Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 23.72% | 37.30% | 38.51% | 35.03% | n/a |
Stable Value Option |
3.02% | |||||
Wellington Core |
12.10% | |||||
PRIMCO GIC | 3.77% | |||||
Cash | 3.29% | |||||
Dreyfus Cash Mgmt. Instl. | 0.52% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
1.41% | |||||
Equity Index Option (BGI – US Equity Index) |
28.29% | |||||
Benchmark | ||||||
Russell 3000 |
28.34% | |||||
Value Stock Option |
33.41% | |||||
JP Morgan Large Cap Value (separately managed) | 32.09% | |||||
CGM Focus | 10.42% | |||||
Goldman Sachs Mid Value Instl. | 33.19% | |||||
Neuberger Berman Partners |
55.85% | |||||
T. Rowe Price Value |
37.00% | |||||
BGI – Value Index |
20.03% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
19.69% | |||||
Growth Stock Option |
37.93% | |||||
Turner Mid Cap Growth |
48.47% | |||||
Marsico Focus |
30.49% | |||||
Wellington Mid Cap Opportunities |
30.55% | |||||
Primecap Odyssey Growth | 40.95% | |||||
T. Rowe Price Growth Stock | 42.94% | |||||
BGI – Growth Index |
37.45% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
37.21% | |||||
International Stock Option |
48.16% | |||||
Amer Cent-20th Cent. Int’l Discovery |
34.45% | |||||
Amer Cent-20th Cent. Int’l Growth |
34.02% | |||||
Templeton Instl. Foreign |
33.63% | |||||
Oppenheimer Intl Sm Co A | 121.67% | |||||
Thornburg Intl Value | 31.98% | |||||
Marsico Intl Opp | 37.71% | |||||
Dimensional Emerging Markets Value | 92.28% | |||||
Royce International Value | 61.89% | |||||
BGI Eafe Index |
30.01% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
31.78% | |||||
Diversified Small Company Stock Option |
35.51% | |||||
Royce Opportunity |
62.14% | |||||
Dimensional U.S. Micro Cap Portfolio |
28.06% | |||||
Third Avenue Sm Cap Value | 25.28% | |||||
Buffalo Small Cap | 37.49% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 45.57% | |||||
Morgan Stanley US Small Cap Value Instl | 30.61% | |||||
BGI – Small Company Index |
27.36% | |||||
Benchmark | ||||||
Russell 2000 Total |
27.17% | |||||
Conservative Model Portfolio |
14.30% | |||||
Benchmark | ||||||
Conservative Composite Index |
10.45% | |||||
Moderate Model Portfolio |
24.52% | |||||
Benchmark | ||||||
Moderate Composite Index |
19.18% | |||||
Aggressive Model Portfolio |
30.20% | |||||
Benchmark | ||||||
Aggressive Composite Index |
23.27% |