Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 12.45% | 15.77% | 13.05% | 21.73% | n/a |
Stable Value Option |
2.70% | |||||
Wellington Core |
0.41% | |||||
PRIMCO GIC |
2.81% | |||||
Cash | 0.70% | |||||
BGI – Money Market Index |
0.74% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.79% | |||||
Equity Index Option (BGI – US Equity Index) |
15.00% | |||||
Benchmark | ||||||
Russell 3000 |
15.29% | |||||
Value Stock Option |
16.09% | |||||
Federated Stock Trust |
11.57% | |||||
Morgan Value (separately managed) |
15.54% | |||||
Neuberger Berman Focus Tr |
33.42% | |||||
Legg Mason Spec. Invmt. Trust |
31.60% | |||||
Neuberger Berman Regency |
16.16% | |||||
T. Rowe Price Value |
11.70% | |||||
BGI – Value Index |
8.94% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
13.23% | |||||
Growth Stock Option |
21.81% | |||||
Turner Mid Cap Growth |
29.10% | |||||
TCW Galileo Select Equities I |
31.37% | |||||
Marsico Focus |
18.98% | |||||
BGI – Growth Index |
15.36% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
15.90% | |||||
International Stock Option |
15.27% | |||||
Amer Cent-20th Cent. Int’l Discovery |
19.30% | |||||
Amer Cent-20th Cent. Int’l Growth |
7.84% | |||||
Templeton Instl. Foreign |
15.70% | |||||
First Eagle Overseas I |
16.89% | |||||
Longleaf Partners Intl. |
22.47% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
14.06% | |||||
Diversified Small Company Stock Option |
21.72% | |||||
MFS Instl. Emerging Equities |
19.37% | |||||
Royce Opportunity |
35.82% | |||||
DFA U.S. Micro Cap Portfolio |
31.30% | |||||
State Street Aurora |
21.88% | |||||
Janus Small Cap Value Instl. |
16.83% | |||||
Franklin Small Cap Growth II |
21.73% | |||||
BGI – Small Company Index |
17.17% | |||||
Benchmark | ||||||
Russell 2000 Total |
25.26% | |||||
Conservative Model Portfolio |
7.55% | |||||
Benchmark | ||||||
Conservative Composite Index |
6.18% | |||||
Moderate Model Portfolio |
12.83% | |||||
Benchmark | ||||||
Moderate Composite Index |
10.87% | |||||
Aggressive Model Portfolio |
14.95% | |||||
Benchmark | ||||||
Aggressive Composite Index |
13.98% |