Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 9.34% | 12.17% | 8.71% | 9.17% | n/a |
Stable Value Option |
2.39% | |||||
Wellington Core |
-1.58% | |||||
Wellington Liquid |
.03% | |||||
PRIMCO GIC |
2.88% | |||||
Cash | 2.46% | |||||
BGI – Money Market Index |
2.48% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.58% | |||||
Equity Index Option (BGI US Equity Index) |
11.69% | |||||
Benchmark – Wilshire 5000 |
11.87% | |||||
Conservative Equity Income Option |
13.61% | |||||
Federated Stock Trust | 13.80% | |||||
Morgan Core (Separately Managed) |
12.85% | |||||
Neuberger Berman Focus Tr | 16.72% | |||||
BGI – TAA Index | 12.16% | |||||
Benchmark – Russell Price Driven (1000 Value) |
12.87% | |||||
Growth Stock Option |
12.53% | |||||
Fidelity Contrafund | 11.60% | |||||
Janus Fund | 19.47% | |||||
MFS Instl. Research Fund | 9.13% | |||||
Marsico Focus | 15.20% | |||||
Vanguard World US Growth | 6.88% | |||||
BGI – Equity Index | 12.38% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
10.45% | |||||
International Stock Option |
10.12% | |||||
Amer Cent-20th Cent. Int’l Discovery |
20.17% | |||||
Amer Cent-20th Cent. Int’l Equity |
7.10% | |||||
Janus Overseas | 10.86% | |||||
Templeton Instl. Foreign | 11.22% | |||||
Benchmark – EAFE Net DIvs | 3.97% | |||||
Aggressive Growth Stock Option |
11.12% | |||||
Franklin Small Cap Growth A |
17.86% | |||||
MFS Instl. Emerging Equities |
6.68% | |||||
Heartland Value | 11.68% | |||||
DFA US 9-10 Small Co. | 10.69% | |||||
BGI – Extended Market Index |
9.34% | |||||
Benchmark – Russell 2000 Total |
9.28% | |||||
Conservative Model Portfolio |
6.50% | |||||
Benchmark – Conservative Composite Index |
5.90% | |||||
Moderate Model Portfolio |
8.65% | |||||
Benchmark – Moderate Composite Index |
7.16% | |||||
Aggressive Model Portfolio |
10.09% | |||||
Benchmark – Aggressive Composite Index |
8.05% | |||||