Skip main content and go to side navigation
|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
11.22% |
8.84% |
3.78% |
10.58% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
0.65% |
|
|
|
|
|
Wellington Core |
0.08% |
|
|
|
|
|
PRIMCO GIC |
0.62% |
|
|
|
|
|
Cash |
0.08% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
11.03% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
11.07% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
11.75% |
|
|
|
|
JP Morgan Equity Income |
|
11.02% |
|
|
|
|
T. Rowe Price Value |
|
12.90% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
12.80% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
10.07% |
|
|
|
|
Sequoia |
|
10.77% |
|
|
|
|
BlackRock Value Index |
|
12.29% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
12.31% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
11.52% |
|
|
|
Marsico Focus |
|
|
11.55% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
13.61% |
|
|
|
Primecap Odyssey Growth |
|
|
15.69% |
|
|
|
T. Rowe Price Growth Stock |
|
|
7.68% |
|
|
|
iShares Russell Mid Cap Growth ETF |
|
|
11.46% |
|
|
|
BlackRock Growth Index |
|
|
9.47% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
9.54% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
3.46% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
4.34% |
|
|
Templeton Instl. Foreign |
|
|
|
1.07% |
|
|
Thornburg Intl Value |
|
|
|
2.51% |
|
|
Dimensional Emerging Markets Value |
|
|
|
-0.96% |
|
|
Royce Global Value |
|
|
|
0.77% |
|
|
TCW International Small Cap |
|
|
|
6.39% |
|
|
MFS International Value |
|
|
|
8.06% |
|
|
BlackRock Eafe Index |
|
|
|
4.35% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
5.13% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
12.96% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
12.06% |
|
Royce Opportunity |
|
|
|
|
13.31% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
45.45% |
|
Buffalo Small Cap |
|
|
|
|
9.80% |
|
Lockwell Small Cap |
|
|
|
|
13.65% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
11.21% |
|
Walthausen Small Cap Value |
|
|
|
|
10.57% |
|
BlackRock Small Company Index |
|
|
|
|
12.45% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
12.39% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
2.36% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
2.08% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
4.85% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
4.75% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
6.95% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
6.73% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
8.34% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
8.21% |
Go back to main content | Go back to main navigation