Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -15.97% | -24.00% | -9.86% | -16.22% | n/a |
Stable Value Option |
3.71% | |||||
Wellington Core |
6.80% | |||||
PRIMCO GIC |
3.85% | |||||
Cash | 1.01% | |||||
BGI – Money Market Index |
1.31% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
4.20% | |||||
Equity Index Option (BGI – US Equity Index) |
-19.13% | |||||
Benchmark | ||||||
Wilshire 5000 |
-18.41% | |||||
Value Stock Option |
-17.40% | |||||
Federated Stock Trust |
-14.85% | |||||
Morgan Value (separately managed) |
-15.60% | |||||
Neuberger Berman Focus Tr |
-32.89% | |||||
Legg Mason Spec. Invmt. Trust |
-10.03% | |||||
Neuberger Berman Regency |
-8.42% | |||||
T. Rowe Price Value |
-15.04% | |||||
BGI – Value Index |
-19.32% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-12.98% | |||||
Growth Stock Option |
-26.04% | |||||
MFS Instl. Mid Cap Growth |
-45.63% | |||||
Turner Mid Cap Growth |
-32.18% | |||||
TCW Galileo Select Equities I |
-30.11% | |||||
Marsico Focus |
-10.88% | |||||
BGI – Growth Index |
-21.77% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-24.91% | |||||
International Stock Option |
-11.79% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.66% | |||||
Amer Cent-20th Cent. Int’l Growth |
-14.05% | |||||
Janus Overseas |
-19.26% | |||||
Templeton Instl. Foreign |
-9.46% | |||||
First Eagle SoGen Overseas I |
7.40% | |||||
Longleaf Partners Intl. |
-11.26% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-12.22% | |||||
Diversified Small Company Stock Option |
-20.74% | |||||
MFS Instl. Emerging Equities |
-30.73% | |||||
Royce Opportunity |
-16.65% | |||||
DFA U.S. Micro Cap Portfolio |
-12.59% | |||||
State Street Aurora |
-15.35% | |||||
Berger Small Cap Value Instl. |
-12.43% | |||||
Franklin Small Cap Growth II |
-26.95% | |||||
BGI – Small Company Index |
-22.60% | |||||
Benchmark | ||||||
Russell 2000 Total |
-19.30% | |||||
Conservative Model Portfolio |
-5.05% | |||||
Benchmark | ||||||
Conservative Composite Index |
-3.76% | |||||
Moderate Model Portfolio |
-12.00% | |||||
Benchmark | ||||||
Moderate Composite Index |
-10.06% | |||||
Aggressive Model Portfolio |
-14.66% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-13.19% |