Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 5.50% | 4.62% | 1.89% | 7.20% | n/a |
Stable Value Option |
0.95% | |||||
Wellington Core |
2.39% | |||||
PRIMCO GIC | 1.04% | |||||
Cash | 0.69% | |||||
Dreyfus Cash Mgmt. Instl. | 0.02% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
0.72% | |||||
Equity Index Option (BGI – US Equity Index) |
5.98% | |||||
Benchmark | ||||||
Russell 3000 |
5.94% | |||||
Value Stock Option |
6.81% | |||||
JP Morgan Large Cap Value (separately managed) | 6.00% | |||||
CGM Focus | 3.23% | |||||
Goldman Sachs Mid Value Instl. | 8.67% | |||||
Neuberger Berman Partners |
8.33% | |||||
T. Rowe Price Value |
6.10% | |||||
BGI – Value Index |
6.76% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
6.78% | |||||
Growth Stock Option |
6.47% | |||||
Turner Mid Cap Growth |
7.47% | |||||
Marsico Focus |
5.82% | |||||
Wellington Mid Cap Opportunities |
8.41% | |||||
Primecap Odyssey Growth | 6.66% | |||||
T. Rowe Price Growth Stock | 4.24% | |||||
BGI – Growth Index |
4.69% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
4.65% | |||||
International Stock Option |
1.84% | |||||
Amer Cent-20th Cent. Int’l Discovery |
2.37% | |||||
Amer Cent-20th Cent. Int’l Growth |
1.64% | |||||
Templeton Instl. Foreign |
-0.62% | |||||
Oppenheimer Intl Sm Co A | 4.39% | |||||
Thornburg Intl Value | 1.91% | |||||
Marsico Intl Opp | 0.75% | |||||
Dimensional Emerging Markets Value | 3.40% | |||||
Royce International Value | 3.43% | |||||
BGI Eafe Index |
0.82% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
0.87% | |||||
Diversified Small Company Stock Option |
8.48% | |||||
Royce Opportunity |
12.85% | |||||
Dimensional U.S. Micro Cap Portfolio |
9.52% | |||||
Third Avenue Sm Cap Value | 3.16% | |||||
Buffalo Small Cap | 10.77% | |||||
Brown Capital Mgmt. Small. Co. Instl. | 1.70% | |||||
Morgan Stanley US Small Cap Value Instl | 11.86% | |||||
BGI – Small Company Index |
8.86% | |||||
Benchmark | ||||||
Russell 2000 Total |
8.85% | |||||
Conservative Model Portfolio |
3.23% | |||||
Benchmark | ||||||
Conservative Composite Index |
2.97% | |||||
Moderate Model Portfolio |
4.32% | |||||
Benchmark | ||||||
Moderate Composite Index |
3.83% | |||||
Aggressive Model Portfolio |
5.07% | |||||
Benchmark | ||||||
Aggressive Composite Index |
4.65% |