YTD 9/30/19 | ||
Stable Value Option | 2.3% | |
BlackRock Short Term Investment | 1.8% | |
Invesco Managed Account | 2.3% | |
Benchmark | ||
BofA Merrill Lynch 91-Day T-Bill | 1.8% | |
Fixed Income Fund | 9.8% | |
Dodge & Cox Core Fund | MF | 8.8% |
Prudential Core Plus | CIT | 11.0% |
Western Asset Core | MF | 9.8% |
SSgA US Fixed Income Index Fund | CIT | 8.7% |
Benchmark | ||
Barclays Universal Bond | 8.8% | |
Diversified Inflation / Real Return Fund | 12.8% | |
Vanguard Short TIPS | MF | 3.7% |
SSgA Inflation-Protected Securities | CIT | 7.6% |
SSgA Global REIT | CIT | 20.3% |
Frontier Magellan Infrastructure | MF | 22.3% |
SSgA Natural Resources | CIT | 7.4% |
SSgA Commodities | CIT | 1.6% |
Benchmark | ||
Barclays US TIPS 0-5 Year | 3.7% | |
Large Cap Core Stock Fund | 17.2% | |
Macquarie Large Cap Value | CIT | 13.4% |
T. Rowe Price Large Cap Growth | MF | 19.0% |
Columbia Large Cap Contrarian | CIT | 21.8% |
Touchstone Large Cap Instl | MF | 15.9% |
SSgA S&P 500 Index | CIT | 20.2% |
Benchmark | ||
S&P 500 Index | 20.6% | |
Small / Mid Cap Core Stock Fund | 21.8% | |
TS&W Collective Investment Trust | CIT | 16.0% |
William Blair SMID Growth | MF | 25.5% |
Atlanta High Quality SMID Cap | MF | 29.9% |
Brown Small Co. Instl. | MF | 23.9% |
Segall Bryant & Hamill Small Cap Value Fund | SA | 15.8% |
Wellington Mid Cap Core | CIT | 24.9% |
SSgA Russell 2500 Index Fund | CIT | 17.1% |
Benchmark | ||
Russell 2500 Index | 17.7% | |
International Stock Fund | 13.3% | |
MFS International Value | MF | 17.2% |
Artisan Non-US Growth | CIT | 20.0% |
Lazard Global Managed Volatility | CIT | 16.4% |
Aberdeen Emerging Markets Equity | CIT | 9.4% |
Brandes Intl Small Cap | MF | -0.7% |
SSgA Global All Cap Equity ex-US Index | CIT | 12.1% |
Benchmark | ||
MSCI ACWI ex US IMI net | 11.4% | |
Income Fund | 5.6% | |
Benchmark | ||
Income Composite Index | 5.0% | |
Conservative Fund | 9.5% | |
Benchmark | ||
Conservative Composite Index | 8.4% | |
Moderate Fund | 12.9% | |
Benchmark | 11.9% | |
Moderate Composite Index | ||
Aggressive Fund | 14.3% | |
Benchmark | ||
Aggressive Composite Index | 13.3% | |
Index Funds | ||
SSgA U.S. Bond Index Fund | 8.5% | |
SSgA U.S. Inflation Protected Bond Index | 7.6% | |
State Street Russell All Cap Index | 20.1% | |
SSgA Global All Cap Equity ex US Index | 11.6% | |
Specialty Options | ||
Vanguard Federal Money Market Fund | 1.7% | |
Metropolitan West Total Return Bond Fund | 8.9% | |
DFA Inflation-Protected Securities | 7.9% | |
Columbia High Yield Bond Y | 14.0% | |
AB Global Bond Fund Z | 7.9% | |
Boston Partners Large Cap Value | 14.5% | |
Fidelity Growth Company Fund K | 20.8% | |
Ceredex Mid Cap Vale Equity | 23.2% | |
Janus Henderson Enterprise N | 27.8% | |
Goldman Sachs Small Cap Value R6 | 15.0% | |
Fidelity Small Cap Growth Fund K6 | 24.7% | |
Lazard Global Managed Volatility | 16.4% | |
Boston Partners Global Equity Fund Inst | 10.9% | |
Lazard Intl Strategic Equity Portfolio Inst | 13.7% | |
Brandes International Small Cap Equity R6 | -0.7% | |
Aberdeen Emerging Markets | 9.4% |