YTD 8/31/19 | ||
Stable Value Option | 2.0% | |
BlackRock Short Term Investment | 1.6% | |
Invesco Managed Account | 2.1% | |
Benchmark | ||
BofA Merrill Lynch 91-Day T-Bill | 1.6% | |
Fixed Income Fund | 10.0% | |
Dodge & Cox Core Fund | MF | 8.9% |
Prudential Core Plus | CIT | 11.3% |
Western Asset Core | MF | 10.2% |
SSgA US Fixed Income Index Fund | CIT | 9.3% |
Benchmark | ||
Barclays Universal Bond | 9.3% | |
Diversified Inflation / Real Return Fund | 11.5% | |
Vanguard Short TIPS | MF | 3.9% |
SSgA Inflation-Protected Securities | CIT | 9.1% |
SSgA Global REIT | CIT | 17.6% |
Frontier Magellan Infrastructure | MF | 20.1% |
SSgA Natural Resources | CIT | 5.0% |
SSgA Commodities | CIT | 0.6% |
Benchmark | ||
Barclays US TIPS 0-5 Year | 3.9% | |
Large Cap Core Stock Fund | 15.2% | |
Macquarie Large Cap Value | CIT | 9.0% |
T. Rowe Price Large Cap Growth | MF | 20.2% |
Columbia Large Cap Contrarian | CIT | 19.7% |
Touchstone Large Cap Instl | MF | 13.3% |
SSgA S&P 500 Index | CIT | 17.9% |
Benchmark | ||
S&P 500 Index | 18.3% | |
Small / Mid Cap Core Stock Fund | 21.3% | |
TS&W Collective Investment Trust | CIT | 10.1% |
William Blair SMID Growth | MF | 28.0% |
Atlanta High Quality SMID Cap | MF | 28.9% |
Brown Small Co. Instl. | MF | 28.3% |
Segall Bryant & Hamill Small Cap Value Fund | SA | 11.0% |
Wellington Mid Cap Core | CIT | 26.0% |
SSgA Russell 2500 Index Fund | CIT | 15.8% |
Benchmark | ||
Russell 2500 Index | 15.7% | |
International Stock Fund | 11.4% | |
MFS International Value | MF | 15.4% |
Artisan Non-US Growth | CIT | 18.9% |
Lazard Global Managed Volatility | CIT | 14.7% |
Aberdeen Emerging Markets Equity | CIT | 7.9% |
Brandes Intl Small Cap | MF | -4.7% |
SSgA Global All Cap Equity ex-US Index | CIT | 9.2% |
Benchmark | ||
MSCI ACWI ex US IMI net | 8.6% | |
Income Fund | 5.1% | |
Benchmark | ||
Income Composite Index | 4.4% | |
Conservative Fund | 8.8% | |
Benchmark | ||
Conservative Composite Index | 7.6% | |
Moderate Fund | 11.8% | |
Benchmark | 10.6% | |
Moderate Composite Index | ||
Aggressive Fund | 12.9% | |
Benchmark | ||
Aggressive Composite Index | 11.6% | |
Index Funds | ||
SSgA U.S. Bond Index Fund Class C | 9.1% | |
SSgA U.S. Inflation Protected Bond Index | 9.1% | |
State Street Russell All Cap Index | 18.0% | |
SSgA Global All Cap Equity ex-US Index | 8.8% | |
Specialty Options | ||
Vanguard Federal Money Market Fund Inv | 1.5% | |
Metropolitan West Total Return Bond Fund | 9.4% | |
DFA Inflation-Protected Securities Portfolio | 9.2% | |
Columbia High Yield Bond | 13.2% | |
AB Global Bond Fund Z | 8.2% | |
Boston Partners Large Cap Value | 11.0% | |
Fidelity Growth Company Fund K | 22.8% | |
Ceredex Mid Cap Value Equity | 19.3% | |
Janus Henderson Enterprise Fund N | 26.5% | |
Goldman Sachs Small Cap Value Fund R6 | 10.9% | |
Fidelity Small Cap Growth Fund K6 | 26.8% | |
Lazard Global Managed Volatility | 14.7% | |
Boston Partners Global Equity Fund Instl | 7.9% | |
Lazard Intl Strategic Equity Portfolio Inst | 11.4% | |
Brandes International Small Cap Equity Fund | -4.7% | |
Aberdeen Emerging Markets | 7.9% |