Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 15.39% | 25.66% | 30.58% | 23.89% | |
Stable Value Option |
2.39% | |||||
Wellington Core |
12.36% | |||||
PRIMCO GIC | 3.06% | |||||
Cash | 2.81% | |||||
Dreyfus Cash Mgmt. Instl. | 0.51% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
1.55% | |||||
Equity Index Option (BGI – US Equity Index) |
18.06% | |||||
Benchmark | ||||||
Russell 3000 |
18.07% | |||||
Value Stock Option |
22.91% | |||||
JP Morgan Large Cap Value (separately managed) | 22.72% | |||||
CGM Focus | 1.15% | |||||
Goldman Sachs Mid Value Instl. | 20.50% | |||||
Neuberger Berman Partners |
44.01% | |||||
T. Rowe Price Value |
26.65% | |||||
BGI – Value Index |
15.14% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
11.33% | |||||
Growth Stock Option |
25.21% | |||||
Turner Mid Cap Growth |
30.64% | |||||
Marsico Focus |
24.28% | |||||
Wellington Mid Cap Opportunities |
17.88% | |||||
Primecap Odyssey Growth | 28.21% | |||||
T. Rowe Price Growth Stock | 29.81% | |||||
BGI – Growth Index |
25.53% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
25.39% | |||||
International Stock Option |
38.36% | |||||
Amer Cent-20th Cent. Int’l Discovery |
21.93% | |||||
Amer Cent-20th Cent. Int’l Growth |
25.78% | |||||
Templeton Instl. Foreign |
28.14% | |||||
Oppenheimer Intl Sm Co A | 103.05% | |||||
Thornburg Intl Value | 27.04% | |||||
Marsico Intl Opp | 33.98% | |||||
Dimensional Emerging Markets Value | 72.24% | |||||
Royce International Value | 45.22% | |||||
BGI Eafe Index |
24.27% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
27.36% | |||||
Diversified Small Company Stock Option |
23.46% | |||||
Royce Opportunity |
44.88% | |||||
Dimensional U.S. Micro Cap Portfolio |
15.77% | |||||
Third Avenue Sm Cap Value | 17.36% | |||||
Buffalo Small Cap | 27.55% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 31.44% | |||||
Morgan Stanley US Small Cap Value Instl | 20.91% | |||||
BGI – Small Company Index |
14.30% | |||||
Benchmark | ||||||
Russell 2000 Total |
14.12% | |||||
Conservative Model Portfolio |
10.20% | |||||
Benchmark | ||||||
Conservative Composite Index |
6.81% | |||||
Moderate Model Portfolio |
17.57% | |||||
Benchmark | ||||||
Moderate Composite Index |
12.91% | |||||
Aggressive Model Portfolio |
21.47% | |||||
Benchmark | ||||||
Aggressive Composite Index |
15.46% |