Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.72% | 6.77% | 10.50% | 3.18% | n/a |
Stable Value Option |
3.03% | |||||
Wellington Core |
1.56% | |||||
PRIMCO GIC |
2.96% | |||||
Cash | 2.00% | |||||
BGI – Money Market Index |
3.10% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.98% | |||||
Equity Index Option (BGI – US Equity Index) |
3.38% | |||||
Benchmark | ||||||
Russell 3000 |
3.46% | |||||
Value Stock Option |
6.51% | |||||
Morgan Value (separately managed) |
2.49% | |||||
CGM Focus | 30.36% | |||||
Goldman Sachs Mid Value Instl. | 3.60% | |||||
Neuberger Berman Partners |
4.34% | |||||
T. Rowe Price Value |
4.58% | |||||
BGI – Value Index |
1.38% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
1.32% | |||||
Growth Stock Option |
7.67% | |||||
Turner Mid Cap Growth |
13.80% | |||||
Marsico Focus |
0.62% | |||||
Wellington Mid Cap Opportunities |
15.26% | |||||
Primecap Odyssey Growth | 4.96% | |||||
T. Rowe Price Growth Stock | 5.99% | |||||
BGI – Growth Index |
6.44% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
6.45% | |||||
International Stock Option |
14.63% | |||||
Amer Cent-20th Cent. Int’l Discovery |
18.26% | |||||
Amer Cent-20th Cent. Int’l Growth |
9.98% | |||||
Templeton Instl. Foreign |
11.43% | |||||
First Eagle Overseas I |
8.39% | |||||
Oppenheimer Intl Sm Co A | 25.15% | |||||
Thornburg Intl Value R5 | 17.24% | |||||
Marsico Intl Opp | 7.16% | |||||
Dimensional Emerging Markets Value | 34.41% | |||||
Royce International Value | 14.10% | |||||
BGI Eafe Index |
8.24% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
9.11% | |||||
Diversified Small Company Stock Option |
3.18% | |||||
Royce Opportunity |
6.83% | |||||
Dimensional U.S. Micro Cap Portfolio |
-0.81% | |||||
Third Avenue Sm Cap Instl. | 2.83% | |||||
Century Sm Cap Select Instl. | 1.61% | |||||
Legg Mason Opportunity | 7.93% | |||||
Morgan Stanley US Small Cap Value Instl | 5.08% | |||||
BGI – Small Company Index |
-0.85% | |||||
Benchmark | ||||||
Russell 2000 Total |
-0.83% | |||||
Conservative Model Portfolio |
3.88% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.75% | |||||
Moderate Model Portfolio |
5.56% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.56% | |||||
Aggressive Model Portfolio |
6.01% | |||||
Benchmark | ||||||
Aggressive Composite Index |
3.48% |