Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 21.43% | 32.89% | 36.01% | 27.05% | |
Stable Value Option |
2.68% | |||||
Wellington Core |
13.75% | |||||
PRIMCO GIC | 3.41% | |||||
Cash | 3.07% | |||||
Dreyfus Cash Mgmt. Instl. | 0.51% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
2.13% | |||||
Equity Index Option (BGI – US Equity Index) |
24.77% | |||||
Benchmark | ||||||
Russell 3000 |
24.78% | |||||
Value Stock Option |
30.64% | |||||
JP Morgan Large Cap Value (separately managed) | 29.94% | |||||
CGM Focus | 10.82% | |||||
Goldman Sachs Mid Value Instl. | 27.25% | |||||
Neuberger Berman Partners |
52.45% | |||||
T. Rowe Price Value |
34.75% | |||||
BGI – Value Index |
17.88% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
17.61% | |||||
Growth Stock Option |
32.57% | |||||
Turner Mid Cap Growth |
36.96% | |||||
Marsico Focus |
29.90% | |||||
Wellington Mid Cap Opportunities |
23.91% | |||||
Primecap Odyssey Growth | 33.26% | |||||
T. Rowe Price Growth Stock | 38.55% | |||||
BGI – Growth Index |
33.20% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
33.09% | |||||
International Stock Option |
44.66% | |||||
Amer Cent-20th Cent. Int’l Discovery |
29.18% | |||||
Amer Cent-20th Cent. Int’l Growth |
31.58% | |||||
Templeton Instl. Foreign |
31.65% | |||||
Oppenheimer Intl Sm Co A | 113.74% | |||||
Thornburg Intl Value | 30.37% | |||||
Marsico Intl Opp | 36.73% | |||||
Dimensional Emerging Markets Value | 83.21% | |||||
Royce International Value | 55.82% | |||||
BGI Eafe Index |
28.16% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
29.91% | |||||
Diversified Small Company Stock Option |
25.94% | |||||
Royce Opportunity |
47.58% | |||||
Dimensional U.S. Micro Cap Portfolio |
17.82% | |||||
Third Avenue Sm Cap Value | 20.03% | |||||
Buffalo Small Cap | 29.81% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 33.79% | |||||
Morgan Stanley US Small Cap Value Instl | 23.43% | |||||
BGI – Small Company Index |
17.89% | |||||
Benchmark | ||||||
Russell 2000 Total |
17.70% | |||||
Conservative Model Portfolio |
12.96% | |||||
Benchmark | ||||||
Conservative Composite Index |
9.76% | |||||
Moderate Model Portfolio |
21.56% | |||||
Benchmark | ||||||
Moderate Composite Index |
16.83% | |||||
Aggressive Model Portfolio |
26.11% | |||||
Benchmark | ||||||
Aggressive Composite Index |
19.78% |