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 -3.11% -9.25% -11.99% 1.74% n/a
             
Stable
Value Option
3.25%          
Wellington
Core
4.03%          
PRIMCO
GIC
3.11%          
Cash 2.62%          
BGI
– Stable Value Index
2.64%          
             
Benchmark
– LB 1-3yr. Govt./Treas.
4.04%          
             
Equity
Index Option (BGI US Equity Index)
    -5.95%      
             
Benchmark
– Wilshire 5000
    -5.79%      
             
Value Stock
Option
  0.88%        
Federated Stock Trust   3.24%        
Morgan Core (Separately
Managed)
  -3.34%        
Neuberger Berman Focus Tr   5.12%        
Legg Mason Spec. Inv.
Trust
  7.79%        
Neuberger Berman Regency   -1.03%        
T. Rowe Price Value   5.12%        
BGI – Value Index   -5.27%        
             
Benchmark – Russell Price
Driven (1000 Value)
  -1.26%        
             
Growth Stock
Option
    -14.11%      
MFS Instl. Mid Cap Growth     -5.85%      
Turner Mid Cap Growth     -15.95%      
Janus Fund     -12.29%      
MFS Instl. Research Fund     -12.95%      
Marsico Focus     -14.68%      
Vanguard World US Growth     -25.90%      
BGI -Growth Index     -12.03%      
             
Benchmark – Russell
Earnings Growth (1000 Growth)
    -14.24%      
             
International
Stock Option
      -14.48%    
Amer Cent-20th Cent.
Int’l Discovery
      -13.06%    
Amer Cent-20th Cent.
Int’l Growth
      -18.85%    
Janus Overseas       -15.67%    
Templeton Instl. Foreign       -6.81%    
             
Benchmark – EAFE Net DIvs       -14.61%    
             
Diversified Small
Company Stock Option
        7.57%  
MFS Instl. Emerging Equities         2.33%  
Royce Opportunity         19.54%  
DFA US 9-10 Micro Cap Portfolio         22.72%  
State Street Aurora         15.30%  
Berger Small Cap Value Instl.         15.86%  
Franklin Small Cap Growth II         2.94%  
BGI – Small Company Index         -3.76%  
             
Benchmark – Russell 2000
Total
        6.95%  
             
Conservative
Model Portfolio
          1.54%
Benchmark – Conservative
Composite Index
          1.01%
             
Moderate Model
Portfolio
          -1.59%
Benchmark – Moderate
Composite Index
          -2.55%
             
Aggressive Model
Portfolio
          -2.10%
Benchmark – Aggressive
Composite Index
          -3.19%
             

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation