Skip main content and go to side navigation
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar
Averages for the Universe
n/a 7.08% 5.82% 0.77% 11.91% n/a
             
Stable
Value Option
1.27%          
Wellington
Core
3.47%          
PRIMCO GIC 1.40%          
Cash 0.91%          
Dreyfus Cash Mgmt. Instl. 0.03%          
             
Benchmark            
BC
1-3 yr. Govt./Treas.
0.98%          
             
Equity
Index Option (BGI – US Equity Index)
    8.27%      
             
Benchmark            
Russell
3000
    8.23%      
             
Value
Stock Option
  8.86%        
JP Morgan Large Cap Value (separately managed)   7.55%        
CGM Focus   0.03%        
Goldman Sachs Mid Value Instl.   12.68%        
Neuberger
Berman Partners
  9.53%        
T.
Rowe Price Value
  10.09%        
BGI
– Value Index
  9.61%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  9.55%        
             
Growth
Stock Option
    8.66%      
Turner
Mid Cap Growth
    10.46%      
Marsico
Focus
    6.74%      
Wellington
Mid Cap Opportunities
    12.05%      
Primecap Odyssey Growth     8.98%      
T. Rowe Price Growth Stock     6.18%      
BGI
– Growth Index
    5.80%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    5.81%      
             
International
Stock Option
      1.60%    
Amer
Cent-20th Cent. Int’l Discovery
      3.27%    
Amer
Cent-20th Cent. Int’l Growth
      0.52%    
Templeton
Instl. Foreign
      -1.14%    
Oppenheimer Intl Sm Co A       6.84%    
Thornburg Intl Value       1.55%    
Marsico Intl Opp       -1.75%    
Dimensional Emerging Markets Value       4.07%    
Royce International Value       5.75%    
BGI
Eafe Index
      -1.54%    
             
Benchmark            
MSCI
EAFE Net Dividend
      -0.96%    
             
Diversified
Small Company Stock Option
        13.85%  
Royce
Opportunity
        22.48%  
Dimensional
U.S. Micro Cap Portfolio
        17.48%  
Third Avenue Sm Cap Value         6.73%  
Buffalo Small Cap         13.21%  
Brown Capital Mgmt. Small. Co. Instl.         3.29%  
Morgan Stanley US Small Cap Value Instl         16.54%  
BGI
– Small Company Index
        15.09%  
             
Benchmark            
Russell
2000 Total
        15.01%  
             
Conservative
Model Portfolio
          4.28%
             
Benchmark            
Conservative
Composite Index
          4.14%
             
Moderate
Model Portfolio
          5.91%
             
Benchmark            
Moderate
Composite Index
          5.29%
             
Aggressive
Model Portfolio
          7.14%
             
Benchmark            
Aggressive
Composite Index
          6.59%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation