Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -18.36% | -27.21% | -13.89% | -17.58% | n/a |
Stable Value Option |
5.47% | |||||
Wellington Core |
9.65% | |||||
PRIMCO GIC |
5.75% | |||||
Cash | 1.44% | |||||
BGI – Money Market Index |
1.89% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
6.01% | |||||
Equity Index Option (BGI – US Equity Index) |
-21.61% | |||||
Benchmark | ||||||
Russell 3000 |
-21.54% | |||||
Value Stock Option |
-19.41% | |||||
Federated Stock Trust |
-19.07% | |||||
Morgan Value (separately managed) |
-19.72% | |||||
Neuberger Berman Focus Tr |
-36.48% | |||||
Legg Mason Spec. Invmt. Trust |
-7.75% | |||||
Neuberger Berman Regency |
-11.69% | |||||
T. Rowe Price Value |
-16.58% | |||||
BGI – Value Index |
-22.00% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-15.52% | |||||
Growth Stock Option |
-28.58% | |||||
MFS Instl. Mid Cap Growth |
-46.76% | |||||
Turner Mid Cap Growth |
-32.86% | |||||
TCW Galileo Select Equities I |
-30.36% | |||||
Marsico Focus |
-16.69% | |||||
BGI – Growth Index |
-25.58% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-27.88% | |||||
International Stock Option |
-16.31% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-12.83% | |||||
Amer Cent-20th Cent. Int’l Growth |
-19.25% | |||||
Janus Overseas |
-23.89% | |||||
Templeton Instl. Foreign |
-14.80% | |||||
First Eagle SoGen Overseas I |
12.69% | |||||
Longleaf Partners Intl. |
-16.52% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-16.53% | |||||
Diversified Small Company Stock Option |
-22.42% | |||||
MFS Instl. Emerging Equities |
-33.84% | |||||
Royce Opportunity |
-17.01% | |||||
DFA U.S. Micro Cap Portfolio |
-13.27% | |||||
State Street Aurora |
-19.44% | |||||
Berger Small Cap Value Instl. |
-15.33% | |||||
Franklin Small Cap Growth II |
-27.25% | |||||
BGI – Small Company Index |
-24.15% | |||||
Benchmark | ||||||
Russell 2000 Total |
-20.48% | |||||
Conservative Model Portfolio |
-5.12% | |||||
Benchmark | ||||||
Conservative Composite Index |
-3.81% | |||||
Moderate Model Portfolio |
-13.22% | |||||
Benchmark | ||||||
Moderate Composite Index |
-11.34% | |||||
Aggressive Model Portfolio |
-16.51% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-15.12% |