Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.54% | 11.27% | 13.12% | 8.67% | n/a |
Stable Value Option |
1.13% | |||||
Wellington Core Bonds |
4.67% | |||||
Invesco Interest Income | 1.37% | |||||
CDs | 1.38% | |||||
Dreyfus Cash Mgmt. Instl. | 0.38% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.60% | |||||
Equity Index Option (BGI – US Equity Index) |
3.91% | |||||
Benchmark | ||||||
Russell 3000 |
3.84% | |||||
Value Stock Option |
7.08% | |||||
JP Morgan Large Cap Value (separately managed) | 5.36% | |||||
CGM Focus | -3.48% | |||||
Goldman Sachs Mid Value Instl. | 4.51% | |||||
Neuberger Berman Partners |
22.93% | |||||
T. Rowe Price Value |
9.30% | |||||
BGI – Value Index |
-2.00% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-2.15% | |||||
Growth Stock Option |
10.52% | |||||
Turner Mid Cap Growth |
13.71% | |||||
Marsico Focus |
7.33% | |||||
Wellington Mid Cap Opportunities |
6.09% | |||||
Primecap Odyssey Growth | 9.68% | |||||
T. Rowe Price Growth Stock | 14.64% | |||||
BGI – Growth Index |
10.37% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
10.29% | |||||
International Stock Option |
19.78% | |||||
Amer Cent-20th Cent. Int’l Discovery |
9.09% | |||||
Amer Cent-20th Cent. Int’l Growth |
9.18% | |||||
Templeton Instl. Foreign |
9.65% | |||||
Oppenheimer Intl Sm Co A | 65.65% | |||||
Thornburg Intl Value | 10.70% | |||||
Marsico Intl Opp | 19.45% | |||||
Dimensional Emerging Markets Value | 43.13% | |||||
Royce Global Value Svc. | 27.31% | |||||
BGI Eafe Index |
7.83% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
8.57% | |||||
Diversified Small Company Stock Option |
6.08% | |||||
Royce Opportunity |
17.24% | |||||
Dimensional U.S. Micro Cap Portfolio |
1.82% | |||||
Third Avenue Sm Cap Instl. | 1.91% | |||||
iShares Morningstar Small Growth Index | 7.52% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 9.99% | |||||
Morgan Stanley US Small Cap Value Instl | 4.03% | |||||
BGI – Small Company Index |
1.26% | |||||
Benchmark | ||||||
Russell 2000 Total |
1.14% | |||||
Conservative Model Portfolio |
3.53% | |||||
Benchmark | ||||||
Conservative Composite Index |
0.70% | |||||
Moderate Model Portfolio |
6.94% | |||||
Benchmark | ||||||
Moderate Composite Index |
2.98% | |||||
Aggressive Model Portfolio |
8.28% | |||||
Benchmark | ||||||
Aggressive Composite Index |
3.43% |