Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.00% | 2.55% | 7.59% | 5.02% | n/a |
Stable Value Option |
3.58% | |||||
Wellington Core |
3.00% | |||||
PRIMCO GIC |
3.41% | |||||
Cash | 1.87% | |||||
BGI – Money Market Index |
1.92% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.29% | |||||
Equity Index Option (BGI – US Equity Index) |
3.18% | |||||
Benchmark | ||||||
Russell 3000 |
3.10% | |||||
Value Stock Option |
2.83% | |||||
Clipper | -2.04% | |||||
Morgan Value (separately managed) |
1.25% | |||||
Neuberger Berman Focus Tr |
-1.23% | |||||
Legg Mason Spec. Invmt. Trust |
4.00% | |||||
Neuberger Berman Regency |
10.04% | |||||
T. Rowe Price Value |
3.01% | |||||
BGI – Value Index |
4.25% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
4.25% | |||||
Growth Stock Option |
2.75% | |||||
Turner Mid Cap Growth |
5.28% | |||||
TCW Galileo Select Equities I |
-2.40% | |||||
Marsico Focus |
2.05% | |||||
Wellington Mid Cap Opportunities |
6.90% | |||||
BGI – Growth Index |
1.84% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
1.75% | |||||
International Stock Option |
6.99% | |||||
Amer Cent-20th Cent. Int’l Discovery |
12.49% | |||||
Amer Cent-20th Cent. Int’l Growth |
4.30% | |||||
Templeton Instl. Foreign |
6.24% | |||||
First Eagle Overseas I |
8.04% | |||||
Oppenheimer Intl Sm Co A | 16.23% | |||||
Thornburg Intl Value R5 | 7.98% | |||||
Marsico Intl Opp | 3.91% | |||||
Dimensional Emerging Markets Value | 13.20% | |||||
Longleaf Partners Intl. |
4.31% | |||||
BGI Eafe Index |
5.32% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
4.43% | |||||
Diversified Small Company Stock Option |
3.29% | |||||
Royce Opportunity |
2.25% | |||||
Dimensional U.S. Micro Cap Portfolio |
3.21% | |||||
Janus Small Cap Value Instl. |
6.20% | |||||
Third Avenue Sm Cap Instl. | 8.46% | |||||
Century Sm Cap Select Instl. | 4.59% | |||||
BGI – Small Company Index |
3.16% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.06% | |||||
Conservative Model Portfolio |
3.34% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.25% | |||||
Moderate Model Portfolio |
3.59% | |||||
Benchmark | ||||||
Moderate Composite Index |
2.57% | |||||
Aggressive Model Portfolio |
3.71% | |||||
Benchmark | ||||||
Aggressive Composite Index |
2.90% |