Skip main content and go to side navigation
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
             
Morningstar
Averages for the Universe
n/a 4.51% 3.78% 10.58% 11.95% n/a
             
Stable
Value Option
1.26%          
Wellington
Core
-0.54%          
PRIMCO
GIC
1.23%          
Cash 0.69%          
BGI
– Money Market Index
1.11%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
0.42%          
             
Equity
Index Option (BGI – US Equity Index)
    5.32%      
             
Benchmark            
Russell
3000
    5.31%      
             
Value
Stock Option
  5.90%        
Morgan
Value (separately managed)
  4.29%        
CGM Focus   10.33%        
Goldman Sachs Mid Value Instl.   6.10%        
Neuberger
Berman Regency
  5.24%        
T.
Rowe Price Value
  5.86%        
BGI
– Value Index
  5.97%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  5.93%        
             
Growth
Stock Option
    5.15%      
Turner
Mid Cap Growth
    11.77%      
TCW
Galileo Select Equities I
    -1.82%      
Marsico
Focus
    4.28%      
Wellington
Mid Cap Opportunities
    8.41%      
BGI
– Growth Index
    3.19%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    3.09%      
             
International
Stock Option
      11.00%    
Amer
Cent-20th Cent. Int’l Discovery
      15.11%    
Amer
Cent-20th Cent. Int’l Growth
      10.11%    
Templeton
Instl. Foreign
      7.80%    
First
Eagle Overseas I
      9.31%    
Oppenheimer Intl Sm Co A       18.25%    
Thornburg Intl Value R5       9.93%    
Marsico Intl Opp       9.99%    
Dimensional Emerging Markets Value       13.69%    
Longleaf
Partners Intl.
      5.47%    
BGI
Eafe Index
      9.32%    
             
Benchmark            
MSCI
EAFE Net Divs
      9.40%    
             
Diversified
Small Company Stock Option
        10.69%  
Royce
Opportunity
        16.68%  
Dimensional
U.S. Micro Cap Portfolio
        14.39%  
Janus
Small Cap Value Instl.
        6.37%  
Third Avenue Sm Cap Instl.         5.93%  
Century Sm Cap Select Instl.         8.46%  
BGI
– Small Company Index
        13.98%  
             
Benchmark            
Russell
2000 Total
        13.94%  
             
Conservative
Model Portfolio
          3.08%
             
Benchmark            
Conservative
Composite Index
          2.50%
             
Moderate
Model Portfolio
          5.23%
             
Benchmark            
Moderate
Composite Index
          4.63%
             
Aggressive
Model Portfolio
          6.59%
             
Benchmark            
Aggressive
Composite Index
          6.43%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation