Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 4.35% | -0.43% | 9.67% | 6.53% | n/a |
Stable Value Option |
2.54% | |||||
Wellington Core |
-0.55% | |||||
PRIMCO GIC |
2.50% | |||||
Cash | 1.38% | |||||
BGI – Money Market Index |
2.37% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.08% | |||||
Equity Index Option (BGI – US Equity Index) |
3.16% | |||||
Benchmark | ||||||
Russell 3000 |
3.23% | |||||
Value Stock Option |
5.52% | |||||
Morgan Value (separately managed) |
5.02% | |||||
CGM Focus | 15.33% | |||||
Goldman Sachs Mid Value Instl. | 4.68% | |||||
Neuberger Berman Regency |
2.10% | |||||
T. Rowe Price Value |
5.39% | |||||
BGI – Value Index |
6.56% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
6.56% | |||||
Growth Stock Option |
-0.21% | |||||
Turner Mid Cap Growth |
4.24% | |||||
TCW Select Equities I | -7.04% | |||||
Marsico Focus |
-0.49% | |||||
Wellington Mid Cap Opportunities |
2.63% | |||||
BGI – Growth Index |
-0.82% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-0.93% | |||||
International Stock Option |
9.06% | |||||
Amer Cent-20th Cent. Int’l Discovery |
12.69% | |||||
Amer Cent-20th Cent. Int’l Growth |
7.73% | |||||
Templeton Instl. Foreign |
8.07% | |||||
First Eagle Overseas I |
11.72% | |||||
Oppenheimer Intl Sm Co A | 11.16% | |||||
Thornburg Intl Value R5 | 10.05% | |||||
Marsico Intl Opp | 6.62% | |||||
Dimensional Emerging Markets Value | 9.20% | |||||
Longleaf Partners Intl. |
3.69% | |||||
BGI Eafe Index |
10.22% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
10.16% | |||||
Diversified Small Company Stock Option |
4.91% | |||||
Royce Opportunity |
9.76% | |||||
Dimensional U.S. Micro Cap Portfolio |
6.26% | |||||
Janus Small Cap Value Instl. |
1.61% | |||||
Third Avenue Sm Cap Instl. | 4.99% | |||||
Century Sm Cap Select Instl. | 2.96% | |||||
Legg Mason Opportunity | 1.22% | |||||
BGI – Small Company Index |
8.11% | |||||
Benchmark | ||||||
Russell 2000 Total |
8.21% | |||||
Conservative Model Portfolio |
3.49% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.60% | |||||
Moderate Model Portfolio |
3.65% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.54% | |||||
Aggressive Model Portfolio |
4.56% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.71% |