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 -4.34% -23.46% -15.88% 0.45% n/a
             
Stable
Value Option
4.56%          
Wellington
Core
7.60%          
PRIMCO
GIC
4.18%          
Cash 3.29%          
BGI -
Money Market Index
3.31%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
5.92%          
             
Equity
Index Option (BGI – US Equity Index)
    -13.04%      
             
Benchmark            
Wilshire
5000
    -12.95%      
             
Value
Stock Option
  -5.33%        
Federated
Stock Trust
  -0.16%        
Morgan
Core (separately managed)
  -10.55%        
Neuberger
Berman Focus Tr
  -8.48%        
Legg
Mason Spec. Invmt. Trust
  -2.52%        
Neuberger
Berman Regency
  -3.34%        
T. Rowe
Price Value
  1.98%        
BGI -
Value Index
  -11.88%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  -5.42%        
             
Growth
Stock Option
    -25.20%      
MFS
Instl. Mid Cap Growth
    -24.91%      
Turner
Mid Cap Growth
    -29.85%      
Janus
Fund
    -24.99%      
MFS
Instl. Research Fund
    -22.38%      
Marsico
Focus
    -23.85%      
Vanguard
World U.S. Growth
    -34.90%      
BGI -
Growth Index
    -20.66%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    -23.22%      
             
International
Stock Option
      -21.42%    
Amer
Cent-20th Cent. Int’l Discovery
      -20.70%    
Amer
Cent-20th Cent. Int’l Growth
      -24.06%    
Janus
Overseas
      -25.58%    
Templeton
Instl. Foreign
      -10.10%    
             
Benchmark            
EAFE
Net Divs
      -18.29%    
             
Diversified
Small Company Stock Option
        0.86%  
MFS
Instl. Emerging Equities
        -7.55%  
Royce
Opportunity
        14.52%  
DFA
U.S. Micro Cap Portfolio
        16.08%  
State
Street Aurora
        12.17%  
Berger
Small Cap Value Instl.
        12.13%  
Franklin
Small Cap Growth II
        -6.95%  
BGI -
Small Company Index
        -12.13%  
             
Benchmark            
Russell
2000 Total
        -2.19%  
             
Conservative
Model Portfolio
          -0.67%
             
Benchmark            
Conservative
Composite Index
          -0.12%
             
Moderate
Model Portfolio
          -6.49%
             
Benchmark            
Moderate
Composite Index
          -6.21%
             
Aggressive
Model Portfolio
          -8.22%
             
Benchmark            
Aggressive
Composite Index
          -8.24%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation