Skip main content and go to side navigation
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%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation