Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 15.48% | 8.18% | 22.59% | 13.97% | n/a |
Stable Value Option |
4.75% | |||||
Wellington Core |
4.88% | |||||
PRIMCO GIC |
4.68% | |||||
Cash | 2.57% | |||||
BGI – Money Market Index |
4.68% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
4.08% | |||||
Equity Index Option (BGI – US Equity Index) |
14.14% | |||||
Benchmark | ||||||
Russell 3000 |
14.35% | |||||
Value Stock Option |
15.49% | |||||
Morgan Value (separately managed) |
17.57% | |||||
CGM Focus | 13.44% | |||||
Goldman Sachs Mid Value Instl. | 16.18% | |||||
Neuberger Berman Regency |
11.88% | |||||
T. Rowe Price Value |
17.54% | |||||
BGI – Value Index |
19.50% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
19.56% | |||||
Growth Stock Option |
5.34% | |||||
Turner Mid Cap Growth |
7.67% | |||||
Marsico Focus |
5.65% | |||||
Wellington Mid Cap Opportunities |
9.51% | |||||
BGI – Growth Index |
8.81% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
8.71% | |||||
International Stock Option |
22.92% | |||||
Amer Cent-20th Cent. Int’l Discovery |
24.51% | |||||
Amer Cent-20th Cent. Int’l Growth |
20.61% | |||||
Templeton Instl. Foreign |
24.44% | |||||
First Eagle Overseas I |
20.64% | |||||
Oppenheimer Intl Sm Co A | 32.19% | |||||
Thornburg Intl Value R5 | 21.35% | |||||
Marsico Intl Opp | 18.37% | |||||
Dimensional Emerging Markets Value | 33.17% | |||||
BGI Eafe Index |
22.51% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
22.50% | |||||
Diversified Small Company Stock Option |
13.76% | |||||
Royce Opportunity |
17.41% | |||||
Dimensional U.S. Micro Cap Portfolio |
14.32% | |||||
Third Avenue Sm Cap Instl. | 11.21% | |||||
Century Sm Cap Select Instl. | 9.31% | |||||
Legg Mason Opportunity | 13.36% | |||||
BGI – Small Company Index |
17.70% | |||||
Benchmark | ||||||
Russell 2000 Total |
17.97% | |||||
Conservative Model Portfolio |
8.90% | |||||
Benchmark | ||||||
Conservative Composite Index |
9.23% | |||||
Moderate Model Portfolio |
10.76% | |||||
Benchmark | ||||||
Moderate Composite Index |
11.87% | |||||
Aggressive Model Portfolio |
12.64% | |||||
Benchmark | ||||||
Aggressive Composite Index |
14.18% |