Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.83% | 3.57% | 6.91% | 8.04% | n/a |
Stable Value Option |
0.43% | |||||
Wellington Core |
-0.01% | |||||
PRIMCO GIC |
0.42% | |||||
Cash | 0.24% | |||||
BGI – Money Market Index |
0.37% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.19% | |||||
Equity Index Option (BGI – US Equity Index) |
3.36% | |||||
Benchmark | ||||||
Russell 3000 |
3.34% | |||||
Value Stock Option |
5.32% | |||||
Morgan Value (separately managed) |
2.66% | |||||
CGM Focus | 15.92% | |||||
Goldman Sachs Mid Value Instl. | 4.06% | |||||
Neuberger Berman Regency |
6.15% | |||||
T. Rowe Price Value |
3.12% | |||||
BGI – Value Index |
3.94% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
3.88% | |||||
Growth Stock Option |
4.27% | |||||
Turner Mid Cap Growth |
9.86% | |||||
TCW Galileo Select Equities I |
0.00% | |||||
Marsico Focus |
3.13% | |||||
Wellington Mid Cap Opportunities |
5.64% | |||||
BGI – Growth Index |
1.79% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
1.76% | |||||
International Stock Option |
7.37% | |||||
Amer Cent-20th Cent. Int’l Discovery |
8.69% | |||||
Amer Cent-20th Cent. Int’l Growth |
7.04% | |||||
Templeton Instl. Foreign |
5.83% | |||||
First Eagle Overseas I |
5.73% | |||||
Oppenheimer Intl Sm Co A | 12.55% | |||||
Thornburg Intl Value R5 | 7.37% | |||||
Marsico Intl Opp | 7.39% | |||||
Dimensional Emerging Markets Value | 9.56% | |||||
Longleaf Partners Intl. |
2.88% | |||||
BGI Eafe Index |
6.09% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
6.14% | |||||
Diversified Small Company Stock Option |
7.29% | |||||
Royce Opportunity |
10.33% | |||||
Dimensional U.S. Micro Cap Portfolio |
9.14% | |||||
Janus Small Cap Value Instl. |
5.19% | |||||
Third Avenue Sm Cap Instl. | 5.11% | |||||
Century Sm Cap Select Instl. | 6.12% | |||||
BGI – Small Company Index |
8.97% | |||||
Benchmark | ||||||
Russell 2000 Total |
8.97% | |||||
Conservative Model Portfolio |
2.08% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.56% | |||||
Moderate Model Portfolio |
3.71% | |||||
Benchmark | ||||||
Moderate Composite Index |
2.92% | |||||
Aggressive Model Portfolio |
4.67% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.10% |