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 17.76% 8.56% 26.78% 14.30% n/a
             
Stable
Value Option
5.21%          
Wellington
Core
4.22%          
PRIMCO
GIC
5.13%          
Cash 2.87%          
BGI
– Money Market Index
5.16%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
4.12%          
             
Equity
Index Option (BGI – US Equity Index)
    15.50%      
             
Benchmark            
Russell
3000
    15.72%      
             
Value
Stock Option
  16.93%        
Morgan
Value (separately managed)
  20.73%        
CGM Focus   14.95%        
Goldman Sachs Mid Value Instl.   16.06%        
Neuberger
Berman Regency
  11.39%        
T.
Rowe Price Value
  19.75%        
BGI
– Value Index
  22.22%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  22.25%        
             
Growth
Stock Option
    5.79%      
Turner
Mid Cap Growth
    6.72%      
Marsico
Focus
    8.60%      
Wellington
Mid Cap Opportunities
    9.55%      
Primecap Odyssey Growth     14.85%      
BGI
– Growth Index
    9.19%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    9.07%      
             
International
Stock Option
      27.41%    
Amer
Cent-20th Cent. Int’l Discovery
      31.52%    
Amer
Cent-20th Cent. Int’l Growth
      25.00%    
Templeton
Instl. Foreign
      29.04%    
First
Eagle Overseas I
      22.55%    
Oppenheimer Intl Sm Co A       36.53%    
Thornburg Intl Value R5       26.11%    
Marsico Intl Opp       23.95%    
Dimensional Emerging Markets Value       37.93%    
BGI
Eafe Index
      26.28%    
             
Benchmark            
MSCI
EAFE Net Divs
      26.34%    
             
Diversified
Small Company Stock Option
        14.54%  
Royce
Opportunity
        18.76%  
Dimensional
U.S. Micro Cap Portfolio
        16.16%  
Third Avenue Sm Cap Instl.         11.43%  
Century Sm Cap Select Instl.         9.58%  
Legg Mason Opportunity         14.21%  
BGI
– Small Company Index
        18.10%  
             
Benchmark            
Russell
2000 Total
        18.37%  
             
Conservative
Model Portfolio
          9.72%
             
Benchmark            
Conservative
Composite Index
          10.07%
             
Moderate
Model Portfolio
          11.97%
             
Benchmark            
Moderate
Composite Index
          12.97%
             
Aggressive
Model Portfolio
          13.99%
             
Benchmark            
Aggressive
Composite Index
          15.50%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation