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 |
10.47% |
16.26% |
12.32% |
12.23% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
0.78% |
|
|
|
|
|
Wellington Core |
0.64% |
|
|
|
|
|
PRIMCO GIC |
0.79% |
|
|
|
|
|
Cash |
0.65% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
-0.02% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
12.81% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
12.87% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
11.67% |
|
|
|
|
JP Morgan Equity Income |
|
9.58% |
|
|
|
|
T. Rowe Price Value |
|
12.27% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
12.81% |
|
|
|
|
Neuberger Berman Partners |
|
10.59% |
|
|
|
|
Sequoia |
|
10.76% |
|
|
|
|
BlackRock Value Index |
|
11.15% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
11.12% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
15.56% |
|
|
|
Turner Mid Cap Growth |
|
|
14.87% |
|
|
|
Marsico Focus |
|
|
16.24% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
16.11% |
|
|
|
Primecap Odyssey Growth |
|
|
12.05% |
|
|
|
T. Rowe Price Growth Stock |
|
|
19.07% |
|
|
|
BlackRock Growth Index |
|
|
14.65% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
14.69% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
12.63% |
|
|
Amer Cent-20th Cent. Int’l Discovery |
|
|
|
9.79% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
12.82% |
|
|
Templeton Instl. Foreign |
|
|
|
9.74% |
|
|
Thornburg Intl Value R5 |
|
|
|
11.21% |
|
|
Marsico Intl Opp |
|
|
|
14.43% |
|
|
Dimensional Emerging Markets Value |
|
|
|
15.60% |
|
|
Royce Global Value |
|
|
|
13.08% |
|
|
TCW International Small Cap |
|
|
|
20.29% |
|
|
BlackRock Eafe Index |
|
|
|
10.88% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
10.86% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
13.28% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
12.25% |
|
Royce Opportunity |
|
|
|
|
17.44% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
12.65% |
|
Buffalo Small Cap |
|
|
|
|
14.48% |
|
Lockwell Small Cap |
|
|
|
|
11.10% |
|
BlackRock Small Company Index |
|
|
|
|
12.45% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
12.44% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
3.06% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
2.37% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
5.25% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
4.78% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
8.79% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
8.12% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
10.72% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
9.91% |
Go back to main content | Go back to main navigation