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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 |
0.79% |
-2.30% |
-13.91% |
-3.50% |
n/a |
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Stable Value Option |
3.63% |
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Wellington Core |
7.87% |
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PRIMCO GIC |
3.83% |
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Cash |
2.62% |
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BlackRock Instl. Money Market Fund |
0.19% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
1.56% |
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Equity Index Option (BlackRock US Equity Index) |
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0.86% |
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Benchmark |
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Russell 3000 |
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1.03% |
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Value Stock Option |
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-8.33% |
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JP Morgan Equity Income |
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7.77% |
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CGM Focus |
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-26.29% |
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Goldman Sachs Mid Value Instl. |
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-6.26% |
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Neuberger Berman Partners |
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-11.46% |
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T. Rowe Price Value |
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-2.16% |
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BlackRock Value Index |
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0.40% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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0.39% |
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Growth Stock Option |
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-3.31% |
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Turner Mid Cap Growth |
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-8.35% |
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Marsico Focus |
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-2.65% |
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Wellington Mid Cap Opportunities |
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-8.85% |
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Primecap Odyssey Growth |
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-2.22% |
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T. Rowe Price Growth Stock |
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-1.22% |
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BlackRock Growth Index |
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2.67% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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2.64% |
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International Stock Option |
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-16.36% |
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Amer Cent-20th Cent. Int’l Discovery |
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-16.81% |
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Amer Cent-20th Cent. Int’l Growth |
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-11.84% |
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Templeton Instl. Foreign |
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-10.90% |
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Thornburg Intl Value R5 |
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-12.94% |
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Marsico Intl Opp |
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-15.17% |
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Dimensional Emerging Markets Value |
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-25.62% |
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Royce International Value |
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-18.69% |
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TCW International Small Cap |
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n/a |
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BlackRock Eafe Index |
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-11.84% |
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Benchmark |
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MSCI EAFE Net Dividend |
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-12.14% |
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Diversified Small Company Stock Option |
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-5.13% |
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Royce Opportunity |
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-12.95% |
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Dimensional U.S. Micro Cap Portfolio |
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-3.25% |
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Third Avenue Sm Cap Value |
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-4.87% |
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Buffalo Small Cap |
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-4.67% |
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Brown Capital Mgmt. Small. Co. Instl. |
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0.11% |
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Lockwell Small Cap |
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-7.05% |
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BlackRock Small Company Index |
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-4.20% |
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Benchmark |
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Russell 2000 Total |
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-4.18% |
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Retirement Model Portfolio |
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1.87% |
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Benchmark |
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Retirement Composite Index |
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0.77% |
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Conservative Model Portfolio |
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0.99% |
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Benchmark |
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Conservative Composite Index |
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1.22% |
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Moderate Model Portfolio |
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-2.33% |
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Benchmark |
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Moderate Composite Index |
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-0.48% |
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Aggressive Model Portfolio |
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-4.33% |
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Benchmark |
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Aggressive Composite Index |
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-1.73% |
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