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Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
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Morningstar Averages for the Universe |
n/a |
16.05% |
13.45% |
5.80% |
13.53% |
n/a |
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Stable Value Option |
1.10% |
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Wellington Core |
-0.72% |
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PRIMCO GIC |
1.05% |
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Cash |
0.21% |
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BlackRock Instl. Money Market Fund |
0.10% |
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Benchmark |
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BC 1-3 yr. Govt./Treas. |
0.08% |
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Equity Index Option (BlackRock US Equity Index) |
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15.49% |
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Benchmark |
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Russell 3000 |
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15.55% |
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Value Stock Option |
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16.47% |
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JP Morgan Equity Income |
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15.71% |
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T. Rowe Price Value |
|
18.65% |
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Goldman Sachs Mid Value Instl. |
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16.70% |
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Neuberger Berman Large Cap Value |
|
13.27% |
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Sequoia |
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16.91% |
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BlackRock Value Index |
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16.87% |
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Benchmark |
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Russell Price Driven (1000 Value) |
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16.93% |
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Growth Stock Option |
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17.13% |
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Marsico Focus |
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19.05% |
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Wellington Mid Cap Opportunities |
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18.69% |
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Primecap Odyssey Growth |
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21.80% |
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T. Rowe Price Growth Stock |
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12.60% |
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iShares Russell Mid Cap Growthe ETF |
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16.03% |
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BlackRock Growth Index |
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13.93% |
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Benchmark |
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Russell Earnings Growth (1000 Growth) |
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13.95% |
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International Stock Option |
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5.42% |
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Amer Cent-20th Cent. Int’l Growth |
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7.05% |
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Templeton Instl. Foreign |
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6.28% |
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Thornburg Intl Value |
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5.55% |
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Dimensional Emerging Markets Value |
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-2.94% |
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Royce Global Value |
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-0.77% |
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TCW International Small Cap |
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7.19% |
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MFS International Value |
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11.46% |
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BlackRock Eafe Index |
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6.43% |
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Benchmark |
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MSCI EAFE Net Dividend |
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7.94% |
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Diversified Small Company Stock Option |
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16.68% |
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Dimensional U.S. Micro Cap Portfolio |
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16.92% |
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Royce Opportunity |
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18.58% |
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Brown Capital Mgmt. Small. Co. Instl. |
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14.25% |
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Buffalo Small Cap |
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17.57% |
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Lockwell Small Cap |
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17.12% |
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Mutual of America Disciplined Small Cap Value |
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11.40% |
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Walthausen Small Cap Value |
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15.53% |
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BlackRock Small Company Index |
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16.53% |
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Benchmark |
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Russell 2000 Total |
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16.45% |
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Retirement Model Portfolio |
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3.45% |
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Benchmark |
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Retirement Composite Index |
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2.86% |
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Conservative Model Portfolio |
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6.86% |
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Benchmark |
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Conservative Composite Index |
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6.54% |
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Moderate Model Portfolio |
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9.82% |
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Benchmark |
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Moderate Composite Index |
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9.43% |
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Aggressive Model Portfolio |
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11.65% |
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Benchmark |
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Aggressive Composite Index |
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11.46% |
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