YTD 7/31/17 | ||
Stable Value Option | 1.5% | |
BlackRock Short Term Investment | 0.6% | |
Cash/CDs | 0.7% | |
Invesco Managed Account | 1.6% | |
Benchmark | ||
BofA Merrill Lynch 91-Day T-Bill | 0.4% | |
Fixed Income Fund | 3.9% | |
Dodge & Cox Core Fund | MF | 3.5% |
Prudential Core Plus | CIT | 4.7% |
Western Asset Core | MF | 3.7% |
SSgA US Fixed Income Index Fund | CIT | 2.7% |
Benchmark | ||
Barclays Universal Bond | 3.1% | |
Diversified Inflation / Real Return Fund | 6.5% | |
Vanguard Inflation-Protected Securities | MF | 1.4% |
Vanguard Short TIPS | MF | 0.4% |
SSgA Inflation-Protected Securities | CIT | 1.2% |
SSgA Glbal REIT | CIT | 6.9% |
Frontier Magellan Infrastructure | MF | 18.6% |
SSgA Natural Resources | CIT | 6.1% |
SSgA Commodities | CIT | -1.0% |
Benchmark | ||
Barclays US TIPS 0-5 Year | 0.5% | |
Large Cap Core Stock Fund | 12.9% | |
Macquarie Large Cap Value | CIT | 4.8% |
T. Rowe Price Large Cap Growth | MF | 23.7% |
Columbia Large Cap Contrarian | CIT | 13.3% |
London Company Large Cap | SA | 9.5% |
SSgA S&P 500 Index | CIT | 11.8% |
Benchmark | ||
S&P 500 Index | 11.6% | |
Small / Mid Cap Core Stock Fund | 11.4% | |
Monarch SMID Value | CIT | 4.0% |
William Blair SMID Growth | MF | 17.0% |
Atlanta High Quality SMID Cap | MF | 12.5% |
Brown Small Co. Instl. | MF | 18.2% |
Brandes Small Cap Value | SA | 3.5% |
Wellington Mid Cap Core | CIT | 13.9% |
SSgA Russell 2500 Index Fund | CIT | 8.1% |
Benchmark | ||
Russell 2500 Index | 7.1% | |
International Stock Fund | 17.6% | |
MFS International Value | MF | 17.7% |
Artisan Non-US Growth | CIT | 23.2% |
Lazard Global Managed Volatility | CIT | 12.3% |
Aberdeen Emerging Markets Equity | CIT | 21.8% |
Brandes Intl Small Cap | MF | 10.3% |
SSgA Global All Cap Equity ex-US Index | CIT | 18.7% |
Benchmark | ||
MSCI ACWI ex US IMI net | 18.5% | |
Income Fund | 4.0% | |
Benchmark | ||
Income Composite Index | 3.4% | |
Conservative Fund | 6.8% | |
Benchmark | ||
Conservative Composite Index | 4.5% | |
Moderate Fund | 10.4% | |
Benchmark | ||
Moderate Composite Index | 9.5% | |
Aggressive Fund | 12.2% | |
Benchmark | ||
Aggressive Composite Index | 10.9% |