Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -6.42% | 3.58% | 1.39% | 14.79% | n/a |
Stable Value Option |
.92% | |||||
Wellington Core |
.68% | |||||
Wellington Liquid |
.68% | |||||
PRIMCO GIC |
.95% | |||||
Cash | .95% | |||||
BGI – Stable Value Index |
.94% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
.66% | |||||
Equity Index Option (BGI US Equity Index) |
-2.07% | |||||
Benchmark – Wilshire 5000 |
-2.00% | |||||
Value Stock Option |
-5.06% | |||||
Federated Stock Trust | -10.03% | |||||
Morgan Core (Separately Managed) |
-4.38% | |||||
Neuberger Berman Focus Tr | -1.54% | |||||
Legg Mason Spec. Inv. Trust |
1.57% | |||||
Neuberger Berman Regency | .83% | |||||
T. Rowe Price Value | -11.89% | |||||
BGI – Value Index | -8.54% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-10.45% | |||||
Growth Stock Option |
-0.31% | |||||
Fidelity Contrafund | 0.98% | |||||
Janus Fund | 5.09% | |||||
MFS Instl. Research Fund | 1.42% | |||||
Marsico Focus | 3.16% | |||||
Vanguard World US Growth | -3.54% | |||||
BGI -Growth Index | -3.83% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-0.03% | |||||
International Stock Option |
12.81% | |||||
Amer Cent-20th Cent. Int’l Discovery |
31.29% | |||||
Amer Cent-20th Cent. Int’l Growth |
10.02% | |||||
Janus Overseas | 20.78% | |||||
Templeton Instl. Foreign | -3.58% | |||||
Benchmark – EAFE Net DIvs | -3.83% | |||||
Diversified Small Company Stock Option |
9.70% | |||||
Franklin Small Cap Growth A |
24.20% | |||||
MFS Instl. Emerging Equities |
16.48% | |||||
Heartland Value | -2.68% | |||||
DFA US 9-10 Small Co. | 30.93% | |||||
Eclipse Small Cap Value | -4.85% | |||||
Berger Small Cap Value Instl. |
-4.34% | |||||
BGI – Small Company Index | 0.26% | |||||
Benchmark – Russell 2000 Total |
14.63% | |||||
Conservative Model Portfolio |
-1.05% | |||||
Benchmark – Conservative Composite Index |
-2.09% | |||||
Moderate Model Portfolio |
1.49% | |||||
Benchmark – Moderate Composite Index |
-0.56% | |||||
Aggressive Model Portfolio |
2.88% | |||||
Benchmark – Aggressive Composite Index |
0.61% | |||||