Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -2.96% | -4.88% | -4.67% | -2.73% | n/a |
Stable Value Option |
0.33% | |||||
Wellington Core |
1.82% | |||||
PRIMCO GIC | 0.36% | |||||
Cash | 0.25% | |||||
Dreyfus Cash Mgmt. Instl. | 0.01% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.73% | |||||
Equity Index Option (BGI – US Equity Index) |
-3.57% | |||||
Benchmark | ||||||
Russell 3000 |
-3.60% | |||||
Value Stock Option |
-3.82% | |||||
JP Morgan Large Cap Value (separately managed) | -3.20% | |||||
CGM Focus | -10.35% | |||||
Goldman Sachs Mid Value Instl. | -3.87% | |||||
Neuberger Berman Partners |
-3.10% | |||||
T. Rowe Price Value |
-2.31% | |||||
BGI – Value Index |
-2.79% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-2.81% | |||||
Growth Stock Option |
-4.26% | |||||
Turner Mid Cap Growth |
-5.38% | |||||
Marsico Focus |
-3.99% | |||||
Wellington Mid Cap Opportunities |
-3.06% | |||||
Primecap Odyssey Growth | -2.92% | |||||
T. Rowe Price Growth Stock | -5.93% | |||||
BGI – Growth Index |
-4.35% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-4.36% | |||||
International Stock Option |
-5.40% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.51% | |||||
Amer Cent-20th Cent. Int’l Growth |
-5.08% | |||||
Templeton Instl. Foreign |
-5.44% | |||||
Oppenheimer Intl Sm Co A | -7.14% | |||||
Thornburg Intl Value | -4.49% | |||||
Marsico Intl Opp | -5.84% | |||||
Dimensional Emerging Markets Value | -5.69% | |||||
Royce International Value | -3.80% | |||||
BGI Eafe Index |
-5.20% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
-4.41% | |||||
Diversified Small Company Stock Option |
-3.45% | |||||
Royce Opportunity |
-3.21% | |||||
Dimensional U.S. Micro Cap Portfolio |
-2.94% | |||||
Third Avenue Sm Cap Value | -3.13% | |||||
Buffalo Small Cap | -2.63% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -7.12% | |||||
Morgan Stanley US Small Cap Value Instl | -1.01% | |||||
BGI – Small Company Index |
-3.73% | |||||
Benchmark | ||||||
Russell 2000 Total |
-3.68% | |||||
Conservative Model Portfolio |
-1.24% | |||||
Benchmark | ||||||
Conservative Composite Index |
-0.85% | |||||
Moderate Model Portfolio |
-2.49% | |||||
Benchmark | ||||||
Moderate Composite Index |
-2.17% | |||||
Aggressive Model Portfolio |
-3.20% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-2.87% |