Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -9.24% | -4.98% | -10.16% | -7.34% | n/a |
Stable Value Option |
0.25% | |||||
Wellington Core |
0.12% | |||||
PRIMCO GIC |
0.28% | |||||
CDs | 0.28% | |||||
Dreyfus Government Money Market Index | 0.12% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
-0.25% | |||||
Equity Index Option (BGI – US Equity Index) |
-8.35% | |||||
Benchmark | ||||||
Russell 3000 |
-8.39% | |||||
Value Stock Option |
-7.67% | |||||
Morgan Value (separately managed) |
-7.85% | |||||
CGM Focus | -7.27% | |||||
Goldman Sachs Mid Value Instl. | -6.53% | |||||
Neuberger Berman Partners |
-3.88% | |||||
T. Rowe Price Value |
-8.17% | |||||
BGI – Value Index |
-11.49% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-11.50% | |||||
Growth Stock Option |
-5.45% | |||||
Turner Mid Cap Growth |
-6.64% | |||||
Marsico Focus |
-8.94% | |||||
Wellington Mid Cap Opportunities |
-4.96% | |||||
Primecap Odyssey Growth | -5.16% | |||||
T. Rowe Price Growth Stock | -2.09% | |||||
BGI – Growth Index |
-4.96% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-4.81% | |||||
International Stock Option |
-8.91% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-8.37% | |||||
Amer Cent-20th Cent. Int’l Growth |
-8.37% | |||||
Templeton Instl. Foreign |
-10.19% | |||||
Oppenheimer Intl Sm Co A | -5.23% | |||||
Thornburg Intl Value R5 | -9.31% | |||||
Marsico Intl Opp | -8.70% | |||||
Dimensional Emerging Markets Value | -9.03% | |||||
Royce International Value | -5.52% | |||||
BGI Eafe Index |
-11.87% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-9.81% | |||||
Diversified Small Company Stock Option |
-9.80% | |||||
Royce Opportunity |
-11.13% | |||||
Dimensional U.S. Micro Cap Portfolio |
-11.91% | |||||
Third Avenue Sm Cap Instl. | -8.95% | |||||
iShares Morningstar Small Growth Index | -8.15% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -6.46% | |||||
Morgan Stanley US Small Cap Value Instl | -9.38% | |||||
BGI – Small Company Index |
-11.10% | |||||
Benchmark | ||||||
Russell 2000 Total |
-11.12% | |||||
Conservative Model Portfolio |
-3.05% | |||||
Benchmark | ||||||
Conservative Composite Index |
-4.13% | |||||
Moderate Model Portfolio |
-5.07% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.88% | |||||
Aggressive Model Portfolio |
-6.61% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-7.45% |