410-411 / 537
See disclosure page for additional information.
Over the second quarter, the
Russell 1000 Index of large
capitalization stocks
generated a +3.1% total
return, bringing its first half
of 2017 return to +9.3%.
Within the large cap
segment, growth stocks
meaningfully outperformed
value stocks.
Small cap stocks, as
represented by the Russell
2000 Index, underperformed
large caps, and finished the
quarter with a total return of
+2.5%. Small cap growth
outperformed small cap
value, with the
outperformance now
amounting to more than 9%
year-to-date.
Domestic Equity
LV – Large Value
LB – Large Blend
LG – Large Growth
MV – Mid Value
MB – Mid Blend
MG – Mid Growth
SV – Small Value
SB – Small Blend
SG – Small Growth
2012
2013
2014
2015
2016
18.5%
MV
43.3%
SG
14.7%
MV
5.7%
LG
31.7%
SV
18.1%
SV
38.8%
SB
13.4%
LV
0.9%
LB
21.2%
SB
17.5%
LV
35.7%
MG
13.2%
LB
-0.2%
MG
19.9%
MV
17.3%
MB
34.8%
MB
13.2%
MB
-1.4%
SG
17.3%
LV
16.4%
LB
34.5%
SV
13.0%
LG
-2.4%
MB
13.7%
MB
16.3%
SB
33.5%
LG
11.9%
MG
-3.8%
LV
12.0%
LB
15.8%
MG
33.4%
MV
5.6%
SG
-4.4%
SB
11.2%
SG
15.3%
LG
33.1%
LB
4.9%
SB
-4.8%
MV
7.3%
MG
14.6%
SG
32.6%
LV
4.2%
SV
-7.5%
SV
7.1%
LG
3Q16
4Q16
1Q17
2Q17
9.2%
SG
14.1%
SV
8.9%
LG
4.7%
LG
9.0%
SB
8.8%
SB
6.9%
MG
4.4%
SG
8.9%
SV
6.6%
LV
6.0%
LB
4.2%
MG
4.6%
MG
5.5%
MV
5.3%
SG
3.1%
LB
4.6%
LG
3.8%
LB
5.1%
MB
2.7%
MB
4.5%
MB
3.5%
SG
3.8%
MV
2.5%
SB
4.4%
MV
3.2%
MB
3.3%
LV
1.4%
MV
4.0%
LB
1.0%
LG
2.5%
SB
1.3%
LV
3.5%
LV
0.5%
MG
-0.1%
SV
0.7%
SV