Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 28.96% | 28.87% | 38.50% | 43.26% | n/a |
Stable Value Option |
4.62% | |||||
Wellington Core |
4.35% | |||||
PRIMCO GIC |
5.00% | |||||
Cash | 1.24% | |||||
BGI – Money Market Index |
1.19% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.01% | |||||
Equity Index Option (BGI – US Equity Index) |
30.60% | |||||
Benchmark | ||||||
Russell 3000 |
31.06% | |||||
Value Stock Option |
35.70% | |||||
Federated Stock Trust |
27.92% | |||||
Morgan Value (separately managed) |
35.68% | |||||
Neuberger Berman Focus Tr |
64.58% | |||||
Legg Mason Spec. Invmt. Trust |
52.10% | |||||
Neuberger Berman Regency |
35.91% | |||||
T. Rowe Price Value |
30.00% | |||||
BGI – Value Index |
25.15% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
30.03% | |||||
Growth Stock Option |
38.42% | |||||
Turner Mid Cap Growth |
49.56% | |||||
TCW Galileo Select Equities I |
50.26% | |||||
Marsico Focus |
31.24% | |||||
Wellington Mid Cap Opportunities |
n/a% | |||||
BGI – Growth Index |
29.23% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
29.75% | |||||
International Stock Option |
40.28% | |||||
Amer Cent-20th Cent. Int’l Discovery |
51.38% | |||||
Amer Cent-20th Cent. Int’l Growth |
25.38% | |||||
Templeton Instl. Foreign |
42.61% | |||||
First Eagle Overseas I |
41.84% | |||||
Longleaf Partners Intl. |
41.52% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
41.41% | |||||
Diversified Small Company Stock Option |
45.09% | |||||
MFS Instl. Emerging Equities |
34.70% | |||||
Royce Opportunity |
72.62% | |||||
Dimensional U.S. Micro Cap Portfolio |
60.72% | |||||
State Street Aurora |
50.19% | |||||
Janus Small Cap Value Instl. |
37.18% | |||||
Franklin Small Cap Growth II |
48.47% | |||||
BGI – Small Company Index |
34.27% | |||||
Benchmark | ||||||
Russell 2000 Total |
47.25% | |||||
Conservative Model Portfolio |
15.39% | |||||
Benchmark | ||||||
Conservative Composite Index |
13.43% | |||||
Moderate Model Portfolio |
25.77% | |||||
Benchmark | ||||||
Moderate Composite Index |
23.20% | |||||
Aggressive Model Portfolio |
31.27% | |||||
Benchmark | ||||||
Aggressive Composite Index |
29.69% |