Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -12.07% | -31.33% | -24.60% | -12.09% | n/a |
Stable Value Option |
5.12% | |||||
Wellington Core |
9.19% | |||||
PRIMCO GIC |
4.70% | |||||
Cash | 3.59% | |||||
BGI – Money Market Index |
3.61% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
7.70% | |||||
Equity Index Option (BGI – US Equity Index) |
-21.40% | |||||
Benchmark | ||||||
Wilshire 5000 |
-20.77% | |||||
Value Stock Option |
-15.48% | |||||
Federated Stock Trust |
-8.98% | |||||
Morgan Core (separately managed) |
-18.82% | |||||
Neuberger Berman Focus Tr |
-25.61% | |||||
Legg Mason Spec. Invmt. Trust |
-20.31% | |||||
Neuberger Berman Regency |
-11.89% | |||||
T. Rowe Price Value |
-8.67% | |||||
BGI – Value Index |
-21.15% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-12.08% | |||||
Growth Stock Option |
-34.19% | |||||
MFS Instl. Mid Cap Growth |
-38.34% | |||||
Turner Mid Cap Growth |
-43.09% | |||||
Janus Fund |
-34.94% | |||||
MFS Instl. Research Fund |
-29.75% | |||||
Marsico Focus |
-28.79% | |||||
Vanguard World U.S. Growth |
-42.97% | |||||
BGI – Growth Index |
-29.52% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-30.89% | |||||
International Stock Option |
-29.53% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-29.64% | |||||
Amer Cent-20th Cent. Int’l Growth |
-29.73% | |||||
Janus Overseas |
-33.23% | |||||
Templeton Instl. Foreign |
-21.15% | |||||
Benchmark | ||||||
EAFE Net Divs |
-26.56% | |||||
Diversified Small Company Stock Option |
-14.21% | |||||
MFS Instl. Emerging Equities |
-22.60% | |||||
Royce Opportunity |
-3.21% | |||||
DFA U.S. Micro Cap Portfolio |
1.24% | |||||
State Street Aurora |
-4.85% | |||||
Berger Small Cap Value Instl. |
-3.49% | |||||
Franklin Small Cap Growth II |
-23.80% | |||||
BGI – Small Company Index |
-23.15% | |||||
Benchmark | ||||||
Russell 2000 Total |
-15.36% | |||||
Conservative Model Portfolio |
-4.44% | |||||
Benchmark | ||||||
Conservative Composite Index |
-1.95% | |||||
Moderate Model Portfolio |
-13.21% | |||||
Benchmark | ||||||
Moderate Composite Index |
-11.06% | |||||
Aggressive Model Portfolio |
-16.91% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-15.08% |