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