Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 5.11% | 5.20% | 8.00% | 5.64% | n/a |
Stable Value Option |
1.71% | |||||
Wellington Core |
2.14% | |||||
PRIMCO GIC |
1.68% | |||||
Cash | 1.11% | |||||
BGI – Money Market Index |
1.77% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.77% | |||||
Equity Index Option (BGI – US Equity Index) |
5.29% | |||||
Benchmark | ||||||
Russell 3000 |
5.32% | |||||
Value Stock Option |
7.47% | |||||
Morgan Value (separately managed) |
5.71% | |||||
CGM Focus | 11.01% | |||||
Goldman Sachs Mid Value Instl. | 9.12% | |||||
Neuberger Berman Regency |
6.67% | |||||
T. Rowe Price Value |
6.44% | |||||
BGI – Value Index |
4.99% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
4.98% | |||||
Growth Stock Option |
6.09% | |||||
Turner Mid Cap Growth |
7.67% | |||||
Marsico Focus |
0.93% | |||||
Wellington Mid Cap Opportunities |
11.35% | |||||
Primecap Odyssey Growth | 5.54% | |||||
T. Rowe Price Growth Stock | 6.15% | |||||
BGI – Growth Index |
5.87% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
5.95% | |||||
International Stock Option |
9.25% | |||||
Amer Cent-20th Cent. Int’l Discovery |
10.71% | |||||
Amer Cent-20th Cent. Int’l Growth |
8.39% | |||||
Templeton Instl. Foreign |
9.28% | |||||
First Eagle Overseas I |
7.44% | |||||
Oppenheimer Intl Sm Co A | 12.35% | |||||
Thornburg Intl Value R5 | 9.10% | |||||
Marsico Intl Opp | 4.85% | |||||
Dimensional Emerging Markets Value | 15.98% | |||||
BGI Eafe Index |
7.99% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
8.70% | |||||
Diversified Small Company Stock Option |
5.81% | |||||
Royce Opportunity |
7.13% | |||||
Dimensional U.S. Micro Cap Portfolio |
3.19% | |||||
Third Avenue Sm Cap Instl. | 6.08% | |||||
Century Sm Cap Select Instl. | 4.78% | |||||
Morgan Stanley US Small Cap Value Instl | 9.34% | |||||
Legg Mason Opportunity | 6.79% | |||||
BGI – Small Company Index |
3.77% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.78% | |||||
Conservative Model Portfolio |
3.61% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.12% | |||||
Moderate Model Portfolio |
4.94% | |||||
Benchmark | ||||||
Moderate Composite Index |
4.30% | |||||
Aggressive Model Portfolio |
5.68% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.85% |