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% |