Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.07% | 1.21% | 3.88% | 3.03% | n/a |
Stable Value Option |
1.28% | |||||
Wellington Core |
1.57% | |||||
PRIMCO GIC |
1.25% | |||||
Cash | 0.84% | |||||
BGI – Money Market Index |
1.33% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.40% | |||||
Equity Index Option (BGI – US Equity Index) |
1.24% | |||||
Benchmark | ||||||
Russell 3000 |
1.28% | |||||
Value Stock Option |
2.91% | |||||
Morgan Value (separately managed) |
1.01% | |||||
CGM Focus | 9.40% | |||||
Goldman Sachs Mid Value Instl. | 4.81% | |||||
Neuberger Berman Regency |
3.29% | |||||
T. Rowe Price Value |
0.93% | |||||
BGI – Value Index |
1.22% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
1.24% | |||||
Growth Stock Option |
1.90% | |||||
Turner Mid Cap Growth |
3.25% | |||||
Marsico Focus |
-0.73% | |||||
Wellington Mid Cap Opportunities |
6.01% | |||||
Primecap Odyssey Growth | 1.51% | |||||
T. Rowe Price Growth Stock | 0.73% | |||||
BGI – Growth Index |
1.16% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
1.19% | |||||
International Stock Option |
4.23% | |||||
Amer Cent-20th Cent. Int’l Discovery |
7.04% | |||||
Amer Cent-20th Cent. Int’l Growth |
2.96% | |||||
Templeton Instl. Foreign |
3.69% | |||||
First Eagle Overseas I |
4.23% | |||||
Oppenheimer Intl Sm Co A | 6.99% | |||||
Thornburg Intl Value R5 | 3.17% | |||||
Marsico Intl Opp | 0.41% | |||||
Dimensional Emerging Markets Value | 7.42% | |||||
BGI Eafe Index |
4.10% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
4.08% | |||||
Diversified Small Company Stock Option |
3.08% | |||||
Royce Opportunity |
4.53% | |||||
Dimensional U.S. Micro Cap Portfolio |
1.66% | |||||
Third Avenue Sm Cap Instl. | 2.48% | |||||
Century Sm Cap Select Instl. | 2.80% | |||||
Morgan Stanley US Small Cap Value Instl | 3.87% | |||||
Legg Mason Opportunity | 3.89% | |||||
BGI – Small Company Index |
1.93% | |||||
Benchmark | ||||||
Russell 2000 Total |
1.95% | |||||
Conservative Model Portfolio |
1.60% | |||||
Benchmark | ||||||
Conservative Composite Index |
1.34% | |||||
Moderate Model Portfolio |
2.09% | |||||
Benchmark | ||||||
Moderate Composite Index |
1.65% | |||||
Aggressive Model Portfolio |
2.39% | |||||
Benchmark | ||||||
Aggressive Composite Index |
1.84% |