Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -12.32% | -11.81% | -17.54% | -4.93% | n/a |
Stable Value Option |
3.13% | |||||
Wellington Core |
-0.74% | |||||
PRIMCO GIC |
3.16% | |||||
CDs | 2.33% | |||||
Dreyfus Government Money Market Index | 1.84% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.92% | |||||
Equity Index Option (BGI – US Equity Index) |
-10.39% | |||||
Benchmark | ||||||
Russell 3000 |
-10.39% | |||||
Value Stock Option |
-10.52% | |||||
Morgan Value (separately managed) |
-15.05% | |||||
CGM Focus | -11.43% | |||||
Goldman Sachs Mid Value Instl. | -6.09% | |||||
Neuberger Berman Partners |
-12.02% | |||||
T. Rowe Price Value |
-7.98% | |||||
BGI – Value Index |
-12.47% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-12.42% | |||||
Growth Stock Option |
-10.76% | |||||
Turner Mid Cap Growth |
-15.43% | |||||
Marsico Focus |
-12.86% | |||||
Wellington Mid Cap Opportunities |
-5.30% | |||||
Primecap Odyssey Growth | -8.07% | |||||
T. Rowe Price Growth Stock | -12.49% | |||||
BGI – Growth Index |
-9.87% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-9.83% | |||||
International Stock Option |
-20.24% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-20.80% | |||||
Amer Cent-20th Cent. Int’l Growth |
-17.11% | |||||
Templeton Instl. Foreign |
-18.71% | |||||
Oppenheimer Intl Sm Co A | -33.58% | |||||
Thornburg Intl Value R5 | -19.08% | |||||
Marsico Intl Opp | -20.10% | |||||
Dimensional Emerging Markets Value | -22.14% | |||||
Royce International Value | -0.63% | |||||
BGI Eafe Index |
-17.87% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-17.31% | |||||
Diversified Small Company Stock Option |
-5.12% | |||||
Royce Opportunity |
-5.35% | |||||
Dimensional U.S. Micro Cap Portfolio |
-6.45% | |||||
Third Avenue Sm Cap Instl. | 0.56% | |||||
iShares Morningstar Small Growth Index | -7.37% | |||||
Morgan Stanley US Small Cap Value Instl | -1.08% | |||||
BGI – Small Company Index |
-2.70% | |||||
Benchmark | ||||||
Russell 2000 Total |
-2.62% | |||||
Conservative Model Portfolio |
-2.35% | |||||
Benchmark | ||||||
Conservative Composite Index |
-2.81% | |||||
Moderate Model Portfolio |
-6.15% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.86% | |||||
Aggressive Model Portfolio |
-8.12% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-7.43% |