Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.69% | 5.65% | 0.49% | 3.20% | n/a |
Stable Value Option |
1.53% | |||||
Wellington Core |
2.25% | |||||
PRIMCO GIC |
1.62% | |||||
Cash | 0.41% | |||||
BGI – Money Market Index |
0.45% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.87% | |||||
Equity Index Option (BGI – US Equity Index) |
4.72% | |||||
Benchmark | ||||||
Russell 3000 |
4.87% | |||||
Value Stock Option |
3.75% | |||||
Federated Stock Trust |
1.84% | |||||
Morgan Value (separately managed) |
4.82% | |||||
Neuberger Berman Focus Tr |
12.76% | |||||
Legg Mason Spec. Invmt. Trust |
8.97% | |||||
Neuberger Berman Regency |
3.03% | |||||
T. Rowe Price Value |
1.09% | |||||
BGI – Value Index |
-0.05% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
3.51% | |||||
Growth Stock Option |
7.97% | |||||
MFS Instl. Mid Cap Growth |
7.23% | |||||
Turner Mid Cap Growth |
8.50% | |||||
TCW Galileo Select Equities I |
13.86% | |||||
Marsico Focus |
6.09% | |||||
BGI – Growth Index |
5.80% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
6.25% | |||||
International Stock Option |
1.18% | |||||
Amer Cent-20th Cent. Int’l Discovery |
3.14% | |||||
Amer Cent-20th Cent. Int’l Growth |
-1.72% | |||||
Templeton Instl. Foreign |
1.78% | |||||
First Eagle Overseas I |
5.26% | |||||
Longleaf Partners Intl. |
0.70% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
1.63% | |||||
Diversified Small Company Stock Option |
3.32% | |||||
MFS Instl. Emerging Equities |
3.82% | |||||
Royce Opportunity |
3.80% | |||||
DFA U.S. Micro Cap Portfolio |
4.92% | |||||
State Street Aurora |
0.79% | |||||
Janus Small Cap Value Instl. |
1.67% | |||||
Franklin Small Cap Growth II |
3.90% | |||||
BGI – Small Company Index |
4.90% | |||||
Benchmark | ||||||
Russell 2000 Total |
4.56% | |||||
Conservative Model Portfolio |
2.53% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.20% | |||||
Moderate Model Portfolio |
3.61% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.12% | |||||
Aggressive Model Portfolio |
3.54% | |||||
Benchmark | ||||||
Aggressive Composite Index |
3.53% |