Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 9.86% | 19.51% | 26.37% | 21.62% | n/a |
Stable Value Option |
4.81% | |||||
Wellington Core |
-0.74% | |||||
Wellington Liquid |
1.16% | |||||
PRIMCO GIC |
5.38% | |||||
Cash | 4.73% | |||||
BGI – Stable Value Index |
4.75% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
3.31% | |||||
Equity Index Option (BGI US Equity Index) |
14.52% | |||||
Benchmark – Wilshire 5000 |
14.84% | |||||
Value Stock Option |
10.52% | |||||
Federated Stock Trust | 2.75% | |||||
Morgan Core (Separately Managed) |
9.64% | |||||
Neuberger Berman Focus Tr | 15.25% | |||||
Neuberger Berman Regency | 0.00% | |||||
Legg Mason Spec. Inv. Trust |
31.29% | |||||
T. Rowe Price Value | 7.42% | |||||
BGI – Value Index | 14.23% | |||||
Benchmark – Russell Price Driven (1000 Value) |
6.83% | |||||
Growth Stock Option |
20.86% | |||||
Fidelity Contrafund | 14.79% | |||||
Janus Fund | 32.36% | |||||
MFS Instl. Research Fund | 13.15% | |||||
Marsico Focus | 31.79% | |||||
Vanguard World US Growth | 14.19% | |||||
BGI – Growth Index | 14.23% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
20.61% | |||||
International Stock Option |
35.93% | |||||
Amer Cent-20th Cent. Int’l Discovery |
58.83% | |||||
Amer Cent-20th Cent. Int’l Growth |
35.92% | |||||
Janus Overseas | 53.93% | |||||
Templeton Instl. Foreign | 16.30% | |||||
Benchmark – EAFE Net DIvs | 16.51% | |||||
Diversified Small Company Stock Option |
19.86% | |||||
Franklin Small Cap Growth A |
58.35% | |||||
MFS Instl. Emerging Equities |
20.52% | |||||
Heartland Value | 4.51% | |||||
DFA US 9-10 Small Co. | 16.54% | |||||
Eclipse Small Cap Value | -2.35% | |||||
Berger Small Cap Value Instl. |
10.77% | |||||
BGI – Small Company Index | 16.29% | |||||
Benchmark – Russell 2000 Total |
8.93% | |||||
Conservative Model Portfolio |
7.92% | |||||
Benchmark – Conservative Composite Index |
6.32% | |||||
Moderate Model Portfolio |
14.10% | |||||
Benchmark – Moderate Composite Index |
10.04% | |||||
Aggressive Model Portfolio |
17.43% | |||||
Benchmark – Aggressive Composite Index |
11.27% | |||||