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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 |
15.04% |
16.25% |
18.04% |
15.19% |
n/a |
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Stable Value Option |
3.07% |
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Wellington Core |
5.51% |
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PRIMCO GIC |
2.98% |
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Cash |
2.79% |
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BlackRock Instl. Money Market Fund |
0.24% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.51% |
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Equity Index Option (BlackRock US Equity Index) |
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16.27% |
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Benchmark |
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Russell 3000 |
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16.42% |
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Value Stock Option |
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17.54% |
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JP Morgan Equity Income |
|
13.68% |
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T. Rowe Price Value |
|
19.19% |
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Goldman Sachs Mid Value Instl. |
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18.54% |
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Neuberger Berman Large Cap Value |
|
16.81% |
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Sequoia |
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15.68% |
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BlackRock Value Index |
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17.55% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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17.51% |
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Growth Stock Option |
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14.99% |
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Marsico Focus |
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11.76% |
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Wellington Mid Cap Opportunities |
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18.55% |
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Primecap Odyssey Growth |
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16.76% |
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T. Rowe Price Growth Stock |
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18.66% |
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iShares Russell Mid Cap Growth ETF |
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15.60% |
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BlackRock Growth Index |
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15.30% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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15.26% |
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International Stock Option |
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16.54% |
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Amer Cent. Int’l Growth |
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21.87% |
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Templeton Instl. Foreign |
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18.55% |
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Thornburg Intl Value R5 |
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15.85% |
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Dimensional Emerging Markets Value |
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19.36% |
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Royce Global Value |
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11.03% |
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TCW International Small Cap |
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14.56% |
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MFS Intl. Value |
|
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15.81% |
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BlackRock Eafe Index |
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18.47% |
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Benchmark |
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MSCI EAFE Net Dividend |
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17.32% |
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Diversified Small Company Stock Option |
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19.27% |
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Dimensional U.S. Micro Cap Portfolio |
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18.24% |
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Royce Opportunity |
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22.59% |
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Brown Capital Mgmt. Small. Co. Instl. |
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17.47% |
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Buffalo Small Cap |
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19.93% |
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Lockwell Small Cap |
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19.81% |
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BlackRock Small Company Index |
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16.52% |
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Benchmark |
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Russell 2000 Total |
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16.35% |
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Retirement Model Portfolio |
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5.85% |
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Benchmark |
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Retirement Composite Index |
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3.79% |
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Conservative Model Portfolio |
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8.59% |
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Benchmark |
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Conservative Composite Index |
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7.09% |
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Moderate Model Portfolio |
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12.12% |
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Benchmark |
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Moderate Composite Index |
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10.92% |
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Aggressive Model Portfolio |
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14.48% |
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Benchmark |
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Aggressive Composite Index |
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13.35% |
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