Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -16.83% | -24.98% | -9.88% | -16.35% | n/a |
Stable Value Option |
3.23% | |||||
Wellington Core |
5.41% | |||||
PRIMCO GIC |
3.36% | |||||
Cash | 0.88% | |||||
BGI – Money Market Index |
1.15% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
3.78% | |||||
Equity Index Option (BGI – US Equity Index) |
-19.72% | |||||
Benchmark | ||||||
Wilshire 5000 |
-18.89% | |||||
Value Stock Option |
-18.30% | |||||
Federated Stock Trust |
-15.65% | |||||
Morgan Value (separately managed) |
-19.42% | |||||
Neuberger Berman Focus Tr |
-35.18% | |||||
Legg Mason Spec. Invmt. Trust |
-10.28% | |||||
Neuberger Berman Regency |
-8.03% | |||||
T. Rowe Price Value |
-16.37% | |||||
BGI – Value Index |
-19.66% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-13.63% | |||||
Growth Stock Option |
-25.93% | |||||
MFS Instl. Mid Cap Growth |
-45.82% | |||||
Turner Mid Cap Growth |
-29.76% | |||||
TCW Galileo Select Equities I |
-30.05% | |||||
Marsico Focus |
-10.96% | |||||
BGI – Growth Index |
-22.18% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-25.13% | |||||
International Stock Option |
-11.53% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.47% | |||||
Amer Cent-20th Cent. Int’l Growth |
-13.55% | |||||
Janus Overseas |
-19.41% | |||||
Templeton Instl. Foreign |
-9.67% | |||||
First Eagle SoGen Overseas I |
6.73% | |||||
Longleaf Partners Intl. |
-9.16% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-12.01% | |||||
Diversified Small Company Stock Option |
-20.26% | |||||
MFS Instl. Emerging Equities |
-31.65% | |||||
Royce Opportunity |
-14.65% | |||||
DFA U.S. Micro Cap Portfolio |
-12.09% | |||||
State Street Aurora |
-14.93% | |||||
Berger Small Cap Value Instl. |
-12.15% | |||||
Franklin Small Cap Growth II |
-26.75% | |||||
BGI – Small Company Index |
-21.95% | |||||
Benchmark | ||||||
Russell 2000 Total |
-19.10% | |||||
Conservative Model Portfolio |
-5.61% | |||||
Benchmark | ||||||
Conservative Composite Index |
-4.24% | |||||
Moderate Model Portfolio |
-12.25% | |||||
Benchmark | ||||||
Moderate Composite Index |
-10.37% | |||||
Aggressive Model Portfolio |
-14.80% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-13.41% |