Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 6.85% | 4.37% | 16.15% | 12.90% | n/a |
Stable Value Option |
1.68% | |||||
Wellington Core |
-0.75% | |||||
PRIMCO GIC |
1.64% | |||||
Cash | 0.91% | |||||
BGI – Money Market Index |
1.52% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.74% | |||||
Equity Index Option (BGI – US Equity Index) |
6.41% | |||||
Benchmark | ||||||
Russell 3000 |
6.46% | |||||
Value Stock Option |
8.95% | |||||
Morgan Value (separately managed) |
6.80% | |||||
CGM Focus | 20.17% | |||||
Goldman Sachs Mid Value Instl. | 7.04% | |||||
Neuberger Berman Regency |
7.76% | |||||
T. Rowe Price Value |
8.30% | |||||
BGI – Value Index |
8.62% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
8.63% | |||||
Growth Stock Option |
5.54% | |||||
Turner Mid Cap Growth |
12.68% | |||||
TCW Galileo Select Equities I |
-1.72% | |||||
Marsico Focus |
4.06% | |||||
Wellington Mid Cap Opportunities |
9.35% | |||||
BGI – Growth Index |
3.06% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
2.95% | |||||
International Stock Option |
16.87% | |||||
Amer Cent-20th Cent. Int’l Discovery |
23.33% | |||||
Amer Cent-20th Cent. Int’l Growth |
14.47% | |||||
Templeton Instl. Foreign |
12.37% | |||||
First Eagle Overseas I |
14.35% | |||||
Oppenheimer Intl Sm Co A | 28.18% | |||||
Thornburg Intl Value R5 | 15.11% | |||||
Marsico Intl Opp | 14.50% | |||||
Dimensional Emerging Markets Value | 23.61% | |||||
Longleaf Partners Intl. |
7.32% | |||||
BGI Eafe Index |
14.57% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
14.62% | |||||
Diversified Small Company Stock Option |
10.66% | |||||
Royce Opportunity |
18.23% | |||||
Dimensional U.S. Micro Cap Portfolio |
13.92% | |||||
Janus Small Cap Value Instl. |
5.73% | |||||
Third Avenue Sm Cap Instl. | 7.04% | |||||
Century Sm Cap Select Instl. | 8.46% | |||||
Legg Mason Opportunity | 8.64% | |||||
BGI – Small Company Index |
13.85% | |||||
Benchmark | ||||||
Russell 2000 Total |
13.92% | |||||
Conservative Model Portfolio |
4.20% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.46% | |||||
Moderate Model Portfolio |
6.72% | |||||
Benchmark | ||||||
Moderate Composite Index |
5.82% | |||||
Aggressive Model Portfolio |
8.34% | |||||
Benchmark | ||||||
Aggressive Composite Index |
7.83% |