Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 4.51% | 3.78% | 10.58% | 11.95% | n/a |
Stable Value Option |
1.26% | |||||
Wellington Core |
-0.54% | |||||
PRIMCO GIC |
1.23% | |||||
Cash | 0.69% | |||||
BGI – Money Market Index |
1.11% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.42% | |||||
Equity Index Option (BGI – US Equity Index) |
5.32% | |||||
Benchmark | ||||||
Russell 3000 |
5.31% | |||||
Value Stock Option |
5.90% | |||||
Morgan Value (separately managed) |
4.29% | |||||
CGM Focus | 10.33% | |||||
Goldman Sachs Mid Value Instl. | 6.10% | |||||
Neuberger Berman Regency |
5.24% | |||||
T. Rowe Price Value |
5.86% | |||||
BGI – Value Index |
5.97% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.93% | |||||
Growth Stock Option |
5.15% | |||||
Turner Mid Cap Growth |
11.77% | |||||
TCW Galileo Select Equities I |
-1.82% | |||||
Marsico Focus |
4.28% | |||||
Wellington Mid Cap Opportunities |
8.41% | |||||
BGI – Growth Index |
3.19% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
3.09% | |||||
International Stock Option |
11.00% | |||||
Amer Cent-20th Cent. Int’l Discovery |
15.11% | |||||
Amer Cent-20th Cent. Int’l Growth |
10.11% | |||||
Templeton Instl. Foreign |
7.80% | |||||
First Eagle Overseas I |
9.31% | |||||
Oppenheimer Intl Sm Co A | 18.25% | |||||
Thornburg Intl Value R5 | 9.93% | |||||
Marsico Intl Opp | 9.99% | |||||
Dimensional Emerging Markets Value | 13.69% | |||||
Longleaf Partners Intl. |
5.47% | |||||
BGI Eafe Index |
9.32% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
9.40% | |||||
Diversified Small Company Stock Option |
10.69% | |||||
Royce Opportunity |
16.68% | |||||
Dimensional U.S. Micro Cap Portfolio |
14.39% | |||||
Janus Small Cap Value Instl. |
6.37% | |||||
Third Avenue Sm Cap Instl. | 5.93% | |||||
Century Sm Cap Select Instl. | 8.46% | |||||
BGI – Small Company Index |
13.98% | |||||
Benchmark | ||||||
Russell 2000 Total |
13.94% | |||||
Conservative Model Portfolio |
3.08% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.50% | |||||
Moderate Model Portfolio |
5.23% | |||||
Benchmark | ||||||
Moderate Composite Index |
4.63% | |||||
Aggressive Model Portfolio |
6.59% | |||||
Benchmark | ||||||
Aggressive Composite Index |
6.43% |