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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 |
5.74% |
4.69% |
3.79% |
5.49% |
n/a |
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Stable Value Option |
0.23% |
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Wellington Core |
-0.63% |
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PRIMCO GIC |
0.22% |
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Cash |
0.05% |
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BlackRock Instl. Money Market Fund |
0.02% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.01% |
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Equity Index Option (BlackRock US Equity Index) |
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5.46% |
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Benchmark |
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Russell 3000 |
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5.49% |
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Value Stock Option |
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6.22% |
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JP Morgan Equity Income |
|
5.30% |
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T. Rowe Price Value |
|
6.74% |
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Goldman Sachs Mid Value Instl. |
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6.59% |
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Neuberger Berman Large Cap Value |
|
6.22% |
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Sequoia |
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5.34% |
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BlackRock Value Index |
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6.44% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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6.50% |
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Growth Stock Option |
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5.58% |
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Marsico Focus |
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5.25% |
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Wellington Mid Cap Opportunities |
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7.74% |
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Primecap Odyssey Growth |
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7.32% |
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T. Rowe Price Growth Stock |
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3.74% |
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iShares Russell Mid Cap Growth ETF |
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6.13% |
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BlackRock Growth Index |
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4.29% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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4.29% |
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International Stock Option |
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4.18% |
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Amer Cent-20th Cent. Int’l Growth |
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3.47% |
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Templeton Instl. Foreign |
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4.03% |
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Thornburg Intl Value |
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4.63% |
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Dimensional Emerging Markets Value |
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1.61% |
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Royce Global Value |
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3.01% |
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TCW International Small Cap |
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5.99% |
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MFS International Value |
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5.47% |
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BlackRock Eafe Index |
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4.47% |
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Benchmark |
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MSCI EAFE Net Dividend |
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5.27% |
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Diversified Small Company Stock Option |
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6.45% |
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Dimensional U.S. Micro Cap Portfolio |
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5.69% |
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Royce Opportunity |
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7.11% |
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Brown Capital Mgmt. Small. Co. Instl. |
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6.44% |
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Buffalo Small Cap |
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5.11% |
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Lockwell Small Cap |
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7.10% |
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BlackRock Small Company Index |
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6.29% |
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Benchmark |
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Russell 2000 Total |
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6.26% |
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Retirement Model Portfolio |
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1.26% |
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Benchmark |
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Retirement Composite Index |
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1.15% |
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Conservative Model Portfolio |
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2.46% |
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Benchmark |
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Conservative Composite Index |
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2.41% |
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Moderate Model Portfolio |
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3.72% |
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Benchmark |
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Moderate Composite Index |
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3.60% |
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Aggressive Model Portfolio |
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4.54% |
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Benchmark |
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Aggressive Composite Index |
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4.49% |
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