Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -12.72% | -4.33% | -11.81% | -9.18% | n/a |
Stable Value Option |
0.69% | |||||
Wellington Core Bonds |
1.78% | |||||
Invesco Interest Income | 0.82% | |||||
CDs | 0.82% | |||||
Dreyfus Cash Mgmt. Instl. | 0.26% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.32% | |||||
Equity Index Option (BGI – US Equity Index) |
-10.77% | |||||
Benchmark | ||||||
Russell 3000 |
-10.80% | |||||
Value Stock Option |
-11.82% | |||||
JP Morgan Large Cap Value (separately managed) | -11.84% | |||||
CGM Focus | -16.72% | |||||
Goldman Sachs Mid Value Instl. | -9.28% | |||||
Neuberger Berman Partners |
-5.99% | |||||
T. Rowe Price Value |
-11.50% | |||||
BGI – Value Index |
-16.70% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-16.77% | |||||
Growth Stock Option |
-4.52% | |||||
Turner Mid Cap Growth |
-4.34% | |||||
Marsico Focus |
-9.28% | |||||
Wellington Mid Cap Opportunities |
-6.29% | |||||
Primecap Odyssey Growth | -4.32% | |||||
T. Rowe Price Growth Stock | 0.16% | |||||
BGI – Growth Index |
-4.12% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-4.12% | |||||
International Stock Option |
-9.17% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-13.58% | |||||
Amer Cent-20th Cent. Int’l Growth |
-11.47% | |||||
Templeton Instl. Foreign |
-13.56% | |||||
Oppenheimer Intl Sm Co A | 6.65% | |||||
Thornburg Intl Value | -10.55% | |||||
Marsico Intl Opp | -8.24% | |||||
Dimensional Emerging Markets Value | -2.36% | |||||
Royce Global Value Svc. | -5.67% | |||||
BGI Eafe Index |
-15.15% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-13.94% | |||||
Diversified Small Company Stock Option |
-13.02% | |||||
Royce Opportunity |
-12.93% | |||||
Dimensional U.S. Micro Cap Portfolio |
-16.13% | |||||
Third Avenue Sm Cap Instl. | -17.23% | |||||
iShares Morningstar Small Growth Index | -8.30% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -3.70% | |||||
Morgan Stanley US Small Cap Value Instl | -13.98% | |||||
BGI – Small Company Index |
-14.93% | |||||
Benchmark | ||||||
Russell 2000 Total |
-14.95% | |||||
Conservative Model Portfolio |
-3.82% | |||||
Benchmark | ||||||
Conservative Composite Index |
-5.32% | |||||
Moderate Model Portfolio |
-5.77% | |||||
Benchmark | ||||||
Moderate Composite Index |
-7.53% | |||||
Aggressive Model Portfolio |
-7.66% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-9.77% |