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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 |
14.98% |
11.44% |
2.54% |
12.85% |
n/a |
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Stable Value Option |
1.31% |
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Wellington Core |
-2.26% |
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PRIMCO GIC |
1.26% |
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Cash |
0.28% |
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BlackRock Instl. Money Market Fund |
0.12% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.02% |
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Equity Index Option (BlackRock US Equity Index) |
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13.96% |
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Benchmark |
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Russell 3000 |
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14.06% |
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Value Stock Option |
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15.50% |
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JP Morgan Equity Income |
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15.65% |
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T. Rowe Price Value |
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17.53% |
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Goldman Sachs Mid Value Instl. |
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15.42% |
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Neuberger Berman Large Cap Value |
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12.90% |
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Sequoia |
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14.65% |
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BlackRock Value Index |
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15.85% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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15.90% |
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Growth Stock Option |
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15.35% |
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Marsico Focus |
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16.46% |
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Wellington Mid Cap Opportunities |
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16.73% |
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Primecap Odyssey Growth |
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20.76% |
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T. Rowe Price Growth Stock |
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11.02% |
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iShares Russell Mid Cap Growth ETF |
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14.67% |
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BlackRock Growth Index |
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11.78% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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11.80% |
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International Stock Option |
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1.63% |
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Amer Cent-20th Cent. Int’l Growth |
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4.43% |
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Templeton Instl. Foreign |
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1.33% |
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Thornburg Intl Value |
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0.99% |
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Dimensional Emerging Markets Value |
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-11.11% |
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Royce Global Value |
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-4.78% |
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TCW International Small Cap |
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0.67% |
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MFS International Value |
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12.39% |
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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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4.10% |
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Diversified Small Company Stock Option |
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17.03% |
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Dimensional U.S. Micro Cap Portfolio |
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17.45% |
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Royce Opportunity |
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18.49% |
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Brown Capital Mgmt. Small. Co. Instl. |
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15.54% |
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Buffalo Small Cap |
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19.28% |
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Lockwell Small Cap |
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30.70% |
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Mutual of America Disciplined Small Cap Value |
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11.38% |
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Walthausen Small Cap Value |
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13.26% |
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BlackRock Small Company Index |
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15.94% |
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Benchmark |
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Russell 2000 Total |
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15.86% |
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Retirement Model Portfolio |
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3.26% |
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Benchmark |
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Retirement Composite Index |
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2.42% |
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Conservative Model Portfolio |
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6.54% |
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Benchmark |
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Conservative Composite Index |
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6.00% |
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Moderate Model Portfolio |
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8.95% |
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Benchmark |
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Moderate Composite Index |
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8.27% |
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Aggressive Model Portfolio |
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10.57% |
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Benchmark |
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Aggressive Composite Index |
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10.06% |
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