Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 9.22% | 4.67% | 15.43% | 14.13% | n/a |
Stable Value Option |
4.45% | |||||
Wellington Core |
3.36% | |||||
PRIMCO GIC |
4.96% | |||||
Cash | 1.98% | |||||
BGI – Money Market Index |
1.17% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.86% | |||||
Equity Index Option (BGI – US Equity Index) |
8.07% | |||||
Benchmark | ||||||
Russell 3000 |
8.10% | |||||
Value Stock Option |
10.72% | |||||
Clipper | 2.00% | |||||
Morgan Value (separately managed) |
13.85% | |||||
Neuberger Berman Focus Tr |
0.11% | |||||
Legg Mason Spec. Invmt. Trust |
6.50% | |||||
Neuberger Berman Regency |
17.84% | |||||
T. Rowe Price Value |
10.74% | |||||
BGI – Value Index |
12.83% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
12.72% | |||||
Growth Stock Option |
8.49% | |||||
Turner Mid Cap Growth |
5.82% | |||||
TCW Galileo Select Equities I |
9.46% | |||||
Marsico Focus |
5.25% | |||||
Wellington Mid Cap Opportunities |
13.01% | |||||
BGI – Growth Index |
2.33% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
2.29% | |||||
International Stock Option |
12.90% | |||||
Amer Cent-20th Cent. Int’l Discovery |
12.26% | |||||
Amer Cent-20th Cent. Int’l Growth |
10.71% | |||||
Templeton Instl. Foreign |
17.11% | |||||
First Eagle Overseas I |
17.60% | |||||
Longleaf Partners Intl. |
5.17% | |||||
BGI EAFE Index |
15.32% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
15.19% | |||||
Diversified Small Company Stock Option |
11.90% | |||||
Royce Opportunity |
13.01% | |||||
Dimensional U.S. Micro Cap Portfolio |
13.21% | |||||
State Street Aurora |
12.34% | |||||
Janus Small Cap Value Instl. |
12.45% | |||||
Franklin Small Cap Growth II |
7.32% | |||||
BGI – Small Company Index |
15.22% | |||||
Benchmark | ||||||
Russell 2000 Total |
14.93% | |||||
Conservative Model Portfolio |
6.49% | |||||
Benchmark | ||||||
Conservative Composite Index |
4.68% | |||||
Moderate Model Portfolio |
8.19% | |||||
Benchmark | ||||||
Moderate Composite Index |
6.78% | |||||
Aggressive Model Portfolio |
9.42% | |||||
Benchmark | ||||||
Aggressive Composite Index |
8.90% |