Archive for March, 2017
Tuesday, March 21st, 2017
|
|
YTD 2/2817 |
| Stable Value Option |
|
0.4% |
| BlackRock Short Term Investment |
|
0.1% |
| Cash/CDs |
|
0.2% |
| Invesco Managed Account |
|
0.4% |
|
|
|
| Benchmark |
|
|
| BC US Govt. 1-3 Yr |
|
0.2% |
|
|
|
| Fixed Income Fund |
|
1.4% |
| Dodge & Cox Core Fund |
MF |
1.1% |
| Prudential Core Plus |
CIT |
1.7% |
| Western Asset Core |
MF |
1.3% |
| SSgA US Fixed Income Index Fund |
CIT |
0.9% |
|
|
|
| Benchmark |
|
|
| Barclays Universal Bond |
|
1.1% |
|
|
|
|
|
|
| Diversified Inflation / Real Return Fund |
|
2.8% |
| Vanguard Inflation-Protected Securities |
MF |
1.4% |
| Vanguard Short TIPS |
MF |
0.5% |
| SSgA Inflation-Protected Securities |
CIT |
1.3% |
| SSgA Glbal REIT |
CIT |
3.7% |
| Frontier Magellan Infrastructure |
MF |
4.5% |
| SSgA Natural Resources |
CIT |
2.5% |
| SSgA Commodities |
CIT |
1.7% |
|
|
|
| Benchmark |
|
|
| Barclays US TIPS 0-5 Year |
|
0.6% |
|
|
|
| Large Cap Core Stock Fund |
|
6.3% |
| Delaware Value Focus |
CIT |
3.9% |
| T. Rowe Price Large Cap Growth |
MF |
9.1% |
| Columbia Large Cap Contrarian |
CIT |
5.9% |
| London Company Large Cap |
SA |
6.1% |
| SSgA S&P 500 Index |
CIT |
5.9% |
|
|
|
| Benchmark |
|
|
| S&P 500 Index |
|
5.9% |
|
|
|
| Small / Mid Cap Core Stock Fund |
|
5.1% |
| Monarch SNID Value |
CIT |
4.9% |
| William Blair SMID Growth |
MF |
6.7% |
| Atlanta High Quality SMID Cap |
MF |
5.1% |
| Brown Small Co. Instl. |
MF |
5.9% |
| Brandes Small Cap Value |
SA |
0.3% |
| Wellington Mid Cap Core |
CIT |
6.1% |
| SSgA Russell 2500 Index Fund |
CIT |
4.4% |
|
|
|
| Benchmark |
|
|
| Russell 2500 Index |
|
3.8% |
|
|
|
| International Stock Fund |
|
5.3% |
| MFS International Value |
MF |
4.5% |
| Artisan Non-US Growth |
CIT |
5.3% |
| Lazard Global Managed Volatility |
CIT |
5.1% |
| Aberdeen Emerging Markets Equity |
CIT |
7.1% |
| Brandes Intl Small Cap |
MF |
4.9% |
| SSgA Global All Cap Equity ex-US Index |
CIT |
5.4% |
|
|
|
| Benchmark |
|
|
| MSCI ACWI ex US IMI net |
|
5.4% |
|
|
|
| Income Fund |
|
1.5% |
|
|
|
| Benchmark |
|
|
| Income Composite Index |
|
1.3% |
|
|
|
|
|
|
| Conservative Fund |
|
2.6% |
|
|
|
| Benchmark |
|
|
| Conservative Composite Index |
|
1.1% |
|
|
|
| Moderate Fund |
|
3.9% |
|
|
|
| Benchmark |
|
|
| Moderate Composite Index |
|
3.9% |
|
|
|
| Aggressive Fund |
|
4.7% |
|
|
|
| Benchmark |
|
|
| Aggressive Composite Index |
|
4.2% |
Posted in Detailed YTD | Comments Off on 2017 February Detailed YTD Performance