Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 7.30% | 7.71% | 6.93% | 1.31% | n/a |
Stable Value Option |
1.68% | |||||
Wellington Core |
-0.05% | |||||
Wellington Liquid |
0.15% | |||||
PRIMCO GIC |
1.92% | |||||
Cash | 1.63% | |||||
BGI – Money Market Index |
1.65% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.28% | |||||
Equity Index Option (BGI US Equity Index) |
8.04% | |||||
Benchmark – Wilshire 5000 |
8.75% | |||||
Conservative Equity Income Option |
8.98% | |||||
Federated Stock Trust | 10.15% | |||||
Morgan Core (Separately Managed) |
8.93% | |||||
Neuberger Berman Focus Tr | 8.10% | |||||
BGI – TAA Index | 8.92% | |||||
Benchmark – Russell Price Driven (1000 Value) |
10.91% | |||||
Growth Stock Option |
7.30% | |||||
Fidelity Contrafund | 8.01% | |||||
Janus Fund | 12.69% | |||||
MFS Instl. Research Fund | 3.96% | |||||
Vanguard World US Growth | 2.99% | |||||
BGI – Equity Index | 9.06% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
6.49% | |||||
International Stock Option |
7.24% | |||||
Amer Cent-20th Cent. Int’l Discovery |
14.52% | |||||
Amer Cent-20th Cent. Int’l Equity |
5.43% | |||||
Janus Overseas | 6.52% | |||||
Templeton Instl. Foreign | 10.26% | |||||
Benchmark – EAFE Net DIvs | 5.50% | |||||
Aggressive Growth Stock Option |
2.29% | |||||
Franklin Small Cap Growth A |
9.22% | |||||
MFS Instl. Emerging Equities |
-4.66% | |||||
Heartland Value | 2.29% | |||||
DFA US 9-10 Small Co. | 0.84% | |||||
BGI – Extended Market Index |
4.29% | |||||
Benchmark – Russell 2000 Total |
3.05% | |||||
Conservative Model Portfolio |
4.43% | |||||
Benchmark – Conservative Composite Index |
4.70% | |||||
Moderate Model Portfolio |
5.23% | |||||
Benchmark – Moderate Composite Index |
5.23% | |||||
Aggressive Model Portfolio |
5.71% | |||||
Benchmark – Aggressive Composite Index |
5.61% | |||||