Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.68% | 3.93% | 12.46% | 5.80% | n/a |
Stable Value Option |
4.02% | |||||
Wellington Core |
2.09% | |||||
PRIMCO GIC |
3.83% | |||||
Cash | 2.10% | |||||
BGI – Money Market Index |
2.23% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.03% | |||||
Equity Index Option (BGI – US Equity Index) |
4.06% | |||||
Benchmark | ||||||
Russell 3000 |
4.00% | |||||
Value Stock Option |
3.48% | |||||
Clipper | -1.43% | |||||
Morgan Value (separately managed) |
1.96% | |||||
Neuberger Berman Focus Tr |
-0.97% | |||||
Legg Mason Spec. Invmt. Trust |
5.05% | |||||
Neuberger Berman Regency |
10.91% | |||||
T. Rowe Price Value |
2.79% | |||||
BGI – Value Index |
5.70% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.72% | |||||
Growth Stock Option |
4.55% | |||||
Turner Mid Cap Growth |
8.02% | |||||
TCW Galileo Select Equities I |
-1.48% | |||||
Marsico Focus |
5.06% | |||||
Wellington Mid Cap Opportunities |
8.44% | |||||
BGI – Growth Index |
2.24% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
2.22% | |||||
International Stock Option |
12.29% | |||||
Amer Cent-20th Cent. Int’l Discovery |
19.64% | |||||
Amer Cent-20th Cent. Int’l Growth |
7.28% | |||||
Templeton Instl. Foreign |
9.48% | |||||
First Eagle Overseas I |
12.65% | |||||
Oppenheimer Intl Sm Co A | 25.84% | |||||
Thornburg Intl Value R5 | 12.74% | |||||
Marsico Intl Opp | 8.24% | |||||
Dimensional Emerging Markets Value | 22.28% | |||||
Longleaf Partners Intl. |
9.65% | |||||
BGI Eafe Index |
9.26% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
9.08% | |||||
Diversified Small Company Stock Option |
3.90% | |||||
Royce Opportunity |
2.63% | |||||
Dimensional U.S. Micro Cap Portfolio |
3.84% | |||||
Janus Small Cap Value Instl. |
7.57% | |||||
Third Avenue Sm Cap Instl. | 9.61% | |||||
Century Sm Cap Select Instl. | 4.38% | |||||
BGI – Small Company Index |
3.52% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.38% | |||||
Conservative Model Portfolio |
3.92% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.56% | |||||
Moderate Model Portfolio |
4.87% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.40% | |||||
Aggressive Model Portfolio |
5.24% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.04% |