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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 |
6.70% |
8.56% |
8.50% |
12.76% |
n/a |
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| Stable Value Option |
3.23% |
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| Wellington Core |
9.22% |
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| PRIMCO GIC |
3.53% |
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| Cash |
2.31% |
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| Dreyfus Cash Mgmt. Instl. |
0.12% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
2.78% |
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| Equity Index Option (BGI – US Equity Index) |
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8.85% |
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| Benchmark |
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| Russell 3000 |
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8.88% |
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| Value Stock Option |
|
6.96% |
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| JP Morgan Large Cap Value (separately managed) |
|
4.28% |
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| CGM Focus |
|
4.64% |
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| Goldman Sachs Mid Value Instl. |
|
14.43% |
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| Neuberger Berman Partners |
|
4.36% |
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| T. Rowe Price Value |
|
6.64% |
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| BlackRock Value Index |
|
7.77% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
7.63% |
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| Growth Stock Option |
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11.40% |
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| Turner Mid Cap Growth |
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13.06% |
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| Marsico Focus |
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|
10.27% |
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| Wellington Mid Cap Opportunities |
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|
12.68% |
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| Primecap Odyssey Growth |
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10.03% |
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| T. Rowe Price Growth Stock |
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10.28% |
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| BlackRock Growth Index |
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|
9.36% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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|
9.35% |
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| International Stock Option |
|
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|
11.55% |
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| Amer Cent-20th Cent. Int’l Discovery |
|
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|
12.62% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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|
9.72% |
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| Templeton Instl. Foreign |
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4.95% |
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| Oppenheimer Intl Sm Co A |
|
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24.13% |
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| Thornburg Intl Value |
|
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10.33% |
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| Marsico Intl Opp |
|
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7.93% |
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| Dimensional Emerging Markets Value |
|
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16.49% |
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| Royce International Value |
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23.45% |
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| BlackRock Eafe Index |
|
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4.83% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
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4.72% |
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| Diversified Small Company Stock Option |
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12.93% |
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| Royce Opportunity |
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16.39% |
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| Dimensional U.S. Micro Cap Portfolio |
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|
16.41% |
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| Third Avenue Sm Cap Value |
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6.57% |
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| Buffalo Small Cap |
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5.43% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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9.12% |
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| BlackRock Small Company Index |
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13.55% |
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| Benchmark |
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| Russell 2000 Total |
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13.58% |
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| Retirement Model Portfolio |
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1.92% |
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| Benchmark |
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| Retirement Composite Index |
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3.73% |
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| Conservative Model Portfolio |
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5.56% |
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| Benchmark |
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| Conservative Composite Index |
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4.97% |
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| Moderate Model Portfolio |
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8.14% |
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| Benchmark |
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| Moderate Composite Index |
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6.68% |
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| Aggressive Model Portfolio |
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9.34% |
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| Benchmark |
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| Aggressive Composite Index |
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|
7.86% |
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