| Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
| Morningstar Averages for the Universe |
n/a | 17.80% | 28.44% | 33.87% | 29.38% | |
| Stable Value Option |
2.11% | |||||
| Wellington Core |
11.15% | |||||
| PRIMCO GIC | 2.69% | |||||
| Cash | 2.52% | |||||
| Dreyfus Cash Mgmt. Instl. | 0.49% | |||||
| Benchmark | ||||||
| BC 1-3 yr. Govt./Treas. |
1.32% | |||||
| Equity Index Option (BGI – US Equity Index) |
21.20% | |||||
| Benchmark | ||||||
| Russell 3000 |
21.19% | |||||
| Value Stock Option |
26.72% | |||||
| JP Morgan Large Cap Value (separately managed) | 25.35% | |||||
| CGM Focus | 3.60% | |||||
| Goldman Sachs Mid Value Instl. | 25.86% | |||||
| Neuberger Berman Partners |
47.98% | |||||
| T. Rowe Price Value |
30.96% | |||||
| BGI – Value Index |
15.14% | |||||
| Benchmark | ||||||
| Russell Price Driven (1000 Value) |
14.85% | |||||
| Growth Stock Option |
29.30% | |||||
| Turner Mid Cap Growth |
39.42% | |||||
| Marsico Focus |
22.49% | |||||
| Wellington Mid Cap Opportunities |
23.04% | |||||
| Primecap Odyssey Growth | 34.00% | |||||
| T. Rowe Price Growth Stock | 31.07% | |||||
| BGI – Growth Index |
27.23% | |||||
| Benchmark | ||||||
| Russell Earnings Growth (1000 Growth) |
27.11% | |||||
| International Stock Option |
42.02% | |||||
| Amer Cent-20th Cent. Int’l Discovery |
29.64% | |||||
| Amer Cent-20th Cent. Int’l Growth |
28.61% | |||||
| Templeton Instl. Foreign |
31.78% | |||||
| Oppenheimer Intl Sm Co A | 105.13% | |||||
| Thornburg Intl Value | 27.04% | |||||
| Marsico Intl Opp | 35.70% | |||||
| Dimensional Emerging Markets Value | 76.41% | |||||
| Royce International Value | 48.51% | |||||
| BGI Eafe Index |
27.28% | |||||
| Benchmark | ||||||
| MSCI EAFE Net Dividend |
28.97% | |||||
| Diversified Small Company Stock Option |
31.48% | |||||
| Royce Opportunity |
57.45% | |||||
| Dimensional U.S. Micro Cap Portfolio |
24.84% | |||||
| Third Avenue Sm Cap Value | 21.67% | |||||
| iShares Morningstar Small Growth Index | 28.10% | |||||
| Brown Capital Mgmt. Small. Co. Instl. | 37.49% | |||||
| Morgan Stanley US Small Cap Value Instl | 26.64% | |||||
| BGI – Small Company Index |
22.56% | |||||
| Benchmark | ||||||
| Russell 2000 Total |
22.43% | |||||
| Conservative Model Portfolio |
11.21% | |||||
| Benchmark | ||||||
| Conservative Composite Index |
8.00% | |||||
| Moderate Model Portfolio |
20.02% | |||||
| Benchmark | ||||||
| Moderate Composite Index |
15.08% | |||||
| Aggressive Model Portfolio |
25.03% | |||||
| Benchmark | ||||||
| Aggressive Composite Index |
18.57% |