Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.32% | 2.18% | 1.04% | 1.92% | n/a |
Stable Value Option |
0.44% | |||||
Wellington Core |
0.06% | |||||
PRIMCO GIC |
0.43% | |||||
Cash | 0.30% | |||||
BGI – Money Market Index |
0.45% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
0.22% | |||||
Equity Index Option (BGI – US Equity Index) |
1.90% | |||||
Benchmark | ||||||
Russell 3000 |
1.90% | |||||
Value Stock Option |
1.97% | |||||
Morgan Value (separately managed) |
0.54% | |||||
CGM Focus | 4.01% | |||||
Goldman Sachs Mid Value Instl. | 3.44% | |||||
Neuberger Berman Regency |
2.41% | |||||
T. Rowe Price Value |
1.55% | |||||
BGI – Value Index |
1.29% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
1.28% | |||||
Growth Stock Option |
3.32% | |||||
Turner Mid Cap Growth |
3.70% | |||||
Marsico Focus |
4.30% | |||||
Wellington Mid Cap Opportunities |
4.54% | |||||
Primecap Odyssey Growth | 2.52% | |||||
T. Rowe Price Growth Stock | 1.58% | |||||
BGI – Growth Index |
2.47% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
2.57% | |||||
International Stock Option |
0.74% | |||||
Amer Cent-20th Cent. Int’l Discovery |
1.65% | |||||
Amer Cent-20th Cent. Int’l Growth |
1.04% | |||||
Templeton Instl. Foreign |
1.09% | |||||
First Eagle Overseas I |
0.44% | |||||
Oppenheimer Intl Sm Co A | 0.26% | |||||
Thornburg Intl Value R5 | 0.38% | |||||
Marsico Intl Opp | -0.47% | |||||
Dimensional Emerging Markets Value | 1.54% | |||||
BGI Eafe Index |
1.29% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
0.68% | |||||
Diversified Small Company Stock Option |
2.11% | |||||
Royce Opportunity |
2.68% | |||||
Dimensional U.S. Micro Cap Portfolio |
1.15% | |||||
Third Avenue Sm Cap Instl. | 1.32% | |||||
Century Sm Cap Select Instl. | 1.57% | |||||
Legg Mason Opportunity | 5.71% | |||||
BGI – Small Company Index |
1.64% | |||||
Benchmark | ||||||
Russell 2000 Total |
1.67% | |||||
Conservative Model Portfolio |
1.05% | |||||
Benchmark | ||||||
Conservative Composite Index |
0.77% | |||||
Moderate Model Portfolio |
1.51% | |||||
Benchmark | ||||||
Moderate Composite Index |
1.18% | |||||
Aggressive Model Portfolio |
1.68% | |||||
Benchmark | ||||||
Aggressive Composite Index |
1.34% |