Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 7.86% | -0.37% | 13.54% | 4.88% | n/a |
Stable Value Option |
3.42% | |||||
Wellington Core |
2.20% | |||||
PRIMCO GIC |
3.37% | |||||
Cash | 1.86% | |||||
BGI – Money Market Index |
3.29% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.58% | |||||
Equity Index Option (BGI – US Equity Index) |
5.56% | |||||
Benchmark | ||||||
Russell 3000 |
5.66% | |||||
Value Stock Option |
6.71% | |||||
Morgan Value (separately managed) |
8.96% | |||||
CGM Focus | 12.06% | |||||
Goldman Sachs Mid Value Instl. | 5.54% | |||||
Neuberger Berman Regency |
0.70% | |||||
T. Rowe Price Value |
8.26% | |||||
BGI – Value Index |
10.94% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
10.98% | |||||
Growth Stock Option |
-2.78% | |||||
Turner Mid Cap Growth |
-0.55% | |||||
Marsico Focus |
-2.74% | |||||
Wellington Mid Cap Opportunities |
1.50% | |||||
BGI – Growth Index |
0.20% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
0.22% | |||||
International Stock Option |
12.53% | |||||
Amer Cent-20th Cent. Int’l Discovery |
12.89% | |||||
Amer Cent-20th Cent. Int’l Growth |
11.70% | |||||
Templeton Instl. Foreign |
13.27% | |||||
First Eagle Overseas I |
13.92% | |||||
Oppenheimer Intl Sm Co A | 16.07% | |||||
Thornburg Intl Value R5 | 14.09% | |||||
Marsico Intl Opp | 10.06% | |||||
Dimensional Emerging Markets Value | 13.81% | |||||
BGI Eafe Index |
14.35% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
14.31% | |||||
Diversified Small Company Stock Option |
4.35% | |||||
Royce Opportunity |
8.63% | |||||
Dimensional U.S. Micro Cap Portfolio |
5.44% | |||||
Third Avenue Sm Cap Instl. | 4.95% | |||||
Century Sm Cap Select Instl. | 1.93% | |||||
Legg Mason Opportunity | -4.34% | |||||
BGI – Small Company Index |
7.62% | |||||
Benchmark | ||||||
Russell 2000 Total |
7.79% | |||||
Conservative Model Portfolio |
4.74% | |||||
Benchmark | ||||||
Conservative Composite Index |
4.87% | |||||
Moderate Model Portfolio |
4.40% | |||||
Benchmark | ||||||
Moderate Composite Index |
5.64% | |||||
Aggressive Model Portfolio |
5.27% | |||||
Benchmark | ||||||
Aggressive Composite Index |
6.75% |