Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -37.69% | -42.34% | -46.69% | -38.21% | n/a |
Stable Value Option |
4.18% | |||||
Wellington Core |
-5.53% | |||||
PRIMCO GIC |
4.23% | |||||
CDs | 3.20% | |||||
Dreyfus Government Money Market Index | 2.79% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.55% | |||||
Equity Index Option (BGI – US Equity Index) |
-38.50% | |||||
Benchmark | ||||||
Russell 3000 |
-38.48% | |||||
Value Stock Option |
-43.95% | |||||
Morgan Value (separately managed) |
-41.14% | |||||
CGM Focus | -49.32% | |||||
Goldman Sachs Mid Value Instl. | -38.22% | |||||
Neuberger Berman Partners |
-53.91% | |||||
T. Rowe Price Value |
-40.68% | |||||
BGI – Value Index |
-37.74% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-37.71% | |||||
Growth Stock Option |
-41.24% | |||||
Turner Mid Cap Growth |
-49.19% | |||||
Marsico Focus |
-41.47% | |||||
Wellington Mid Cap Opportunities |
-38.29% | |||||
Primecap Odyssey Growth | -37.66% | |||||
T. Rowe Price Growth Stock | -43.95% | |||||
BGI – Growth Index |
-39.64% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-39.53% | |||||
International Stock Option |
-52.10% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-55.25% | |||||
Amer Cent-20th Cent. Int’l Growth |
-48.01% | |||||
Templeton Instl. Foreign |
-46.00% | |||||
Oppenheimer Intl Sm Co A | -68.24% | |||||
Thornburg Intl Value R5 | -43.29% | |||||
Marsico Intl Opp | -54.47% | |||||
Dimensional Emerging Markets Value | -58.95% | |||||
Royce International Value | -44.91% | |||||
BGI Eafe Index |
-46.53% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-46.59% | |||||
Diversified Small Company Stock Option |
-40.29% | |||||
Royce Opportunity |
-48.28% | |||||
Dimensional U.S. Micro Cap Portfolio |
-40.11% | |||||
Third Avenue Sm Cap Instl. | -38.47% | |||||
iShares Morningstar Small Growth Index | -43.19% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -34.57% | |||||
Morgan Stanley US Small Cap Value Instl | -32.28% | |||||
BGI – Small Company Index |
-37.44% | |||||
Benchmark | ||||||
Russell 2000 Total |
-37.42% | |||||
Conservative Model Portfolio |
-16.01% | |||||
Benchmark | ||||||
Conservative Composite Index |
-11.91% | |||||
Moderate Model Portfolio |
-28.46% | |||||
Benchmark | ||||||
Moderate Composite Index |
-23.82% | |||||
Aggressive Model Portfolio |
-34.71% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-30.72% |