Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -36.09% | -40.85% | -44.34% | -32.96% | n/a |
Stable Value Option |
4.51% | |||||
Wellington Core |
-3.44% | |||||
PRIMCO GIC |
4.58% | |||||
CDs | 3.50% | |||||
Dreyfus Government Money Market Index | 2.93% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
6.66% | |||||
Equity Index Option (BGI – US Equity Index) |
-37.33% | |||||
Benchmark | ||||||
Russell 3000 |
-37.31% | |||||
Value Stock Option |
-42.58% | |||||
Morgan Value (separately managed) |
-39.25% | |||||
CGM Focus | -48.18% | |||||
Goldman Sachs Mid Value Instl. | -36.47% | |||||
Neuberger Berman Partners |
-52.06% | |||||
T. Rowe Price Value |
-39.85% | |||||
BGI – Value Index |
-36.88% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-36.85% | |||||
Growth Stock Option |
-39.62% | |||||
Turner Mid Cap Growth |
-48.64% | |||||
Marsico Focus |
-40.75% | |||||
Wellington Mid Cap Opportunities |
-35.55% | |||||
Primecap Odyssey Growth | -34.25% | |||||
T. Rowe Price Growth Stock | -42.38% | |||||
BGI – Growth Index |
-38.28% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-38.44% | |||||
International Stock Option |
-48.64% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-52.18% | |||||
Amer Cent-20th Cent. Int’l Growth |
-45.21% | |||||
Templeton Instl. Foreign |
-42.15% | |||||
Oppenheimer Intl Sm Co A | -65.97% | |||||
Thornburg Intl Value R5 | -41.65% | |||||
Marsico Intl Opp | -50.64% | |||||
Dimensional Emerging Markets Value | -53.94% | |||||
Royce International Value | -39.92% | |||||
BGI Eafe Index |
-42.44% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-43.38% | |||||
Diversified Small Company Stock Option |
-36.44% | |||||
Royce Opportunity |
-45.73% | |||||
Dimensional U.S. Micro Cap Portfolio |
-36.72% | |||||
Third Avenue Sm Cap Instl. | -34.56% | |||||
iShares Morningstar Small Growth Index | -40.08% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -30.14% | |||||
Morgan Stanley US Small Cap Value Instl | -26.99% | |||||
BGI – Small Company Index |
-33.69% | |||||
Benchmark | ||||||
Russell 2000 Total |
-33.79% | |||||
Conservative Model Portfolio |
-15.10% | |||||
Benchmark | ||||||
Conservative Composite Index |
-10.83% | |||||
Moderate Model Portfolio |
-26.59% | |||||
Benchmark | ||||||
Moderate Composite Index |
-22.27% | |||||
Aggressive Model Portfolio |
-32.38% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-28.82% |