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 |
7.82% |
12.36% |
12.41% |
10.20% |
n/a |
|
|
|
|
|
|
|
| Stable Value Option |
0.52% |
|
|
|
|
|
| Wellington Core |
1.07% |
|
|
|
|
|
| PRIMCO GIC |
0.53% |
|
|
|
|
|
| Cash |
0.43% |
|
|
|
|
|
| BlackRock Instl. Money Market Fund |
0.03% |
|
|
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| BC 1-3 yr. Govt./Treas. |
0.02% |
|
|
|
|
|
|
|
|
|
|
|
|
| Equity Index Option (BlackRock US Equity Index) |
|
|
9.45% |
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell 3000 |
|
|
9.49% |
|
|
|
|
|
|
|
|
|
|
| Value Stock Option |
|
8.67% |
|
|
|
|
| JP Morgan Equity Income |
|
6.60% |
|
|
|
|
| T. Rowe Price Value |
|
9.36% |
|
|
|
|
| Goldman Sachs Mid Value Instl. |
|
10.19% |
|
|
|
|
| Neuberger Berman Partners |
|
7.33% |
|
|
|
|
| Sequoia |
|
8.10% |
|
|
|
|
| BlackRock Value Index |
|
7.93% |
|
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell Price Driven (1000 Value) |
|
7.92% |
|
|
|
|
|
|
|
|
|
|
|
| Growth Stock Option |
|
|
11.49% |
|
|
|
| Turner Mid Cap Growth |
|
|
12.58% |
|
|
|
| Marsico Focus |
|
|
10.96% |
|
|
|
| Wellington Mid Cap Opportunities |
|
|
12.78% |
|
|
|
| Primecap Odyssey Growth |
|
|
8.97% |
|
|
|
| T. Rowe Price Growth Stock |
|
|
13.68% |
|
|
|
| BlackRock Growth Index |
|
|
11.04% |
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell Earnings Growth (1000 Growth) |
|
|
11.04% |
|
|
|
|
|
|
|
|
|
|
| International Stock Option |
|
|
|
13.36% |
|
|
| Amer Cent-20th Cent. Int’l Discovery |
|
|
|
8.75% |
|
|
| Amer Cent-20th Cent. Int’l Growth |
|
|
|
11.23% |
|
|
| Templeton Instl. Foreign |
|
|
|
10.39% |
|
|
| Thornburg Intl Value R5 |
|
|
|
11.51% |
|
|
| Marsico Intl Opp |
|
|
|
13.10% |
|
|
| Dimensional Emerging Markets Value |
|
|
|
20.80% |
|
|
| Royce International Value |
|
|
|
16.74% |
|
|
| TCW International Small Cap |
|
|
|
24.75% |
|
|
| BlackRock Eafe Index |
|
|
|
10.71% |
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| MSCI EAFE Net Dividend |
|
|
|
11.38% |
|
|
|
|
|
|
|
|
|
| Diversified Small Company Stock Option |
|
|
|
|
10.14% |
|
| Dimensional US Micro Cap Portfolio |
|
|
|
|
9.00% |
|
| Royce Opportunity |
|
|
|
|
13.76% |
|
| Brown Capital Small Co. Intl. |
|
|
|
|
9.27% |
|
| Buffalo Small Cap |
|
|
|
|
10.71% |
|
| Lockwell Small Cap |
|
|
|
|
9.63% |
|
| BlackRock Small Company Index |
|
|
|
|
9.65% |
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell 2000 Total |
|
|
|
|
9.63% |
|
|
|
|
|
|
|
|
| Retirement Model Portfolio |
|
|
|
|
|
2.42% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Retirement Composite Index |
|
|
|
|
|
1.93% |
|
|
|
|
|
|
|
| Conservative Model Portfolio |
|
|
|
|
|
3.89% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Conservative Composite Index |
|
|
|
|
|
3.50% |
|
|
|
|
|
|
|
| Moderate Model Portfolio |
|
|
|
|
|
6.95% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Moderate Composite Index |
|
|
|
|
|
6.38% |
|
|
|
|
|
|
|
| Aggressive Model Portfolio |
|
|
|
|
|
8.61% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Aggressive Composite Index |
|
|
|
|
|
7.90% |
Go back to main content | Go back to main navigation