Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 15.32% | 32.22% | 43.84% | 40.92% | n/a |
Stable Value Option |
5.26% | |||||
Wellington Core |
-1.45% | |||||
Wellington Liquid |
1.65% | |||||
PRIMCO GIC |
5.90% | |||||
Cash | 5.23% | |||||
BGI – Stable Value Index |
5.26% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
3.51% | |||||
Equity Index Option (BGI US Equity Index) |
23.42% | |||||
Benchmark – Wilshire 5000 |
23.56% | |||||
Value Stock Option |
15.47% | |||||
Federated Stock Trust | 6.08% | |||||
Morgan Core (Separately Managed) |
13.50% | |||||
Neuberger Berman Focus Tr | 25.65% | |||||
Legg Mason Spec. Inv. Trust |
36.97% | |||||
Neuberger Berman Regency | n/a% | |||||
T. Rowe Price Value | 9.16% | |||||
BGI – Value Index | 19.70% | |||||
Benchmark – Russell Price Driven (1000 Value) |
7.35% | |||||
Growth Stock Option |
34.75% | |||||
Fidelity Contrafund | 25.03% | |||||
Janus Fund | 48.19% | |||||
MFS Instl. Research Fund | 24.18% | |||||
Marsico Focus | 55.65% | |||||
Vanguard World US Growth | 22.28% | |||||
BGI -Growth Index | 21.64% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
33.16% | |||||
International Stock Option |
58.44% | |||||
Amer Cent-20th Cent. Int’l Discovery |
88.54% | |||||
Amer Cent-20th Cent. Int’l Growth |
64.44% | |||||
Janus Overseas | 86.07% | |||||
Templeton Instl. Foreign | 27.34% | |||||
Benchmark – EAFE Net DIvs | 26.97% | |||||
Diversified Small Company Stock Option |
37.84% | |||||
Franklin Small Cap Growth A |
97.08% | |||||
MFS Instl. Emerging Equities |
46.74% | |||||
Heartland Value | 25.01% | |||||
DFA US 9-10 Small Co. | 29.79% | |||||
Eclipse Small Cap Value | 3.05% | |||||
Berger Small Cap Value Instl. |
14.69% | |||||
BGI – Small Company Index | 29.52% | |||||
Benchmark – Russell 2000 Total |
21.26% | |||||
Conservative Model Portfolio |
11.01% | |||||
Benchmark – Conservative Composite Index |
8.29% | |||||
Moderate Model Portfolio |
22.28% | |||||
Benchmark – Moderate Composite Index |
15.66% | |||||
Aggressive Model Portfolio |
28.67% | |||||
Benchmark – Aggressive Composite Index |
18.61% | |||||