Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.28% | 2.24% | 6.72% | 7.52% | n/a |
Stable Value Option |
0.82% | |||||
Wellington Core |
0.28% | |||||
PRIMCO GIC |
0.80% | |||||
Cash | 0.45% | |||||
BGI – Money Market Index |
0.72% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.29% | |||||
Equity Index Option (BGI – US Equity Index) |
3.51% | |||||
Benchmark | ||||||
Russell 3000 |
3.52% | |||||
Value Stock Option |
3.80% | |||||
Morgan Value (separately managed) |
2.91% | |||||
CGM Focus | 7.45% | |||||
Goldman Sachs Mid Value Instl. | 3.80% | |||||
Neuberger Berman Regency |
2.87% | |||||
T. Rowe Price Value |
3.51% | |||||
BGI – Value Index |
4.54% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
4.52% | |||||
Growth Stock Option |
3.31% | |||||
Turner Mid Cap Growth |
7.96% | |||||
TCW Galileo Select Equities I |
-2.86% | |||||
Marsico Focus |
2.74% | |||||
Wellington Mid Cap Opportunities |
6.28% | |||||
BGI – Growth Index |
1.67% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
1.59% | |||||
International Stock Option |
6.67% | |||||
Amer Cent-20th Cent. Int’l Discovery |
6.09% | |||||
Amer Cent-20th Cent. Int’l Growth |
6.44% | |||||
Templeton Instl. Foreign |
5.20% | |||||
First Eagle Overseas I |
6.29% | |||||
Oppenheimer Intl Sm Co A | 10.62% | |||||
Thornburg Intl Value R5 | 6.84% | |||||
Marsico Intl Opp | 6.40% | |||||
Dimensional Emerging Markets Value | 9.97% | |||||
Longleaf Partners Intl. |
3.17% | |||||
BGI Eafe Index |
5.82% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
5.91% | |||||
Diversified Small Company Stock Option |
6.63% | |||||
Royce Opportunity |
10.33% | |||||
Dimensional U.S. Micro Cap Portfolio |
9.41% | |||||
Janus Small Cap Value Instl. |
3.54% | |||||
Third Avenue Sm Cap Instl. | 3.64% | |||||
Century Sm Cap Select Instl. | 5.55% | |||||
BGI – Small Company Index |
8.67% | |||||
Benchmark | ||||||
Russell 2000 Total |
8.67% | |||||
Conservative Model Portfolio |
2.02% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.79% | |||||
Moderate Model Portfolio |
3.34% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.01% | |||||
Aggressive Model Portfolio |
4.14% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.12% |