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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 |
2.89% |
6.98% |
-1.35% |
3.08% |
n/a |
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Stable Value Option |
1.30% |
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Wellington Core |
2.85% |
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PRIMCO GIC |
1.29% |
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Cash |
1.09% |
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BlackRock Instl. Money Market Fund |
0.10% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.21% |
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Equity Index Option (BlackRock US Equity Index) |
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5.11% |
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Benchmark |
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Russell 3000 |
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5.20% |
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Value Stock Option |
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3.53% |
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JP Morgan Equity Income |
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3.61% |
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T. Rowe Price Value |
|
2.87% |
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Goldman Sachs Mid Value Instl. |
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5.00% |
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Neuberger Berman Large Cap Value |
|
0.70% |
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Sequoia |
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5.26% |
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BlackRock Value Index |
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3.54% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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3.54% |
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Growth Stock Option |
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7.03% |
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Turner Mid Cap Growth |
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3.32% |
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Marsico Focus |
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8.18% |
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Wellington Mid Cap Opportunities |
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7.49% |
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Primecap Odyssey Growth |
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3.48% |
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T. Rowe Price Growth Stock |
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10.82% |
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BlackRock Growth Index |
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7.19% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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7.17% |
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International Stock Option |
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-1.45% |
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Amer Cent-20th Cent. Int’l Discovery |
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-1.44% |
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Amer Cent-20th Cent. Int’l Growth |
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-0.35% |
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Templeton Instl. Foreign |
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-4.99% |
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Thornburg Intl Value R5 |
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-0.21% |
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Marsico Intl Opp |
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0.18% |
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Dimensional Emerging Markets Value |
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-0.54% |
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Royce Global Value |
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-2.29% |
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TCW International Small Cap |
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2.88% |
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BlackRock Eafe Index |
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-3.63% |
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Benchmark |
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MSCI EAFE Net Dividend |
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-3.79% |
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Diversified Small Company Stock Option |
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4.78% |
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Dimensional U.S. Micro Cap Portfolio |
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2.95% |
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Royce Opportunity |
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6.78% |
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Brown Capital Mgmt. Small. Co. Instl. |
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4.75% |
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Buffalo Small Cap |
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9.51% |
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Lockwell Small Cap |
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3.19% |
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BlackRock Small Company Index |
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3.41% |
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Benchmark |
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Russell 2000 Total |
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3.37% |
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Retirement Model Portfolio |
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1.75% |
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Benchmark |
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Retirement Composite Index |
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0.68% |
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Conservative Model Portfolio |
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2.61% |
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Benchmark |
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Conservative Composite Index |
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1.87% |
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Moderate Model Portfolio |
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3.31% |
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Benchmark |
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Moderate Composite Index |
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2.42% |
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Aggressive Model Portfolio |
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3.51% |
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Benchmark |
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Aggressive Composite Index |
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2.53% |
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