Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 4.52% | 0.11% | 8.42% | 5.83% | n/a |
Stable Value Option |
4.02% | |||||
Wellington Core |
4.28% | |||||
PRIMCO GIC |
4.52% | |||||
Cash | 1.80% | |||||
BGI – Money Market Index |
1.02% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.36% | |||||
Equity Index Option (BGI – US Equity Index) |
3.33% | |||||
Benchmark | ||||||
Russell 3000 |
3.29% | |||||
Value Stock Option |
4.90% | |||||
Clipper | -1.65% | |||||
Morgan Value (separately managed) |
8.25% | |||||
Neuberger Berman Focus Tr |
-4.50% | |||||
Legg Mason Spec. Invmt. Trust |
-2.27% | |||||
Neuberger Berman Regency |
9.50% | |||||
T. Rowe Price Value |
5.75% | |||||
BGI – Value Index |
7.44% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
7.29% | |||||
Growth Stock Option |
2.22% | |||||
Turner Mid Cap Growth |
-0.50% | |||||
TCW Galileo Select Equities I |
2.60% | |||||
Marsico Focus |
-0.81% | |||||
Wellington Mid Cap Opportunities |
5.68% | |||||
BGI – Growth Index |
-0.99% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-1.11% | |||||
International Stock Option |
6.52% | |||||
Amer Cent-20th Cent. Int’l Discovery |
5.35% | |||||
Amer Cent-20th Cent. Int’l Growth |
4.16% | |||||
Templeton Instl. Foreign |
9.10% | |||||
First Eagle Overseas I |
11.68% | |||||
Longleaf Partners Intl. |
2.69% | |||||
BGI EAFE Index |
8.55% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
7.83% | |||||
Diversified Small Company Stock Option |
3.89% | |||||
Royce Opportunity |
3.29% | |||||
Dimensional U.S. Micro Cap Portfolio |
3.88% | |||||
State Street Aurora |
2.54% | |||||
Janus Small Cap Value Instl. |
6.75% | |||||
Franklin Small Cap Growth II |
1.59% | |||||
BGI – Small Company Index |
6.06% | |||||
Benchmark | ||||||
Russell 2000 Total |
5.75% | |||||
Conservative Model Portfolio |
4.14% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.93% | |||||
Moderate Model Portfolio |
4.07% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.25% | |||||
Aggressive Model Portfolio |
4.10% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.02% |