Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 7.97% | 13.33% | 16.34% | 10.39% | n/a |
Stable Value Option |
4.31% | |||||
Wellington Core |
-0.83% | |||||
Wellington Liquid |
0.98% | |||||
PRIMCO GIC |
4.85% | |||||
Cash | 4.25% | |||||
BGI – Money Market Index |
4.28% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
2.99% | |||||
Equity Index Option (BGI US Equity Index) |
10.93% | |||||
Benchmark – Wilshire 5000 |
11.12% | |||||
Value Stock Option |
8.10% | |||||
Federated Stock Trust | 3.36% | |||||
Morgan Core (Separately Managed) |
7.68% | |||||
Neuberger Berman Focus Tr | 13.99% | |||||
Legg Mason Spec. Inv. Trust |
21.99% | |||||
Neuberger Berman Regency | 0.00% | |||||
T. Rowe Price Value | 8.56% | |||||
BGI – TAA | 11.65% | |||||
Benchmark – Russell Price Driven (1000 Value) |
7.68% | |||||
Growth Stock Option |
15.30% | |||||
Fidelity Contrafund | 10.32% | |||||
Janus Fund | 27.13% | |||||
MFS Instl. Research Fund | 7.79% | |||||
Marsico Focus | 22.60% | |||||
Vanguard World US Growth | 10.56% | |||||
BGI – Russell 1000 Growth Index |
11.98% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
14.43% | |||||
International Stock Option |
18.10% | |||||
Amer Cent-20th Cent. Int’l Discovery |
31.77% | |||||
Amer Cent-20th Cent. Int’l Growth |
17.86% | |||||
Janus Overseas | 26.15% | |||||
Templeton Instl. Foreign | 10.77% | |||||
Benchmark – EAFE Net DIvs | 12.60% | |||||
Diversified Small Company Stock Option |
10.78% | |||||
Franklin Small Cap Growth A |
37.79% | |||||
MFS Instl. Emerging Equities |
6.20% | |||||
Heartland Value | 1.23% | |||||
DFA US 9-10 Small Co. | 6.23% | |||||
Eclipse Small Cap Value | -5.03% | |||||
Berger Small Cap Value Instl. |
7.25% | |||||
BGI – Extended Mkt. Index | 8.03% | |||||
Benchmark – Russell 2000 Total |
2.79% | |||||
Conservative Model Portfolio |
6.41% | |||||
Benchmark – Conservative Composite Index |
5.55% | |||||
Moderate Model Portfolio |
9.58% | |||||
Benchmark – Moderate Composite Index |
7.57% | |||||
Aggressive Model Portfolio |
11.12% | |||||
Benchmark – Aggressive Composite Index |
8.03% | |||||