Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 19.50% | 23.98% | 26.75% | 34.97% | n/a |
Stable Value Option |
3.87% | |||||
Wellington Core |
2.98% | |||||
PRIMCO GIC |
4.11% | |||||
Cash | 0.96% | |||||
BGI – Money Market Index |
1.02% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.44% | |||||
Equity Index Option (BGI – US Equity Index) |
23.23% | |||||
Benchmark | ||||||
Russell 3000 |
23.62% | |||||
Value Stock Option |
26.85% | |||||
Federated Stock Trust |
18.10% | |||||
Morgan Value (separately managed) |
25.07% | |||||
Neuberger Berman Focus Tr |
59.12% | |||||
Legg Mason Spec. Invmt. Trust |
49.15% | |||||
Neuberger Berman Regency |
27.27% | |||||
T. Rowe Price Value |
20.57% | |||||
BGI – Value Index |
16.31% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
20.84% | |||||
Growth Stock Option |
34.16% | |||||
Turner Mid Cap Growth |
46.02% | |||||
TCW Galileo Select Equities I |
47.31% | |||||
Marsico Focus |
28.51% | |||||
BGI – Growth Index |
23.61% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
24.11% | |||||
International Stock Option |
30.78% | |||||
Amer Cent-20th Cent. Int’l Discovery |
43.55% | |||||
Amer Cent-20th Cent. Int’l Growth |
17.40% | |||||
Templeton Instl. Foreign |
30.20% | |||||
First Eagle Overseas I |
31.91% | |||||
Longleaf Partners Intl. |
33.80% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
28.58% | |||||
Diversified Small Company Stock Option |
36.69% | |||||
MFS Instl. Emerging Equities |
34.12% | |||||
Royce Opportunity |
60.92% | |||||
Dimensional U.S. Micro Cap Portfolio |
49.94% | |||||
State Street Aurora |
36.32% | |||||
Janus Small Cap Value Instl. |
26.30% | |||||
Franklin Small Cap Growth II |
41.78% | |||||
BGI – Small Company Index |
26.69% | |||||
Benchmark | ||||||
Russell 2000 Total |
39.38% | |||||
Conservative Model Portfolio |
11.87% | |||||
Benchmark | ||||||
Conservative Composite Index |
9.76% | |||||
Moderate Model Portfolio |
20.80% | |||||
Benchmark | ||||||
Moderate Composite Index |
17.59% | |||||
Aggressive Model Portfolio |
25.03% | |||||
Benchmark | ||||||
Aggressive Composite Index |
22.74% |