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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 |
3.79% |
6.53% |
6.59% |
6.83% |
n/a |
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Stable Value Option |
0.27% |
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Wellington Core |
0.98% |
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PRIMCO GIC |
0.28% |
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Cash |
0.22% |
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BlackRock Instl. Money Market Fund |
0.02% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.16% |
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Equity Index Option (BlackRock US Equity Index) |
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5.03% |
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Benchmark |
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Russell 3000 |
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5.05% |
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Value Stock Option |
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4.85% |
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JP Morgan Equity Income |
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3.06% |
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T. Rowe Price Value |
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5.60% |
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Goldman Sachs Mid Value Instl. |
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6.14% |
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Neuberger Berman Partners |
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4.44% |
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Sequoia Fund |
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3.29% |
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BlackRock Value Index |
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3.78% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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3.78% |
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Growth Stock Option |
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6.85% |
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Turner Mid Cap Growth |
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8.15% |
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Marsico Focus |
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6.13% |
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Wellington Mid Cap Opportunities |
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7.84% |
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Primecap Odyssey Growth |
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6.96% |
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T. Rowe Price Growth Stock |
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6.73% |
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BlackRock Growth Index |
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5.98% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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5.97% |
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International Stock Option |
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6.90% |
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Amer Cent-20th Cent. Int’l Discovery |
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3.82% |
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Amer Cent-20th Cent. Int’l Growth |
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5.20% |
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Templeton Instl. Foreign |
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5.22% |
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Thornburg Intl Value R5 |
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5.94% |
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Marsico Intl Opp |
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6.37% |
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Dimensional Emerging Markets Value |
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13.87% |
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Royce Global Value |
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9.94% |
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TCW International Small Cap |
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11.37% |
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BlackRock Eafe Index |
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5.30% |
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Benchmark |
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MSCI EAFE Net Dividend |
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5.33% |
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Diversified Small Company Stock Option |
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7.23% |
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Dimensiona US Micro Cap Portfolio |
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6.96% |
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Royce Opportunity |
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10.37% |
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Third Avenue Sm Cap Value |
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6.12% |
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Brown Cap Small Co. Instl. |
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6.94% |
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Buffalo Funds Small Cap |
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6.46% |
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Lockwell Small Cap |
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5.85% |
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BlackRock Small Company Index |
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7.09% |
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Benchmark |
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Russell 2000 Total |
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7.07% |
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Retirement Model Portfolio |
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1.30% |
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Benchmark |
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Retirement Composite Index |
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1.09% |
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Conservative Model Portfolio |
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2.14% |
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Benchmark |
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Conservative Composite Index |
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1.86% |
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Moderate Model Portfolio |
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4.02% |
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Benchmark |
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Moderate Composite Index |
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3.51% |
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Aggressive Model Portfolio |
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5.07% |
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Benchmark |
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Aggressive Composite Index |
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4.46% |
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