Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 13.60% | 16.58% | 19.09% | 24.90% | n/a |
Stable Value Option |
3.47% | |||||
Wellington Core |
3.89% | |||||
PRIMCO GIC |
3.66% | |||||
Cash | 0.87% | |||||
BGI – Money Market Index |
0.93% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.86% | |||||
Equity Index Option (BGI – US Equity Index) |
16.24% | |||||
Benchmark | ||||||
Russell 3000 |
16.57% | |||||
Value Stock Option |
18.65% | |||||
Federated Stock Trust |
11.59% | |||||
Morgan Value (separately managed) |
17.43% | |||||
Neuberger Berman Focus Tr |
46.36% | |||||
Legg Mason Spec. Invmt. Trust |
36.94% | |||||
Neuberger Berman Regency |
18.29% | |||||
T. Rowe Price Value |
13.50% | |||||
BGI – Value Index |
9.51% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
13.87% | |||||
Growth Stock Option |
24.06% | |||||
Turner Mid Cap Growth |
32.83% | |||||
TCW Galileo Select Equities I |
34.92% | |||||
Marsico Focus |
19.06% | |||||
BGI – Growth Index |
16.85% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
17.51% | |||||
International Stock Option |
22.33% | |||||
Amer Cent-20th Cent. Int’l Discovery |
31.87% | |||||
Amer Cent-20th Cent. Int’l Growth |
10.03% | |||||
Templeton Instl. Foreign |
21.00% | |||||
First Eagle Overseas I |
26.95% | |||||
Longleaf Partners Intl. |
27.88% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
20.75% | |||||
Diversified Small Company Stock Option |
25.65% | |||||
MFS Instl. Emerging Equities |
23.92% | |||||
Royce Opportunity |
44.23% | |||||
Dimensional U.S. Micro Cap Portfolio |
37.63% | |||||
State Street Aurora |
25.40% | |||||
Janus Small Cap Value Instl. |
19.47% | |||||
Franklin Small Cap Growth II |
26.74% | |||||
BGI – Small Company Index |
18.66% | |||||
Benchmark | ||||||
Russell 2000 Total |
28.58% | |||||
Conservative Model Portfolio |
8.75% | |||||
Benchmark | ||||||
Conservative Composite Index |
7.20% | |||||
Moderate Model Portfolio |
15.09% | |||||
Benchmark | ||||||
Moderate Composite Index |
12.78% | |||||
Aggressive Model Portfolio |
17.84% | |||||
Benchmark | ||||||
Aggressive Composite Index |
16.39% |