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% | |||||