Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.35% | -3.49% | -5.24% | -2.31% | n/a |
Stable Value Option |
0.43% | |||||
Wellington Core |
-0.31% | |||||
Wellington Liquid |
0.19% | |||||
PRIMCO GIC |
0.50% | |||||
Cash | 0.49% | |||||
BGI – Stable Value Index |
0.48% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
0.03% | |||||
Equity Index Option (BGI US Equity Index) |
-4.20% | |||||
Benchmark – Wilshire 5000 |
-4.15% | |||||
Value Stock Option |
-4.59% | |||||
Federated Stock Trust | -4.63% | |||||
Morgan Core (Separately Managed) |
-2.94% | |||||
Neuberger Berman Focus Tr | -6.62% | |||||
Legg Mason Spec. Inv. Trust |
-6.52% | |||||
Neuberger Berman Regency | -3.41% | |||||
T. Rowe Price Value | -4.86% | |||||
BGI – Value Index | -4.17% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-3.26% | |||||
Growth Stock Option |
-5.84% | |||||
Fidelity Contrafund | -3.48% | |||||
Janus Fund | -0.54% | |||||
MFS Instl. Research Fund | -4.66% | |||||
Marsico Focus | -8.70% | |||||
Vanguard World US Growth | -5.56% | |||||
BGI -Growth Index | -4.67% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-4.69% | |||||
International Stock Option |
-2.26% | |||||
Amer Cent-20th Cent. Int’l Discovery |
5.54% | |||||
Amer Cent-20th Cent. Int’l Growth |
-5.08% | |||||
Janus Overseas | -0.73% | |||||
Templeton Instl. Foreign | -6.18% | |||||
Benchmark – EAFE Net DIvs | -6.35% | |||||
Diversified Small Company Stock Option |
-2.49% | |||||
Franklin Small Cap Growth A |
-1.52% | |||||
MFS Instl. Emerging Equities |
-3.99% | |||||
Heartland Value | -4.19% | |||||
DFA US 9-10 Small Co. | 5.95% | |||||
Eclipse Small Cap Value | -5.02% | |||||
Berger Small Cap Value Instl. |
-3.32% | |||||
BGI – Small Company Index | -3.46% | |||||
Benchmark – Russell 2000 Total |
-1.61% | |||||
Conservative Model Portfolio |
-1.67% | |||||
Benchmark – Conservative Composite Index |
-1.46% | |||||
Moderate Model Portfolio |
-2.54% | |||||
Benchmark – Moderate Composite Index |
-2.60% | |||||
Aggressive Model Portfolio |
-2.96% | |||||
Benchmark – Aggressive Composite Index |
-3.08% | |||||