Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.34% | -23.46% | -15.88% | 0.45% | n/a |
Stable Value Option |
4.56% | |||||
Wellington Core |
7.60% | |||||
PRIMCO GIC |
4.18% | |||||
Cash | 3.29% | |||||
BGI – Money Market Index |
3.31% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.92% | |||||
Equity Index Option (BGI – US Equity Index) |
-13.04% | |||||
Benchmark | ||||||
Wilshire 5000 |
-12.95% | |||||
Value Stock Option |
-5.33% | |||||
Federated Stock Trust |
-0.16% | |||||
Morgan Core (separately managed) |
-10.55% | |||||
Neuberger Berman Focus Tr |
-8.48% | |||||
Legg Mason Spec. Invmt. Trust |
-2.52% | |||||
Neuberger Berman Regency |
-3.34% | |||||
T. Rowe Price Value |
1.98% | |||||
BGI – Value Index |
-11.88% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-5.42% | |||||
Growth Stock Option |
-25.20% | |||||
MFS Instl. Mid Cap Growth |
-24.91% | |||||
Turner Mid Cap Growth |
-29.85% | |||||
Janus Fund |
-24.99% | |||||
MFS Instl. Research Fund |
-22.38% | |||||
Marsico Focus |
-23.85% | |||||
Vanguard World U.S. Growth |
-34.90% | |||||
BGI – Growth Index |
-20.66% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-23.22% | |||||
International Stock Option |
-21.42% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-20.70% | |||||
Amer Cent-20th Cent. Int’l Growth |
-24.06% | |||||
Janus Overseas |
-25.58% | |||||
Templeton Instl. Foreign |
-10.10% | |||||
Benchmark | ||||||
EAFE Net Divs |
-18.29% | |||||
Diversified Small Company Stock Option |
0.86% | |||||
MFS Instl. Emerging Equities |
-7.55% | |||||
Royce Opportunity |
14.52% | |||||
DFA U.S. Micro Cap Portfolio |
16.08% | |||||
State Street Aurora |
12.17% | |||||
Berger Small Cap Value Instl. |
12.13% | |||||
Franklin Small Cap Growth II |
-6.95% | |||||
BGI – Small Company Index |
-12.13% | |||||
Benchmark | ||||||
Russell 2000 Total |
-2.19% | |||||
Conservative Model Portfolio |
-0.67% | |||||
Benchmark | ||||||
Conservative Composite Index |
-0.12% | |||||
Moderate Model Portfolio |
-6.49% | |||||
Benchmark | ||||||
Moderate Composite Index |
-6.21% | |||||
Aggressive Model Portfolio |
-8.22% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-8.24% |