Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -3.79% | -10.24% | -16.36% | -9.41% | n/a |
Stable Value Option |
6.10% | |||||
Wellington Core |
9.56% | |||||
Wellington Liquid |
5.06% | |||||
PRIMCO GIC |
5.72% | |||||
Cash | 5.94% | |||||
BGI – Stable Value Index |
5.95% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
6.86% | |||||
Equity Index Option (BGI US Equity Index) |
-10.90% | |||||
Benchmark – Wilshire 5000 |
-12.43% | |||||
Value Stock Option |
-0.06% | |||||
Federated Stock Trust | -2.33% | |||||
Morgan Core (Separately Managed) |
-6.12% | |||||
Neuberger Berman Focus Tr | 0.40% | |||||
Legg Mason Spec. Inv. Trust |
-13.52% | |||||
Neuberger Berman Regency | 20.81% | |||||
T. Rowe Price Value | 8.91% | |||||
BGI – Value Index | -4.24% | |||||
Benchmark – Russell Price Driven (1000 Value) |
1.91% | |||||
Growth Stock Option |
-16.14% | |||||
MFS Instl. Mid Cap Growth | 6.32% | |||||
Turner Mid Cap Growth | -13.55% | |||||
Janus Fund | -13.87% | |||||
MFS Instl. Research Fund | -5.95% | |||||
Marsico Focus | -21.54% | |||||
Vanguard World US Growth | -17.96% | |||||
BGI -Growth Index | -14.45% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-19.89% | |||||
International Stock Option |
-22.79% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-16.83% | |||||
Amer Cent-20th Cent. Int’l Growth |
-19.26% | |||||
Janus Overseas | -19.22% | |||||
Templeton Instl. Foreign | -10.38% | |||||
Benchmark – EAFE Net DIvs | -17.11% | |||||
Diversified Small Company Stock Option |
1.35% | |||||
MFS Instl. Emerging Equities | -3.95% | |||||
Royce Opportunity | 12.52% | |||||
DFA US 9-10 Samll Co. | -5.39% | |||||
State Street Aurora | 25.37% | |||||
Berger Small Cap Value Instl. | 14.49% | |||||
Franklin Small Cap Growth II | -0.04% | |||||
BGI – Small Company Index | -6.49% | |||||
Benchmark – Russell 2000 Total |
-10.70% | |||||
Conservative Model Portfolio |
1.27% | |||||
Benchmark – Conservative Composite Index |
2.01% | |||||
Moderate Model Portfolio |
-4.16% | |||||
Benchmark – Moderate Composite Index |
-4.94% | |||||
Aggressive Model Portfolio |
-5.96% | |||||
Benchmark – Aggressive Composite Index |
-7.90% | |||||