1000 Value)
6.78%
Growth
Stock Option
6.47%
Turner
Mid Cap Growth
7.47%
Marsico
Focus
5.82%
Wellington
Mid Cap Opportunities
8.41%
Primecap Odyssey Growth 6.66%
T. Rowe Price Growth Stock 4.24%
BGI
– Growth Index
4.69%
Benchmark
Russell
Earnings Growth (1000 Growth)
4.65%
International
Stock Option
1.84%
Amer
Cent-20th Cent. Int’l Discovery
2.37%
Amer
Cent-20th Cent. Int’l Growth
1.64%
Templeton
Instl. Foreign
-0.62%
Oppenheimer Intl Sm Co A 4.39%
Thornburg Intl Value 1.91%
Marsico Intl Opp 0.75%
Dimensional Emerging Markets Value 3.40%
Royce International Value 3.43%
BGI
Eafe Index
0.82%
Benchmark
MSCI
EAFE Net Dividend
0.87%
Diversified
Small Company Stock Option
8.48%
Royce
Opportunity
12.85%
Dimensional
U.S. Micro Cap Portfolio
9.52%
Third Avenue Sm Cap Value 3.16%
Buffalo Small Cap 10.77%
Brown Capital Mgmt. Small. Co. Instl. 1.70%
Morgan Stanley US Small Cap Value Instl 11.86%
BGI
– Small Company Index
8.86%
Benchmark
Russell
2000 Total
8.85%
Conservative
Model Portfolio
3.23%
Benchmark
Conservative
Composite Index
2.97%
Moderate
Model Portfolio
4.32%
Benchmark
Moderate
Composite Index
3.83%
Aggressive
Model Portfolio
5.07%
Benchmark
Aggressive
Composite Index
4.65%

March 2010

Thursday, March 18th, 2010
Day Stable Value Value Stock Equity Index Growth Stock Intl. Stock Div. Small Co. Stock Conserv. Portfolio Moderate Portfolio Aggressive Portfolio Retirement Portfolio
01 249.09 405.68 340.64 311.02 353.34 426.15 301.09 350.14 360.25
02 249.12 407.42 341.78 312.64 356.63 429.99 301.58 351.48 362.10
03 249.14 408.22 341.96 313.08 360.33 430.90 301.76 352.13 363.02
04 249.17 409.29 343.10 314.04 358.95 432.55 302.14 352.63 363.61
05 249.25 416.42 348.24 319.06 364.98 440.74 304.16 356.50 368.60
08 249.27 416.65 348.24 319.29 365.62 441.39 304.22 356.70 368.88
09 249.30 416.66 348.99 319.96 365.35 442.77 304.37 357.03 369.33
10 249.33 419.33 350.90 322.57 367.38 446.10 305.12 358.60 371.33
11 249.35 421.11 352.23 324.02 367.79 447.16 305.64 359.43 372.29
12 249.43 421.63 352.41 324.22 369.52 446.75 305.81 359.73 372.63
15 249.46 420.29 352.22 323.24 366.28 445.81 305.59 358.98 371.62
16 249.48 424.95 355.07 325.55 371.02 448.67 306.81 361.12 374.31
17 249.51 428.04 357.16 326.78 373.84 451.62 307.66 362.58 376.20
18 249.54 426.32 356.78 325.95 371.34 450.50 307.35 361.84 375.21
19 249.62 422.10 354.68 323.48 368.89 446.17 306.41 359.99 372.78
22 249.64 424.77 356.96 326.22 369.15 451.79 307.23 361.66 375.01
23 249.67 428.67 359.81 328.40 371.20 456.05 308.34 363.55 377.41
24 249.70 426.79 357.72 326.32 367.47 451.28 307.71 361.89 375.10
25 249.72 424.53 356.58 325.11 367.43 448.52 307.20 360.99 373.92
26 249.80 425.10 356.76 325.46 369.78 448.32 307.38 361.40 374.43
29 249.83 429.21 359.04 327.62 373.00 450.52 308.38 363.14 376.59
30 249.86 428.78 359.23 328.35 372.08 451.50 308.37 363.32 376.84
31 249.88 427.77 357.90 327.20 373.43 448.39 308.01 362.61 375.85
March Fund Performance (in percentages)
0.33% 6.89% 6.32% 6.80% 6.92% 7.43% 2.84% 4.54% 5.59%