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 |
8.79% |
10.30% |
4.80% |
6.07% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.83% |
|
|
|
|
|
Wellington Core |
4.57% |
|
|
|
|
|
PRIMCO GIC |
1.80% |
|
|
|
|
|
Cash |
1.57% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.41% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
10.32% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
10.40% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
8.72% |
|
|
|
|
JP Morgan Equity Income |
|
9.88% |
|
|
|
|
T. Rowe Price Value |
|
9.72% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
8.91% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
5.56% |
|
|
|
|
Sequoia |
|
6.34% |
|
|
|
|
BlackRock Value Index |
|
9.86% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
9.80% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
10.37% |
|
|
|
Turner Mid Cap Growth |
|
|
2.97% |
|
|
|
Marsico Focus |
|
|
8.86% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
11.66% |
|
|
|
Primecap Odyssey Growth |
|
|
11.04% |
|
|
|
T. Rowe Price Growth Stock |
|
|
13.52% |
|
|
|
BlackRock Growth Index |
|
|
11.52% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
11.55% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
4.12% |
|
|
Amer Cent-20th Cent. Int’l Discovery |
|
|
|
3.05% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
7.49% |
|
|
Templeton Instl. Foreign |
|
|
|
2.82% |
|
|
Thornburg Intl Value R5 |
|
|
|
6.14% |
|
|
Marsico Intl Opp |
|
|
|
5.31% |
|
|
Dimensional Emerging Markets Value |
|
|
|
3.30% |
|
|
Royce Global Value |
|
|
|
-1.10% |
|
|
TCW International Small Cap |
|
|
|
4.75% |
|
|
BlackRock Eafe Index |
|
|
|
3.74% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
4.12% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
7.46% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
7.24% |
|
Royce Opportunity |
|
|
|
|
8.14% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
5.23% |
|
Buffalo Small Cap |
|
|
|
|
10.79% |
|
Lockwell Small Cap |
|
|
|
|
6.46% |
|
BlackRock Small Company Index |
|
|
|
|
7.15% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
7.03% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
3.20% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
2.06% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
4.96% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
4.29% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
6.38% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
6.02% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
7.06% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
6.87% |
Go back to main content | Go back to main navigation