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Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
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| Morningstar Averages for the Universe |
n/a |
13.81% |
15.97% |
12.27% |
23.41% |
n/a |
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| Stable Value Option |
3.88% |
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| Wellington Core |
7.61% |
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| PRIMCO GIC |
4.24% |
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| Cash |
2.73% |
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| Dreyfus Cash Mgmt. Instl. |
0.14% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
2.40% |
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| Equity Index Option (BGI – US Equity Index) |
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16.92% |
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| Benchmark |
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| Russell 3000 |
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16.93% |
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| Value Stock Option |
|
16.85% |
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| JP Morgan Large Cap Value (separately managed) |
|
12.75% |
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| CGM Focus |
|
16.94% |
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| Goldman Sachs Mid Value Instl. |
|
24.85% |
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| Neuberger Berman Partners |
|
15.20% |
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| T. Rowe Price Value |
|
15.75% |
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| BlackRock Value Index |
|
15.60% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
15.51% |
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| Growth Stock Option |
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19.77% |
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| Turner Mid Cap Growth |
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|
27.06% |
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| Marsico Focus |
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|
18.31% |
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| Wellington Mid Cap Opportunities |
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|
22.65% |
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| Primecap Odyssey Growth |
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|
15.37% |
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| T. Rowe Price Growth Stock |
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|
16.72% |
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| BlackRock Growth Index |
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|
16.78% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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|
16.71% |
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| International Stock Option |
|
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|
17.18% |
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| Amer Cent-20th Cent. Int’l Discovery |
|
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|
20.61% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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|
13.70% |
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| Templeton Instl. Foreign |
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|
6.70% |
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| Oppenheimer Intl Sm Co A |
|
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|
37.19% |
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| Thornburg Intl Value |
|
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|
14.15% |
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| Marsico Intl Opp |
|
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13.31% |
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| Dimensional Emerging Markets Value |
|
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|
22.06% |
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| Royce International Value |
|
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|
35.69% |
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| BlackRock Eafe Index |
|
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7.84% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
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7.75% |
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| Diversified Small Company Stock Option |
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26.60% |
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| Royce Opportunity |
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|
33.78% |
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| Dimensional U.S. Micro Cap Portfolio |
|
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|
31.29% |
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| Third Avenue Sm Cap Value |
|
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16.20% |
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| Buffalo Small Cap |
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16.59% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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22.56% |
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| BlackRock Small Company Index |
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26.84% |
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| Benchmark |
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| Russell 2000 Total |
|
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26.85% |
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| Retirement Model Portfolio |
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3.93% |
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| Benchmark |
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| Retirement Composite Index |
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4.77% |
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| Conservative Model Portfolio |
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9.46% |
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| Benchmark |
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| Conservative Composite Index |
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|
7.93% |
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| Moderate Model Portfolio |
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|
14.15% |
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| Benchmark |
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| Moderate Composite Index |
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11.67% |
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| Aggressive Model Portfolio |
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|
16.93% |
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| Benchmark |
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| Aggressive Composite Index |
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|
14.38% |
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