Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -19.25% | -23.13% | -28.55% | -13.42% | n/a |
Stable Value Option |
3.49% | |||||
Wellington Core |
-2.94% | |||||
PRIMCO GIC |
3.51% | |||||
CDs | 2.62% | |||||
Dreyfus Government Money Market Index | 2.36% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
3.52% | |||||
Equity Index Option (BGI – US Equity Index) |
-18.80% | |||||
Benchmark | ||||||
Russell 3000 |
-18.81% | |||||
Value Stock Option |
-21.08% | |||||
Morgan Value (separately managed) |
-23.29% | |||||
CGM Focus | -17.34% | |||||
Goldman Sachs Mid Value Instl. | -16.72% | |||||
Neuberger Berman Partners |
-28.62% | |||||
T. Rowe Price Value |
-17.75% | |||||
BGI – Value Index |
-18.93% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-18.85% | |||||
Growth Stock Option |
-21.39% | |||||
Turner Mid Cap Growth |
-27.98% | |||||
Marsico Focus |
-22.76% | |||||
Wellington Mid Cap Opportunities |
-16.06% | |||||
Primecap Odyssey Growth | -17.03% | |||||
T. Rowe Price Growth Stock | -24.55% | |||||
BGI – Growth Index |
-20.32% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-20.27% | |||||
International Stock Option |
-32.40% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-35.52% | |||||
Amer Cent-20th Cent. Int’l Growth |
-29.54% | |||||
Templeton Instl. Foreign |
-27.54% | |||||
Oppenheimer Intl Sm Co A | -50.28% | |||||
Thornburg Intl Value R5 | -27.64% | |||||
Marsico Intl Opp | -31.76% | |||||
Dimensional Emerging Markets Value | -35.57% | |||||
Royce International Value | -17.68% | |||||
BGI Eafe Index |
-27.93% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-29.26% | |||||
Diversified Small Company Stock Option |
-13.29% | |||||
Royce Opportunity |
-14.79% | |||||
Dimensional U.S. Micro Cap Portfolio |
-13.34% | |||||
Third Avenue Sm Cap Instl. | -8.24% | |||||
iShares Morningstar Small Growth Index | -18.53% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -9.12% | |||||
Morgan Stanley US Small Cap Value Instl | -8.55% | |||||
BGI – Small Company Index |
-10.43% | |||||
Benchmark | ||||||
Russell 2000 Total |
-10.38% | |||||
Conservative Model Portfolio |
-6.38% | |||||
Benchmark | ||||||
Conservative Composite Index |
-5.42% | |||||
Moderate Model Portfolio |
-13.01% | |||||
Benchmark | ||||||
Moderate Composite Index |
-11.42% | |||||
Aggressive Model Portfolio |
-16.33% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-14.45% |