Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.32% | 3.36% | 4.22% | 6.33% | n/a |
Stable Value Option |
3.11% | |||||
Wellington Core |
1.71% | |||||
PRIMCO GIC |
2.97% | |||||
Cash | 1.63% | |||||
BGI – Money Market Index |
1.62% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.65% | |||||
Equity Index Option (BGI – US Equity Index) |
4.12% | |||||
Benchmark | ||||||
Russell 3000 |
4.09% | |||||
Value Stock Option |
3.53% | |||||
Clipper | -0.97% | |||||
Morgan Value (separately managed) |
2.04% | |||||
Neuberger Berman Focus Tr |
0.40% | |||||
Legg Mason Spec. Invmt. Trust |
6.12% | |||||
Neuberger Berman Regency |
8.80% | |||||
T. Rowe Price Value |
3.36% | |||||
BGI – Value Index |
4.66% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
4.71% | |||||
Growth Stock Option |
4.21% | |||||
Turner Mid Cap Growth |
6.55% | |||||
TCW Galileo Select Equities I |
-0.20% | |||||
Marsico Focus |
3.19% | |||||
Wellington Mid Cap Opportunities |
8.26% | |||||
BGI – Growth Index |
3.07% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
3.08% | |||||
International Stock Option |
5.11% | |||||
Amer Cent-20th Cent. Int’l Discovery |
7.97% | |||||
Amer Cent-20th Cent. Int’l Growth |
1.66% | |||||
Templeton Instl. Foreign |
4.50% | |||||
First Eagle Overseas I |
6.94% | |||||
Oppenheimer Intl Sm Co A | 17.18% | |||||
Thornburg Intl Value R5 | 6.59% | |||||
Marsico Intl Opp | 0.42% | |||||
Dimensional Emerging Markets Value | 11.43% | |||||
Longleaf Partners Intl. |
4.18% | |||||
BGI Eafe Index |
2.01% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
1.86% | |||||
Diversified Small Company Stock Option |
4.73% | |||||
Royce Opportunity |
3.16% | |||||
Dimensional U.S. Micro Cap Portfolio |
4.67% | |||||
Janus Small Cap Value Instl. |
7.91% | |||||
Third Avenue Sm Cap Instl. | 8.42% | |||||
Century Sm Cap Select Instl. | 6.91% | |||||
BGI – Small Company Index |
5.08% | |||||
Benchmark | ||||||
Russell 2000 Total |
5.00% | |||||
Conservative Model Portfolio |
3.41% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.15% | |||||
Moderate Model Portfolio |
3.87% | |||||
Benchmark | ||||||
Moderate Composite Index |
2.70% | |||||
Aggressive Model Portfolio |
4.08% | |||||
Benchmark | ||||||
Aggressive Composite Index |
3.19% |