Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 9.19% | 19.73% | 22.10% | 19.44% | n/a |
Stable Value Option |
1.61% | |||||
Wellington Core |
8.26% | |||||
PRIMCO GIC | 2.01% | |||||
Cash | 1.95% | |||||
Dreyfus Cash Mgmt. Instl. | 0.45% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.67% | |||||
Equity Index Option (BGI – US Equity Index) |
12.34% | |||||
Benchmark | ||||||
Russell 3000 |
12.31% | |||||
Value Stock Option |
16.17% | |||||
JP Morgan Large Cap Value (separately managed) | 15.12% | |||||
CGM Focus | -1.41% | |||||
Goldman Sachs Mid Value Instl. | 13.87% | |||||
Neuberger Berman Partners |
34.74% | |||||
T. Rowe Price Value |
19.87% | |||||
BGI – Value Index |
5.35% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
5.08% | |||||
Growth Stock Option |
19.87% | |||||
Turner Mid Cap Growth |
25.17% | |||||
Marsico Focus |
13.03% | |||||
Wellington Mid Cap Opportunities |
14.26% | |||||
Primecap Odyssey Growth | 24.11% | |||||
T. Rowe Price Growth Stock | 23.12% | |||||
BGI – Growth Index |
19.40% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
19.45% | |||||
International Stock Option |
31.54% | |||||
Amer Cent-20th Cent. Int’l Discovery |
18.31% | |||||
Amer Cent-20th Cent. Int’l Growth |
19.70% | |||||
Templeton Instl. Foreign |
20.31% | |||||
Oppenheimer Intl Sm Co A | 96.62% | |||||
Thornburg Intl Value | 20.11% | |||||
Marsico Intl Opp | 25.06% | |||||
Dimensional Emerging Markets Value | 60.32% | |||||
Royce International Value | 35.22% | |||||
BGI Eafe Index |
16.97% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
17.81% | |||||
Diversified Small Company Stock Option |
19.87% | |||||
Royce Opportunity |
36.63% | |||||
Dimensional U.S. Micro Cap Portfolio |
14.90% | |||||
Third Avenue Sm Cap Value | 10.25% | |||||
iShares Morningstar Small Growth Index | 20.63% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 25.79% | |||||
Morgan Stanley US Small Cap Value Instl | 17.07% | |||||
BGI – Small Company Index |
12.56% | |||||
Benchmark | ||||||
Russell 2000 Total |
12.53% | |||||
Conservative Model Portfolio |
7.24% | |||||
Benchmark | ||||||
Conservative Composite Index |
3.88% | |||||
Moderate Model Portfolio |
13.57% | |||||
Benchmark | ||||||
Moderate Composite Index |
8.79% | |||||
Aggressive Model Portfolio |
16.87% | |||||
Benchmark | ||||||
Aggressive Composite Index |
10.84% |