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 3.32% 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%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation