Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -4.07% | 5.57% | -1.05% | 3.62% | n/a |
Stable Value Option |
0.91% | |||||
Wellington Core Bonds |
3.05% | |||||
Invesco Interest Income | 1.09% | |||||
CDs | 1.10% | |||||
Dreyfus Cash Mgmt. Instl. | 0.32% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.35% | |||||
Equity Index Option (BGI – US Equity Index) |
-1.36% | |||||
Benchmark | ||||||
Russell 3000 |
-1.42% | |||||
Value Stock Option |
-0.22% | |||||
JP Morgan Large Cap Value (separately managed) | -2.91% | |||||
CGM Focus | -8.15% | |||||
Goldman Sachs Mid Value Instl. | 0.45% | |||||
Neuberger Berman Partners |
11.47% | |||||
T. Rowe Price Value |
1.53% | |||||
BGI – Value Index |
-7.68% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-7.85% | |||||
Growth Stock Option |
5.81% | |||||
Turner Mid Cap Growth |
10.34% | |||||
Marsico Focus |
0.60% | |||||
Wellington Mid Cap Opportunities |
3.75% | |||||
Primecap Odyssey Growth | 5.79% | |||||
T. Rowe Price Growth Stock | 9.47% | |||||
BGI – Growth Index |
5.09% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
5.09% | |||||
International Stock Option |
3.07% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-6.02% | |||||
Amer Cent-20th Cent. Int’l Growth |
-2.56% | |||||
Templeton Instl. Foreign |
-2.56% | |||||
Oppenheimer Intl Sm Co A | 29.66% | |||||
Thornburg Intl Value | -1.13% | |||||
Marsico Intl Opp | 4.12% | |||||
Dimensional Emerging Markets Value | 16.84% | |||||
Royce Global Value Svc. | 8.81% | |||||
BGI Eafe Index |
-4.87% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-2.92% | |||||
Diversified Small Company Stock Option |
1.62% | |||||
Royce Opportunity |
10.77% | |||||
Dimensional U.S. Micro Cap Portfolio |
-1.55% | |||||
Third Avenue Sm Cap Instl. | -3.55% | |||||
iShares Morningstar Small Growth Index | 4.25% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 6.17% | |||||
Morgan Stanley US Small Cap Value Instl | -1.89% | |||||
BGI – Small Company Index |
-1.64% | |||||
Benchmark | ||||||
Russell 2000 Total |
-1.81% | |||||
Conservative Model Portfolio |
0.81% | |||||
Benchmark | ||||||
Conservative Composite Index |
-1.64% | |||||
Moderate Model Portfolio |
2.06% | |||||
Benchmark | ||||||
Moderate Composite Index |
-0.98% | |||||
Aggressive Model Portfolio |
2.16% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-1.36% |