Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 11.17% | 12.51% | 9.84% | 15.74% | n/a |
Stable Value Option |
2.31% | |||||
Wellington Core |
4.23% | |||||
PRIMCO GIC |
2.41% | |||||
Cash | 0.62% | |||||
BGI – Money Market Index |
0.65% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.45% | |||||
Equity Index Option (BGI – US Equity Index) |
12.43% | |||||
Benchmark | ||||||
Russell 3000 |
12.71% | |||||
Value Stock Option |
13.95% | |||||
Federated Stock Trust |
10.68% | |||||
Morgan Value (separately managed) |
14.50% | |||||
Neuberger Berman Focus Tr |
28.81% | |||||
Legg Mason Spec. Invmt. Trust |
28.25% | |||||
Neuberger Berman Regency |
11.78% | |||||
T. Rowe Price Value |
9.32% | |||||
BGI – Value Index |
7.33% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
11.57% | |||||
Growth Stock Option |
17.07% | |||||
Turner Mid Cap Growth |
20.73% | |||||
TCW Galileo Select Equities I |
25.48% | |||||
Marsico Focus |
14.12% | |||||
BGI – Growth Index |
12.55% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
13.09% | |||||
International Stock Option |
11.06% | |||||
Amer Cent-20th Cent. Int’l Discovery |
15.04% | |||||
Amer Cent-20th Cent. Int’l Growth |
5.49% | |||||
Templeton Instl. Foreign |
10.15% | |||||
First Eagle Overseas I |
14.56% | |||||
Longleaf Partners Intl. |
15.25% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
11.10% | |||||
Diversified Small Company Stock Option |
15.45% | |||||
MFS Instl. Emerging Equities |
13.65% | |||||
Royce Opportunity |
23.88% | |||||
DFA U.S. Micro Cap Portfolio |
22.27% | |||||
State Street Aurora |
13.57% | |||||
Janus Small Cap Value Instl. |
11.49% | |||||
Franklin Small Cap Growth II |
16.02% | |||||
BGI – Small Company Index |
13.76% | |||||
Benchmark | ||||||
Russell 2000 Total |
17.88% | |||||
Conservative Model Portfolio |
6.41% | |||||
Benchmark | ||||||
Conservative Composite Index |
5.72% | |||||
Moderate Model Portfolio |
10.27% | |||||
Benchmark | ||||||
Moderate Composite Index |
9.01% | |||||
Aggressive Model Portfolio |
11.64% | |||||
Benchmark | ||||||
Aggressive Composite Index |
11.13% |