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 -3.75% -8.77% -6.35% -5.82% n/a
             
Stable
Value Option
1.19%          
Wellington
Core
2.88%          
PRIMCO
GIC
1.01%          
Cash 0.99%          
BGI
– Stable Value Index
1.00%          
             
Benchmark
– LB 1-3yr. Govt./Treas.
1.98%          
             
Equity
Index Option (BGI US Equity Index)
    -6.02%      
             
Benchmark
– Wilshire 5000
    -5.95%      
             
Value Stock
Option
  -1.97%        
Federated Stock Trust   0.62%        
Morgan Core (Separately
Managed)
  -4.14%        
Neuberger Berman Focus Tr   -2.30%        
Legg Mason Spec. Inv.
Trust
  -0.47%        
Neuberger Berman Regency   -4.96%        
T. Rowe Price Value   3.24%        
BGI – Value Index   -4.55%        
             
Benchmark – Russell Price
Driven (1000 Value)
  -2.41%        
             
Growth Stock
Option
    -11.79%      
MFS Instl. Mid Cap Growth     -8.38%      
Turner Mid Cap Growth     -18.08%      
Janus Fund     -10.63%      
MFS Instl. Research Fund     -8.61%      
Marsico Focus     -13.06%      
Vanguard World US Growth     -18.63%      
BGI -Growth Index     -8.87%      
             
Benchmark – Russell
Earnings Growth (1000 Growth)
    -11.24%      
             
International
Stock Option
      -6.12%    
Amer Cent-20th Cent.
Int’l Discovery
      -3.44%    
Amer Cent-20th Cent.
Int’l Growth
      -9.33%    
Janus Overseas       -8.33%    
Templeton Instl. Foreign       -1.77%    
             
Benchmark – EAFE Net DIvs       -7.55%    
             
Diversified Small
Company Stock Option
        0.58%  
MFS Instl. Emerging Equities         -2.52%  
Royce Opportunity         9.51%  
DFA US 9-10 Small Co.         5.81%  
State Street Aurora         4.40%  
Berger Small Cap Value Instl.         4.36%  
Franklin Small Cap Growth II         -4.80%  
BGI – Small Company Index         -4.74%  
             
Benchmark – Russell 2000
Total
        -1.69%  
             
Conservative
Model Portfolio
          -0.74%
Benchmark – Conservative
Composite Index
          -0.49%
             
Moderate Model
Portfolio
          -2.86%
Benchmark – Moderate
Composite Index
          -3.17%
             
Aggressive Model
Portfolio
          -3.20%
Benchmark – Aggressive
Composite Index
          -4.02%
             

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation