Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.39% | -1.41% | 5.00% | 4.00% | n/a |
Stable Value Option |
3.60% | |||||
Wellington Core |
3.39% | |||||
PRIMCO GIC |
4.08% | |||||
Cash | 1.62% | |||||
BGI – Money Market Index |
0.88% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.01% | |||||
Equity Index Option (BGI – US Equity Index) |
1.62% | |||||
Benchmark | ||||||
Russell 3000 |
1.62% | |||||
Value Stock Option |
3.55% | |||||
Clipper | -2.43% | |||||
Morgan Value (separately managed) |
6.79% | |||||
Neuberger Berman Focus Tr |
-8.77% | |||||
Legg Mason Spec. Invmt. Trust |
-1.10% | |||||
Neuberger Berman Regency |
8.67% | |||||
T. Rowe Price Value |
4.30% | |||||
BGI – Value Index |
5.64% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.54% | |||||
Growth Stock Option |
0.44% | |||||
Turner Mid Cap Growth |
-4.59% | |||||
TCW Galileo Select Equities I |
1.21% | |||||
Marsico Focus |
-0.27% | |||||
Wellington Mid Cap Opportunities |
3.94% | |||||
BGI – Growth Index |
-2.57% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-2.63% | |||||
International Stock Option |
3.74% | |||||
Amer Cent-20th Cent. Int’l Discovery |
3.27% | |||||
Amer Cent-20th Cent. Int’l Growth |
1.01% | |||||
Templeton Instl. Foreign |
4.95% | |||||
First Eagle Overseas I |
9.81% | |||||
Longleaf Partners Intl. |
1.35% | |||||
BGI EAFE Index |
4.44% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
5.15% | |||||
Diversified Small Company Stock Option |
2.68% | |||||
Royce Opportunity |
2.31% | |||||
Dimensional U.S. Micro Cap Portfolio |
2.00% | |||||
State Street Aurora |
2.49% | |||||
Janus Small Cap Value Instl. |
5.53% | |||||
Franklin Small Cap Growth II |
0.09% | |||||
BGI – Small Company Index |
4.00% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.71% | |||||
Conservative Model Portfolio |
3.28% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.04% | |||||
Moderate Model Portfolio |
2.80% | |||||
Benchmark | ||||||
Moderate Composite Index |
1.92% | |||||
Aggressive Model Portfolio |
2.59% | |||||
Benchmark | ||||||
Aggressive Composite Index |
2.40% |