Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 9.37% | 9.28% | 11.40% | 10.13% | n/a |
Stable Value Option |
2.15% | |||||
Wellington Core |
1.39% | |||||
PRIMCO GIC |
2.12% | |||||
Cash | 1.42% | |||||
BGI – Money Market Index |
2.20% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.71% | |||||
Equity Index Option (BGI – US Equity Index) |
9.15% | |||||
Benchmark | ||||||
Russell 3000 |
9.16% | |||||
Value Stock Option |
12.39% | |||||
Morgan Value (separately managed) |
10.65% | |||||
CGM Focus | 17.76% | |||||
Goldman Sachs Mid Value Instl. | 13.06% | |||||
Neuberger Berman Partners |
13.14% | |||||
T. Rowe Price Value |
9.86% | |||||
BGI – Value Index |
8.77% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
8.77% | |||||
Growth Stock Option |
10.54% | |||||
Turner Mid Cap Growth |
14.31% | |||||
Marsico Focus |
3.06% | |||||
Wellington Mid Cap Opportunities |
19.39% | |||||
Primecap Odyssey Growth | 8.27% | |||||
T. Rowe Price Growth Stock | 9.56% | |||||
BGI – Growth Index |
9.75% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
9.76% | |||||
International Stock Option |
13.17% | |||||
Amer Cent-20th Cent. Int’l Discovery |
15.82% | |||||
Amer Cent-20th Cent. Int’l Growth |
9.90% | |||||
Templeton Instl. Foreign |
12.34% | |||||
First Eagle Overseas I |
8.58% | |||||
Oppenheimer Intl Sm Co A | 22.06% | |||||
Thornburg Intl Value R5 | 13.24% | |||||
Marsico Intl Opp | 6.80% | |||||
Dimensional Emerging Markets Value | 24.79% | |||||
BGI Eafe Index |
10.75% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
10.61% | |||||
Diversified Small Company Stock Option |
10.37% | |||||
Royce Opportunity |
12.27% | |||||
Dimensional U.S. Micro Cap Portfolio |
6.45% | |||||
Third Avenue Sm Cap Instl. | 10.18% | |||||
Century Sm Cap Select Instl. | 9.48% | |||||
Legg Mason Opportunity | 17.79% | |||||
Morgan Stanley US Small Cap Value Instl | 10.85% | |||||
BGI – Small Company Index |
8.06% | |||||
Benchmark | ||||||
Russell 2000 Total |
8.03% | |||||
Conservative Model Portfolio |
5.62% | |||||
Benchmark | ||||||
Conservative Composite Index |
4.61% | |||||
Moderate Model Portfolio |
7.88% | |||||
Benchmark | ||||||
Moderate Composite Index |
6.62% | |||||
Aggressive Model Portfolio |
9.23% | |||||
Benchmark | ||||||
Aggressive Composite Index |
7.69% |