Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 5.82% | -2.69% | 10.39% | 2.66% | n/a |
Stable Value Option |
2.98% | |||||
Wellington Core |
0.72% | |||||
PRIMCO GIC |
2.93% | |||||
Cash | 1.62% | |||||
BGI – Money Market Index |
2.83% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.84% | |||||
Equity Index Option (BGI – US Equity Index) |
3.09% | |||||
Benchmark | ||||||
Russell 3000 |
3.13% | |||||
Value Stock Option |
5.84% | |||||
Morgan Value (separately managed) |
6.44% | |||||
CGM Focus | 18.50% | |||||
Goldman Sachs Mid Value Instl. | 4.60% | |||||
Neuberger Berman Regency |
-1.05% | |||||
T. Rowe Price Value |
6.50% | |||||
BGI – Value Index |
9.13% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
9.15% | |||||
Growth Stock Option |
-4.90% | |||||
Turner Mid Cap Growth |
-1.64% | |||||
TCW Select Equities I | -14.03% | |||||
Marsico Focus |
-3.95% | |||||
Wellington Mid Cap Opportunities |
-0.34% | |||||
BGI – Growth Index |
-2.76% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-2.82% | |||||
International Stock Option |
9.47% | |||||
Amer Cent-20th Cent. Int’l Discovery |
9.16% | |||||
Amer Cent-20th Cent. Int’l Growth |
8.42% | |||||
Templeton Instl. Foreign |
10.15% | |||||
First Eagle Overseas I |
12.45% | |||||
Oppenheimer Intl Sm Co A | 10.02% | |||||
Thornburg Intl Value R5 | 11.32% | |||||
Marsico Intl Opp | 6.76% | |||||
Dimensional Emerging Markets Value | 11.78% | |||||
Longleaf Partners Intl. |
4.49% | |||||
BGI Eafe Index |
11.28% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
11.25% | |||||
Diversified Small Company Stock Option |
1.76% | |||||
Royce Opportunity |
5.78% | |||||
Dimensional U.S. Micro Cap Portfolio |
2.60% | |||||
Janus Small Cap Value Instl. |
1.11% | |||||
Third Avenue Sm Cap Instl. | 3.27% | |||||
Century Sm Cap Select Instl. | 0.29% | |||||
Legg Mason Opportunity | -6.71% | |||||
BGI – Small Company Index |
4.50% | |||||
Benchmark | ||||||
Russell 2000 Total |
4.69% | |||||
Conservative Model Portfolio |
3.81% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.56% | |||||
Moderate Model Portfolio |
2.82% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.66% | |||||
Aggressive Model Portfolio |
3.42% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.41% |