Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 3.52% | 8.22% | 8.98% | 4.18% | n/a |
Stable Value Option |
3.47% | |||||
Wellington Core |
2.52% | |||||
PRIMCO GIC |
3.40% | |||||
Cash | 2.29% | |||||
BGI – Money Market Index |
3.56% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
3.94% | |||||
Equity Index Option (BGI – US Equity Index) |
4.89% | |||||
Benchmark | ||||||
Russell 3000 |
4.95% | |||||
Value Stock Option |
7.20% | |||||
Morgan Value (separately managed) |
3.30% | |||||
CGM Focus | 38.48% | |||||
Goldman Sachs Mid Value Instl. | 3.39% | |||||
Neuberger Berman Partners |
3.21% | |||||
T. Rowe Price Value |
4.13% | |||||
BGI – Value Index |
2.48% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
2.45% | |||||
Growth Stock Option |
9.34% | |||||
Turner Mid Cap Growth |
14.76% | |||||
Marsico Focus |
4.10% | |||||
Wellington Mid Cap Opportunities |
15.60% | |||||
Primecap Odyssey Growth | 6.98% | |||||
T. Rowe Price Growth Stock | 6.66% | |||||
BGI – Growth Index |
8.08% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
8.15% | |||||
International Stock Option |
12.56% | |||||
Amer Cent-20th Cent. Int’l Discovery |
15.07% | |||||
Amer Cent-20th Cent. Int’l Growth |
9.43% | |||||
Templeton Instl. Foreign |
10.33% | |||||
First Eagle Overseas I |
7.20% | |||||
Oppenheimer Intl Sm Co A | 13.54% | |||||
Thornburg Intl Value R5 | 19.67% | |||||
Marsico Intl Opp | 7.75% | |||||
Dimensional Emerging Markets Value | 30.07% | |||||
Royce International Value | 9.50% | |||||
BGI Eafe Index |
7.54% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
7.40% | |||||
Diversified Small Company Stock Option |
3.34% | |||||
Royce Opportunity |
4.91% | |||||
Dimensional U.S. Micro Cap Portfolio |
0.34% | |||||
Third Avenue Sm Cap Instl. | 2.36% | |||||
Century Sm Cap Select Instl. | 3.67% | |||||
Legg Mason Opportunity | 6.37% | |||||
Morgan Stanley US Small Cap Value Instl | 5.01% | |||||
BGI – Small Company Index |
1.44% | |||||
Benchmark | ||||||
Russell 2000 Total |
1.41% | |||||
Conservative Model Portfolio |
4.64% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.84% | |||||
Moderate Model Portfolio |
6.12% | |||||
Benchmark | ||||||
Moderate Composite Index |
4.59% | |||||
Aggressive Model Portfolio |
6.41% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.51% |