Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 6.30% | 9.30% | 11.20% | 9.10% | n/a |
Stable Value Option |
2.83% | |||||
Wellington Core |
-2.09% | |||||
Wellington Liquid |
0.11% | |||||
PRIMCO GIC |
3.36% | |||||
Cash | 2.89% | |||||
BGI – Money Market Index |
2.91% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.67% | |||||
Equity Index Option (BGI US Equity Index) |
8.40% | |||||
Benchmark – Wilshire 5000 |
8.29% | |||||
Conservative Equity Income Option |
9.05% | |||||
Federated Stock Trust | 9.55% | |||||
Morgan Core (Separately Managed) |
8.51% | |||||
Neuberger Berman Focus Tr | 10.10% | |||||
BGI – TAA Index | 8.61% | |||||
Benchmark – Russell Price Driven (1000 Value) |
9.56% | |||||
Growth Stock Option |
9.96% | |||||
Fidelity Contrafund | 9.87% | |||||
Janus Fund | 16.29% | |||||
MFS Instl. Research Fund | 6.11% | |||||
Marsico Focus | 14.21% | |||||
Vanguard World US Growth | 3.01% | |||||
BGI – Equity Index | 8.86% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
6.94% | |||||
International Stock Option |
11.68% | |||||
Amer Cent-20th Cent. Int’l Discovery |
21.32% | |||||
Amer Cent-20th Cent. Int’l Equity |
9.71% | |||||
Janus Overseas | 13.20% | |||||
Templeton Instl. Foreign | 11.84% | |||||
Benchmark – EAFE Net DIvs | 7.06% | |||||
Aggressive Growth Stock Option |
10.16% | |||||
Franklin Small Cap Growth A |
17.24% | |||||
MFS Instl. Emerging Equities |
3.32% | |||||
Heartland Value | 12.87% | |||||
DFA US 9-10 Small Co. | 11.71% | |||||
BGI – Extended Market Index |
6.83% | |||||
Benchmark – Russell 2000 Total |
6.29% | |||||
Conservative Model Portfolio |
5.20% | |||||
Benchmark – Conservative Composite Index |
4.57% | |||||
Moderate Model Portfolio |
7.33% | |||||
Benchmark – Moderate Composite Index |
5.64% | |||||
Aggressive Model Portfolio |
8.71% | |||||
Benchmark – Aggressive Composite Index |
6.37% | |||||