Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -2.22% | -0.02% | -1.73% | -7.27% | n/a |
Stable Value Option |
0.68% | |||||
Wellington Core |
-1.13% | |||||
Wellington Liquid |
-0.83% | |||||
PRIMCO GIC |
0.93% | |||||
Cash | 0.81% | |||||
BGI – Money Market Index |
0.81% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
0.19% | |||||
Equity Index Option (BGI US Equity Index) |
-0.45% | |||||
Benchmark – Wilshire 5000 |
-0.08% | |||||
Conservative Equity Income Option |
-0.02% | |||||
Federated Stock Trust | -0.98% | |||||
Morgan Core (Separately Managed) |
-0.88% | |||||
Neuberger Berman Focus Tr | 1.04% | |||||
BGI – TAA Index | 0.88% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-0.62% | |||||
Growth Stock Option |
1.26% | |||||
Fidelity Contrafund | 2.01% | |||||
Janus Fund | 3.45% | |||||
MFS Instl. Research Fund | -0.47% | |||||
Vanguard World US Growth | 0.21% | |||||
BGI – Equity Index | 0.95% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
1.03% | |||||
International Stock Option |
-0.57% | |||||
Amer Cent-20th Cent. Int’l Discovery |
1.99% | |||||
Amer Cent-20th Cent. Int’l Equity |
-0.42% | |||||
Janus Overseas | 1.34% | |||||
Templeton Instl. Foreign | -3.32% | |||||
Benchmark – EAFE Net DIvs | -2.67% | |||||
Aggressive Growth Stock Option |
-5.99% | |||||
Franklin Small Cap Growth A |
-3.81% | |||||
MFS Instl. Emerging Equities |
-9.56% | |||||
Heartland Value | -6.76% | |||||
DFA US 9-10 Small Co. | -4.28% | |||||
BGI – Extended Market Index |
-5.52% | |||||
Benchmark – Russell 2000 Total |
-6.88% | |||||
Conservative Model Portfolio |
0.31% | |||||
Benchmark – Conservative Composite Index |
-0.03% | |||||
Moderate Model Portfolio |
-0.20% | |||||
Benchmark – Moderate Composite Index |
-0.84% | |||||
Aggressive Model Portfolio |
-1.06% | |||||
Benchmark – Aggressive Composite Index |
-1.69% | |||||