Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -0.34% | 4.20% | 0.82% | 0.44% | n/a |
Stable Value Option |
0.51% | |||||
Wellington Core |
0.89% | |||||
Wellington Liquid |
0.49% | |||||
PRIMCO GIC |
0.47% | |||||
Cash | 0.43% | |||||
BGI – Money Market Index |
0.43% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
0.43% | |||||
Equity Index Option (BGI US Equity Index) |
3.34% | |||||
Benchmark – Wilshire 5000 |
4.12% | |||||
Conservative Equity Income Option |
3.77% | |||||
Federated Stock Trust | 1.60% | |||||
Morgan Core (Separately Managed) |
2.46% | |||||
Neuberger Berman Focus Tr | 7.28% | |||||
BGI – TAA Index | 4.16% | |||||
Benchmark – Russell Price Driven (1000 Value) |
0.80% | |||||
Growth Stock Option |
5.58% | |||||
Fidelity Contrafund | 5.79% | |||||
Janus Fund | 9.09% | |||||
MFS Instl. Research Fund | 3.09% | |||||
Vanguard World US Growth | 5.41% | |||||
BGI – Equity Index | 4.19% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
5.87% | |||||
International Stock Option |
3.07% | |||||
Amer Cent-20th Cent. Int’l Discovery |
4.28% | |||||
Amer Cent-20th Cent. Int’l Equity |
5.11% | |||||
Janus Overseas | 4.63% | |||||
Templeton Instl. Foreign | -1.07% | |||||
Benchmark – EAFE Net DIvs | -0.30% | |||||
Aggressive Growth Stock Option |
1.62% | |||||
Franklin Small Cap Growth A |
5.54% | |||||
MFS Instl. Emerging Equities |
-0.77% | |||||
Heartland Value | 0.41% | |||||
DFA US 9-10 Small Co. | 2.79% | |||||
BGI – Extended Market Index |
0.33% | |||||
Benchmark – Russell 2000 Total |
1.33% | |||||
Conservative Model Portfolio |
1.74% | |||||
Benchmark – Conservative Composite Index |
1.24% | |||||
Moderate Model Portfolio |
2.62% | |||||
Benchmark – Moderate Composite Index |
1.87% | |||||
Aggressive Model Portfolio |
2.88% | |||||
Benchmark – Aggressive Composite Index |
1.93% | |||||