Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -0.02% | 2.62% | -5.17% | 1.22% | n/a |
Stable Value Option |
1.95% | |||||
Wellington Core |
1.75% | |||||
Wellington Liquid |
1.45% | |||||
PRIMCO GIC |
1.96% | |||||
Cash | 1.96% | |||||
BGI – Stable Value Index |
1.95% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.51% | |||||
Equity Index Option (BGI US Equity Index) |
-0.90% | |||||
Benchmark – Wilshire 5000 |
-1.59% | |||||
Value Stock Option |
1.21% | |||||
Federated Stock Trust | -2.58% | |||||
Morgan Core (Separately Managed) |
-0.17% | |||||
Neuberger Berman Focus Tr | 10.28% | |||||
Legg Mason Spec. Inv. Trust |
-5.41% | |||||
Neuberger Berman Regency | 6.17% | |||||
T. Rowe Price Value | 1.66% | |||||
BGI – Value Index | -1.97% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-0.69% | |||||
Growth Stock Option |
-0.24% | |||||
Fidelity Contrafund | -1.27% | |||||
Janus Fund | 4.65% | |||||
MFS Instl. Research Fund | 5.05% | |||||
Marsico Focus | -7.72% | |||||
Vanguard World US Growth | 1.88% | |||||
BGI -Growth Index | 0.92% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
2.03% | |||||
International Stock Option |
-3.51% | |||||
Amer Cent-20th Cent. Int’l Discovery |
4.56% | |||||
Amer Cent-20th Cent. Int’l Growth |
-4.34% | |||||
Janus Overseas | 3.17% | |||||
Templeton Instl. Foreign | -5.84% | |||||
Benchmark – EAFE Net DIvs | -5.36% | |||||
Diversified Small Company Stock Option |
7.29% | |||||
MFS Instl. Emerging Equities |
4.95% | |||||
Heartland Value | -4.59% | |||||
DFA US 9-10 Small Co. | 5.95% | |||||
Eclipse Small Cap Value | -3.91% | |||||
Berger Small Cap Value Instl. |
3.60% | |||||
BGI – Small Company Index | 3.96% | |||||
Benchmark – Russell 2000 Total |
0.63% | |||||
Conservative Model Portfolio |
1.06% | |||||
Benchmark – Conservative Composite Index |
0.45% | |||||
Moderate Model Portfolio |
1.07% | |||||
Benchmark – Moderate Composite Index |
0.02% | |||||
Aggressive Model Portfolio |
1.35% | |||||
Benchmark – Aggressive Composite Index |
-0.41% | |||||