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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 |
14.98% |
11.44% |
2.54% |
12.85% |
n/a |
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| Stable Value Option |
1.31% |
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| Wellington Core |
-2.26% |
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| PRIMCO GIC |
1.26% |
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| Cash |
0.28% |
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| BlackRock Instl. Money Market Fund |
0.12% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
0.02% |
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| Equity Index Option (BlackRock US Equity Index) |
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13.96% |
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| Benchmark |
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| Russell 3000 |
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14.06% |
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| Value Stock Option |
|
15.50% |
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| JP Morgan Equity Income |
|
15.65% |
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| T. Rowe Price Value |
|
17.53% |
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| Goldman Sachs Mid Value Instl. |
|
15.42% |
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| Neuberger Berman Large Cap Value |
|
12.90% |
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| Sequoia |
|
14.65% |
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| BlackRock Value Index |
|
15.85% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
15.90% |
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| Growth Stock Option |
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15.35% |
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| Marsico Focus |
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|
16.46% |
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| Wellington Mid Cap Opportunities |
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|
16.73% |
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| Primecap Odyssey Growth |
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|
20.76% |
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| T. Rowe Price Growth Stock |
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|
11.02% |
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| iShares Russell Mid Cap Growth ETF |
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|
14.67% |
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| BlackRock Growth Index |
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|
11.78% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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|
11.80% |
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| International Stock Option |
|
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|
1.63% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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|
4.43% |
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| Templeton Instl. Foreign |
|
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|
1.33% |
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| Thornburg Intl Value |
|
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|
0.99% |
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| Dimensional Emerging Markets Value |
|
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|
-11.11% |
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| Royce Global Value |
|
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|
-4.78% |
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| TCW International Small Cap |
|
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|
0.67% |
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| MFS International Value |
|
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|
12.39% |
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| BlackRock Eafe Index |
|
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3.46% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
|
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4.10% |
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| Diversified Small Company Stock Option |
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|
17.03% |
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| Dimensional U.S. Micro Cap Portfolio |
|
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|
17.45% |
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| Royce Opportunity |
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18.49% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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15.54% |
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| Buffalo Small Cap |
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19.28% |
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| Lockwell Small Cap |
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30.70% |
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| Mutual of America Disciplined Small Cap Value |
|
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|
11.38% |
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| Walthausen Small Cap Value |
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13.26% |
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| BlackRock Small Company Index |
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|
15.94% |
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| Benchmark |
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| Russell 2000 Total |
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15.86% |
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| Retirement Model Portfolio |
|
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3.26% |
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| Benchmark |
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| Retirement Composite Index |
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|
2.42% |
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| Conservative Model Portfolio |
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|
6.54% |
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| Benchmark |
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| Conservative Composite Index |
|
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|
6.00% |
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| Moderate Model Portfolio |
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|
8.95% |
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| Benchmark |
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| Moderate Composite Index |
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8.27% |
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| Aggressive Model Portfolio |
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10.57% |
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| Benchmark |
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| Aggressive Composite Index |
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|
10.06% |
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