Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | 21.48% | 25.12% | 29.47% | 39.83% | n/a |
Stable Value Option |
4.23% | |||||
Wellington Core |
3.26% | |||||
PRIMCO GIC |
4.54% | |||||
Cash | 1.04% | |||||
BGI – Money Market Index |
1.11% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
1.42% | |||||
Equity Index Option (BGI – US Equity Index) |
24.89% | |||||
Benchmark | ||||||
Russell 3000 |
25.32% | |||||
Value Stock Option |
29.36% | |||||
Federated Stock Trust |
20.11% | |||||
Morgan Value (separately managed) |
26.96% | |||||
Neuberger Berman Focus Tr |
64.41% | |||||
Legg Mason Spec. Invmt. Trust |
53.05% | |||||
Neuberger Berman Regency |
31.87% | |||||
T. Rowe Price Value |
21.85% | |||||
BGI – Value Index |
17.92% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
22.48% | |||||
Growth Stock Option |
35.45% | |||||
Turner Mid Cap Growth |
49.29% | |||||
TCW Galileo Select Equities I |
46.97% | |||||
Marsico Focus |
28.07% | |||||
Wellington Mid Cap Opportunities |
n/a% | |||||
BGI – Growth Index |
24.92% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
25.41% | |||||
International Stock Option |
32.38% | |||||
Amer Cent-20th Cent. Int’l Discovery |
43.10% | |||||
Amer Cent-20th Cent. Int’l Growth |
18.18% | |||||
Templeton Instl. Foreign |
32.53% | |||||
First Eagle Overseas I |
35.96% | |||||
Longleaf Partners Intl. |
36.61% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
31.38% | |||||
Diversified Small Company Stock Option |
40.89% | |||||
MFS Instl. Emerging Equities |
35.66% | |||||
Royce Opportunity |
68.79% | |||||
Dimensional U.S. Micro Cap Portfolio |
56.39% | |||||
State Street Aurora |
42.75% | |||||
Janus Small Cap Value Instl. |
30.38% | |||||
Franklin Small Cap Growth II |
47.08% | |||||
BGI – Small Company Index |
28.60% | |||||
Benchmark | ||||||
Russell 2000 Total |
44.33% | |||||
Conservative Model Portfolio |
12.88% | |||||
Benchmark | ||||||
Conservative Composite Index |
10.41% | |||||
Moderate Model Portfolio |
22.30% | |||||
Benchmark | ||||||
Moderate Composite Index |
19.05% | |||||
Aggressive Model Portfolio |
26.97% | |||||
Benchmark | ||||||
Aggressive Composite Index |
24.84% |