Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 7.40% | 8.38% | 11.87% | 9.03% | n/a |
Stable Value Option |
2.58% | |||||
Wellington Core |
1.03% | |||||
PRIMCO GIC |
2.53% | |||||
Cash | 1.71% | |||||
BGI – Money Market Index |
2.65% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
2.14% | |||||
Equity Index Option (BGI – US Equity Index) |
7.08% | |||||
Benchmark | ||||||
Russell 3000 |
7.11% | |||||
Value Stock Option |
10.60% | |||||
Morgan Value (separately managed) |
7.98% | |||||
CGM Focus | 23.29% | |||||
Goldman Sachs Mid Value Instl. | 9.84% | |||||
Neuberger Berman Partners |
9.34% | |||||
T. Rowe Price Value |
9.60% | |||||
BGI – Value Index |
6.29% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
6.23% | |||||
Growth Stock Option |
9.45% | |||||
Turner Mid Cap Growth |
13.80% | |||||
Marsico Focus |
1.61% | |||||
Wellington Mid Cap Opportunities |
18.13% | |||||
Primecap Odyssey Growth | 7.63% | |||||
T. Rowe Price Growth Stock | 8.54% | |||||
BGI – Growth Index |
8.10% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
8.13% | |||||
International Stock Option |
14.36% | |||||
Amer Cent-20th Cent. Int’l Discovery |
17.11% | |||||
Amer Cent-20th Cent. Int’l Growth |
11.26% | |||||
Templeton Instl. Foreign |
12.98% | |||||
First Eagle Overseas I |
8.15% | |||||
Oppenheimer Intl Sm Co A | 24.22% | |||||
Thornburg Intl Value R5 | 15.93% | |||||
Marsico Intl Opp | 7.45% | |||||
Dimensional Emerging Markets Value | 28.33% | |||||
Royce International Value | 15.80% | |||||
BGI Eafe Index |
10.89% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
10.74% | |||||
Diversified Small Company Stock Option |
9.63% | |||||
Royce Opportunity |
12.73% | |||||
Dimensional U.S. Micro Cap Portfolio |
6.09% | |||||
Third Avenue Sm Cap Instl. | 8.56% | |||||
Century Sm Cap Select Instl. | 8.41% | |||||
Legg Mason Opportunity | 14.60% | |||||
Morgan Stanley US Small Cap Value Instl | 11.11% | |||||
BGI – Small Company Index |
6.46% | |||||
Benchmark | ||||||
Russell 2000 Total |
6.45% | |||||
Conservative Model Portfolio |
5.12% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.95% | |||||
Moderate Model Portfolio |
7.36% | |||||
Benchmark | ||||||
Moderate Composite Index |
5.69% | |||||
Aggressive Model Portfolio |
8.60% | |||||
Benchmark | ||||||
Aggressive Composite Index |
6.55% |