Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.74% | 2.80% | 8.94% | 2.25% | n/a |
Stable Value Option |
4.50% | |||||
Wellington Core |
1.28% | |||||
PRIMCO GIC |
4.26% | |||||
Cash | 2.34% | |||||
BGI – Money Market Index |
2.56% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.01% | |||||
Equity Index Option (BGI – US Equity Index) |
2.12% | |||||
Benchmark | ||||||
Russell 3000 |
2.05% | |||||
Value Stock Option |
1.21% | |||||
Morgan Value (separately managed) |
-0.55% | |||||
Neuberger Berman Focus Tr |
-6.14% | |||||
Legg Mason Spec. Invmt. Trust |
3.39% | |||||
Neuberger Berman Regency |
5.16% | |||||
T. Rowe Price Value |
1.62% | |||||
BGI – Value Index |
3.02% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
3.03% | |||||
Growth Stock Option |
3.59% | |||||
Turner Mid Cap Growth |
5.77% | |||||
TCW Galileo Select Equities I |
-0.82% | |||||
Marsico Focus |
3.55% | |||||
Wellington Mid Cap Opportunities |
6.98% | |||||
BGI – Growth Index |
1.29% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
1.23% | |||||
International Stock Option |
9.12% | |||||
Amer Cent-20th Cent. Int’l Discovery |
13.55% | |||||
Amer Cent-20th Cent. Int’l Growth |
4.97% | |||||
Templeton Instl. Foreign |
5.50% | |||||
First Eagle Overseas I |
11.10% | |||||
Oppenheimer Intl Sm Co A | 22.85% | |||||
Thornburg Intl Value R5 | 10.12% | |||||
Marsico Intl Opp | 5.41% | |||||
Dimensional Emerging Markets Value | 14.63% | |||||
Longleaf Partners Intl. |
9.26% | |||||
BGI Eafe Index |
6.00% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
5.90% | |||||
Diversified Small Company Stock Option |
0.98% | |||||
Royce Opportunity |
-1.13% | |||||
Dimensional U.S. Micro Cap Portfolio |
0.92% | |||||
Janus Small Cap Value Instl. |
4.67% | |||||
Third Avenue Sm Cap Instl. | 7.35% | |||||
Century Sm Cap Select Instl. | 1.68% | |||||
BGI – Small Company Index |
0.30% | |||||
Benchmark | ||||||
Russell 2000 Total |
0.17% | |||||
Conservative Model Portfolio |
3.31% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.62% | |||||
Moderate Model Portfolio |
3.60% | |||||
Benchmark | ||||||
Moderate Composite Index |
1.91% | |||||
Aggressive Model Portfolio |
3.49% | |||||
Benchmark | ||||||
Aggressive Composite Index |
2.07% |