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% | |||||