Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -1.03% | 1.93% | -6.46% | 2.11% | n/a |
Stable Value Option |
3.64% | |||||
Wellington Core |
4.51% | |||||
Wellington Liquid |
3.01% | |||||
PRIMCO GIC |
3.57% | |||||
Cash | 3.63% | |||||
BGI – Stable Value Index |
3.63% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
3.66% | |||||
Equity Index Option (BGI US Equity Index) |
-1.54% | |||||
Benchmark – Wilshire 5000 |
-2.86% | |||||
Value Stock Option |
1.28% | |||||
Federated Stock Trust | -5.40% | |||||
Morgan Core (Separately Managed) |
-0.89% | |||||
Neuberger Berman Focus Tr | 15.48% | |||||
Legg Mason Spec. Inv. Trust |
-5.76% | |||||
Neuberger Berman Regency | 13.63% | |||||
T. Rowe Price Value | 0.11% | |||||
BGI – Value Index | -3.05% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-3.03% | |||||
Growth Stock Option |
-1.61% | |||||
Fidelity Contrafund | -3.51% | |||||
Janus Fund | 0.61% | |||||
MFS Instl. Research Fund | 5.57% | |||||
Marsico Focus | -10.32% | |||||
Vanguard World US Growth | 2.87% | |||||
BGI -Growth Index | -1.10% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-0.12% | |||||
International Stock Option |
-8.78% | |||||
Amer Cent-20th Cent. Int’l Discovery |
1.70% | |||||
Amer Cent-20th Cent. Int’l Growth |
-6.88% | |||||
Janus Overseas | -1.94% | |||||
Templeton Instl. Foreign | -2.71% | |||||
Benchmark – EAFE Net DIvs | -8.09% | |||||
Diversified Small Company Stock Option |
9.90% | |||||
Franklin Small Cap Growth A |
n/a | |||||
MFS Instl. Emerging Equities |
6.23% | |||||
Heartland Value | -7.35% | |||||
DFA US 9-10 Small Co. | 7.14% | |||||
Eclipse Small Cap Value | -5.19% | |||||
Berger Small Cap Value Instl. |
7.80% | |||||
BGI – Small Company Index | 2.97% | |||||
Benchmark – Russell 2000 Total |
-0.29% | |||||
Conservative Model Portfolio |
1.96% | |||||
Benchmark – Conservative Composite Index |
1.01% | |||||
Moderate Model Portfolio |
1.10% | |||||
Benchmark – Moderate Composite Index |
-0.46% | |||||
Aggressive Model Portfolio |
1.13% | |||||
Benchmark – Aggressive Composite Index |
-1.44% | |||||