Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 2.57% | 14.32% | 15.93% | 2.07% | n/a |
Stable Value Option |
4.77% | |||||
Wellington Core |
5.69% | |||||
PRIMCO GIC |
4.67% | |||||
Cash | 3.16% | |||||
BGI – Money Market Index |
4.89% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
6.77% | |||||
Equity Index Option (BGI – US Equity Index) |
5.70% | |||||
Benchmark | ||||||
Russell 3000 |
5.78% | |||||
Value Stock Option |
9.53% | |||||
Morgan Value (separately managed) |
0.96% | |||||
CGM Focus | 65.87% | |||||
Goldman Sachs Mid Value Instl. | 2.19% | |||||
Neuberger Berman Partners |
6.71% | |||||
T. Rowe Price Value |
2.57% | |||||
BGI – Value Index |
0.85% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
0.80% | |||||
Growth Stock Option |
14.52% | |||||
Turner Mid Cap Growth |
22.18% | |||||
Marsico Focus |
13.53% | |||||
Wellington Mid Cap Opportunities |
18.91% | |||||
Primecap Odyssey Growth | 7.70% | |||||
T. Rowe Price Growth Stock | 10.45% | |||||
BGI – Growth Index |
12.07% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
12.22% | |||||
International Stock Option |
21.63% | |||||
Amer Cent-20th Cent. Int’l Discovery |
25.13% | |||||
Amer Cent-20th Cent. Int’l Growth |
18.77% | |||||
Templeton Instl. Foreign |
18.49% | |||||
Oppenheimer Intl Sm Co A | 24.41% | |||||
Thornburg Intl Value R5 | 29.06% | |||||
Marsico Intl Opp | 22.06% | |||||
Dimensional Emerging Markets Value | 45.87% | |||||
Royce International Value | 12.50% | |||||
BGI Eafe Index |
13.86% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
13.73% | |||||
Diversified Small Company Stock Option |
-0.85% | |||||
Royce Opportunity |
-1.69% | |||||
Dimensional U.S. Micro Cap Portfolio |
-5.17% | |||||
Third Avenue Sm Cap Instl. | -0.16% | |||||
Legg Mason Opportunity | 2.26% | |||||
Morgan Stanley US Small Cap Value Instl | 0.80% | |||||
BGI – Small Company Index |
-1.58% | |||||
Benchmark | ||||||
Russell 2000 Total |
-1.50% | |||||
Conservative Model Portfolio |
6.16% | |||||
Benchmark | ||||||
Conservative Composite Index |
5.38% | |||||
Moderate Model Portfolio |
8.37% | |||||
Benchmark | ||||||
Moderate Composite Index |
6.41% | |||||
Aggressive Model Portfolio |
8.45% | |||||
Benchmark | ||||||
Aggressive Composite Index |
5.93% |