Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.07% | -2.85% | -1.88% | -1.05% | n/a |
Stable Value Option |
1.97% | |||||
Wellington Core |
0.21% | |||||
PRIMCO GIC |
1.98% | |||||
CDs | 1.45% | |||||
Dreyfus Government Money Market Index | 1.29% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.86% | |||||
Equity Index Option (BGI – US Equity Index) |
-3.07% | |||||
Benchmark | ||||||
Russell 3000 |
-3.05% | |||||
Value Stock Option |
0.21% | |||||
Morgan Value (separately managed) |
-5.78% | |||||
CGM Focus | 10.69% | |||||
Goldman Sachs Mid Value Instl. | 2.95% | |||||
Neuberger Berman Partners |
1.98% | |||||
T. Rowe Price Value |
-2.18% | |||||
BGI – Value Index |
-4.51% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-4.42% | |||||
Growth Stock Option |
-2.67% | |||||
Turner Mid Cap Growth |
-3.33% | |||||
Marsico Focus |
-6.05% | |||||
Wellington Mid Cap Opportunities |
2.29% | |||||
Primecap Odyssey Growth | -1.93% | |||||
T. Rowe Price Growth Stock | -3.59% | |||||
BGI – Growth Index |
-2.15% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-2.00% | |||||
International Stock Option |
-3.85% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-4.71% | |||||
Amer Cent-20th Cent. Int’l Growth |
-1.55% | |||||
Templeton Instl. Foreign |
-5.25% | |||||
Oppenheimer Intl Sm Co A | -9.43% | |||||
Thornburg Intl Value R5 | -5.64% | |||||
Marsico Intl Opp | -3.28% | |||||
Dimensional Emerging Markets Value | -1.70% | |||||
Royce International Value | 9.02% | |||||
BGI Eafe Index |
-2.98% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-3.03% | |||||
Diversified Small Company Stock Option |
-2.06% | |||||
Royce Opportunity |
-1.36% | |||||
Dimensional U.S. Micro Cap Portfolio |
-4.77% | |||||
Third Avenue Sm Cap Instl. | 7.22% | |||||
iShares Morningstar Small Growth Index | -4.80% | |||||
Legg Mason Opportunity | -12.35% | |||||
Morgan Stanley US Small Cap Value Instl | 3.06% | |||||
BGI – Small Company Index |
-1.82% | |||||
Benchmark | ||||||
Russell 2000 Total |
-1.81% | |||||
Conservative Model Portfolio |
0.71% | |||||
Benchmark | ||||||
Conservative Composite Index |
-0.38% | |||||
Moderate Model Portfolio |
-0.51% | |||||
Benchmark | ||||||
Moderate Composite Index |
-1.25% | |||||
Aggressive Model Portfolio |
-1.19% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-1.86% |