Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -32.76% | -36.73% | -43.70% | -31.03% | n/a |
Stable Value Option |
3.85% | |||||
Wellington Core |
-6.65% | |||||
PRIMCO GIC |
3.87% | |||||
CDs | 2.92% | |||||
Dreyfus Government Money Market Index | 2.60% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
4.30% | |||||
Equity Index Option (BGI – US Equity Index) |
-33.22% | |||||
Benchmark | ||||||
Russell 3000 |
-33.21% | |||||
Value Stock Option |
-37.99% | |||||
Morgan Value (separately managed) |
-35.96% | |||||
CGM Focus | -42.03% | |||||
Goldman Sachs Mid Value Instl. | -33.67% | |||||
Neuberger Berman Partners |
-47.12% | |||||
T. Rowe Price Value |
-34.33% | |||||
BGI – Value Index |
-32.96% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-32.90% | |||||
Growth Stock Option |
-34.85% | |||||
Turner Mid Cap Growth |
-42.86% | |||||
Marsico Focus |
-34.02% | |||||
Wellington Mid Cap Opportunities |
-31.93% | |||||
Primecap Odyssey Growth | -30.55% | |||||
T. Rowe Price Growth Stock | -38.56% | |||||
BGI – Growth Index |
-34.36% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-34.31% | |||||
International Stock Option |
-48.72% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-52.25% | |||||
Amer Cent-20th Cent. Int’l Growth |
-44.74% | |||||
Templeton Instl. Foreign |
-42.75% | |||||
Oppenheimer Intl Sm Co A | -65.38% | |||||
Thornburg Intl Value R5 | -41.20% | |||||
Marsico Intl Opp | -50.42% | |||||
Dimensional Emerging Markets Value | -55.65% | |||||
Royce International Value | -39.91% | |||||
BGI Eafe Index |
-42.76% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-43.54% | |||||
Diversified Small Company Stock Option |
-32.04% | |||||
Royce Opportunity |
-36.48% | |||||
Dimensional U.S. Micro Cap Portfolio |
-31.29% | |||||
Third Avenue Sm Cap Instl. | -29.76% | |||||
iShares Morningstar Small Growth Index | -37.40% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -29.14% | |||||
Morgan Stanley US Small Cap Value Instl | -26.37% | |||||
BGI – Small Company Index |
-29.06% | |||||
Benchmark | ||||||
Russell 2000 Total |
-29.02% | |||||
Conservative Model Portfolio |
-13.33% | |||||
Benchmark | ||||||
Conservative Composite Index |
-10.64% | |||||
Moderate Model Portfolio |
-24.20% | |||||
Benchmark | ||||||
Moderate Composite Index |
-20.81% | |||||
Aggressive Model Portfolio |
-29.73% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-26.54% |