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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 |
6.98% |
5.37% |
2.67% |
6.40% |
n/a |
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| Stable Value Option |
0.43% |
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| Wellington Core |
-0.01% |
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| PRIMCO GIC |
0.41% |
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| Cash |
0.01% |
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| BlackRock Instl. Money Market Fund |
0.03% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
0.10% |
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| Equity Index Option (BlackRock US Equity Index) |
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6.84% |
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| Benchmark |
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| Russell 3000 |
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6.89% |
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| Value Stock Option |
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7.63% |
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| JP Morgan Equity Income |
|
6.52% |
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| T. Rowe Price Value |
|
8.04% |
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| Goldman Sachs Mid Value Instl. |
|
8.50% |
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| Neuberger Berman Large Cap Value |
|
7.01% |
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| Sequoia |
|
7.26% |
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| BlackRock Value Index |
|
7.99% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
8.03% |
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| Growth Stock Option |
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6.62% |
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| Marsico Focus |
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6.24% |
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| Wellington Mid Cap Opportunities |
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|
8.38% |
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| Primecap Odyssey Growth |
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|
8.30% |
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| T. Rowe Price Growth Stock |
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|
4.87% |
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| iShares Russell Mid Cap Growth ETF |
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|
7.10% |
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| BlackRock Growth Index |
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|
5.54% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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|
5.58% |
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| International Stock Option |
|
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|
2.46% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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|
2.95% |
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| Templeton Instl. Foreign |
|
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|
0.97% |
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| Thornburg Intl Value |
|
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|
2.14% |
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| Dimensional Emerging Markets Value |
|
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|
-0.10% |
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| Royce Global Value |
|
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|
0.62% |
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| TCW International Small Cap |
|
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|
3.20% |
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| MFS International Value |
|
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4.96% |
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| BlackRock Eafe Index |
|
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3.46% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
|
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4.28% |
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| Diversified Small Company Stock Option |
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8.42% |
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| Dimensional U.S. Micro Cap Portfolio |
|
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6.85% |
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| Royce Opportunity |
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9.21% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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|
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10.04% |
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| Buffalo Small Cap |
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5.47% |
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| Lockwell Small Cap |
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9.37% |
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| BlackRock Small Company Index |
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|
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7.47% |
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| Benchmark |
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| Russell 2000 Total |
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7.43% |
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| Retirement Model Portfolio |
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1.53% |
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| Benchmark |
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| Retirement Composite Index |
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1.38% |
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| Conservative Model Portfolio |
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3.12% |
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| Benchmark |
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| Conservative Composite Index |
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3.04% |
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| Moderate Model Portfolio |
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4.39% |
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| Benchmark |
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| Moderate Composite Index |
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|
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4.28% |
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| Aggressive Model Portfolio |
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5.28% |
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| Benchmark |
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| Aggressive Composite Index |
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|
5.22% |
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