Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.95% | -5.74% | -3.81% | -5.43% | n/a |
Stable Value Option |
1.59% | |||||
Wellington Core |
0.47% | |||||
PRIMCO GIC |
1.58% | |||||
CDs | 1.15% | |||||
Dreyfus Government Money Market Index | 1.09% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.21% | |||||
Equity Index Option (BGI – US Equity Index) |
-4.97% | |||||
Benchmark | ||||||
Russell 3000 |
-4.99% | |||||
Value Stock Option |
-2.90% | |||||
Morgan Value (separately managed) |
-6.33% | |||||
CGM Focus | 3.79% | |||||
Goldman Sachs Mid Value Instl. | -1.52% | |||||
Neuberger Berman Partners |
-2.77% | |||||
T. Rowe Price Value |
-4.09% | |||||
BGI – Value Index |
-4.37% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-4.27% | |||||
Growth Stock Option |
-5.82% | |||||
Turner Mid Cap Growth |
-7.54% | |||||
Marsico Focus |
-6.75% | |||||
Wellington Mid Cap Opportunities |
-1.95% | |||||
Primecap Odyssey Growth | -5.66% | |||||
T. Rowe Price Growth Stock | -6.59% | |||||
BGI – Growth Index |
-5.52% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-5.46% | |||||
International Stock Option |
-5.78% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-7.79% | |||||
Amer Cent-20th Cent. Int’l Growth |
-3.95% | |||||
Templeton Instl. Foreign |
-5.25% | |||||
Oppenheimer Intl Sm Co A | -14.43% | |||||
Thornburg Intl Value R5 | -5.70% | |||||
Marsico Intl Opp | -5.39% | |||||
Dimensional Emerging Markets Value | -2.53% | |||||
Royce International Value | 2.23% | |||||
BGI Eafe Index |
-3.98% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-3.96% | |||||
Diversified Small Company Stock Option |
-6.07% | |||||
Royce Opportunity |
-6.17% | |||||
Dimensional U.S. Micro Cap Portfolio |
-8.41% | |||||
Third Avenue Sm Cap Instl. | 1.54% | |||||
iShares Morningstar Small Growth Index | -10.65% | |||||
Legg Mason Opportunity | -12.46% | |||||
Morgan Stanley US Small Cap Value Instl | -2.50% | |||||
BGI – Small Company Index |
-6.07% | |||||
Benchmark | ||||||
Russell 2000 Total |
-6.12% | |||||
Conservative Model Portfolio |
-0.56% | |||||
Benchmark | ||||||
Conservative Composite Index |
-0.53% | |||||
Moderate Model Portfolio |
-2.52% | |||||
Benchmark | ||||||
Moderate Composite Index |
-2.44% | |||||
Aggressive Model Portfolio |
-3.64% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-3.59% |