Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -3.11% | -9.25% | -11.99% | 1.74% | n/a |
Stable Value Option |
3.25% | |||||
Wellington Core |
4.03% | |||||
PRIMCO GIC |
3.11% | |||||
Cash | 2.62% | |||||
BGI – Stable Value Index |
2.64% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
4.04% | |||||
Equity Index Option (BGI US Equity Index) |
-5.95% | |||||
Benchmark – Wilshire 5000 |
-5.79% | |||||
Value Stock Option |
0.88% | |||||
Federated Stock Trust | 3.24% | |||||
Morgan Core (Separately Managed) |
-3.34% | |||||
Neuberger Berman Focus Tr | 5.12% | |||||
Legg Mason Spec. Inv. Trust |
7.79% | |||||
Neuberger Berman Regency | -1.03% | |||||
T. Rowe Price Value | 5.12% | |||||
BGI – Value Index | -5.27% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-1.26% | |||||
Growth Stock Option |
-14.11% | |||||
MFS Instl. Mid Cap Growth | -5.85% | |||||
Turner Mid Cap Growth | -15.95% | |||||
Janus Fund | -12.29% | |||||
MFS Instl. Research Fund | -12.95% | |||||
Marsico Focus | -14.68% | |||||
Vanguard World US Growth | -25.90% | |||||
BGI -Growth Index | -12.03% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-14.24% | |||||
International Stock Option |
-14.48% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-13.06% | |||||
Amer Cent-20th Cent. Int’l Growth |
-18.85% | |||||
Janus Overseas | -15.67% | |||||
Templeton Instl. Foreign | -6.81% | |||||
Benchmark – EAFE Net DIvs | -14.61% | |||||
Diversified Small Company Stock Option |
7.57% | |||||
MFS Instl. Emerging Equities | 2.33% | |||||
Royce Opportunity | 19.54% | |||||
DFA US 9-10 Micro Cap Portfolio | 22.72% | |||||
State Street Aurora | 15.30% | |||||
Berger Small Cap Value Instl. | 15.86% | |||||
Franklin Small Cap Growth II | 2.94% | |||||
BGI – Small Company Index | -3.76% | |||||
Benchmark – Russell 2000 Total |
6.95% | |||||
Conservative Model Portfolio |
1.54% | |||||
Benchmark – Conservative Composite Index |
1.01% | |||||
Moderate Model Portfolio |
-1.59% | |||||
Benchmark – Moderate Composite Index |
-2.55% | |||||
Aggressive Model Portfolio |
-2.10% | |||||
Benchmark – Aggressive Composite Index |
-3.19% | |||||