Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -12.96% | -9.31% | -10.09% | -8.27% | n/a |
Stable Value Option |
2.35% | |||||
Wellington Core |
-0.14% | |||||
PRIMCO GIC |
2.37% | |||||
CDs | 1.73% | |||||
Dreyfus Government Money Market Index | 1.47% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.11% | |||||
Equity Index Option (BGI – US Equity Index) |
-11.09% | |||||
Benchmark | ||||||
Russell 3000 |
-11.05% | |||||
Value Stock Option |
-6.34% | |||||
Morgan Value (separately managed) |
-16.44% | |||||
CGM Focus | 17.09% | |||||
Goldman Sachs Mid Value Instl. | -3.54% | |||||
Neuberger Berman Partners |
-4.51% | |||||
T. Rowe Price Value |
-10.94% | |||||
BGI – Value Index |
-13.64% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-13.57% | |||||
Growth Stock Option |
-8.89% | |||||
Turner Mid Cap Growth |
-9.27% | |||||
Marsico Focus |
-13.16% | |||||
Wellington Mid Cap Opportunities |
-2.98% | |||||
Primecap Odyssey Growth | -8.07% | |||||
T. Rowe Price Growth Stock | -10.09% | |||||
BGI – Growth Index |
-9.12% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-9.06% | |||||
International Stock Option |
-11.33% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-8.86% | |||||
Amer Cent-20th Cent. Int’l Growth |
-8.16% | |||||
Templeton Instl. Foreign |
-14.55% | |||||
Oppenheimer Intl Sm Co A | -14.88% | |||||
Thornburg Intl Value R5 | -12.86% | |||||
Marsico Intl Opp | -13.33% | |||||
Dimensional Emerging Markets Value | -13.14% | |||||
Royce International Value | 6.16% | |||||
BGI Eafe Index |
-10.88% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-10.96% | |||||
Diversified Small Company Stock Option |
-9.95% | |||||
Royce Opportunity |
-11.25% | |||||
Dimensional U.S. Micro Cap Portfolio |
-13.38% | |||||
Third Avenue Sm Cap Instl. | 0.64% | |||||
iShares Morningstar Small Growth Index | -11.00% | |||||
Morgan Stanley US Small Cap Value Instl | -7.73% | |||||
BGI – Small Company Index |
-9.44% | |||||
Benchmark | ||||||
Russell 2000 Total |
-9.37% | |||||
Conservative Model Portfolio |
-2.12% | |||||
Benchmark | ||||||
Conservative Composite Index |
-3.66% | |||||
Moderate Model Portfolio |
-5.18% | |||||
Benchmark | ||||||
Moderate Composite Index |
-6.35% | |||||
Aggressive Model Portfolio |
-7.05% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-8.15% |