Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -19.92% | -24.85% | -15.34% | -19.84% | n/a |
Stable Value Option |
4.57% | |||||
Wellington Core |
7.98% | |||||
PRIMCO GIC |
4.80% | |||||
Cash | 1.26% | |||||
BGI – Money Market Index |
1.63% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.30% | |||||
Equity Index Option (BGI – US Equity Index) |
-21.80% | |||||
Benchmark | ||||||
Russell 3000 |
-21.58% | |||||
Value Stock Option |
-21.53% | |||||
Federated Stock Trust |
-20.74% | |||||
Morgan Value (separately managed) |
-22.26% | |||||
Neuberger Berman Focus Tr |
-38.42% | |||||
Legg Mason Spec. Invmt. Trust |
-10.56% | |||||
Neuberger Berman Regency |
-12.59% | |||||
T. Rowe Price Value |
-19.81% | |||||
BGI – Value Index |
-23.84% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-16.92% | |||||
Growth Stock Option |
-26.69% | |||||
MFS Instl. Mid Cap Growth |
-46.57% | |||||
Turner Mid Cap Growth |
-31.13% | |||||
TCW Galileo Select Equities I |
-29.21% | |||||
Marsico Focus |
-11.62% | |||||
BGI – Growth Index |
-23.89% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-26.52% | |||||
International Stock Option |
-17.20% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-11.91% | |||||
Amer Cent-20th Cent. Int’l Growth |
-18.70% | |||||
Janus Overseas |
-23.94% | |||||
Templeton Instl. Foreign |
-16.24% | |||||
First Eagle SoGen Overseas I |
3.74% | |||||
Longleaf Partners Intl. |
-17.50% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-17.54% | |||||
Diversified Small Company Stock Option |
-24.58% | |||||
MFS Instl. Emerging Equities |
-32.57% | |||||
Royce Opportunity |
-23.09% | |||||
DFA U.S. Micro Cap Portfolio |
-16.38% | |||||
State Street Aurora |
-21.25% | |||||
Berger Small Cap Value Instl. |
-19.57% | |||||
Franklin Small Cap Growth II |
-29.28% | |||||
BGI – Small Company Index |
-24.97% | |||||
Benchmark | ||||||
Russell 2000 Total |
-22.69% | |||||
Conservative Model Portfolio |
-6.15% | |||||
Benchmark | ||||||
Conservative Composite Index |
-4.40% | |||||
Moderate Model Portfolio |
-13.96% | |||||
Benchmark | ||||||
Moderate Composite Index |
-11.76% | |||||
Aggressive Model Portfolio |
-17.38% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-15.66% |