Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -11.31% | -27.98% | -22.94% | -7.40% | n/a |
Stable Value Option |
5.69% | |||||
Wellington Core | 11.28% | |||||
PRIMCO GIC | 5.22% | |||||
Cash | 3.85% | |||||
BGI – Money Market Index | 3.87% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
8.77% | |||||
Equity Index Option (BGI – US Equity Index) |
-19.42% | |||||
Benchmark | ||||||
Wilshire 5000 | -18.75% | |||||
Value Stock Option |
-14.30% | |||||
Federated Stock Trust | -8.78% | |||||
Morgan Core (separately managed) |
-17.53% | |||||
Neuberger Berman Focus Tr | -19.53% | |||||
Legg Mason Spec. Invmt. Trust | -16.24% | |||||
Neuberger Berman Regency | -13.00% | |||||
T. Rowe Price Value | -8.15% | |||||
BGI – Value Index | -20.97% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-12.84% | |||||
Growth Stock Option |
-30.93% | |||||
MFS Instl. Mid Cap Growth | -31.41% | |||||
Turner Mid Cap Growth | -38.31% | |||||
Janus Fund | -33.58% | |||||
MFS Instl. Research Fund | -27.70% | |||||
Marsico Focus | -26.81% | |||||
Vanguard World U.S. Growth | -38.52% | |||||
BGI – Growth Index | -26.73% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-27.26% | |||||
International Stock Option |
-27.48% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-26.74% | |||||
Amer Cent-20th Cent. Int’l Growth |
-29.64% | |||||
Janus Overseas | -30.56% | |||||
Templeton Instl. Foreign |
-18.58% | |||||
Benchmark | ||||||
EAFE Net Divs | -24.68% | |||||
Diversified Small Company Stock Option |
-8.79% | |||||
MFS Instl. Emerging Equities | -17.81% | |||||
Royce Opportunity | 1.03% | |||||
DFA U.S. Micro Cap Portfolio | 7.78% | |||||
State Street Aurora | 1.86% | |||||
Berger Small Cap Value Instl. | 3.53% | |||||
Franklin Small Cap Growth II | -15.87% | |||||
BGI – Small Company Index | -20.63% | |||||
Benchmark | ||||||
Russell 2000 Total | -10.40% | |||||
Conservative Model Portfolio |
-3.43% | |||||
Benchmark | ||||||
Conservative Composite Index | -1.06% | |||||
Moderate Model Portfolio |
-11.06% | |||||
Benchmark | ||||||
Moderate Composite Index | -9.27% | |||||
Aggressive Model Portfolio |
-14.33% | |||||
Benchmark | ||||||
Aggressive Composite Index | -12.86% |