Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -5.35% | -21.94% | -20.31% | -0.80% | n/a |
Stable Value Option |
6.09% | |||||
Wellington Core |
9.76% | |||||
PRIMCO GIC |
5.75% | |||||
Cash | 4.06% | |||||
BGI – Money Market Index |
4.10% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
8.47% | |||||
Equity Index Option (BGI – US Equity Index) |
-13.18% | |||||
Benchmark | ||||||
Wilshire 5000 |
-12.54% | |||||
Value Stock Option |
-6.87% | |||||
Federated Stock Trust |
-1.45% | |||||
Morgan Value (separately managed) |
-11.26% | |||||
Neuberger Berman Focus Tr |
-9.13% | |||||
Legg Mason Spec. Invmt. Trust |
-2.47% | |||||
Neuberger Berman Regency |
-6.16% | |||||
T. Rowe Price Value |
-0.42% | |||||
BGI – Value Index |
-15.94% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-7.77% | |||||
Growth Stock Option |
-24.63% | |||||
MFS Instl. Mid Cap Growth |
-26.43% | |||||
Turner Mid Cap Growth |
-30.34% | |||||
Janus Fund |
-26.61% | |||||
MFS Instl. Research Fund |
-22.46% | |||||
Marsico Focus |
-21.82% | |||||
Vanguard World U.S. Growth |
-31.79% | |||||
BGI – Growth Index |
-19.90% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-20.27% | |||||
International Stock Option |
-23.86% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-22.61% | |||||
Amer Cent-20th Cent. Int’l Growth |
-28.09% | |||||
Janus Overseas |
-26.19% | |||||
Templeton Instl. Foreign |
-13.74% | |||||
Benchmark | ||||||
EAFE Net Divs |
-21.91% | |||||
Diversified Small Company Stock Option |
-0.97% | |||||
MFS Instl. Emerging Equities |
-8.59% | |||||
Royce Opportunity |
8.87% | |||||
DFA U.S. Micro Cap Portfolio |
15.04% | |||||
State Street Aurora |
9.00% | |||||
Berger Small Cap Value Instl. |
12.29% | |||||
Franklin Small Cap Growth II |
-8.33% | |||||
BGI – Small Company Index |
-13.89% | |||||
Benchmark | ||||||
Russell 2000 Total |
-3.47% | |||||
Conservative Model Portfolio |
-0.21% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.02% | |||||
Moderate Model Portfolio |
-6.31% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.66% | |||||
Aggressive Model Portfolio |
-8.94% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-8.37% |