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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 |
9.72% |
15.51% |
10.46% |
10.63% |
n/a |
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Stable Value Option |
1.04% |
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Wellington Core |
1.88% |
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PRIMCO GIC |
1.04% |
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Cash |
0.87% |
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BlackRock Instl. Money Market Fund |
0.08% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.18% |
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Equity Index Option (BlackRock US Equity Index) |
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12.08% |
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Benchmark |
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Russell 3000 |
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12.13% |
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Value Stock Option |
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10.69% |
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JP Morgan Equity Income |
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9.90% |
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T. Rowe Price Value |
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10.97% |
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Goldman Sachs Mid Value Instl. |
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11.95% |
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Neuberger Berman Large Cap Value |
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8.13% |
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Sequoia |
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11.24% |
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BlackRock Value Index |
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10.02% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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9.99% |
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Growth Stock Option |
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15.02% |
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Turner Mid Cap Growth |
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13.48% |
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Marsico Focus |
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15.79% |
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Wellington Mid Cap Opportunities |
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15.35% |
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Primecap Odyssey Growth |
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11.04% |
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T. Rowe Price Growth Stock |
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19.04% |
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BlackRock Growth Index |
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14.54% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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14.51% |
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International Stock Option |
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11.10% |
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Amer Cent-20th Cent. Int’l Discovery |
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10.69% |
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Amer Cent-20th Cent. Int’l Growth |
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11.99% |
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Templeton Instl. Foreign |
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6.93% |
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Thornburg Intl Value R5 |
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10.89% |
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Marsico Intl Opp |
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13.81% |
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Dimensional Emerging Markets Value |
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11.83% |
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Royce Global Value |
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12.66% |
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TCW International Small Cap |
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15.83% |
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BlackRock Eafe Index |
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8.79% |
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Benchmark |
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MSCI EAFE Net Dividend |
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8.69% |
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Diversified Small Company Stock Option |
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12.04% |
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Dimensional U.S. Micro Cap Portfolio |
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10.67% |
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Royce Opportunity |
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15.50% |
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Brown Capital Mgmt. Small. Co. Instl. |
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12.20% |
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Buffalo Small Cap |
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15.00% |
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Lockwell Small Cap |
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9.08% |
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BlackRock Small Company Index |
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10.71% |
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Benchmark |
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Russell 2000 Total |
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10.70% |
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Retirement Model Portfolio |
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3.09% |
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Benchmark |
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Retirement Composite Index |
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2.29% |
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Conservative Model Portfolio |
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5.09% |
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Benchmark |
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Conservative Composite Index |
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4.53% |
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Moderate Model Portfolio |
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8.30% |
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Benchmark |
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Moderate Composite Index |
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7.50% |
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Aggressive Model Portfolio |
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9.98% |
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Benchmark |
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Aggressive Composite Index |
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8.97% |
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