Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 10.06% | 2.11% | 14.09% | 5.75% | n/a |
Stable Value Option |
3.86% | |||||
Wellington Core |
3.07% | |||||
PRIMCO GIC |
3.80% | |||||
Cash | 2.09% | |||||
BGI – Money Market Index |
3.76% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
3.11% | |||||
Equity Index Option (BGI – US Equity Index) |
7.93% | |||||
Benchmark | ||||||
Russell 3000 |
8.02% | |||||
Value Stock Option |
7.51% | |||||
Morgan Value (separately managed) |
11.41% | |||||
CGM Focus | 7.42% | |||||
Goldman Sachs Mid Value Instl. | 6.95% | |||||
Neuberger Berman Regency |
-0.35% | |||||
T. Rowe Price Value |
11.04% | |||||
BGI – Value Index |
13.13% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
13.19% | |||||
Growth Stock Option |
-0.78% | |||||
Turner Mid Cap Growth |
0.95% | |||||
Marsico Focus |
-0.17% | |||||
Wellington Mid Cap Opportunities |
2.04% | |||||
BGI – Growth Index |
3.02% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
2.97% | |||||
International Stock Option |
13.03% | |||||
Amer Cent-20th Cent. Int’l Discovery |
14.00% | |||||
Amer Cent-20th Cent. Int’l Growth |
11.79% | |||||
Templeton Instl. Foreign |
15.40% | |||||
First Eagle Overseas I |
14.26% | |||||
Oppenheimer Intl Sm Co A | 13.24% | |||||
Thornburg Intl Value R5 | 14.20% | |||||
Marsico Intl Opp | 11.26% | |||||
Dimensional Emerging Markets Value | 16.12% | |||||
BGI Eafe Index |
14.50% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
14.49% | |||||
Diversified Small Company Stock Option |
5.59% | |||||
Royce Opportunity |
9.68% | |||||
Dimensional U.S. Micro Cap Portfolio |
6.03% | |||||
Third Avenue Sm Cap Instl. | 5.36% | |||||
Century Sm Cap Select Instl. | 3.70% | |||||
Legg Mason Opportunity | -0.32% | |||||
BGI – Small Company Index |
8.49% | |||||
Benchmark | ||||||
Russell 2000 Total |
8.69% | |||||
Conservative Model Portfolio |
5.62% | |||||
Benchmark | ||||||
Conservative Composite Index |
6.11% | |||||
Moderate Model Portfolio |
5.50% | |||||
Benchmark | ||||||
Moderate Composite Index |
7.03% | |||||
Aggressive Model Portfolio |
6.46% | |||||
Benchmark | ||||||
Aggressive Composite Index |
8.16% |