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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 |
13.88% |
16.81% |
11.27% |
12.47% |
n/a |
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Stable Value Option |
2.34% |
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Wellington Core |
5.15% |
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PRIMCO GIC |
2.29% |
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Cash |
2.06% |
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BlackRock Instl. Money Market Fund |
0.19% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.44% |
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Equity Index Option (BlackRock US Equity Index) |
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16.04% |
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Benchmark |
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Russell 3000 |
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16.13% |
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Value Stock Option |
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14.49% |
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JP Morgan Equity Income |
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13.34% |
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T. Rowe Price Value |
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16.08% |
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Goldman Sachs Mid Value Instl. |
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14.21% |
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Neuberger Berman Large Cap Value |
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12.52% |
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Sequoia |
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12.09% |
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BlackRock Value Index |
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15.81% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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15.75% |
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Growth Stock Option |
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15.49% |
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Turner Mid Cap Growth |
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8.52% |
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Marsico Focus |
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13.63% |
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Wellington Mid Cap Opportunities |
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16.24% |
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Primecap Odyssey Growth |
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15.13% |
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T. Rowe Price Growth Stock |
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19.96% |
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BlackRock Growth Index |
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16.77% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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16.80% |
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International Stock Option |
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10.59% |
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Amer Cent-20th Cent. Int’l Growth |
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13.77% |
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Templeton Instl. Foreign |
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9.92% |
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Thornburg Intl Value R5 |
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9.95% |
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Marsico Intl Opp |
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10.62% |
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Dimensional Emerging Markets Value |
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11.47% |
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Royce Global Value |
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8.33% |
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TCW International Small Cap |
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14.10% |
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BlackRock Eafe Index |
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10.34% |
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Benchmark |
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MSCI EAFE Net Dividend |
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10.08% |
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Diversified Small Company Stock Option |
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15.37% |
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Dimensional U.S. Micro Cap Portfolio |
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15.21% |
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Royce Opportunity |
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15.89% |
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Brown Capital Mgmt. Small. Co. Instl. |
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14.60% |
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Buffalo Small Cap |
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17.73% |
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Lockwell Small Cap |
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12.21% |
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BlackRock Small Company Index |
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14.42% |
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Benchmark |
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Russell 2000 Total |
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14.23% |
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Retirement Model Portfolio |
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4.77% |
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Benchmark |
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Retirement Composite Index |
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3.25% |
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Conservative Model Portfolio |
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7.49% |
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Benchmark |
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Conservative Composite Index |
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6.64% |
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Moderate Model Portfolio |
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10.42% |
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Benchmark |
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Moderate Composite Index |
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9.89% |
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Aggressive Model Portfolio |
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12.18% |
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Benchmark |
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Aggressive Composite Index |
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11.75% |
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