Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.84% | 8.17% | 12.20% | 5.87% | n/a |
Stable Value Option |
3.29% | |||||
Wellington Core |
-2.50% | |||||
Wellington Liquid |
0.20% | |||||
PRIMCO GIC |
3.88% | |||||
Cash | 3.34% | |||||
BGI – Money Market Index |
3.36% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.93% | |||||
Equity Index Option (BGI US Equity Index) |
7.37% | |||||
Benchmark – Wilshire 5000 |
7.28% | |||||
Conservative Equity Income Option |
6.02% | |||||
Federated Stock Trust | 6.93% | |||||
Morgan Core (Separately Managed) |
6.17% | |||||
Neuberger Berman Focus Tr | 2.34% | |||||
BGI – TAA Index | 8.03% | |||||
Benchmark – Russell Price Driven (1000 Value) |
5.50% | |||||
Growth Stock Option |
9.41% | |||||
Fidelity Contrafund | 6.68% | |||||
Janus Fund | 15.39% | |||||
MFS Instl. Research Fund | 4.56% | |||||
Marsico Focus | 15.93% | |||||
Vanguard World US Growth | 3.81% | |||||
BGI – Equity Index | 8.30% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
8.68% | |||||
International Stock Option |
11.68% | |||||
Amer Cent-20th Cent. Int’l Discovery |
24.14% | |||||
Amer Cent-20th Cent. Int’l Equity |
9.30% | |||||
Janus Overseas | 13.25% | |||||
Templeton Instl. Foreign | 11.27% | |||||
Benchmark – EAFE Net DIvs | 7.45% | |||||
Aggressive Growth Stock Option |
8.10% | |||||
Franklin Small Cap Growth A |
19.01% | |||||
MFS Instl. Emerging Equities |
0.72% | |||||
Heartland Value | 7.51% | |||||
DFA US 9-10 Small Co. | 9.57% | |||||
BGI – Extended Market Index |
4.04% | |||||
Benchmark – Russell 2000 Total |
2.35% | |||||
Conservative Model Portfolio |
4.66% | |||||
Benchmark – Conservative Composite Index |
3.71% | |||||
Moderate Model Portfolio |
6.60% | |||||
Benchmark – Moderate Composite Index |
4.87% | |||||
Aggressive Model Portfolio |
7.71% | |||||
Benchmark – Aggressive Composite Index |
5.19% | |||||