Skip main content and go to side navigation
|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
| Morningstar Averages for the Universe |
n/a |
2.20% |
1.84% |
0.97% |
0.48% |
n/a |
|
|
|
|
|
|
|
| Stable Value Option |
0.32% |
|
|
|
|
|
| Wellington Core |
0.10% |
|
|
|
|
|
| PRIMCO GIC |
0.34% |
|
|
|
|
|
| Cash |
0.23% |
|
|
|
|
|
| Dreyfus Cash Mgmt. Instl. |
0.01% |
|
|
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| BC 1-3 yr. Govt./Treas. |
0.17% |
|
|
|
|
|
|
|
|
|
|
|
|
| Equity Index Option (BGI – US Equity Index) |
|
|
2.15% |
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell 3000 |
|
|
2.18% |
|
|
|
|
|
|
|
|
|
|
| Value Stock Option |
|
2.21% |
|
|
|
|
| JP Morgan Large Cap Value (separately managed) |
|
2.18% |
|
|
|
|
| CGM Focus |
|
-2.04% |
|
|
|
|
| Goldman Sachs Mid Value Instl. |
|
2.66% |
|
|
|
|
| Neuberger Berman Partners |
|
3.36% |
|
|
|
|
| T. Rowe Price Value |
|
3.12% |
|
|
|
|
| BlackRock Value Index |
|
2.32% |
|
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell Price Driven (1000 Value) |
|
2.26% |
|
|
|
|
|
|
|
|
|
|
|
| Growth Stock Option |
|
|
1.71% |
|
|
|
| Turner Mid Cap Growth |
|
|
2.27% |
|
|
|
| Marsico Focus |
|
|
0.88% |
|
|
|
| Wellington Mid Cap Opportunities |
|
|
1.54% |
|
|
|
| Primecap Odyssey Growth |
|
|
1.95% |
|
|
|
| T. Rowe Price Growth Stock |
|
|
1.51% |
|
|
|
| BlackRock Growth Index |
|
|
2.54% |
|
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell Earnings Growth (1000 Growth) |
|
|
2.54% |
|
|
|
|
|
|
|
|
|
|
| International Stock Option |
|
|
|
-0.07% |
|
|
| Amer Cent-20th Cent. Int’l Discovery |
|
|
|
-0.19% |
|
|
| Amer Cent-20th Cent. Int’l Growth |
|
|
|
1.27% |
|
|
| Templeton Instl. Foreign |
|
|
|
3.54% |
|
|
| Oppenheimer Intl Sm Co A |
|
|
|
-4.50% |
|
|
| Thornburg Intl Value |
|
|
|
0.73% |
|
|
| Marsico Intl Opp |
|
|
|
-1.20% |
|
|
| Dimensional Emerging Markets Value |
|
|
|
-3.13% |
|
|
| Royce International Value |
|
|
|
-1.31% |
|
|
| BlackRock Eafe Index |
|
|
|
2.40% |
|
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| MSCI EAFE Net Dividend |
|
|
|
2.36% |
|
|
|
|
|
|
|
|
|
| Diversified Small Company Stock Option |
|
|
|
|
0.37% |
|
| Royce Opportunity |
|
|
|
|
1.08% |
|
| Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
-1.09% |
|
| Third Avenue Sm Cap Value |
|
|
|
|
2.34% |
|
| Buffalo Small Cap |
|
|
|
|
0.99% |
|
| Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
-1.37% |
|
| Lockwell Small Cap |
|
|
|
|
1.33 |
|
| BlackRock Small Company Index |
|
|
|
|
-0.29% |
|
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Russell 2000 Total |
|
|
|
|
-0.26% |
|
|
|
|
|
|
|
|
| Retirement Model Portfolio |
|
|
|
|
|
0.60% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Retirement Composite Index |
|
|
|
|
|
0.58% |
|
|
|
|
|
|
|
| Conservative Model Portfolio |
|
|
|
|
|
1.07% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Conservative Composite Index |
|
|
|
|
|
0.99% |
|
|
|
|
|
|
|
| Moderate Model Portfolio |
|
|
|
|
|
1.07% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Moderate Composite Index |
|
|
|
|
|
1.32% |
|
|
|
|
|
|
|
| Aggressive Model Portfolio |
|
|
|
|
|
1.04% |
|
|
|
|
|
|
|
| Benchmark |
|
|
|
|
|
|
| Aggressive Composite Index |
|
|
|
|
|
1.38% |
Go back to main content | Go back to main navigation