Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -8.54% | -15.99% | -12.66% | -12.12% | n/a |
Stable Value Option |
1.73% | |||||
Wellington Core |
3.46% | |||||
PRIMCO GIC |
1.54% | |||||
Cash | 1.45% | |||||
BGI – Stable Value Index |
1.48% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
2.80% | |||||
Equity Index Option (BGI US Equity Index) |
-12.37% | |||||
Benchmark – Wilshire 5000 |
-12.34% | |||||
Value Stock Option |
-6.46% | |||||
Federated Stock Trust | -3.05% | |||||
Morgan Core (Separately Managed) |
-10.19% | |||||
Neuberger Berman Focus Tr | -7.96% | |||||
Legg Mason Spec. Inv. Trust |
-5.97% | |||||
Neuberger Berman Regency | -7.19% | |||||
T. Rowe Price Value | -0.57% | |||||
BGI – Value Index | -9.38% | |||||
Benchmark – Russell Price Driven (1000 Value) |
-5.86% | |||||
Growth Stock Option |
-20.96% | |||||
MFS Instl. Mid Cap Growth | -21.88% | |||||
Turner Mid Cap Growth | -29.78% | |||||
Janus Fund | -18.02% | |||||
MFS Instl. Research Fund | -17.13% | |||||
Marsico Focus | -18.63% | |||||
Vanguard World US Growth | -31.03% | |||||
BGI -Growth Index | -17.39% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-20.90% | |||||
International Stock Option |
-15.25% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-14.67% | |||||
Amer Cent-20th Cent. Int’l Growth |
-17.38% | |||||
Janus Overseas | -16.99% | |||||
Templeton Instl. Foreign | -9.20% | |||||
Benchmark – EAFE Net DIvs | -13.71% | |||||
Diversified Small Company Stock Option |
-4.95% | |||||
MFS Instl. Emerging Equities | -13.20% | |||||
Royce Opportunity | 4.24% | |||||
DFA US 9-10 Micro Cap Portfolio | 0.73% | |||||
State Street Aurora | 2.88% | |||||
Berger Small Cap Value Instl. | 1.73% | |||||
Franklin Small Cap Growth II | -11.26% | |||||
BGI – Small Company Index | -10.19% | |||||
Benchmark – Russell 2000 Total |
-6.50% | |||||
Conservative Model Portfolio |
-2.46% | |||||
Benchmark – Conservative Composite Index |
-1.96% | |||||
Moderate Model Portfolio |
-7.09% | |||||
Benchmark – Moderate Composite Index |
-6.90% | |||||
Aggressive Model Portfolio |
-8.46% | |||||
Benchmark – Aggressive Composite Index |
-8.66% | |||||