Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -0.80% | -7.50% | -9.34% | -0.64% | n/a |
Stable Value Option |
2.74% | |||||
Wellington Core |
3.64% | |||||
PRIMCO GIC |
2.59% | |||||
Cash | 2.26% | |||||
BGI – Stable Value Index |
2.29% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
3.67% | |||||
Equity Index Option (BGI US Equity Index) |
-4.25% | |||||
Benchmark – Wilshire 5000 |
-4.18% | |||||
Value Stock Option |
2.65% | |||||
Federated Stock Trust | 5.27% | |||||
Morgan Core (Separately Managed) |
-1.76% | |||||
Neuberger Berman Focus Tr | 4.98% | |||||
Legg Mason Spec. Inv. Trust |
10.34% | |||||
Neuberger Berman Regency | -0.51% | |||||
T. Rowe Price Value | 7.83% | |||||
BGI – Value Index | -2.80% | |||||
Benchmark – Russell Price Driven (1000 Value) |
0.98% | |||||
Growth Stock Option |
-11.47% | |||||
MFS Instl. Mid Cap Growth | -3.54% | |||||
Turner Mid Cap Growth | -16.18% | |||||
Janus Fund | -7.75% | |||||
MFS Instl. Research Fund | -9.75% | |||||
Marsico Focus | -12.54% | |||||
Vanguard World US Growth | -21.23% | |||||
BGI -Growth Index | -10.12% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-12.20% | |||||
International Stock Option |
-11.38% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-9.85% | |||||
Amer Cent-20th Cent. Int’l Growth |
-16.47% | |||||
Janus Overseas | -11.42% | |||||
Templeton Instl. Foreign | -4.66% | |||||
Benchmark – EAFE Net DIvs | -10.97% | |||||
Diversified Small Company Stock Option |
6.55% | |||||
MFS Instl. Emerging Equities | -0.71% | |||||
Royce Opportunity | 18.25% | |||||
DFA US 9-10 Micro Cap Portfolio | 18.46% | |||||
State Street Aurora | 15.37% | |||||
Berger Small Cap Value Instl. | 11.62% | |||||
Franklin Small Cap Growth II | 0.00% | |||||
BGI – Small Company Index | -2.62% | |||||
Benchmark – Russell 2000 Total |
3.29% | |||||
Conservative Model Portfolio |
2.00% | |||||
Benchmark – Conservative Composite Index |
1.56% | |||||
Moderate Model Portfolio |
-0.63% | |||||
Benchmark – Moderate Composite Index |
-1.80% | |||||
Aggressive Model Portfolio |
-0.95% | |||||
Benchmark – Aggressive Composite Index |
-2.56% | |||||