Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -7.97% | -10.10% | -7.84% | -9.03% | n/a |
Stable Value Option |
0.79% | |||||
Wellington Core |
0.93% | |||||
PRIMCO GIC |
0.78% | |||||
CDs | 0.57% | |||||
Dreyfus Government Money Market Index | 0.61% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.66% | |||||
Equity Index Option (BGI – US Equity Index) |
-8.99% | |||||
Benchmark | ||||||
Russell 3000 |
-8.98% | |||||
Value Stock Option |
-6.99% | |||||
Morgan Value (separately managed) |
-10.70% | |||||
CGM Focus | -2.78% | |||||
Goldman Sachs Mid Value Instl. | -7.49% | |||||
Neuberger Berman Partners |
-6.13% | |||||
T. Rowe Price Value |
-7.08% | |||||
BGI – Value Index |
-8.08% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-8.03% | |||||
Growth Stock Option |
-10.28% | |||||
Turner Mid Cap Growth |
-11.50% | |||||
Marsico Focus |
-11.96% | |||||
Wellington Mid Cap Opportunities |
-9.23% | |||||
Primecap Odyssey Growth | -7.10% | |||||
T. Rowe Price Growth Stock | -11.02% | |||||
BGI – Growth Index |
-9.72% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-9.63% | |||||
International Stock Option |
-7.92% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-7.45% | |||||
Amer Cent-20th Cent. Int’l Growth |
-8.60% | |||||
Templeton Instl. Foreign |
-9.02% | |||||
Oppenheimer Intl Sm Co A | -7.79% | |||||
Thornburg Intl Value R5 | -8.85% | |||||
Marsico Intl Opp | -9.33% | |||||
Dimensional Emerging Markets Value | -6.36% | |||||
Royce International Value | 0.63% | |||||
BGI Eafe Index |
-9.13% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-7.94% | |||||
Diversified Small Company Stock Option |
-9.43% | |||||
Royce Opportunity |
-9.44% | |||||
Dimensional U.S. Micro Cap Portfolio |
-10.54% | |||||
Third Avenue Sm Cap Instl. | -4.31% | |||||
iShares Morningstar Small Growth Index | -13.65% | |||||
Legg Mason Opportunity | -11.66% | |||||
Morgan Stanley US Small Cap Value Instl | -6.13% | |||||
BGI – Small Company Index |
-10.27% | |||||
Benchmark | ||||||
Russell 2000 Total |
-10.27% | |||||
Conservative Model Portfolio |
-2.77% | |||||
Benchmark | ||||||
Conservative Composite Index |
-1.80% | |||||
Moderate Model Portfolio |
-5.40% | |||||
Benchmark | ||||||
Moderate Composite Index |
-4.88% | |||||
Aggressive Model Portfolio |
-6.75% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-6.71% |