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 21.43% 32.89% 36.01% 27.05%
Stable
Value Option
2.68%
Wellington
Core
13.75%
PRIMCO GIC 3.41%
Cash 3.07%
Dreyfus Cash Mgmt. Instl. 0.51%
Benchmark
BC
1-3 yr. Govt./Treas.
2.13%
Equity
Index Option (BGI – US Equity Index)
24.77%
Benchmark
Russell
3000
24.78%
Value
Stock Option
30.64%
JP Morgan Large Cap Value (separately managed) 29.94%
CGM Focus 10.82%
Goldman Sachs Mid Value Instl. 27.25%
Neuberger
Berman Partners
52.45%
T.
Rowe Price Value
34.75%
BGI
– Value Index
17.88%
Benchmark
Russell
Price Driven (1000 Value)
17.61%
Growth
Stock Option
32.57%
Turner
Mid Cap Growth
36.96%
Marsico
Focus
29.90%
Wellington
Mid Cap Opportunities
23.91%
Primecap Odyssey Growth 33.26%
T. Rowe Price Growth Stock 38.55%
BGI
– Growth Index
33.20%
Benchmark
Russell
Earnings Growth (1000 Growth)
33.09%
International
Stock Option
44.66%
Amer
Cent-20th Cent. Int’l Discovery
29.18%
Amer
Cent-20th Cent. Int’l Growth
31.58%
Templeton
Instl. Foreign
31.65%
Oppenheimer Intl Sm Co A 113.74%
Thornburg Intl Value 30.37%
Marsico Intl Opp 36.73%
Dimensional Emerging Markets Value 83.21%
Royce International Value 55.82%
BGI
Eafe Index
28.16%
Benchmark
MSCI
EAFE Net Dividend
29.91%
Diversified
Small Company Stock Option
25.94%
Royce
Opportunity
47.58%
Dimensional
U.S. Micro Cap Portfolio
17.82%
Third Avenue Sm Cap Value 20.03%
Buffalo Small Cap 29.81%
Brown Capital Mgmt. Small. Co. Instl. 33.79%
Morgan Stanley US Small Cap Value Instl 23.43%
BGI
– Small Company Index
17.89%
Benchmark
Russell
2000 Total
17.70%
Conservative
Model Portfolio
12.96%
Benchmark
Conservative
Composite Index
9.76%
Moderate
Model Portfolio
21.56%
Benchmark
Moderate
Composite Index
16.83%
Aggressive
Model Portfolio
26.11%
Benchmark
Aggressive
Composite Index
19.78%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation