Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 4.22% | -0.36% | 10.23% | 7.12% | n/a |
Stable Value Option |
2.11% | |||||
Wellington Core |
-0.86% | |||||
PRIMCO GIC |
2.07% | |||||
Cash | 1.15% | |||||
BGI – Money Market Index |
1.94% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.88% | |||||
Equity Index Option (BGI – US Equity Index) |
3.02% | |||||
Benchmark | ||||||
Russell 3000 |
3.05% | |||||
Value Stock Option |
5.28% | |||||
Morgan Value (separately managed) |
3.92% | |||||
CGM Focus | 13.32% | |||||
Goldman Sachs Mid Value Instl. | 3.44% | |||||
Neuberger Berman Regency |
3.56% | |||||
T. Rowe Price Value |
5.99% | |||||
BGI – Value Index |
5.88% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.88% | |||||
Growth Stock Option |
0.37% | |||||
Turner Mid Cap Growth |
4.90% | |||||
TCW Galileo Select Equities I |
-6.99% | |||||
Marsico Focus |
-0.33% | |||||
Wellington Mid Cap Opportunities |
4.39% | |||||
BGI – Growth Index |
-0.43% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-0.54% | |||||
International Stock Option |
10.73% | |||||
Amer Cent-20th Cent. Int’l Discovery |
16.90% | |||||
Amer Cent-20th Cent. Int’l Growth |
8.42% | |||||
Templeton Instl. Foreign |
8.02% | |||||
First Eagle Overseas I |
11.25% | |||||
Oppenheimer Intl Sm Co A | 18.50% | |||||
Thornburg Intl Value R5 | 10.05% | |||||
Marsico Intl Opp | 7.67% | |||||
Dimensional Emerging Markets Value | 10.20% | |||||
Longleaf Partners Intl. |
4.44% | |||||
BGI Eafe Index |
10.19% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
10.17% | |||||
Diversified Small Company Stock Option |
5.52% | |||||
Royce Opportunity |
11.55% | |||||
Dimensional U.S. Micro Cap Portfolio |
7.21% | |||||
Janus Small Cap Value Instl. |
3.29% | |||||
Third Avenue Sm Cap Instl. | 3.97% | |||||
Century Sm Cap Select Instl. | 4.15% | |||||
Legg Mason Opportunity | 1.30% | |||||
BGI – Small Company Index |
7.46% | |||||
Benchmark | ||||||
Russell 2000 Total |
7.52% | |||||
Conservative Model Portfolio |
3.16% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.32% | |||||
Moderate Model Portfolio |
3.80% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.34% | |||||
Aggressive Model Portfolio |
4.87% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.47% |