Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.93% | 2.80% | 4.94% | 6.70% | n/a |
Stable Value Option |
2.37% | |||||
Wellington Core |
0.23% | |||||
PRIMCO GIC |
2.75% | |||||
Cash | 1.07% | |||||
BGI – Money Market Index |
0.52% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
-0.04% | |||||
Equity Index Option (BGI – US Equity Index) |
3.56% | |||||
Benchmark | ||||||
Russell 3000 |
3.59% | |||||
Value Stock Option |
4.36% | |||||
Clipper | -0.13% | |||||
Morgan Value (separately managed) |
4.07% | |||||
Neuberger Berman Focus Tr |
-2.87% | |||||
Legg Mason Spec. Invmt. Trust |
6.60% | |||||
Neuberger Berman Regency |
7.68% | |||||
T. Rowe Price Value |
4.95% | |||||
BGI – Value Index |
3.97% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
3.94% | |||||
Growth Stock Option |
3.84% | |||||
Turner Mid Cap Growth |
3.00% | |||||
TCW Galileo Select Equities I |
7.04% | |||||
Marsico Focus |
-0.94% | |||||
Wellington Mid Cap Opportunities |
3.43% | |||||
BGI – Growth Index |
2.86% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
2.74% | |||||
International Stock Option |
4.35% | |||||
Amer Cent-20th Cent. Int’l Discovery |
4.98% | |||||
Amer Cent-20th Cent. Int’l Growth |
2.52% | |||||
Templeton Instl. Foreign |
3.47% | |||||
First Eagle Overseas I |
6.58% | |||||
Longleaf Partners Intl. |
6.31% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
4.10% | |||||
Diversified Small Company Stock Option |
6.43% | |||||
Royce Opportunity |
7.08% | |||||
Dimensional U.S. Micro Cap Portfolio |
6.61% | |||||
State Street Aurora |
7.02% | |||||
Janus Small Cap Value Instl. |
6.24% | |||||
Franklin Small Cap Growth II |
5.72% | |||||
BGI – Small Company Index |
6.06% | |||||
Benchmark | ||||||
Russell 2000 Total |
6.76% | |||||
Conservative Model Portfolio |
3.09% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.48% | |||||
Moderate Model Portfolio |
3.73% | |||||
Benchmark | ||||||
Moderate Composite Index |
2.61% | |||||
Aggressive Model Portfolio |
4.25% | |||||
Benchmark | ||||||
Aggressive Composite Index |
3.50% |