Skip main content and go to side navigation
 
Stable Value Option       2.1%
BlackRock Short Term Investment       0.6%
Cash/CDs       1.0%
Invesco Managed Account       2.6%
Benchmark
BC US Govt. 1-3 Yr        .9%
Fixed Income Fund        n/a
Dodge & Cox Core Fund  MF        5.6%
Prudential Core Plus  CIT         n/a
Western Asset Core  MF        4.1%
SSgA US Fixed Income Index Fund  CIT         n/a
Benchmark
Barclays Universal Bond       3.9%
Diversified Inflation / Real Return Fund         n/a
Vanguard Inflation-Protected Securities  MF       4.6%
Vanguard Short TIPS  MF       2.7%
SSgA Inflation-Protected Securities  CIT         n/a
SSgA Glbal REIT  CIT         n/a
Frontier Magellan Infrastructure  MF       6.2%
SSgA Natural Resources  CIT         n/a
SSgA Commodities  CIT         n/a
Benchmark
Barclays US TIPS 0-5 Year       2.8%
Large Cap Core Stock Fund         n/a
Delaware Value Focus  CIT         n/a
T. Rowe Price Large Cap Growth  MF       1.6%
Columbia Large Cap Contrarian  CIT         n/a
London Company Large Cap  SA         n/a
SSgA S&P 500 Index  CIT         n/a
Benchmark
S&P 500 Index       12.0%
Small / Mid Cap Core Stock Fund         n/a
Monarch SNID Value  CIT         n/a
William Blair SMID Growth  MF       6.7%
Atlanta High Quality SMID Cap  MF       11.4%
Brown Small Co. Instl.  MF      8.6%
Brandes Small Cap Value  SA         n/a
Wellington Mid Cap Core  CIT         n/a
SSgA Russell 2500 Index Fund  CIT         n/a
Benchmark
Russell 2500 Index     17.6%
International Stock Fund       4.1%
MFS International Value  MF       4.0%
Artisan Non-US Growth  CIT        n/a
Lazard Global Managed Volatility  CIT        n/a
Aberdeen Emerging Markets Equity  CIT        n/a
Brandes Intl Small Cap  MF      7.5%
SSgA Global All Cap Equity ex-US Index  CIT        n/a
Benchmark
MSCI ACWI ex US IMI net       4.4%
Income Fund       3.2%
Benchmark
Income Composite Index       3.1%
Conservative Fund       3.9%
Benchmark
Conservative Composite Index       5.1%
Moderate Fund       4.6%
Benchmark
Moderate Composite Index      6.5%
Aggressive Fund       5.7%
Benchmark
Aggressive Composite Index       7.7%

MF – Mutual Funds – actual YTD is from January through December 31, 2016 even though the Plan didn’t add the fund until October 24, 2016. CIT, Separate Accounts (SA) and new Options – YTD will start as of January 31, 2017.

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation