|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
-0.65% |
-0.01% |
-9.13% |
-3.53% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
3.06% |
|
|
|
|
|
Wellington Core |
6.62% |
|
|
|
|
|
PRIMCO GIC |
3.23% |
|
|
|
|
|
Cash |
2.17% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.16% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
1.45% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
0.32% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
0.47% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
-6.51% |
|
|
|
|
JP Morgan Large Cap Value (separately managed) |
|
-3.95% |
|
|
|
|
CGM Focus |
|
-18.51% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
-4.62% |
|
|
|
|
Neuberger Berman Partners |
|
-9.12% |
|
|
|
|
T. Rowe Price Value |
|
-2.42% |
|
|
|
|
BlackRock Value Index |
|
-1.07% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
-1.08% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
-0.76% |
|
|
|
Turner Mid Cap Growth |
|
|
-2.44% |
|
|
|
Marsico Focus |
|
|
-0.33% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
-6.53% |
|
|
|
Primecap Odyssey Growth |
|
|
0.26% |
|
|
|
T. Rowe Price Growth Stock |
|
|
0.94% |
|
|
|
BlackRock Growth Index |
|
|
3.01% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
2.98% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
-10.97% |
|
|
Amer Cent-20th Cent. Int’l Discovery |
|
|
|
-11.67% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
-7.65% |
|
|
Templeton Instl. Foreign |
|
|
|
-5.75% |
|
|
Thornburg Intl Value R5 |
|
|
|
-7.54% |
|
|
Marsico Intl Opp |
|
|
|
-10.36% |
|
|
Dimensional Emerging Markets Value |
|
|
|
-18.73% |
|
|
Royce International Value |
|
|
|
-10.99% |
|
|
TCW International Small Cap |
|
|
|
n/a |
|
|
BlackRock Eafe Index |
|
|
|
-7.75% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
-6.78% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
-4.27% |
|
Royce Opportunity |
|
|
|
|
-13.08% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
-3.49% |
|
Third Avenue Sm Cap Value |
|
|
|
|
-2.96% |
|
Buffalo Small Cap |
|
|
|
|
-4.04% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
4.46% |
|
Lockwell Small Cap |
|
|
|
|
-7.88% |
|
BlackRock Small Company Index |
|
|
|
|
-4.52% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
-4.46% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
1.78% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
0.81% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
0.92% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
0.75% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
-1.28% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
-0.26% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
-2.79% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
-1.26% |