Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 1.55% | -2.54% | -9.88% | 4.60% | n/a |
Stable Value Option |
1.60% | |||||
Wellington Core |
4.11% | |||||
PRIMCO GIC | 1.76% | |||||
Cash | 1.15% | |||||
Dreyfus Cash Mgmt. Instl. | 0.04% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
1.40% | |||||
Equity Index Option (BGI – US Equity Index) |
-0.30% | |||||
Benchmark | ||||||
Russell 3000 |
-0.32% | |||||
Value Stock Option |
-0.73% | |||||
JP Morgan Large Cap Value (separately managed) | -1.40% | |||||
CGM Focus | -7.93% | |||||
Goldman Sachs Mid Value Instl. | 4.08% | |||||
Neuberger Berman Partners |
-1.85% | |||||
T. Rowe Price Value |
0.05% | |||||
BGI – Value Index |
0.53% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
0.54% | |||||
Growth Stock Option |
0.11% | |||||
Turner Mid Cap Growth |
2.06% | |||||
Marsico Focus |
-2.03% | |||||
Wellington Mid Cap Opportunities |
4.59% | |||||
Primecap Odyssey Growth | -0.37% | |||||
T. Rowe Price Growth Stock | -2.20% | |||||
BGI – Growth Index |
-2.34% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-2.26% | |||||
International Stock Option |
-9.06% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-8.78% | |||||
Amer Cent-20th Cent. Int’l Growth |
-10.42% | |||||
Templeton Instl. Foreign |
-11.76% | |||||
Oppenheimer Intl Sm Co A | -7.04% | |||||
Thornburg Intl Value | -6.98% | |||||
Marsico Intl Opp | -11.69% | |||||
Dimensional Emerging Markets Value | -6.84% | |||||
Royce International Value | -2.22% | |||||
BGI Eafe Index |
-12.53% | |||||
Benchmark | ||||||
MSCI EAFE Net Dividend |
-12.36% | |||||
Diversified Small Company Stock Option |
5.15% | |||||
Royce Opportunity |
10.85% | |||||
Dimensional U.S. Micro Cap Portfolio |
8.76% | |||||
Third Avenue Sm Cap Value | -3.27% | |||||
Buffalo Small Cap | 7.21% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -3.35% | |||||
Morgan Stanley US Small Cap Value Instl | 8.68% | |||||
BGI – Small Company Index |
6.32% | |||||
Benchmark | ||||||
Russell 2000 Total |
6.29% | |||||
Retirement Model Portfolio | -1.71% | |||||
Benchmark | ||||||
Retirement Composite Index | 0.49% | |||||
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% |