Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 6.47% | 14.53% | 15.58% | 6.50% | n/a |
Stable Value Option |
3.90% | |||||
Wellington Core |
3.33% | |||||
PRIMCO GIC |
3.82% | |||||
Cash | 2.58% | |||||
BGI – Money Market Index |
4.03% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
4.70% | |||||
Equity Index Option (BGI – US Equity Index) |
8.65% | |||||
Benchmark | ||||||
Russell 3000 |
8.77% | |||||
Value Stock Option |
12.91% | |||||
Morgan Value (separately managed) |
6.96% | |||||
CGM Focus | 60.62% | |||||
Goldman Sachs Mid Value Instl. | 6.58% | |||||
Neuberger Berman Partners |
8.55% | |||||
T. Rowe Price Value |
7.00% | |||||
BGI – Value Index |
6.01% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.97% | |||||
Growth Stock Option |
15.59% | |||||
Turner Mid Cap Growth |
22.25% | |||||
Marsico Focus |
12.75% | |||||
Wellington Mid Cap Opportunities |
20.44% | |||||
Primecap Odyssey Growth | 11.58% | |||||
T. Rowe Price Growth Stock | 12.14% | |||||
BGI – Growth Index |
12.67% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
12.68% | |||||
International Stock Option |
20.96% | |||||
Amer Cent-20th Cent. Int’l Discovery |
25.95% | |||||
Amer Cent-20th Cent. Int’l Growth |
18.13% | |||||
Templeton Instl. Foreign |
16.64% | |||||
First Eagle Overseas I |
9.89% | |||||
Oppenheimer Intl Sm Co A | 26.56% | |||||
Thornburg Intl Value R5 | 27.85% | |||||
Marsico Intl Opp | 18.87% | |||||
Dimensional Emerging Markets Value | 41.79% | |||||
Royce International Value | 17.50% | |||||
BGI Eafe Index |
13.27% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
13.15% | |||||
Diversified Small Company Stock Option |
5.50% | |||||
Royce Opportunity |
6.14% | |||||
Dimensional U.S. Micro Cap Portfolio |
1.82% | |||||
Third Avenue Sm Cap Instl. | 5.15% | |||||
Century Sm Cap Select Instl. | 5.44% | |||||
Legg Mason Opportunity | 11.47% | |||||
Morgan Stanley US Small Cap Value Instl | 6.90% | |||||
BGI – Small Company Index |
3.18% | |||||
Benchmark | ||||||
Russell 2000 Total |
3.16% | |||||
Conservative Model Portfolio |
6.78% | |||||
Benchmark | ||||||
Conservative Composite Index |
5.77% | |||||
Moderate Model Portfolio |
9.66% | |||||
Benchmark | ||||||
Moderate Composite Index |
7.39% | |||||
Aggressive Model Portfolio |
10.51% | |||||
Benchmark | ||||||
Aggressive Composite Index |
7.66% |