Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.27% | 8.57% | 1.63% | 11.30% | n/a |
Stable Value Option |
1.48% | |||||
Wellington Core |
2.36% | |||||
Wellington Liquid |
1.06% | |||||
PRIMCO GIC |
1.46% | |||||
Cash | 1.46% | |||||
BGI – Stable Value Index |
1.45% | |||||
Benchmark – Merrill Lynch 1-3yr. Govt./Treas. |
1.13% | |||||
Equity Index Option (BGI US Equity Index) |
4.30% | |||||
Benchmark – Wilshire 5000 |
3.82% | |||||
Value Stock Option |
4.00% | |||||
Federated Stock Trust | -2.16% | |||||
Morgan Core (Separately Managed) |
5.38% | |||||
Neuberger Berman Focus Tr | 12.40% | |||||
Legg Mason Spec. Inv. Trust |
0.56% | |||||
Neuberger Berman Regency | 10.50% | |||||
T. Rowe Price Value | 0.40% | |||||
BGI – Value Index | 0.56% | |||||
Benchmark – Russell Price Driven (1000 Value) |
0.48% | |||||
Growth Stock Option |
4.79% | |||||
Fidelity Contrafund | 5.56% | |||||
Janus Fund | 10.44% | |||||
MFS Instl. Research Fund | 9.38% | |||||
Marsico Focus | 0.21% | |||||
Vanguard World US Growth | 5.17% | |||||
BGI -Growth Index | 4.64% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
7.13% | |||||
International Stock Option |
7.75% | |||||
Amer Cent-20th Cent. Int’l Discovery |
20.46% | |||||
Amer Cent-20th Cent. Int’l Growth |
4.49% | |||||
Janus Overseas | 14.62% | |||||
Templeton Instl. Foreign | -1.63% | |||||
Benchmark – EAFE Net DIvs | -0.11% | |||||
Diversified Small Company Stock Option |
12.69% | |||||
MFS Instl. Emerging Equities |
11.71% | |||||
Heartland Value | -2.02% | |||||
DFA US 9-10 Small Co. | 21.09% | |||||
Eclipse Small Cap Value | -1.45% | |||||
Berger Small Cap Value Instl. |
3.78% | |||||
BGI – Small Company Index | 7.63% | |||||
Benchmark – Russell 2000 Total |
7.08% | |||||
Conservative Model Portfolio |
2.39% | |||||
Benchmark – Conservative Composite Index |
1.54% | |||||
Moderate Model Portfolio |
4.57% | |||||
Benchmark – Moderate Composite Index |
2.81% | |||||
Aggressive Model Portfolio |
5.97% | |||||
Benchmark – Aggressive Composite Index |
3.34% | |||||