Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 5.99% | 5.83% | 3.36% | 2.86% | n/a |
Stable Value Option |
1.95% | |||||
Wellington Core |
-1.06% | |||||
Wellington Liquid |
-0.26% | |||||
PRIMCO GIC |
2.36% | |||||
Cash | 2.05% | |||||
BGI – Money Market Index |
2.07% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.27% | |||||
Equity Index Option (BGI US Equity Index) |
6.03% | |||||
Benchmark – Wilshire 5000 |
6.37% | |||||
Conservative Equity Income Option |
7.46% | |||||
Federated Stock Trust | 10.26% | |||||
Morgan Core (Separately Managed) |
6.99% | |||||
Neuberger Berman Focus Tr | 7.06% | |||||
BGI – TAA Index | 6.31% | |||||
Benchmark – Russell Price Driven (1000 Value) |
9.69% | |||||
Growth Stock Option |
5.01% | |||||
Fidelity Contrafund | 5.77% | |||||
Janus Fund | 10.73% | |||||
MFS Instl. Research Fund | 2.08% | |||||
Marsico Focus | 8.66% | |||||
Vanguard World US Growth | -0.48% | |||||
BGI – Equity Index | 6.48% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
3.23% | |||||
International Stock Option |
4.32% | |||||
Amer Cent-20th Cent. Int’l Discovery |
11.81% | |||||
Amer Cent-20th Cent. Int’l Equity |
1.57% | |||||
Janus Overseas | 4.78% | |||||
Templeton Instl. Foreign | 6.19% | |||||
Benchmark – EAFE Net DIvs | 0.07% | |||||
Aggressive Growth Stock Option |
5.10% | |||||
Franklin Small Cap Growth A |
8.77% | |||||
MFS Instl. Emerging Equities |
0.05% | |||||
Heartland Value | 7.95% | |||||
DFA US 9-10 Small Co. | 4.74% | |||||
BGI – Extended Market Index |
4.43% | |||||
Benchmark – Russell 2000 Total |
4.55% | |||||
Conservative Model Portfolio |
3.87% | |||||
Benchmark – Conservative Composite Index |
3.97% | |||||
Moderate Model Portfolio |
4.46% | |||||
Benchmark – Moderate Composite Index |
3.80% | |||||
Aggressive Model Portfolio |
5.07% | |||||
Benchmark – Aggressive Composite Index |
4.07% | |||||