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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 |
13.26% |
13.18% |
11.92% |
10.88% |
n/a |
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| Stable Value Option |
2.59% |
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| Wellington Core |
5.47% |
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| PRIMCO GIC |
2.53% |
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| Cash |
2.32% |
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| BlackRock Instl. Money Market Fund |
0.21% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
0.39% |
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| Equity Index Option (BlackRock US Equity Index) |
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14.02% |
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| Benchmark |
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| Russell 3000 |
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14.12% |
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| Value Stock Option |
|
14.43% |
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| JP Morgan Equity Income |
|
12.97% |
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| T. Rowe Price Value |
|
16.03% |
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| Goldman Sachs Mid Value Instl. |
|
14.06% |
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| Neuberger Berman Large Cap Value |
|
13.11% |
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| Sequoia |
|
11.94% |
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| BlackRock Value Index |
|
15.18% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
15.18% |
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| Growth Stock Option |
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12.07% |
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| Turner Mid Cap Growth |
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|
4.37% |
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| Marsico Focus |
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|
9.14% |
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| Wellington Mid Cap Opportunities |
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|
15.78% |
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| Primecap Odyssey Growth |
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|
12.65% |
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| T. Rowe Price Growth Stock |
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|
15.33% |
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| BlackRock Growth Index |
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|
13.36% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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|
13.39% |
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| International Stock Option |
|
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|
10.78% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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|
14.50% |
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| Templeton Instl. Foreign |
|
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|
11.50% |
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| Thornburg Intl Value R5 |
|
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|
10.98% |
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| Marsico Intl Opp |
|
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|
10.71% |
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| Dimensional Emerging Markets Value |
|
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|
10.03% |
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| Royce Global Value |
|
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|
7.73% |
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| TCW International Small Cap |
|
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|
12.66% |
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| MFS International Value |
|
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12.46% |
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| BlackRock Eafe Index |
|
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11.27% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
|
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|
11.00% |
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| Diversified Small Company Stock Option |
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13.56% |
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| Dimensional U.S. Micro Cap Portfolio |
|
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12.85% |
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| Royce Opportunity |
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|
14.73% |
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| Brown Capital Mgmt. Small. Co. Instl. |
|
|
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|
13.64% |
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| Buffalo Small Cap |
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13.32% |
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| Lockwell Small Cap |
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12.54% |
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| BlackRock Small Company Index |
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|
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11.96% |
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| Benchmark |
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| Russell 2000 Total |
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11.75% |
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| Retirement Model Portfolio |
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4.81% |
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| Benchmark |
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| Retirement Composite Index |
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3.03% |
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| Conservative Model Portfolio |
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7.27% |
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| Benchmark |
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| Conservative Composite Index |
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6.09% |
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| Moderate Model Portfolio |
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9.59% |
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| Benchmark |
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| Moderate Composite Index |
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8.81% |
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| Aggressive Model Portfolio |
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11.11% |
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| Benchmark |
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| Aggressive Composite Index |
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|
10.48% |
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