Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -2.17% | -8.35% | -7.41% | -3.28% | n/a |
Stable Value Option |
2.19% | |||||
Wellington Core |
3.05% | |||||
PRIMCO GIC |
2.05% | |||||
Cash | 1.88% | |||||
BGI – Stable Value Index |
1.90% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
3.10% | |||||
Equity Index Option (BGI US Equity Index) |
-5.07% | |||||
Benchmark – Wilshire 5000 |
-5.12% | |||||
Value Stock Option |
0.95% | |||||
Federated Stock Trust | 3.50% | |||||
Morgan Core (Separately Managed) |
-3.02% | |||||
Neuberger Berman Focus Tr | 3.88% | |||||
Legg Mason Spec. Inv. Trust |
6.27% | |||||
Neuberger Berman Regency | -1.45% | |||||
T. Rowe Price Value | 4.96% | |||||
BGI – Value Index | -3.77% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-1.24% | |||||
Growth Stock Option |
-11.18% | |||||
MFS Instl. Mid Cap Growth | -3.75% | |||||
Turner Mid Cap Growth | -16.25% | |||||
Janus Fund | -7.33% | |||||
MFS Instl. Research Fund | -8.61% | |||||
Marsico Focus | -13.29% | |||||
Vanguard World US Growth | -20.54% | |||||
BGI -Growth Index | -9.66% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-10.89% | |||||
International Stock Option |
-9.98% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-10.24% | |||||
Amer Cent-20th Cent. Int’l Growth |
-13.17% | |||||
Janus Overseas | -9.46% | |||||
Templeton Instl. Foreign | -4.06% | |||||
Benchmark – EAFE Net DIvs | -7.71% | |||||
Diversified Small Company Stock Option |
3.74% | |||||
MFS Instl. Emerging Equities | -1.42% | |||||
Royce Opportunity | 10.54% | |||||
DFA US 9-10 Micro Cap Portfolio | 8.09% | |||||
State Street Aurora | 11.96% | |||||
Berger Small Cap Value Instl. | 8.60% | |||||
Franklin Small Cap Growth II | 0.59% | |||||
BGI – Small Company Index | -2.89% | |||||
Benchmark – Russell 2000 Total |
0.81% | |||||
Conservative Model Portfolio |
1.14% | |||||
Benchmark – Conservative Composite Index |
0.59% | |||||
Moderate Model Portfolio |
-1.34% | |||||
Benchmark – Moderate Composite Index |
-2.19% | |||||
Aggressive Model Portfolio |
-1.80% | |||||
Benchmark – Aggressive Composite Index |
-2.96% | |||||