Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 13.37% | 5.61% | 18.47% | 10.72% | n/a |
Stable Value Option |
4.31% | |||||
Wellington Core |
3.72% | |||||
PRIMCO GIC |
4.25% | |||||
Cash | 2.33% | |||||
BGI – Money Market Index |
4.23% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
3.54% | |||||
Equity Index Option (BGI – US Equity Index) |
11.78% | |||||
Benchmark | ||||||
Russell 3000 |
11.91% | |||||
Value Stock Option |
11.65% | |||||
Morgan Value (separately managed) |
15.12% | |||||
CGM Focus | 9.61% | |||||
Goldman Sachs Mid Value Instl. | 11.98% | |||||
Neuberger Berman Regency |
4.96% | |||||
T. Rowe Price Value |
15.14% | |||||
BGI – Value Index |
16.85% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
16.89% | |||||
Growth Stock Option |
2.36% | |||||
Turner Mid Cap Growth |
3.47% | |||||
Marsico Focus |
2.69% | |||||
Wellington Mid Cap Opportunities |
5.48% | |||||
BGI – Growth Index |
6.63% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
6.59% | |||||
International Stock Option |
18.03% | |||||
Amer Cent-20th Cent. Int’l Discovery |
18.08% | |||||
Amer Cent-20th Cent. Int’l Growth |
16.55% | |||||
Templeton Instl. Foreign |
20.15% | |||||
First Eagle Overseas I |
16.07% | |||||
Oppenheimer Intl Sm Co A | 24.85% | |||||
Thornburg Intl Value R5 | 18.35% | |||||
Marsico Intl Opp | 14.64% | |||||
Dimensional Emerging Markets Value | 24.18% | |||||
BGI Eafe Index |
18.93% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
18.94% | |||||
Diversified Small Company Stock Option |
10.60% | |||||
Royce Opportunity |
13.43% | |||||
Dimensional U.S. Micro Cap Portfolio |
11.80% | |||||
Third Avenue Sm Cap Instl. | 8.55% | |||||
Century Sm Cap Select Instl. | 5.75% | |||||
Legg Mason Opportunity | 7.32% | |||||
BGI – Small Company Index |
14.76% | |||||
Benchmark | ||||||
Russell 2000 Total |
14.95% | |||||
Conservative Model Portfolio |
7.44% | |||||
Benchmark | ||||||
Conservative Composite Index |
7.88% | |||||
Moderate Model Portfolio |
8.38% | |||||
Benchmark | ||||||
Moderate Composite Index |
9.94% | |||||
Aggressive Model Portfolio |
9.89% | |||||
Benchmark | ||||||
Aggressive Composite Index |
11.85% |