Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 0.05% | 4.77% | 1.84% | -5.01% | n/a |
Stable Value Option |
1.23% | |||||
Wellington Core |
-0.44% | |||||
Wellington Liquid |
-0.24% | |||||
PRIMCO GIC |
1.45% | |||||
Cash | 1.23% | |||||
BGI – Money Market Index |
1.24% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
0.88% | |||||
Equity Index Option (BGI US Equity Index) |
3.16% | |||||
Benchmark – Wilshire 5000 |
3.77% | |||||
Conservative Equity Income Option |
3.73% | |||||
Federated Stock Trust | 3.21% | |||||
Morgan Core (Separately Managed) |
2.98% | |||||
Neuberger Berman Focus Tr | 3.81% | |||||
BGI – TAA Index | 4.88% | |||||
Benchmark – Russell Price Driven (1000 Value) |
1.44% | |||||
Growth Stock Option |
5.69% | |||||
Fidelity Contrafund | 5.79% | |||||
Janus Fund | 11.35% | |||||
MFS Instl. Research Fund | 1.88% | |||||
Vanguard World US Growth | 3.81% | |||||
BGI – Equity Index | 4.98% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
6.36% | |||||
International Stock Option |
2.45% | |||||
Amer Cent-20th Cent. Int’l Discovery |
5.75% | |||||
Amer Cent-20th Cent. Int’l Equity |
1.26% | |||||
Janus Overseas | 4.28% | |||||
Templeton Instl. Foreign | 1.90% | |||||
Benchmark – EAFE Net DIvs | 1.39% | |||||
Aggressive Growth Stock Option |
-5.12% | |||||
Franklin Small Cap Growth A |
1.82% | |||||
MFS Instl. Emerging Equities |
-8.36% | |||||
Heartland Value | -8.26% | |||||
DFA US 9-10 Small Co. | -7.90% | |||||
BGI – Extended Market Index |
-3.45% | |||||
Benchmark – Russell 2000 Total |
-5.43% | |||||
Conservative Model Portfolio |
2.12% | |||||
Benchmark – Conservative Composite Index |
1.57% | |||||
Moderate Model Portfolio |
2.13% | |||||
Benchmark – Moderate Composite Index |
1.64% | |||||
Aggressive Model Portfolio |
1.52% | |||||
Benchmark – Aggressive Composite Index |
1.03% | |||||