Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -9.22% | -11.20% | -8.79% | -9.31% | n/a |
Stable Value Option |
1.19% | |||||
Wellington Core |
0.32% | |||||
PRIMCO GIC |
1.18% | |||||
CDs | 0.87% | |||||
Dreyfus Government Money Market Index | 0.87% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.97% | |||||
Equity Index Option (BGI – US Equity Index) |
-9.50% | |||||
Benchmark | ||||||
Russell 3000 |
-9.52% | |||||
Value Stock Option |
-9.36% | |||||
Morgan Value (separately managed) |
-11.22% | |||||
CGM Focus | -7.81% | |||||
Goldman Sachs Mid Value Instl. | -7.83% | |||||
Neuberger Berman Partners |
-10.71% | |||||
T. Rowe Price Value |
-7.98% | |||||
BGI – Value Index |
-8.83% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-8.72% | |||||
Growth Stock Option |
-11.47% | |||||
Turner Mid Cap Growth |
-13.21% | |||||
Marsico Focus |
-13.66% | |||||
Wellington Mid Cap Opportunities |
-9.29% | |||||
Primecap Odyssey Growth | -8.48% | |||||
T. Rowe Price Growth Stock | -12.46% | |||||
BGI – Growth Index |
-10.25% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-10.18% | |||||
International Stock Option |
-10.65% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-10.50% | |||||
Amer Cent-20th Cent. Int’l Growth |
-9.40% | |||||
Templeton Instl. Foreign |
-10.73% | |||||
Oppenheimer Intl Sm Co A | -16.92% | |||||
Thornburg Intl Value R5 | -10.65% | |||||
Marsico Intl Opp | -11.55% | |||||
Dimensional Emerging Markets Value | -9.51% | |||||
Royce International Value | -2.14% | |||||
BGI Eafe Index |
-9.00% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-8.91% | |||||
Diversified Small Company Stock Option |
-9.72% | |||||
Royce Opportunity |
-9.35% | |||||
Dimensional U.S. Micro Cap Portfolio |
-10.27% | |||||
Third Avenue Sm Cap Instl. | -2.86% | |||||
iShares Morningstar Small Growth Index | -14.41% | |||||
Legg Mason Opportunity | -16.22% | |||||
Morgan Stanley US Small Cap Value Instl | -5.48% | |||||
BGI – Small Company Index |
-9.82% | |||||
Benchmark | ||||||
Russell 2000 Total |
-9.90% | |||||
Conservative Model Portfolio |
-3.16% | |||||
Benchmark | ||||||
Conservative Composite Index |
-1.86% | |||||
Moderate Model Portfolio |
-6.16% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.10% | |||||
Aggressive Model Portfolio |
-7.77% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-6.98% |