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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 |
20.61% |
18.02% |
7.64% |
20.32% |
n/a |
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| Stable Value Option |
1.53% |
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| Wellington Core |
-2.05% |
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| PRIMCO GIC |
1.44% |
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| Cash |
0.35% |
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| BlackRock Instl. Money Market Fund |
0.13% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
0.17% |
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| Equity Index Option (BlackRock US Equity Index) |
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20.19% |
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| Benchmark |
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| Russell 3000 |
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20.31% |
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| Value Stock Option |
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21.43% |
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| JP Morgan Equity Income |
|
21.32% |
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| T. Rowe Price Value |
|
24.12% |
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| Goldman Sachs Mid Value Instl. |
|
21.53% |
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| Neuberger Berman Large Cap Value |
|
18.33% |
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| Sequoia |
|
19.68% |
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| BlackRock Value Index |
|
22.05% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
22.16% |
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| Growth Stock Option |
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21.44% |
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| Marsico Focus |
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19.80% |
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| Wellington Mid Cap Opportunities |
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|
24.55% |
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| Primecap Odyssey Growth |
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|
27.74% |
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| T. Rowe Price Growth Stock |
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17.41% |
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| iShares Russell Mid Cap Growth ETF |
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21.73% |
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| BlackRock Growth Index |
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17.68% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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17.73% |
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| International Stock Option |
|
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|
6.25% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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9.66% |
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| Templeton Instl. Foreign |
|
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|
7.40% |
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| Thornburg Intl Value |
|
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6.21% |
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| Dimensional Emerging Markets Value |
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|
-9.38% |
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| Royce Global Value |
|
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|
-1.62% |
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| TCW International Small Cap |
|
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3.46% |
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| MFS International Value |
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16.79% |
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| BlackRock Eafe Index |
|
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8.92% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
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9.60% |
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| Diversified Small Company Stock Option |
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25.58% |
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| Dimensional U.S. Micro Cap Portfolio |
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26.16% |
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| Royce Opportunity |
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26.61% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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25.72% |
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| Buffalo Small Cap |
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27.44% |
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| Lockwell Small Cap |
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24.81% |
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| Mutual of America Disciplined Small Cap Value |
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18.23% |
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| Walthausen Small Cap Value |
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20.29% |
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| BlackRock Small Company Index |
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24.08% |
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| Benchmark |
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| Russell 2000 Total |
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23.97% |
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| Retirement Model Portfolio |
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4.50% |
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| Benchmark |
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| Retirement Composite Index |
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3.76% |
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| Conservative Model Portfolio |
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8.92% |
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| Benchmark |
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| Conservative Composite Index |
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8.60% |
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| Moderate Model Portfolio |
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12.90% |
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| Benchmark |
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| Moderate Composite Index |
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12.45% |
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| Aggressive Model Portfolio |
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15.61% |
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| Benchmark |
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| Aggressive Composite Index |
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15.30% |
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