|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
-7.88% |
-2.49% |
-4.52% |
-6.35% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.72% |
|
|
|
|
|
Invesco Managed Account |
2.13% |
|
|
|
|
|
Cash |
0.52% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
1.01% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
-5.51% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
-5.45% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
-8.53% |
|
|
|
|
JP Morgan Equity Income |
|
-7.04% |
|
|
|
|
T. Rowe Price Value |
|
-8.86% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
-10.17% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
-14.05% |
|
|
|
|
Sequoia |
|
3.30% |
|
|
|
|
BlackRock Value Index |
|
-8.59% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
-8.96% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
-2.01% |
|
|
|
Marsico Focus |
|
|
-5.58% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
-0.89% |
|
|
|
Primecap Odyssey Growth |
|
|
-3.34% |
|
|
|
T. Rowe Price Growth Stock |
|
|
1.87% |
|
|
|
Broad Run Mid Cap Growth |
|
|
-0.93% |
|
|
|
BlackRock Growth Index |
|
|
-1.72% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
-1.54% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
-5.17% |
|
|
Templeton Instl. Foreign |
|
|
|
-5.41% |
|
|
Thornburg Intl Value |
|
|
|
3.42% |
|
|
DFA Emerging Markets Value |
|
|
|
-17.94% |
|
|
MFS International Value |
|
|
|
1.45% |
|
|
Brandes International Small Cap Equity |
|
|
|
3.59% |
|
|
BlackRock ACWI ex-US IMI Index |
|
|
|
-7.02% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI ACWI Ex-US IMI (net) |
|
|
|
-7.84% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
-8.16% |
|
DFA U.S. Micro Cap Portfolio |
|
|
|
|
-7.05% |
|
Royce Opportunity |
|
|
|
|
-14.93% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
-0.41% |
|
Buffalo Small Cap |
|
|
|
|
-8.70% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
-8.97% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
-7.24% |
|
Walthausen Small Cap Value |
|
|
|
|
-13.11% |
|
BlackRock Small Company Index |
|
|
|
|
-7.71% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
-7.73% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
0.14% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
-0.58% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
-1.66% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
-2.28% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
-3.07% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
-3.60% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
-4.41% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
-4.91% |