Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -0.26% | -1.49% | -4.51% | 0.64% | n/a |
Stable Value Option |
0.62% | |||||
Wellington Core |
2.36% | |||||
PRIMCO GIC | 0.68% | |||||
Cash | 0.45% | |||||
Dreyfus Cash Mgmt. Instl. | 0.01% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.94% | |||||
Equity Index Option (BGI – US Equity Index) |
-0.31% | |||||
Benchmark | ||||||
Russell 3000 |
-0.34% | |||||
Value Stock Option |
-0.07% | |||||
JP Morgan Large Cap Value (separately managed) | -0.43% | |||||
CGM Focus | -4.34% | |||||
Goldman Sachs Mid Value Instl. | 1.30% | |||||
Neuberger Berman Partners |
0.71% | |||||
T. Rowe Price Value |
0.20% | |||||
BGI – Value Index |
0.24% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
0.26% | |||||
Growth Stock Option |
-0.30% | |||||
Turner Mid Cap Growth |
0.33% | |||||
Marsico Focus |
-1.11% | |||||
Wellington Mid Cap Opportunities |
1.78% | |||||
Primecap Odyssey Growth | 0.82% | |||||
T. Rowe Price Growth Stock | -2.93% | |||||
BGI – Growth Index |
-1.14% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-1.08% | |||||
International Stock Option |
-4.75% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-5.74% | |||||
Amer Cent-20th Cent. Int’l Growth |
-4.77% | |||||
Templeton Instl. Foreign |
-6.53% | |||||
Oppenheimer Intl Sm Co A | -3.93% | |||||
Thornburg Intl Value | -4.14% | |||||
Marsico Intl Opp | -5.43% | |||||
Dimensional Emerging Markets Value | -4.96% | |||||
Royce International Value | -0.56% | |||||
BGI Eafe Index |
-5.13% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
-5.06% | |||||
Diversified Small Company Stock Option |
0.98% | |||||
Royce Opportunity |
3.43% | |||||
Dimensional U.S. Micro Cap Portfolio |
1.33% | |||||
Third Avenue Sm Cap Value | -1.85% | |||||
Buffalo Small Cap | 1.69% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -3.10% | |||||
Morgan Stanley US Small Cap Value Instl | 3.95% | |||||
BGI – Small Company Index |
0.59% | |||||
Benchmark | ||||||
Russell 2000 Total |
0.66% | |||||
Conservative Model Portfolio |
0.39% | |||||
Benchmark | ||||||
Conservative Composite Index |
0.55% | |||||
Moderate Model Portfolio |
-0.21% | |||||
Benchmark | ||||||
Moderate Composite Index |
-0.29% | |||||
Aggressive Model Portfolio |
-0.50% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-0.61% |