Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -3.75% | -20.98% | -18.67% | 4.61% | n/a |
Stable Value Option |
6.53% | |||||
Wellington Core | 9.05% | |||||
PRIMCO GIC | 6.28% | |||||
Cash | 4.26% | |||||
BGI – Money Market Index | 4.30% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
8.53% | |||||
Equity Index Option (BGI – US Equity Index) |
-11.92% | |||||
Benchmark | ||||||
Wilshire 5000 | -10.96% | |||||
Value Stock Option |
-4.24% | |||||
Federated Stock Trust | 0.83% | |||||
Morgan Value (separately managed) |
-8.32% | |||||
Neuberger Berman Focus Tr | -6.92% | |||||
Legg Mason Spec. Invmt. Trust | 3.38% | |||||
Neuberger Berman Regency | -2.31% | |||||
T. Rowe Price Value | 1.60% | |||||
BGI – Value Index | -14.67% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-5.60% | |||||
Growth Stock Option |
-23.80% | |||||
MFS Instl. Mid Cap Growth | -21.55% | |||||
Turner Mid Cap Growth | -28.38% | |||||
Janus Fund | -26.10% | |||||
Marsico Focus | -20.81% | |||||
Vanguard World U.S. Growth | -31.70% | |||||
BGI – Growth Index | -20.13% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-20.42% | |||||
International Stock Option |
-22.18% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-21.77% | |||||
Amer Cent-20th Cent. Int’l Growth |
-26.79% | |||||
Janus Overseas | -23.11% | |||||
Templeton Instl. Foreign |
-12.11% | |||||
Benchmark | ||||||
EAFE Net Divs | -21.44% | |||||
Diversified Small Company Stock Option |
4.87% | |||||
MFS Instl. Emerging Equities | -2.18% | |||||
Royce Opportunity | 17.32% | |||||
DFA U.S. Micro Cap Portfolio | 22.77% | |||||
State Street Aurora | 16.14% | |||||
Berger Small Cap Value Instl. | 20.42% | |||||
Franklin Small Cap Growth II | -3.33% | |||||
BGI – Small Company Index | -11.66% | |||||
Benchmark | ||||||
Russell 2000 Total | 2.49% | |||||
Conservative Model Portfolio |
0.89% | |||||
Benchmark | ||||||
Conservative Composite Index | 1.81% | |||||
Moderate Model Portfolio |
-4.56% | |||||
Benchmark | ||||||
Moderate Composite Index | -4.46% | |||||
Aggressive Model Portfolio |
-6.72% | |||||
Benchmark | ||||||
Aggressive Composite Index | -6.56% | |||||