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% |