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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 |
13.51% |
10.33% |
7.74% |
9.94% |
n/a |
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Stable Value Option |
0.87% |
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Wellington Core |
1.07% |
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PRIMCO GIC |
0.84% |
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Cash |
0.14% |
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BlackRock Instl. Money Market Fund |
0.07% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.23% |
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Equity Index Option (BlackRock US Equity Index) |
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12.81% |
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Benchmark |
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Russell 3000 |
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12.89% |
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Value Stock Option |
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13.18% |
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JP Morgan Equity Income |
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13.94% |
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T. Rowe Price Value |
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14.86% |
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Goldman Sachs Mid Value Instl. |
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14.10% |
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Neuberger Berman Large Cap Value |
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10.35% |
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Sequoia |
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11.15% |
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BlackRock Value Index |
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13.95% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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14.01% |
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Growth Stock Option |
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13.98% |
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Marsico Focus |
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15.30% |
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Wellington Mid Cap Opportunities |
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14.75% |
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Primecap Odyssey Growth |
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18.86% |
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T. Rowe Price Growth Stock |
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9.41% |
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iShares Russell Mid Cap Growth |
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13.09% |
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BlackRock Growth Index |
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11.88% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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11.87% |
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International Stock Option |
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7.37% |
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Amer Cent-20th Cent. Int’l Growth |
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9.05% |
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Templeton Instl. Foreign |
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5.20% |
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Thornburg Intl Value |
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5.84% |
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Dimensional Emerging Markets Value |
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-0.09% |
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Royce Global Value |
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1.08% |
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TCW International Small Cap |
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8.52% |
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MFS International Value |
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14.87% |
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BlackRock Eafe Index |
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9.88% |
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Benchmark |
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MSCI EAFE Net Dividend |
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10.61% |
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Diversified Small Company Stock Option |
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11.74% |
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Dimensional U.S. Micro Cap Portfolio |
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11.16% |
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Royce Opportunity |
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12.05% |
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Brown Capital Mgmt. Small. Co. Instl. |
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10.62% |
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Buffalo Small Cap |
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10.76% |
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Lockwell Small Cap |
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11.48% |
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Mutual of America Disciplined Small Cap Value |
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9.99% |
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Walthausen Small Cap Value |
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10.30% |
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BlackRock Small Company Index |
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12.06% |
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Benchmark |
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Russell 2000 Total |
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11.98% |
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Retirement Model Portfolio |
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2.96% |
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Benchmark |
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Retirement Composite Index |
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2.70% |
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Conservative Model Portfolio |
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5.59% |
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Benchmark |
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Conservative Composite Index |
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5.52% |
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Moderate Model Portfolio |
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8.13% |
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Benchmark |
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Moderate Composite Index |
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8.15% |
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Aggressive Model Portfolio |
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9.58% |
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Benchmark |
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Aggressive Composite Index |
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9.85% |
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