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 3.52% 8.22% 8.98% 4.18% n/a
             
Stable
Value Option
3.47%          
Wellington
Core
2.52%          
PRIMCO
GIC
3.40%          
Cash 2.29%          
BGI
– Money Market Index
3.56%          
             
Benchmark            
LB
1-3 yr. Govt./Treas.
3.94%          
             
Equity
Index Option (BGI – US Equity Index)
    4.89%      
             
Benchmark            
Russell
3000
    4.95%      
             
Value
Stock Option
  7.20%        
Morgan
Value (separately managed)
  3.30%        
CGM Focus   38.48%        
Goldman Sachs Mid Value Instl.   3.39%        
Neuberger
Berman Partners
  3.21%        
T.
Rowe Price Value
  4.13%        
BGI
– Value Index
  2.48%        
             
Benchmark            
Russell
Price Driven (1000 Value)
  2.45%        
             
Growth
Stock Option
    9.34%      
Turner
Mid Cap Growth
    14.76%      
Marsico
Focus
    4.10%      
Wellington
Mid Cap Opportunities
    15.60%      
Primecap Odyssey Growth     6.98%      
T. Rowe Price Growth Stock     6.66%      
BGI
– Growth Index
    8.08%      
             
Benchmark            
Russell
Earnings Growth (1000 Growth)
    8.15%      
             
International
Stock Option
      12.56%    
Amer
Cent-20th Cent. Int’l Discovery
      15.07%    
Amer
Cent-20th Cent. Int’l Growth
      9.43%    
Templeton
Instl. Foreign
      10.33%    
First
Eagle Overseas I
      7.20%    
Oppenheimer Intl Sm Co A       13.54%    
Thornburg Intl Value R5       19.67%    
Marsico Intl Opp       7.75%    
Dimensional Emerging Markets Value       30.07%    
Royce International Value       9.50%    
BGI
Eafe Index
      7.54%    
             
Benchmark            
MSCI
EAFE Net Divs
      7.40%    
             
Diversified
Small Company Stock Option
        3.34%  
Royce
Opportunity
        4.91%  
Dimensional
U.S. Micro Cap Portfolio
        0.34%  
Third Avenue Sm Cap Instl.         2.36%  
Century Sm Cap Select Instl.         3.67%  
Legg Mason Opportunity         6.37%  
Morgan Stanley US Small Cap Value Instl         5.01%  
BGI
– Small Company Index
        1.44%  
             
Benchmark            
Russell
2000 Total
        1.41%  
             
Conservative
Model Portfolio
          4.64%
             
Benchmark            
Conservative
Composite Index
          3.84%
             
Moderate
Model Portfolio
          6.12%
             
Benchmark            
Moderate
Composite Index
          4.59%
             
Aggressive
Model Portfolio
          6.41%
             
Benchmark            
Aggressive
Composite Index
          4.51%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation