Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.16% | 5.22% | -10.06% | 9.18% | n/a |
Stable Value Option |
4.81% | |||||
Wellington Core |
7.19% | |||||
Wellington Liquid |
4.09% | |||||
PRIMCO GIC |
4.62% | |||||
Cash | 4.78% | |||||
BGI – Stable Value Index |
4.79% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
5.26% | |||||
Equity Index Option (BGI US Equity Index) |
0.55% | |||||
Benchmark – Wilshire 5000 |
-0.61% | |||||
Value Stock Option |
5.93% | |||||
Federated Stock Trust | -1.32% | |||||
Morgan Core (Separately Managed) |
0.73% | |||||
Neuberger Berman Focus Tr | 23.27% | |||||
Legg Mason Spec. Inv. Trust |
-3.20% | |||||
Neuberger Berman Regency | 23.57% | |||||
T. Rowe Price Value | 4.97% | |||||
BGI – Value Index | 0.32% | |||||
Benchmark – Russell Price Driven (1000 Value) |
3.30% | |||||
Growth Stock Option |
1.53% | |||||
MFS Instl. Mid Cap Growth | 20.00% | |||||
Turner Mid Cap Growth | 27.63% | |||||
Janus Fund | 3.79% | |||||
MFS Instl. Research Fund | 9.39% | |||||
Marsico Focus | -5.46% | |||||
Vanguard World US Growth | 6.41% | |||||
BGI -Growth Index | -1.59% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
-1.38% | |||||
International Stock Option |
-10.96% | |||||
Amer Cent-20th Cent. Int’l Discovery |
2.81% | |||||
Amer Cent-20th Cent. Int’l Growth |
-10.96% | |||||
Janus Overseas | -5.59% | |||||
Templeton Instl. Foreign | -5.89% | |||||
Benchmark – EAFE Net DIvs | -11.80% | |||||
Diversified Small Company Stock Option |
16.15% | |||||
MFS Instl. Emerging Equities | 14.95% | |||||
Royce Opportunity | 27.26% | |||||
DFA US 9-10 Samll Co. | 14.51% | |||||
State Street Aurora | 32.00% | |||||
Berger Small Cap Value Instl. | 14.77% | |||||
Franklin Small Cap Growth II | n/a% | |||||
BGI – Small Company Index | 4.02% | |||||
Benchmark – Russell 2000 Total |
4.17% | |||||
Conservative Model Portfolio |
4.00% | |||||
Benchmark – Conservative Composite Index |
3.70% | |||||
Moderate Model Portfolio |
3.41% | |||||
Benchmark – Moderate Composite Index |
1.28% | |||||
Aggressive Model Portfolio |
3.78% | |||||
Benchmark – Aggressive Composite Index |
0.31% | |||||