Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.56% | -8.39% | -8.51% | -6.70% | n/a |
Stable Value Option |
0.41% | |||||
Wellington Core |
1.36% | |||||
PRIMCO GIC |
0.40% | |||||
Cash | 0.29% | |||||
BGI – Money Market Index |
0.34% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.70% | |||||
Equity Index Option (BGI – US Equity Index) |
-6.07% | |||||
Benchmark | ||||||
Russell 3000 |
-6.06% | |||||
Value Stock Option |
-6.02% | |||||
Morgan Value (separately managed) |
-5.32% | |||||
CGM Focus | -8.10% | |||||
Goldman Sachs Mid Value Instl. | -5.30% | |||||
Neuberger Berman Partners |
-7.51% | |||||
T. Rowe Price Value |
-4.59% | |||||
BGI – Value Index |
-4.10% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-4.01% | |||||
Growth Stock Option |
-8.61% | |||||
Turner Mid Cap Growth |
-11.17% | |||||
Marsico Focus |
-9.00% | |||||
Wellington Mid Cap Opportunities |
-7.76% | |||||
Primecap Odyssey Growth | -6.41% | |||||
T. Rowe Price Growth Stock | -9.37% | |||||
BGI – Growth Index |
-7.82% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-7.80% | |||||
International Stock Option |
-10.04% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-11.55% | |||||
Amer Cent-20th Cent. Int’l Growth |
-9.54% | |||||
Templeton Instl. Foreign |
-8.50% | |||||
Oppenheimer Intl Sm Co A | -14.17% | |||||
Thornburg Intl Value R5 | -10.33% | |||||
Marsico Intl Opp | -9.55% | |||||
Dimensional Emerging Markets Value | -9.96% | |||||
Royce International Value | -7.32% | |||||
BGI Eafe Index |
-8.50% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-9.24% | |||||
Diversified Small Company Stock Option |
-6.19% | |||||
Royce Opportunity |
-6.53% | |||||
Dimensional U.S. Micro Cap Portfolio |
-7.65% | |||||
Third Avenue Sm Cap Instl. | -3.20% | |||||
iShares Morningstar Small Growth Index | -10.52% | |||||
Legg Mason Opportunity | -2.77% | |||||
Morgan Stanley US Small Cap Value Instl | -5.35% | |||||
BGI – Small Company Index |
-6.81% | |||||
Benchmark | ||||||
Russell 2000 Total |
-6.82% | |||||
Conservative Model Portfolio |
-2.15% | |||||
Benchmark | ||||||
Conservative Composite Index |
-0.99% | |||||
Moderate Model Portfolio |
-4.55% | |||||
Benchmark | ||||||
Moderate Composite Index |
-3.69% | |||||
Aggressive Model Portfolio |
-5.59% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-5.09% |