YTD 5/31/20 | ||
Stable Value Option | 1.1% | |
Invesco Govt. Agency Port MM | 0.3% | |
Invesco Managed Account | 1.1% | |
Benchmark | ||
BofA Merrill Lynch 91-Day T-Bill | 0.6% | |
Fixed Income Fund | 3.7% | |
Dodge & Cox Core Fund | MF | 3.9% |
Prudential Core Plus | CIT | 2.8% |
Western Asset Core | MF | 4.2% |
SSgA US Fixed Income Index Fund | CIT | 5.6% |
Benchmark | ||
Barclays Universal Bond | 4.3% | |
Diversified Inflation / Real Return Fund | -11.1% | |
Vanguard Short TIPS | MF | 1.2% |
SSgA Inflation-Protected Securities | CIT | 4.7% |
SSgA Global REIT | CIT | -22.6% |
Frontier Magellan Infrastructure | MF | -8.8% |
SSgA Natural Resources | CIT | -19.2% |
SSgA Commodities | CIT | -16.8% |
Benchmark | ||
Barclays US TIPS 0-5 Year | 1.2% | |
Large Cap Core Stock Fund | -5.3% | |
Macquarie Large Cap Value | CIT | -14.4% |
T. Rowe Price Large Cap Growth | MF | 5.0% |
Columbia Large Cap Contrarian | CIT | -3.3% |
Touchstone Large Cap Instl | MF | -9.8% |
SSgA S&P 500 Index | CIT | -5.0% |
Benchmark | ||
S&P 500 Index | -5.0% | |
Small / Mid Cap Core Stock Fund | -8.8% | |
TS&W Collective Investment Trust | CIT | -23.9% |
William Blair SMID Growth | MF | 0.5% |
Atlanta High Quality SMID Cap | MF | -11.4% |
Brown Small Co. Instl. | MF | 11.4% |
Segall Bryant & Hamill Small Cap Value Fund | SA | -18.6% |
Wellington Mid Cap Core | CIT | -6.8% |
SSgA Russell 2500 Index Fund | CIT | -9.4% |
Benchmark | ||
Russell 2500 Index | -13.5% | |
International Stock Fund | -11.0% | |
MFS International Value | MF | -1.9% |
Artisan Non-US Growth | CIT | -11.8% |
Lazard Global Managed Volatility | CIT | -12.5% |
Aberdeen Emerging Markets Equity | CIT | -17.0% |
TS&W International Small Cap | CIT | -16.9% |
SSgA Global All Cap Equity ex-US Index | CIT | -14.8% |
Benchmark | ||
MSCI ACWI ex US IMI net | -14.9% | |
Income Fund | -0.3% | |
Benchmark | ||
Income Composite Index | -1.2% | |
Conservative Fund | -1.8% | |
Benchmark | ||
Conservative Composite Index | -2.2% | |
Moderate Fund | -4.9% | |
Benchmark | -4.7% | |
Moderate Composite Index | ||
Aggressive Fund | -6.8% | |
Benchmark | ||
Aggressive Composite Index | -6.6% | |
Index Funds | ||
SSgA U.S. Bond Index Fund | CIT | 5.6% |
Benchmark | ||
Blmbg. Barc. U.S. Aggregate | 5.5% | |
SSgA U.S. Inflation Protected Bond Index | CIT | 4.7% |
Benchmark | ||
Blmbg. Barc. U.S. TIPS | 4.8% | |
State Street Russell All Cap Index | CIT | -5.7% |
Benchmark | ||
Russell 3000E Index | -5.6% | |
SSgA Global All Cap Equity ex US Index | CIT | -14.8% |
Benchmark | ||
MSCI AC World ex USA IMI (Net) | -14.9% | |
Specialty Options | ||
Vanguard Federal Money Market Fund | MF | 0.4% |
Benchmark | ||
ICE BofAML 3 Month U.S. T-Bill | 0.6% | |
Metropolitan West Total Return Bond Fund | MF | 5.4% |
Benchmark | ||
Blmbg. Barc. U.S. Aggregate | 5.5% | |
DFA Inflation-Protected Securities | MF | 5.1% |
Benchmark | ||
Blmbg. Barc. U.S. TIPS | 4.8% | |
Columbia High Yield Bond Y | MF | -4.6% |
Benchmark | ||
ICE BofA Merrill Lynch High Yield Master | -5.7% | |
AB Global Bond Fund Z | MF | 1.1% |
Benchmark | ||
Blmbg. Barc. Global Aggregate Index (Hedged) | 3.4% | |
Boston Partners Large Cap Value | CIT | -17.6% |
Benchmark | ||
Russell 1000 Value Index | -15.7% | |
Fidelity Growth Company Fund K | MF | 15.0% |
Benchmark | ||
Russell 3000 Growth Index | 4.5% | |
Ceredex Mid Cap Vale Equity | CIT | -21.0% |
Benchmark | ||
Russell Midcap Value Index | -19.0% | |
Janus Henderson Enterprise N | MF | -6.5% |
Benchmark | ||
Russell Midcap Growth Index | 1.8% | |
Goldman Sachs Small Cap Value R6 | MF | -25.8% |
Benchmark | ||
Russell 2000 Value Index | -25.6% | |
Fidelity Small Cap Growth Fund K6 | MF | 15.0% |
Benchmark | ||
Russell 2000 Growth Index | -6.6% | |
Lazard Global Managed Volatility | CIT | -12.5% |
Benchmark | ||
MSCI World (Net) | -8.2% | |
Boston Partners Global Equity Fund Inst | MF | -19.4% |
Benchmark | ||
MSCI World (Net) | -8.2% | |
Lazard Intl Strategic Equity Portfolio Inst | MF | -14.4% |
Benchmark | ||
MSCI EAFE (Net) | -14.3% | |
TS&W International Small Cap | CIT | -16.9% |
Benchmark | ||
S&P Developed Ex-U.S. Small Cap | -14.7% | |
Aberdeen Emerging Markets | CIT | -17.0% |
Benchmark | ||
MSCI Emerging Markets (Net) | -16.0% |