Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.66% | 14.74% | 14.15% | 1.72% | n/a |
Stable Value Option |
5.21% | |||||
Wellington Core |
5.83% | |||||
PRIMCO GIC |
5.10% | |||||
Cash | 3.44% | |||||
BGI – Money Market Index |
5.30% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
7.10% | |||||
Equity Index Option (BGI – US Equity Index) |
5.01% | |||||
Benchmark | ||||||
Russell 3000 |
5.14% | |||||
Value Stock Option |
10.96% | |||||
Morgan Value (separately managed) |
-0.72% | |||||
CGM Focus | 79.92% | |||||
Goldman Sachs Mid Value Instl. | 3.35% | |||||
Neuberger Berman Partners |
9.84% | |||||
T. Rowe Price Value |
0.57% | |||||
BGI – Value Index |
-0.09% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-0.17% | |||||
Growth Stock Option |
14.36% | |||||
Turner Mid Cap Growth |
24.44% | |||||
Marsico Focus |
12.93% | |||||
Wellington Mid Cap Opportunities |
19.55% | |||||
Primecap Odyssey Growth | 4.89% | |||||
T. Rowe Price Growth Stock | 10.12% | |||||
BGI – Growth Index |
11.70% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
11.81% | |||||
International Stock Option |
20.44% | |||||
Amer Cent-20th Cent. Int’l Discovery |
24.49% | |||||
Amer Cent-20th Cent. Int’l Growth |
17.26% | |||||
Templeton Instl. Foreign |
18.45% | |||||
Oppenheimer Intl Sm Co A | 21.43% | |||||
Thornburg Intl Value R5 | 28.19% | |||||
Marsico Intl Opp | 20.47% | |||||
Dimensional Emerging Markets Value | 45.64% | |||||
Royce International Value | 14.28% | |||||
BGI Eafe Index |
11.26% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
11.17% | |||||
Diversified Small Company Stock Option |
-1.09% | |||||
Royce Opportunity |
-2.00% | |||||
Dimensional U.S. Micro Cap Portfolio |
-5.22% | |||||
Third Avenue Sm Cap Instl. | 1.38% | |||||
iShares Morningstar Small Growth Index | 10.85% | |||||
Legg Mason Opportunity | -0.86% | |||||
Morgan Stanley US Small Cap Value Instl | 0.13% | |||||
BGI – Small Company Index |
-1.64% | |||||
Benchmark | ||||||
Russell 2000 Total |
-1.57% | |||||
Conservative Model Portfolio |
6.58% | |||||
Benchmark | ||||||
Conservative Composite Index |
5.25% | |||||
Moderate Model Portfolio |
8.48% | |||||
Benchmark | ||||||
Moderate Composite Index |
5.96% | |||||
Aggressive Model Portfolio |
8.41% | |||||
Benchmark | ||||||
Aggressive Composite Index |
5.30% |