Skip main content and go to side navigation
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar Averages for
the Universe
n/a -0.89% -1.96% -8.18% -4.71% n/a
             
Stable
Value Option
2.47%          
Wellington
Core
1.34%          
Wellington
Liquid
1.94%          
PRIMCO
GIC
2.51%          
Cash 2.50%          
BGI
– Stable Value Index
2.49%          
             
Benchmark
– LB 1-3yr. Govt./Treas.
1.89%          
             
Equity
Index Option (BGI US Equity Index)
    -4.12%      
             
Benchmark
– Wilshire 5000
    -5.03%      
             
Value Stock
Option
  0.75%        
Federated Stock Trust   -1.89%        
Morgan Core (Separately
Managed)
  -0.75%        
Neuberger Berman Focus Tr   7.14%        
Legg Mason Spec. Inv.
Trust
  -7.36%        
Neuberger Berman Regency   8.47%        
T. Rowe Price Value   4.40%        
BGI – Value Index   -3.23%        
             
Benchmark – Russell Price
Driven (1000 Value)
  0.36%        
             
Growth Stock
Option
    -5.20%      
Fidelity Contrafund     -5.06%      
Janus Fund     -2.13%      
MFS Instl. Research Fund     1.81%      
Marsico Focus     -15.57%      
Vanguard World US Growth     -3.45%      
BGI -Growth Index     -1.85%      
             
Benchmark – Russell
Earnings Growth (1000 Growth)
    -3.11%      
             
International
Stock Option
      -10.86%    
Amer Cent-20th Cent.
Int’l Discovery
      -3.27%    
Amer Cent-20th Cent.
Int’l Growth
      -8.42%    
Janus Overseas       -3.84%    
Templeton Instl. Foreign       -6.17%    
             
Benchmark – EAFE Net DIvs       -7.67%    
             
Diversified Small
Company Stock Option
        4.05%  
Franklin Small Cap Growth
A
        n/a  
MFS Instl. Emerging
Equities
        0.82%  
Heartland Value         -7.80%  
DFA US 9-10 Small Co.         -2.62%  
Eclipse Small Cap Value         -8.59%  
Berger Small Cap Value
Instl.
        7.15%  
BGI – Small Company Index         1.04%  
             
Benchmark – Russell 2000
Total
        -5.23%  
             
Conservative
Model Portfolio
          0.63%
Benchmark – Conservative
Composite Index
          0.20%
             
Moderate Model
Portfolio
          -1.13%
Benchmark – Moderate
Composite Index
          -1.80%
             
Aggressive Model
Portfolio
          -1.58%
Benchmark – Aggressive
Composite Index
          -2.99%
             

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation