Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 14.82% | 18.73% | 16.64% | 27.45% | n/a |
Stable Value Option |
3.09% | |||||
Wellington Core |
1.10% | |||||
PRIMCO GIC |
3.23% | |||||
Cash | 0.79% | |||||
BGI – Money Market Index |
0.84% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.84% | |||||
Equity Index Option (BGI – US Equity Index) |
17.53% | |||||
Benchmark | ||||||
Russell 3000 |
17.85% | |||||
Value Stock Option |
19.88% | |||||
Federated Stock Trust |
13.16% | |||||
Morgan Value (separately managed) |
17.66% | |||||
Neuberger Berman Focus Tr |
47.79% | |||||
Legg Mason Spec. Invmt. Trust |
38.80% | |||||
Neuberger Berman Regency |
19.08% | |||||
T. Rowe Price Value |
15.55% | |||||
BGI – Value Index |
10.70% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
14.99% | |||||
Growth Stock Option |
26.36% | |||||
Turner Mid Cap Growth |
36.85% | |||||
TCW Galileo Select Equities I |
38.73% | |||||
Marsico Focus |
21.27% | |||||
BGI – Growth Index |
18.17% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
18.78% | |||||
International Stock Option |
20.34% | |||||
Amer Cent-20th Cent. Int’l Discovery |
27.38% | |||||
Amer Cent-20th Cent. Int’l Growth |
10.03% | |||||
Templeton Instl. Foreign |
20.18% | |||||
First Eagle Overseas I |
21.77% | |||||
Longleaf Partners Intl. |
28.28% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
17.46% | |||||
Diversified Small Company Stock Option |
28.98% | |||||
MFS Instl. Emerging Equities |
28.54% | |||||
Royce Opportunity |
45.32% | |||||
DFA U.S. Micro Cap Portfolio |
37.51% | |||||
State Street Aurora |
30.01% | |||||
Janus Small Cap Value Instl. |
22.67% | |||||
Franklin Small Cap Growth II |
33.70% | |||||
BGI – Small Company Index |
20.51% | |||||
Benchmark | ||||||
Russell 2000 Total |
31.00% | |||||
Conservative Model Portfolio |
8.99% | |||||
Benchmark | ||||||
Conservative Composite Index |
7.07% | |||||
Moderate Model Portfolio |
15.76% | |||||
Benchmark | ||||||
Moderate Composite Index |
12.88% | |||||
Aggressive Model Portfolio |
18.79% | |||||
Benchmark | ||||||
Aggressive Composite Index |
16.73% |