Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.83% | -2.31% | 2.79% | 3.68% | n/a |
Stable Value Option |
1.27% | |||||
Wellington Core |
0.56% | |||||
PRIMCO GIC |
1.43% | |||||
Cash | 0.37% | |||||
BGI – Money Market Index |
0.51% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.02% | |||||
Equity Index Option (BGI – US Equity Index) |
0.35% | |||||
Benchmark | ||||||
Wilshire 5000 |
0.96% | |||||
Value Stock Option |
3.16% | |||||
Federated Stock Trust |
1.62% | |||||
Morgan Core (separately managed) |
2.02% | |||||
Neuberger Berman Focus Tr |
4.15% | |||||
Legg Mason Spec. Invmt. Trust |
6.14% | |||||
Neuberger Berman Regency |
4.46% | |||||
T. Rowe Price Value |
4.98% | |||||
BGI – Value Index |
1.48% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
4.09% | |||||
Growth Stock Option |
-1.83% | |||||
MFS Instl. Mid Cap Growth |
-7.42% | |||||
Turner Mid Cap Growth |
-3.83% | |||||
Janus Fund |
-0.08% | |||||
Marsico Focus |
4.49% | |||||
Vanguard World U.S. Growth |
-7.80% | |||||
BGI – Growth Index |
-0.86% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-2.59% | |||||
International Stock Option |
2.46% | |||||
Amer Cent-20th Cent. Int’l Discovery |
7.13% | |||||
Amer Cent-20th Cent. Int’l Growth |
-0.88% | |||||
Janus Overseas |
-0.39% | |||||
Templeton Instl. Foreign |
3.56% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
1.12% | |||||
Diversified Small Company Stock Option |
4.09% | |||||
MFS Instl. Emerging Equities |
-1.55% | |||||
Royce Opportunity |
10.10% | |||||
DFA U.S. Micro Cap Portfolio |
6.99% | |||||
State Street Aurora |
9.48% | |||||
Berger Small Cap Value Instl. |
7.03% | |||||
Franklin Small Cap Growth II |
2.23% | |||||
BGI – Small Company Index |
1.06% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.99% | |||||
Conservative Model Portfolio |
1.47% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.02% | |||||
Moderate Model Portfolio |
1.42% | |||||
Benchmark | ||||||
Moderate Composite Index |
0.83% | |||||
Aggressive Model Portfolio |
1.78% | |||||
Benchmark | ||||||
Aggressive Composite Index |
1.25% |