Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 5.91% | 8.12% | 18.09% | 7.01% | n/a |
Stable Value Option |
5.41% | |||||
Wellington Core |
2.65% | |||||
PRIMCO GIC |
5.12% | |||||
Cash | 2.82% | |||||
BGI – Money Market Index |
3.26% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.73% | |||||
Equity Index Option (BGI – US Equity Index) |
6.16% | |||||
Benchmark | ||||||
Russell 3000 |
6.12% | |||||
Value Stock Option |
6.56% | |||||
Morgan Value (separately managed) |
4.14% | |||||
CGM Focus | 25.37% | |||||
Goldman Sachs Mid Value Instl. | 12.90% | |||||
Neuberger Berman Regency |
12.34% | |||||
T. Rowe Price Value |
6.30% | |||||
BGI – Value Index |
6.98% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
7.05% | |||||
Growth Stock Option |
9.68% | |||||
Turner Mid Cap Growth |
12.03% | |||||
TCW Galileo Select Equities I |
3.73% | |||||
Marsico Focus |
9.69% | |||||
Wellington Mid Cap Opportunities |
15.85% | |||||
BGI – Growth Index |
5.20% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
5.26% | |||||
International Stock Option |
18.92% | |||||
Amer Cent-20th Cent. Int’l Discovery |
31.50% | |||||
Amer Cent-20th Cent. Int’l Growth |
13.34% | |||||
Templeton Instl. Foreign |
13.61% | |||||
First Eagle Overseas I |
17.28% | |||||
Oppenheimer Intl Sm Co A | 33.67% | |||||
Thornburg Intl Value R5 | 18.22% | |||||
Marsico Intl Opp | 19.14% | |||||
Dimensional Emerging Markets Value | 30.81% | |||||
Longleaf Partners Intl. |
12.88% | |||||
BGI Eafe Index |
13.66% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
13.54% | |||||
Diversified Small Company Stock Option |
5.30% | |||||
Royce Opportunity |
4.76% | |||||
Dimensional U.S. Micro Cap Portfolio |
5.69% | |||||
Janus Small Cap Value Instl. |
9.14% | |||||
Third Avenue Sm Cap Instl. | 11.09% | |||||
Century Sm Cap Select Instl. | 4.04% | |||||
BGI – Small Company Index |
4.61% | |||||
Benchmark | ||||||
Russell 2000 Total |
4.55% | |||||
Conservative Model Portfolio |
5.80% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.67% | |||||
Moderate Model Portfolio |
7.79% | |||||
Benchmark | ||||||
Moderate Composite Index |
5.18% | |||||
Aggressive Model Portfolio |
8.37% | |||||
Benchmark | ||||||
Aggressive Composite Index |
6.05% |