Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 13.85% | 22.30% | 26.24% | 21.98% | n/a |
Stable Value Option |
1.86% | |||||
Wellington Core |
9.66% | |||||
PRIMCO GIC | 2.35% | |||||
Cash | 2.24% | |||||
Dreyfus Cash Mgmt. Instl. | 0.48% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
1.05% | |||||
Equity Index Option (BGI – US Equity Index) |
16.37% | |||||
Benchmark | ||||||
Russell 3000 |
16.32% | |||||
Value Stock Option |
21.44% | |||||
JP Morgan Large Cap Value (separately managed) | 21.19% | |||||
CGM Focus | -0.48% | |||||
Goldman Sachs Mid Value Instl. | 19.46% | |||||
Neuberger Berman Partners |
40.56% | |||||
T. Rowe Price Value |
26.18% | |||||
BGI – Value Index |
10.83% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
10.58% | |||||
Growth Stock Option |
23.28% | |||||
Turner Mid Cap Growth |
30.96% | |||||
Marsico Focus |
17.21% | |||||
Wellington Mid Cap Opportunities |
17.50% | |||||
Primecap Odyssey Growth | 26.32% | |||||
T. Rowe Price Growth Stock | 24.90% | |||||
BGI – Growth Index |
21.95% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
21.93% | |||||
International Stock Option |
34.02% | |||||
Amer Cent-20th Cent. Int’l Discovery |
22.54% | |||||
Amer Cent-20th Cent. Int’l Growth |
21.59% | |||||
Templeton Instl. Foreign |
23.89% | |||||
Oppenheimer Intl Sm Co A | 91.60% | |||||
Thornburg Intl Value | 21.51% | |||||
Marsico Intl Opp | 28.60% | |||||
Dimensional Emerging Markets Value | 61.51% | |||||
Royce International Value | 39.25% | |||||
BGI Eafe Index |
22.63% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
24.21% | |||||
Diversified Small Company Stock Option |
23.49% | |||||
Royce Opportunity |
45.42% | |||||
Dimensional U.S. Micro Cap Portfolio |
18.05% | |||||
Third Avenue Sm Cap Value | 14.83% | |||||
iShares Morningstar Small Growth Index | 21.29% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 26.97% | |||||
Morgan Stanley US Small Cap Value Instl | 20.09% | |||||
BGI – Small Company Index |
15.84% | |||||
Benchmark | ||||||
Russell 2000 Total |
15.75% | |||||
Conservative Model Portfolio |
9.18% | |||||
Benchmark | ||||||
Conservative Composite Index |
6.01% | |||||
Moderate Model Portfolio |
16.13% | |||||
Benchmark | ||||||
Moderate Composite Index |
11.69% | |||||
Aggressive Model Portfolio |
19.98% | |||||
Benchmark | ||||||
Aggressive Composite Index |
14.32% |