Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -25.35% | -30.28% | -19.47% | -21.75% | n/a |
Stable Value Option |
4.20% | |||||
Wellington Core |
8.29% | |||||
PRIMCO GIC |
4.31% | |||||
Cash | 1.13% | |||||
BGI – Money Market Index |
1.47% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.04% | |||||
Equity Index Option (BGI – US Equity Index) |
-27.40% | |||||
Benchmark | ||||||
Wilshire 5000 |
-26.59% | |||||
Value Stock Option |
-27.28% | |||||
Federated Stock Trust |
-25.97% | |||||
Morgan Value (separately managed) |
-27.44% | |||||
Neuberger Berman Focus Tr |
-44.31% | |||||
Legg Mason Spec. Invmt. Trust |
-18.92% | |||||
Neuberger Berman Regency |
-15.06% | |||||
T. Rowe Price Value |
-24.05% | |||||
BGI – Value Index |
-29.83% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-22.65% | |||||
Growth Stock Option |
-32.41% | |||||
MFS Instl. Mid Cap Growth |
-50.89% | |||||
Turner Mid Cap Growth |
-37.11% | |||||
TCW Galileo Select Equities I |
-37.36% | |||||
Marsico Focus |
-14.12% | |||||
BGI – Growth Index |
-30.18% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-32.70% | |||||
International Stock Option |
-19.98% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-12.99% | |||||
Amer Cent-20th Cent. Int’l Growth |
-22.21% | |||||
Janus Overseas |
-27.09% | |||||
Templeton Instl. Foreign |
-20.60% | |||||
First Eagle SoGen Overseas I |
2.08% | |||||
Longleaf Partners Intl. |
-21.15% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-21.67% | |||||
Diversified Small Company Stock Option |
-28.14% | |||||
MFS Instl. Emerging Equities |
-34.42% | |||||
Royce Opportunity |
-25.19% | |||||
DFA U.S. Micro Cap Portfolio |
-18.48% | |||||
State Street Aurora |
-24.16% | |||||
Berger Small Cap Value Instl. |
-21.56% | |||||
Franklin Small Cap Growth II |
-35.36% | |||||
BGI – Small Company Index |
-29.59% | |||||
Benchmark | ||||||
Russell 2000 Total |
-25.10% | |||||
Conservative Model Portfolio |
-8.94% | |||||
Benchmark | ||||||
Conservative Composite Index |
-6.83% | |||||
Moderate Model Portfolio |
-17.46% | |||||
Benchmark | ||||||
Moderate Composite Index |
-15.14% | |||||
Aggressive Model Portfolio |
-21.39% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-19.46% |