Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 12.42% | 8.44% | 20.63% | 17.82% | n/a |
Stable Value Option |
4.89% | |||||
Wellington Core |
4.25% | |||||
PRIMCO GIC |
5.40% | |||||
Cash | 2.21% | |||||
BGI – Money Market Index |
1.35% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.07% | |||||
Equity Index Option (BGI – US Equity Index) |
11.96% | |||||
Benchmark | ||||||
Russell 3000 |
11.95% | |||||
Value Stock Option |
15.21% | |||||
Clipper | 5.87% | |||||
Morgan Value (separately managed) |
17.87% | |||||
Neuberger Berman Focus Tr |
4.82% | |||||
Legg Mason Spec. Invmt. Trust |
13.14% | |||||
Neuberger Berman Regency |
22.20% | |||||
T. Rowe Price Value |
15.36% | |||||
BGI – Value Index |
16.61% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
16.49% | |||||
Growth Stock Option |
13.62% | |||||
Turner Mid Cap Growth |
11.05% | |||||
TCW Galileo Select Equities I |
12.92% | |||||
Marsico Focus |
11.70% | |||||
Wellington Mid Cap Opportunities |
18.65% | |||||
BGI – Growth Index |
6.37% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
6.30% | |||||
International Stock Option |
17.38% | |||||
Amer Cent-20th Cent. Int’l Discovery |
16.26% | |||||
Amer Cent-20th Cent. Int’l Growth |
15.31% | |||||
Templeton Instl. Foreign |
21.25% | |||||
First Eagle Overseas I |
22.10% | |||||
Longleaf Partners Intl. |
10.21% | |||||
BGI EAFE Index |
20.27% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
20.25% | |||||
Diversified Small Company Stock Option |
15.19% | |||||
Royce Opportunity |
17.51% | |||||
Dimensional U.S. Micro Cap Portfolio |
18.39% | |||||
Janus Small Cap Value Instl. |
13.80% | |||||
Franklin Small Cap Growth II |
11.07% | |||||
BGI – Small Company Index |
18.59% | |||||
Benchmark | ||||||
Russell 2000 Total |
18.33% | |||||
Conservative Model Portfolio |
8.41% | |||||
Benchmark | ||||||
Conservative Composite Index |
6.33% | |||||
Moderate Model Portfolio |
11.17% | |||||
Benchmark | ||||||
Moderate Composite Index |
9.44% | |||||
Aggressive Model Portfolio |
12.94% | |||||
Benchmark | ||||||
Aggressive Composite Index |
12.13% |