Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -9.76% | -18.46% | 0.06% | -4.46% | n/a |
Stable Value Option |
2.75% | |||||
Wellington Core |
4.33% | |||||
PRIMCO GIC |
2.88% | |||||
Cash | 0.75% | |||||
BGI – Money Market Index |
0.99% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.54% | |||||
Equity Index Option (BGI – US Equity Index) |
-12.53% | |||||
Benchmark | ||||||
Wilshire 5000 |
-11.77% | |||||
Value Stock Option |
-9.38% | |||||
Federated Stock Trust |
-8.16% | |||||
Morgan Value (separately managed) |
-11.05% | |||||
Neuberger Berman Focus Tr |
-18.18% | |||||
Legg Mason Spec. Invmt. Trust |
-9.55% | |||||
Neuberger Berman Regency |
0.30% | |||||
T. Rowe Price Value |
-6.62% | |||||
BGI – Value Index |
-10.32% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-4.78% | |||||
Growth Stock Option |
-18.70% | |||||
MFS Instl. Mid Cap Growth |
-39.16% | |||||
Turner Mid Cap Growth |
-22.64% | |||||
TCW Galileo Select Equities I |
-22.45% | |||||
Marsico Focus |
0.88% | |||||
BGI – Growth Index |
-16.30% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-20.78% | |||||
International Stock Option |
-2.73% | |||||
Amer Cent-20th Cent. Int’l Discovery |
3.52% | |||||
Amer Cent-20th Cent. Int’l Growth |
-3.14% | |||||
Janus Overseas |
-10.84% | |||||
Templeton Instl. Foreign |
1.20% | |||||
First Eagle SoGen Overseas I |
14.05% | |||||
Longleaf Partners Intl. |
-1.94% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-2.41% | |||||
Diversified Small Company Stock Option |
-7.23% | |||||
MFS Instl. Emerging Equities |
-20.19% | |||||
Royce Opportunity |
3.55% | |||||
DFA U.S. Micro Cap Portfolio |
2.80% | |||||
State Street Aurora |
-0.67% | |||||
Berger Small Cap Value Instl. |
1.17% | |||||
Franklin Small Cap Growth II |
-12.97% | |||||
BGI – Small Company Index |
-11.54% | |||||
Benchmark | ||||||
Russell 2000 Total |
-4.70% | |||||
Conservative Model Portfolio |
-2.72% | |||||
Benchmark | ||||||
Conservative Composite Index |
-1.78% | |||||
Moderate Model Portfolio |
-6.42% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.34% | |||||
Aggressive Model Portfolio |
-7.41% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-6.27% |