Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -19.39% | -11.73% | -17.87% | -14.77% | n/a |
Stable Value Option |
0.46% | |||||
Wellington Core Bonds |
-0.27% | |||||
Invesco Interest Income | 0.53% | |||||
CDs | 0.54% | |||||
Dreyfus Cash Mgmt. Instl. | 0.20% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
-0.21% | |||||
Equity Index Option (BGI – US Equity Index) |
-18.00% | |||||
Benchmark | ||||||
Russell 3000 |
-17.99% | |||||
Value Stock Option |
-18.58% | |||||
JP Morgan Large Cap Value (separately managed) | -18.87% | |||||
CGM Focus | -20.05% | |||||
Goldman Sachs Mid Value Instl. | -15.59% | |||||
Neuberger Berman Partners |
-14.59% | |||||
T. Rowe Price Value |
-18.80% | |||||
BGI – Value Index |
-23.18% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-23.32% | |||||
Growth Stock Option |
-11.90% | |||||
Turner Mid Cap Growth |
-13.44% | |||||
Marsico Focus |
-13.71% | |||||
Wellington Mid Cap Opportunities |
-12.03% | |||||
Primecap Odyssey Growth | -13.79% | |||||
T. Rowe Price Growth Stock | -7.74% | |||||
BGI – Growth Index |
-11.97% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-11.97% | |||||
International Stock Option |
-15.25% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-16.14% | |||||
Amer Cent-20th Cent. Int’l Growth |
-15.79% | |||||
Templeton Instl. Foreign |
-18.29% | |||||
Oppenheimer Intl Sm Co A | -2.62% | |||||
Thornburg Intl Value | -15.43% | |||||
Marsico Intl Opp | -14.30% | |||||
Dimensional Emerging Markets Value | -16.76% | |||||
Royce Global Value Svc. | -9.55% | |||||
BGI Eafe Index |
-20.90% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-19.07% | |||||
Diversified Small Company Stock Option |
-19.82% | |||||
Royce Opportunity |
-22.62% | |||||
Dimensional U.S. Micro Cap Portfolio |
-23.47% | |||||
Third Avenue Sm Cap Instl. | -20.30% | |||||
iShares Morningstar Small Growth Index | -16.16% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -12.06% | |||||
Morgan Stanley US Small Cap Value Instl | -19.40% | |||||
BGI – Small Company Index |
-21.89% | |||||
Benchmark | ||||||
Russell 2000 Total |
-21.92% | |||||
Conservative Model Portfolio |
-7.24% | |||||
Benchmark | ||||||
Conservative Composite Index |
-8.39% | |||||
Moderate Model Portfolio |
-10.81% | |||||
Benchmark | ||||||
Moderate Composite Index |
-12.16% | |||||
Aggressive Model Portfolio |
-13.68% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-15.28% |