Skip main content and go to side navigation
Fixed  Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio
Morningstar Averages for the Universe n/a 11.11% 14.08% 7.56% 9.40% n/a
Stable Value Option 2.09%
Wellington Core 4.79%
PRIMCO GIC 2.05%
Cash 1.82%
BlackRock Instl. Money Market Fund 0.16%
Benchmark
BC 1-3 yr. Govt./Treas. 0.42%
Equity Index Option (BlackRock US Equity Index) 13.06%
Benchmark
Russell 3000 13.15%
Value Stock Option 11.51%
JP Morgan Equity Income 11.57%
T. Rowe Price Value 12.45%
Goldman Sachs Mid Value Instl. 12.51%
Neuberger Berman Large Cap Value 8.61%
Sequoia 9.19%
BlackRock Value Index 12.24%
Benchmark
Russell Price Driven (1000 Value) 12.19%
Growth Stock Option 13.22%
Turner Mid Cap Growth 6.20%
Marsico Focus 10.96%
Wellington Mid Cap Opportunities 14.00%
Primecap Odyssey Growth 13.79%
T. Rowe Price Growth Stock 16.95%
BlackRock Growth Index 14.61%
Benchmark
Russell Earnings Growth (1000 Growth) 14.55%
International Stock Option 6.33%
Amer Cent-20th Cent. Int’l Growth 9.79%
Templeton Instl. Foreign 6.57%
Thornburg Intl Value R5 6.76%
Marsico Intl Opp 6.90%
Dimensional Emerging Markets Value 4.73%
Royce Global Value 2.29%
TCW International Small Cap 6.33
BlackRock Eafe Index 7.20%
Benchmark
MSCI EAFE Net Dividend 6.92%
Diversified Small Company Stock Option 11.31%
Dimensional U.S. Micro Cap Portfolio 10.58%
Royce Opportunity 12.02%
Brown Capital Mgmt. Small. Co. Instl. 9.37%
Buffalo Small Cap 14.88%
Lockwell Small Cap 9.61%
BlackRock Small Company Index 10.78%
Benchmark
Russell 2000 Total 10.60%
Retirement Model Portfolio 3.91%
Benchmark
Retirement Composite Index 2.61%
Conservative Model Portfolio 6.19%
Benchmark
Conservative Composite Index 5.32%
Moderate Model Portfolio 8.29%
Benchmark
Moderate Composite Index 7.88%
Aggressive Model Portfolio 9.44%
Benchmark
Aggressive Composite Index 9.23%

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation