Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.68% | 1.30% | -13.40% | 3.86% | n/a |
Stable Value Option |
5.41% | |||||
Wellington Core |
7.88% | |||||
Wellington Liquid |
4.58% | |||||
PRIMCO GIC |
5.18% | |||||
Cash | 5.37% | |||||
BGI – Stable Value Index |
5.38% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
5.83% | |||||
Equity Index Option (BGI US Equity Index) |
-1.47% | |||||
Benchmark – Wilshire 5000 |
-2.71% | |||||
Value Stock Option |
7.47% | |||||
Federated Stock Trust | 2.87% | |||||
Morgan Core (Separately Managed) |
2.11% | |||||
Neuberger Berman Focus Tr | 19.39% | |||||
Legg Mason Spec. Inv. Trust |
-1.91% | |||||
Neuberger Berman Regency | 24.49% | |||||
T. Rowe Price Value | 10.91% | |||||
BGI – Value Index | 1.48% | |||||
Benchmark – Russell Price Driven (1000 Value) |
5.84% | |||||
Growth Stock Option |
-2.77% | |||||
MFS Instl. Mid Cap Growth | 21.62% | |||||
Turner Mid Cap Growth | 13.85% | |||||
Janus Fund | -0.11% | |||||
MFS Instl. Research Fund | 5.95% | |||||
Marsico Focus | -13.09% | |||||
Vanguard World US Growth | 0.87% | |||||
BGI -Growth Index | -3.98% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-6.05% | |||||
International Stock Option |
-15.71% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.61% | |||||
Amer Cent-20th Cent. Int’l Growth |
-13.97% | |||||
Janus Overseas | -10.11% | |||||
Templeton Instl. Foreign | -9.77% | |||||
Benchmark – EAFE Net DIvs | -13.89% | |||||
Diversified Small Company Stock Option |
12.67% | |||||
MFS Instl. Emerging Equities | 12.67% | |||||
Royce Opportunity | 21.42% | |||||
DFA US 9-10 Samll Co. | 6.42% | |||||
State Street Aurora | 30.44% | |||||
Berger Small Cap Value Instl. | 16.66% | |||||
Franklin Small Cap Growth II | 16.80% | |||||
BGI – Small Company Index | 2.57% | |||||
Benchmark – Russell 2000 Total |
-0.48% | |||||
Conservative Model Portfolio |
4.27% | |||||
Benchmark – Conservative Composite Index |
4.12% | |||||
Moderate Model Portfolio |
2.05% | |||||
Benchmark – Moderate Composite Index |
0.17% | |||||
Aggressive Model Portfolio |
1.79% | |||||
Benchmark – Aggressive Composite Index |
-1.45% | |||||