Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 17.80% | 28.44% | 33.87% | 29.38% | |
Stable Value Option |
2.11% | |||||
Wellington Core |
11.15% | |||||
PRIMCO GIC | 2.69% | |||||
Cash | 2.52% | |||||
Dreyfus Cash Mgmt. Instl. | 0.49% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
1.32% | |||||
Equity Index Option (BGI – US Equity Index) |
21.20% | |||||
Benchmark | ||||||
Russell 3000 |
21.19% | |||||
Value Stock Option |
26.72% | |||||
JP Morgan Large Cap Value (separately managed) | 25.35% | |||||
CGM Focus | 3.60% | |||||
Goldman Sachs Mid Value Instl. | 25.86% | |||||
Neuberger Berman Partners |
47.98% | |||||
T. Rowe Price Value |
30.96% | |||||
BGI – Value Index |
15.14% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
14.85% | |||||
Growth Stock Option |
29.30% | |||||
Turner Mid Cap Growth |
39.42% | |||||
Marsico Focus |
22.49% | |||||
Wellington Mid Cap Opportunities |
23.04% | |||||
Primecap Odyssey Growth | 34.00% | |||||
T. Rowe Price Growth Stock | 31.07% | |||||
BGI – Growth Index |
27.23% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
27.11% | |||||
International Stock Option |
42.02% | |||||
Amer Cent-20th Cent. Int’l Discovery |
29.64% | |||||
Amer Cent-20th Cent. Int’l Growth |
28.61% | |||||
Templeton Instl. Foreign |
31.78% | |||||
Oppenheimer Intl Sm Co A | 105.13% | |||||
Thornburg Intl Value | 27.04% | |||||
Marsico Intl Opp | 35.70% | |||||
Dimensional Emerging Markets Value | 76.41% | |||||
Royce International Value | 48.51% | |||||
BGI Eafe Index |
27.28% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
28.97% | |||||
Diversified Small Company Stock Option |
31.48% | |||||
Royce Opportunity |
57.45% | |||||
Dimensional U.S. Micro Cap Portfolio |
24.84% | |||||
Third Avenue Sm Cap Value | 21.67% | |||||
iShares Morningstar Small Growth Index | 28.10% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 37.49% | |||||
Morgan Stanley US Small Cap Value Instl | 26.64% | |||||
BGI – Small Company Index |
22.56% | |||||
Benchmark | ||||||
Russell 2000 Total |
22.43% | |||||
Conservative Model Portfolio |
11.21% | |||||
Benchmark | ||||||
Conservative Composite Index |
8.00% | |||||
Moderate Model Portfolio |
20.02% | |||||
Benchmark | ||||||
Moderate Composite Index |
15.08% | |||||
Aggressive Model Portfolio |
25.03% | |||||
Benchmark | ||||||
Aggressive Composite Index |
18.57% |