Skip main content and go to side navigation
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%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation