Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.84% | 2.79% | 0.48% | 3.71% | n/a |
Stable Value Option |
0.62% | |||||
Wellington Core |
1.69% | |||||
PRIMCO GIC |
0.53% | |||||
Cash | 0.54% | |||||
BGI – Stable Value Index |
0.54% | |||||
Benchmark – LB 1-3yr. Govt./Treas. |
1.32% | |||||
Equity Index Option (BGI US Equity Index) |
3.77% | |||||
Benchmark – Wilshire 5000 |
3.83% | |||||
Value Stock Option |
4.52% | |||||
Federated Stock Trust | 3.21% | |||||
Morgan Core (Separately Managed) |
5.73% | |||||
Neuberger Berman Focus Tr | 14.69% | |||||
Legg Mason Spec. Inv. Trust |
7.06% | |||||
Neuberger Berman Regency | -3.25% | |||||
T. Rowe Price Value | 5.64% | |||||
BGI – Value Index | 2.16% | |||||
Benchmark – Russell Price Driven (1000 Value) |
0.38% | |||||
Growth Stock Option |
3.91% | |||||
MFS Instl. Mid Cap Growth | 6.57% | |||||
Turner Mid Cap Growth | 1.14% | |||||
Janus Fund | 8.14% | |||||
MFS Instl. Research Fund | 4.18% | |||||
Marsico Focus | -0.99% | |||||
Vanguard World US Growth | 3.87% | |||||
BGI -Growth Index | 4.58% | |||||
Benchmark – Russell Earnings Growth (1000 Growth) |
6.91% | |||||
International Stock Option |
2.18% | |||||
Amer Cent-20th Cent. Int’l Discovery |
4.28% | |||||
Amer Cent-20th Cent. Int’l Growth |
-1.74% | |||||
Janus Overseas | 4.41% | |||||
Templeton Instl. Foreign | 1.59% | |||||
Benchmark – EAFE Net DIvs | 0.03% | |||||
Diversified Small Company Stock Option |
8.18% | |||||
MFS Instl. Emerging Equities | 7.83% | |||||
Royce Opportunity | 13.75% | |||||
DFA US 9-10 Small Co. | 13.80% | |||||
State Street Aurora | 5.41% | |||||
Berger Small Cap Value Instl. | 5.73% | |||||
Franklin Small Cap Growth II | 11.26% | |||||
BGI – Small Company Index | 3.98% | |||||
Benchmark – Russell 2000 Total |
5.21% | |||||
Conservative Model Portfolio |
1.98% | |||||
Benchmark – Conservative Composite Index |
1.64% | |||||
Moderate Model Portfolio |
3.28% | |||||
Benchmark – Moderate Composite Index |
2.66% | |||||
Aggressive Model Portfolio |
4.02% | |||||
Benchmark – Aggressive Composite Index |
2.98% | |||||