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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 |
11.22% |
8.84% |
3.78% |
10.58% |
n/a |
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| Stable Value Option |
0.65% |
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| Wellington Core |
0.08% |
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| PRIMCO GIC |
0.62% |
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| Cash |
0.08% |
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| BlackRock Instl. Money Market Fund |
0.06% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
0.12% |
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| Equity Index Option (BlackRock US Equity Index) |
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11.03% |
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| Benchmark |
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| Russell 3000 |
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11.07% |
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| Value Stock Option |
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11.75% |
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| JP Morgan Equity Income |
|
11.02% |
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| T. Rowe Price Value |
|
12.90% |
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| Goldman Sachs Mid Value Instl. |
|
12.80% |
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| Neuberger Berman Large Cap Value |
|
10.07% |
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| Sequoia |
|
10.77% |
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| BlackRock Value Index |
|
12.29% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
12.31% |
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| Growth Stock Option |
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11.52% |
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| Marsico Focus |
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11.55% |
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| Wellington Mid Cap Opportunities |
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|
13.61% |
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| Primecap Odyssey Growth |
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|
15.69% |
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| T. Rowe Price Growth Stock |
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7.68% |
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| iShares Russell Mid Cap Growth ETF |
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11.46% |
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| BlackRock Growth Index |
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9.47% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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9.54% |
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| International Stock Option |
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3.46% |
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| Amer Cent-20th Cent. Int’l Growth |
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4.34% |
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| Templeton Instl. Foreign |
|
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1.07% |
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| Thornburg Intl Value |
|
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2.51% |
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| Dimensional Emerging Markets Value |
|
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|
-0.96% |
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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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6.39% |
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| MFS International Value |
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8.06% |
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| BlackRock Eafe Index |
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4.35% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
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5.13% |
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| Diversified Small Company Stock Option |
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12.96% |
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| Dimensional U.S. Micro Cap Portfolio |
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12.06% |
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| Royce Opportunity |
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13.31% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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45.45% |
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| Buffalo Small Cap |
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9.80% |
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| Lockwell Small Cap |
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13.65% |
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| Mutual of America Disciplined Small Cap Value |
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11.21% |
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| Walthausen Small Cap Value |
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10.57% |
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| BlackRock Small Company Index |
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12.45% |
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| Benchmark |
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| Russell 2000 Total |
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12.39% |
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| Retirement Model Portfolio |
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2.36% |
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| Benchmark |
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| Retirement Composite Index |
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2.08% |
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| Conservative Model Portfolio |
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4.85% |
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| Benchmark |
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| Conservative Composite Index |
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4.75% |
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| Moderate Model Portfolio |
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6.95% |
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| Benchmark |
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| Moderate Composite Index |
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6.73% |
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| Aggressive Model Portfolio |
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8.34% |
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| Benchmark |
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| Aggressive Composite Index |
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8.21% |
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