Skip main content and go to side navigation
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%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation