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 |
7.43% |
9.73% |
4.11% |
6.83% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.56% |
|
|
|
|
|
Wellington Core |
3.03% |
|
|
|
|
|
PRIMCO GIC |
1.55% |
|
|
|
|
|
Cash |
1.32% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
9.24% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
9.32% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
7.24% |
|
|
|
|
JP Morgan Equity Income |
|
7.65% |
|
|
|
|
T. Rowe Price Value |
|
7.39% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
7.72% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
5.08% |
|
|
|
|
Sequoia |
|
5.27% |
|
|
|
|
BlackRock Value Index |
|
8.67% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
8.68% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
10.38% |
|
|
|
Turner Mid Cap Growth |
|
|
5.02% |
|
|
|
Marsico Focus |
|
|
10.05% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
10.93% |
|
|
|
Primecap Odyssey Growth |
|
|
10.24% |
|
|
|
T. Rowe Price Growth Stock |
|
|
13.17% |
|
|
|
BlackRock Growth Index |
|
|
10.08% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
10.08% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
3.12% |
|
|
Amer Cent-20th Cent. Int’l Discovery |
|
|
|
3.05% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
5.30% |
|
|
Templeton Instl. Foreign |
|
|
|
0.82% |
|
|
Thornburg Intl Value R5 |
|
|
|
3.59% |
|
|
Marsico Intl Opp |
|
|
|
4.16% |
|
|
Dimensional Emerging Markets Value |
|
|
|
3.96% |
|
|
Royce Global Value |
|
|
|
-0.43% |
|
|
TCW International Small Cap |
|
|
|
4.32% |
|
|
BlackRock Eafe Index |
|
|
|
3.17% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
2.96% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
9.67% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
8.22% |
|
Royce Opportunity |
|
|
|
|
11.24% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
9.55% |
|
Buffalo Small Cap |
|
|
|
|
14.04% |
|
Lockwell Small Cap |
|
|
|
|
7.20% |
|
BlackRock Small Company Index |
|
|
|
|
8.63% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
8.53% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
2.76% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
1.66% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
4.31% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
3.71% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
6.00% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
5.42% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
6.89% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
6.40% |
Go back to main content | Go back to main navigation