Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 5.36% | 10.57% | -4.78% | 12.70% | n/a |
Stable Value Option |
4.24% | |||||
Wellington Core |
6.10% | |||||
Wellington Liquid |
3.50% | |||||
PRIMCO GIC |
4.11% | |||||
Cash | 4.21% | |||||
BGI – Stable Value Index |
4.21% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
4.44% | |||||
Equity Index Option (BGI US Equity Index) |
5.77% | |||||
Benchmark – Wilshire 5000 |
4.19% | |||||
Value Stock Option |
8.91% | |||||
Federated Stock Trust | 2.62% | |||||
Morgan Core (Separately Managed) |
5.67% | |||||
Neuberger Berman Focus Tr | 29.27% | |||||
Legg Mason Spec. Inv. Trust |
0.91% | |||||
Neuberger Berman Regency | 21.09% | |||||
T. Rowe Price Value | 6.63% | |||||
BGI – Value Index | 2.75% | |||||
Benchmark – Russell Price Driven (1000 Value) |
2.36% | |||||
Growth Stock Option |
7.25% | |||||
Fidelity Contrafund | 1.62% | |||||
Janus Fund | 9.99% | |||||
MFS Instl. Research Fund | 15.86% | |||||
Marsico Focus | 0.21% | |||||
Vanguard World US Growth | 13.16% | |||||
BGI -Growth Index | 6.41% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
8.92% | |||||
International Stock Option |
-5.40% | |||||
Amer Cent-20th Cent. Int’l Discovery |
7.37% | |||||
Amer Cent-20th Cent. Int’l Growth |
-4.81% | |||||
Janus Overseas | 2.45% | |||||
Templeton Instl. Foreign | -1.26% | |||||
Benchmark – EAFE Net DIvs | -7.29% | |||||
Diversified Small Company Stock Option |
20.17% | |||||
Franklin Small Cap Growth II | n/a% | |||||
MFS Instl. Emerging Equities |
18.65% | |||||
Heartland Value | -0.15% | |||||
DFA US 9-10 Small Co. | 17.05% | |||||
Eclipse Small Cap Value | 1.53% | |||||
Berger Small Cap Value Instl. |
16.80% | |||||
BGI – Small Company Index | 9.64% | |||||
Benchmark – Russell 2000 Total |
7.32% | |||||
Conservative Model Portfolio |
5.31% | |||||
Benchmark – Conservative Composite Index |
3.98% | |||||
Moderate Model Portfolio |
6.28% | |||||
Benchmark – Moderate Composite Index |
3.88% | |||||
Aggressive Model Portfolio |
7.39% | |||||
Benchmark – Aggressive Composite Index |
3.58% | |||||