Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 7.15% | 19.44% | 21.81% | 9.43% | n/a |
Stable Value Option |
4.34% | |||||
Wellington Core |
4.19% | |||||
PRIMCO GIC |
4.25% | |||||
Cash | 2.87% | |||||
BGI – Money Market Index |
4.48% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.13% | |||||
Equity Index Option (BGI – US Equity Index) |
10.64% | |||||
Benchmark | ||||||
Russell 3000 |
10.77% | |||||
Value Stock Option |
15.95% | |||||
Morgan Value (separately managed) |
6.21% | |||||
CGM Focus | 77.54% | |||||
Goldman Sachs Mid Value Instl. | 7.79% | |||||
Neuberger Berman Partners |
13.55% | |||||
T. Rowe Price Value |
7.67% | |||||
BGI – Value Index |
6.01% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.98% | |||||
Growth Stock Option |
19.64% | |||||
Turner Mid Cap Growth |
27.32% | |||||
Marsico Focus |
19.44% | |||||
Wellington Mid Cap Opportunities |
24.08% | |||||
Primecap Odyssey Growth | 13.02% | |||||
T. Rowe Price Growth Stock | 15.39% | |||||
BGI – Growth Index |
16.44% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
16.51% | |||||
International Stock Option |
29.07% | |||||
Amer Cent-20th Cent. Int’l Discovery |
38.19% | |||||
Amer Cent-20th Cent. Int’l Growth |
24.44% | |||||
Templeton Instl. Foreign |
22.46% | |||||
First Eagle Overseas I |
12.26% | |||||
Oppenheimer Intl Sm Co A | 40.66% | |||||
Thornburg Intl Value R5 | 34.63% | |||||
Marsico Intl Opp | 28.45% | |||||
Dimensional Emerging Markets Value | 57.35% | |||||
Royce International Value | 22.80% | |||||
BGI Eafe Index |
18.36% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
17.60% | |||||
Diversified Small Company Stock Option |
7.14% | |||||
Royce Opportunity |
7.82% | |||||
Dimensional U.S. Micro Cap Portfolio |
3.55% | |||||
Third Avenue Sm Cap Instl. | 7.09% | |||||
Century Sm Cap Select Instl. | 7.71% | |||||
Legg Mason Opportunity | 10.28% | |||||
Morgan Stanley US Small Cap Value Instl | 8.84% | |||||
BGI – Small Company Index |
6.08% | |||||
Benchmark | ||||||
Russell 2000 Total |
6.12% | |||||
Conservative Model Portfolio |
8.02% | |||||
Benchmark | ||||||
Conservative Composite Index |
6.43% | |||||
Moderate Model Portfolio |
12.08% | |||||
Benchmark | ||||||
Moderate Composite Index |
9.16% | |||||
Aggressive Model Portfolio |
13.46% | |||||
Benchmark | ||||||
Aggressive Composite Index |
9.88% |