Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -0.45% | 3.73% | -3.57% | 6.00% | n/a |
Stable Value Option |
3.07% | |||||
Wellington Core |
3.73% | |||||
Wellington Liquid |
2.53% | |||||
PRIMCO GIC |
3.03% | |||||
Cash | 3.05% | |||||
BGI – Stable Value Index |
3.04% | |||||
Benchmark – LB 1-3 Yr. Govt./Treas. |
3.00% | |||||
Equity Index Option (BGI US Equity Index) |
0.08% | |||||
Benchmark – Wilshire 5000 |
-0.69% | |||||
Value Stock Option |
0.22% | |||||
Federated Stock Trust | -4.79% | |||||
Morgan Core (Separately Managed) |
-0.25% | |||||
Neuberger Berman Focus Tr | 8.93% | |||||
Legg Mason Spec. Inv. Trust |
-6.07% | |||||
Neuberger Berman Regency | 8.38% | |||||
T. Rowe Price Value | -0.80% | |||||
BGI – Value Index | -2.95% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-4.23% | |||||
Growth Stock Option |
0.44% | |||||
Fidelity Contrafund | -1.39% | |||||
Janus Fund | 3.04% | |||||
MFS Instl. Research Fund | 6.93% | |||||
Marsico Focus | -8.10% | |||||
Vanguard World US Growth | 5.33% | |||||
BGI -Growth Index | 1.77% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
4.23% | |||||
International Stock Option |
-6.44% | |||||
Amer Cent-20th Cent. Int’l Discovery |
1.64% | |||||
Amer Cent-20th Cent. Int’l Growth |
-4.87% | |||||
Janus Overseas | 1.53% | |||||
Templeton Instl. Foreign | -1.35% | |||||
Benchmark – EAFE Net DIvs | -4.06% | |||||
Diversified Small Company Stock Option |
12.38% | |||||
Franklin Small Cap Growth II | n/a% | |||||
MFS Instl. Emerging Equities |
11.75% | |||||
Heartland Value | -6.70% | |||||
DFA US 9-10 Small Co. | 10.71% | |||||
Eclipse Small Cap Value | -4.51% | |||||
Berger Small Cap Value Instl. |
4.01% | |||||
BGI – Small Company Index | 5.19% | |||||
Benchmark – Russell 2000 Total |
3.03% | |||||
Conservative Model Portfolio |
1.72% | |||||
Benchmark – Conservative Composite Index |
0.81% | |||||
Moderate Model Portfolio |
1.79% | |||||
Benchmark – Moderate Composite Index |
0.84% | |||||
Aggressive Model Portfolio |
2.25% | |||||
Benchmark – Aggressive Composite Index |
0.49% | |||||