Skip main content and go to side navigation
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar Averages for
the Universe
n/a -0.65% -7.01% -12.99% -0.19% n/a
             
Stable
Value Option
6.82%          
Wellington
Core
11.95%          
Wellington
Liquid
5.65%          
PRIMCO
GIC
6.27%          
Cash 6.54%          
BGI
– Stable Value Index
6.55%          
             
Benchmark
– LB 1-3yr. Govt./Treas.
8.17%          
             
Equity
Index Option (BGI US Equity Index)
    -9.20%      
             
Benchmark
– Wilshire 5000
    -10.90%      
             
Value Stock
Option
  4.88%        
Federated Stock Trust   3.10%        
Morgan Core (Separately
Managed)
  -5.36%        
Neuberger Berman Focus Tr   12.18%        
Legg Mason Spec. Inv.
Trust
  -11.09%        
Neuberger Berman Regency   29.65%        
T. Rowe Price Value   15.75%        
BGI – Value Index   -1.83%        
             
Benchmark – Russell Price
Driven (1000 Value)
  7.02%        
             
Growth Stock
Option
    -15.00%      
MFS Instl. Mid Cap Growth     10.95%      
Turner Mid Cap Growth     -8.00%      
Janus Fund     -14.91%      
MFS Instl. Research Fund     -3.68%      
Marsico Focus     -17.91%      
Vanguard World US Growth     -20.17%      
BGI -Growth Index     -15.12%      
             
Benchmark – Russell
Earnings Growth (1000 Growth)
    -22.43%      
             
International
Stock Option
      -20.23%    
Amer Cent-20th Cent.
Int’l Discovery
      -14.21%    
Amer Cent-20th Cent.
Int’l Growth
      -15.01%    
Janus Overseas       -18.57%    
Templeton Instl. Foreign       -5.86%    
             
Benchmark – EAFE Net DIvs       -14.17%    
             
Diversified Small
Company Stock Option
        8.02%  
MFS Instl. Emerging Equities         5.43%  
Royce Opportunity         19.85%  
DFA US 9-10 Samll Co.         -3.60%  
State Street Aurora         37.84%  
Berger Small Cap Value Instl.         27.16%  
Franklin Small Cap Growth II         2.10%  
BGI – Small Company Index         -4.13%  
             
Benchmark – Russell 2000
Total
        -3.03%  
             
Conservative
Model Portfolio
          3.05%
Benchmark – Conservative
Composite Index
          4.12%
             
Moderate Model
Portfolio
          -1.79%
Benchmark – Moderate
Composite Index
          -2.81%
             
Aggressive Model
Portfolio
          -2.93%
Benchmark – Aggressive
Composite Index
          -5.04%
             

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation