Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.13% | 11.43% | 11.71% | 10.32% | n/a |
Stable Value Option |
1.37% | |||||
Wellington Core Bonds |
5.79% | |||||
PRIMCO GIC | 1.68% | |||||
Cash | 1.66% | |||||
Dreyfus Cash Mgmt. Instl. | 0.42% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.47% | |||||
Equity Index Option (BGI – US Equity Index) |
4.25% | |||||
Benchmark | ||||||
Russell 3000 |
4.20% | |||||
Value Stock Option |
6.63% | |||||
JP Morgan Large Cap Value (separately managed) | 6.66% | |||||
CGM Focus | -6.41% | |||||
Goldman Sachs Mid Value Instl. | 5.23% | |||||
Neuberger Berman Partners |
20.57% | |||||
T. Rowe Price Value |
9.83% | |||||
BGI – Value Index |
-2.70% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-2.87% | |||||
Growth Stock Option |
10.80% | |||||
Turner Mid Cap Growth |
12.91% | |||||
Marsico Focus |
5.11% | |||||
Wellington Mid Cap Opportunities |
6.63% | |||||
Primecap Odyssey Growth | 12.63% | |||||
T. Rowe Price Growth Stock | 15.06% | |||||
BGI – Growth Index |
11.56% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
11.53% | |||||
International Stock Option |
18.64% | |||||
Amer Cent-20th Cent. Int’l Discovery |
4.41% | |||||
Amer Cent-20th Cent. Int’l Growth |
8.64% | |||||
Templeton Instl. Foreign |
8.64% | |||||
Oppenheimer Intl Sm Co A | 73.17% | |||||
Thornburg Intl Value | 9.94% | |||||
Marsico Intl Opp | 15.79% | |||||
Dimensional Emerging Markets Value | 41.37% | |||||
Royce International Value | 22.84% | |||||
BGI Eafe Index |
6.60% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
7.95% | |||||
Diversified Small Company Stock Option |
8.76% | |||||
Royce Opportunity |
19.21% | |||||
Dimensional U.S. Micro Cap Portfolio |
4.63% | |||||
Third Avenue Sm Cap Value | 2.05% | |||||
iShares Morningstar Small Growth Index | 12.50% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 15.68% | |||||
Morgan Stanley US Small Cap Value Instl | 6.68% | |||||
BGI – Small Company Index |
2.71% | |||||
Benchmark | ||||||
Russell 2000 Total |
2.64% | |||||
Conservative Model Portfolio |
3.67% | |||||
Benchmark | ||||||
Conservative Composite Index |
0.54% | |||||
Moderate Model Portfolio |
7.25% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.15% | |||||
Aggressive Model Portfolio |
8.75% | |||||
Benchmark | ||||||
Aggressive Composite Index |
3.74% |