A decision was made by the Board to increase the weight of the large cap funds and reduce the weight of the mid cap funds in the Growth Stock Option. The Growth Stock Option has been rebalanced to increase the allocation of both the T. Rowe Price Growth Stock and Primecap Odyssey Growth funds from 15% to 20%. As a result, both the Turner Mid Cap Growth and Wellington Mid Cap Opportunities fund allocations were reduced from 15% to 10%. The new allocation can be found under the Resources & Planning section of this site.
Archive for September, 2011
Growth Stock Option – Rebalanced
Wednesday, September 14th, 2011Sept 2011
Friday, September 2nd, 2011Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co.Stock | Retirement Portfolio | Conserv Portfolio | Moderate Portfolio | Aggressive Portfolio | |
---|---|---|---|---|---|---|---|---|---|---|
01 | 263.48 | 422.31 | 380.09 | 349.20 | 394.55 | 479.69 | 104.71 | 322.96 | 382.90 | 396.81 |
02 | 263.58 | 409.59 | 369.83 | 340.13 | 385.93 | 462.63 | 104.18 | 319.28 | 375.86 | 387.72 |
05 | Market Closed – Labor Day Holiday | |||||||||
06 | 263.61 | 405.17 | 367.36 | 339.16 | 372.20 | 459.36 | 103.86 | 318.18 | 373.08 | 383.90 |
07 | 263.64 | 419.24 | 378.75 | 349.65 | 384.08 | 477.47 | 104.53 | 322.36 | 381.20 | 394.32 |
08 | 263.66 | 413.46 | 374.38 | 345.99 | 380.12 | 468.12 | 104.29 | 320.72 | 377.97 | 390.03 |
09 | 263.74 | 401.44 | 364.13 | 336.64 | 369.24 | 454.78 | 103.72 | 317.13 | 371.04 | 381.25 |
12 | 263.76 | 403.51 | 366.78 | 339.33 | 364.63 | 457.17 | 103.75 | 317.93 | 371.93 | 382.12 |
13 | 263.79 | 408.57 | 370.77 | 344.36 | 366.85 | 464.98 | 103.96 | 319.43 | 374.95 | 385.97 |
14 | 263.81 | 414.74 | 375.89 | 349.79 | 369.64 | 473.65 | 104.23 | 321.29 | 378.49 | 390.46 |
15 | 263.84 | 422.62 | 382.15 | 354.71 | 376.02 | 479.77 | 104.60 | 323.63 | 382.51 | 395.40 |
16 | 263.92 | 423.63 | 384.04 | 355.91 | 376.83 | 480.19 | 104.70 | 324.17 | 383.29 | 396.26 |
19 | 263.94 | 417.63 | 380.05 | 354.41 | 367.92 | 472.10 | 104.39 | 322.56 | 380.06 | 391.82 |
20 | 263.97 | 415.51 | 378.53 | 351.73 | 369.23 | 463.84 | 104.35 | 321.98 | 378.56 | 389.66 |
21 | 263.99 | 401.19 | 366.96 | 342.81 | 358.98 | 448.59 | 103.72 | 317.76 | 371.06 | 380.18 |
22 | 264.02 | 386.76 | 355.00 | 330.38 | 342.73 | 435.10 | 102.98 | 313.46 | 362.45 | 369.41 |
23 | 264.10 | 390.01 | 357.65 | 332.60 | 342.85 | 439.91 | 103.11 | 314.48 | 364.12 | 371.51 |
26 | 264.12 | 400.00 | 365.62 | 339.04 | 345.84 | 448.54 | 103.51 | 317.49 | 368.82 | 377.20 |
27 | 264.15 | 404.71 | 369.98 | 343.80 | 355.80 | 458.46 | 103.86 | 319.02 | 372.77 | 382.63 |
28 | 264.17 | 394.41 | 361.44 | 335.22 | 349.52 | 441.23 | 103.40 | 315.90 | 366.57 | 374.49 |
29 | 264.20 | 397.99 | 364.47 | 333.78 | 353.07 | 447.28 | 103.59 | 317.02 | 368.15 | 376.81 |
30 | 264.22 | 386.32 | 355.18 | 324.35 | 343.99 | 434.80 | 103.06 | 313.55 | 361.61 | 368.55 |
July Fund Performance (in percentages) | ||||||||||
0.29% | -9.82% | -7.80% | -8.24% | -13.18% | -11.35% | -1.79% | -3.46% | -6.38% | -8.15% |