| Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
| Morningstar Averages for the Universe |
n/a | -37.69% | -42.34% | -46.69% | -38.21% | n/a |
| Stable Value Option |
4.18% | |||||
| Wellington Core |
-5.53% | |||||
| PRIMCO GIC |
4.23% | |||||
| CDs | 3.20% | |||||
| Dreyfus Government Money Market Index | 2.79% | |||||
| Benchmark | ||||||
| LB 1-3 yr. Govt./Treas. |
5.55% | |||||
| Equity Index Option (BGI – US Equity Index) |
-38.50% | |||||
| Benchmark | ||||||
| Russell 3000 |
-38.48% | |||||
| Value Stock Option |
-43.95% | |||||
| Morgan Value (separately managed) |
-41.14% | |||||
| CGM Focus | -49.32% | |||||
| Goldman Sachs Mid Value Instl. | -38.22% | |||||
| Neuberger Berman Partners |
-53.91% | |||||
| T. Rowe Price Value |
-40.68% | |||||
| BGI – Value Index |
-37.74% | |||||
| Benchmark | ||||||
| Russell Price Driven (1000 Value) |
-37.71% | |||||
| Growth Stock Option |
-41.24% | |||||
| Turner Mid Cap Growth |
-49.19% | |||||
| Marsico Focus |
-41.47% | |||||
| Wellington Mid Cap Opportunities |
-38.29% | |||||
| Primecap Odyssey Growth | -37.66% | |||||
| T. Rowe Price Growth Stock | -43.95% | |||||
| BGI – Growth Index |
-39.64% | |||||
| Benchmark | ||||||
| Russell Earnings Growth (1000 Growth) |
-39.53% | |||||
| International Stock Option |
-52.10% | |||||
| Amer Cent-20th Cent. Int’l Discovery |
-55.25% | |||||
| Amer Cent-20th Cent. Int’l Growth |
-48.01% | |||||
| Templeton Instl. Foreign |
-46.00% | |||||
| Oppenheimer Intl Sm Co A | -68.24% | |||||
| Thornburg Intl Value R5 | -43.29% | |||||
| Marsico Intl Opp | -54.47% | |||||
| Dimensional Emerging Markets Value | -58.95% | |||||
| Royce International Value | -44.91% | |||||
| BGI Eafe Index |
-46.53% | |||||
| Benchmark | ||||||
| MSCI EAFE Net Divs |
-46.59% | |||||
| Diversified Small Company Stock Option |
-40.29% | |||||
| Royce Opportunity |
-48.28% | |||||
| Dimensional U.S. Micro Cap Portfolio |
-40.11% | |||||
| Third Avenue Sm Cap Instl. | -38.47% | |||||
| iShares Morningstar Small Growth Index | -43.19% | |||||
| Brown Capital Mgmt. Small. Co. Instl. | -34.57% | |||||
| Morgan Stanley US Small Cap Value Instl | -32.28% | |||||
| BGI – Small Company Index |
-37.44% | |||||
| Benchmark | ||||||
| Russell 2000 Total |
-37.42% | |||||
| Conservative Model Portfolio |
-16.01% | |||||
| Benchmark | ||||||
| Conservative Composite Index |
-11.91% | |||||
| Moderate Model Portfolio |
-28.46% | |||||
| Benchmark | ||||||
| Moderate Composite Index |
-23.82% | |||||
| Aggressive Model Portfolio |
-34.71% | |||||
| Benchmark | ||||||
| Aggressive Composite Index |
-30.72% |
Archive for November, 2008
2008 November
Friday, November 28th, 2008November 2008
Friday, November 21st, 2008| Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
|---|---|---|---|---|---|---|---|---|---|---|
| 03 | 238.83 | 323.98 | 279.92 | 238.98 | 249.31 | 328.17 | 266.37 | 288.35 | 285.92 | – |
| 04 | 238.85 | 338.23 | 290.41 | 247.27 | 264.99 | 333.67 | 270.89 | 295.85 | 294.62 | – |
| 05 | 238.88 | 319.74 | 275.15 | 235.24 | 252.90 | 318.41 | 264.74 | 285.95 | 282.85 | – |
| 06 | 238.91 | 301.89 | 261.79 | 224.10 | 238.35 | 304.71 | 259.08 | 276.42 | 271.46 | – |
| 07 | 238.98 | 310.85 | 269.03 | 229.32 | 246.83 | 308.42 | 262.09 | 281.12 | 276.85 | – |
| 10 | 239.01 | 304.96 | 265.03 | 226.59 | 245.37 | 302.41 | 260.31 | 278.50 | 273.65 | – |
| 11 | 239.03 | 295.15 | 259.11 | 221.57 | 236.28 | 295.52 | 257.49 | 273.61 | 267.73 | – |
| 12 | 239.06 | 278.24 | 245.37 | 210.59 | 224.25 | 278.64 | 251.92 | 264.21 | 256.30 | – |
| 13 | 239.08 | 298.58 | 262.92 | 223.69 | 238.52 | 298.14 | 258.86 | 275.58 | 270.02 | – |
| 14 | 239.16 | 285.71 | 251.09 | 214.31 | 227.94 | 280.58 | 254.38 | 267.46 | 259.84 | – |
| 17 | 239.19 | 277.43 | 245.17 | 209.82 | 224.36 | 277.02 | 251.83 | 263.85 | 255.79 | – |
| 18 | 239.21 | 277.97 | 247.08 | 210.32 | 222.77 | 273.48 | 252.31 | 263.81 | 255.33 | – |
| 19 | 239.24 | 258.31 | 231.43 | 197.63 | 210.16 | 254.59 | 245.66 | 252.95 | 242.49 | – |
| 20 | 239.26 | 237.62 | 215.59 | 185.65 | 200.16 | 238.06 | 238.77 | 242.62 | 230.54 | – |
| 21 | 239.34 | 253.13 | 228.94 | 194.29 | 210.77 | 248.18 | 244.32 | 250.75 | 239.83 | – |
| 24 | 239.36 | 272.74 | 244.21 | 205.71 | 221.78 | 265.11 | 251.42 | 261.36 | 252.37 | – |
| 25 | 239.39 | 276.61 | 246.11 | 207.41 | 225.01 | 268.57 | 252.59 | 263.32 | 254.77 | – |
| 26 | Market Closed – Holiday | |||||||||
| 27 | 239.44 | 288.95 | 255.84 | 215.56 | 227.81 | 284.44 | 256.92 | 270.19 | 263.12 | – |
| 28 | 239.52 | 293.03 | 258.32 | 216.80 | 230.77 | 286.54 | 258.24 | 272.04 | 265.27 | – |
| November Fund Performance (in percentages) | ||||||||||
| 0.32% | -9.60% | -7.90% | -9.81% | -6.59% | -12.15% | -3.09% | -5.62% | -7.09% | – | |
Fidelity Window Fund News – Fidelity Japan Smaller Companies Fund
Thursday, November 13th, 2008Portfolio Manager Appointment
Fidelity is announcing the appointment of Nicholas Price as co-manager of Fidelity Japan Smaller Companies Fund with existing manager Kenichi Mizushita, effective October 21, 2008. He will become sole manager on or about December 30, 2008. Price joined Fidelity in 1993, and since 1999, he has been managing funds investing in Japanese equities available exclusively to non-US investors.
Performance Benchmark Change
Effective on or about December 30, 2008, Fidelity Japan Smaller Companies Fund will change its benchmark from the Russell/Nomura Small Cap IndexTM to the Russell/Nomura Mid-Small Cap IndexTM. The new benchmark includes a broader universe of securities, representing approximately the bottom 50% of investable Japanese securities by market capitalization. It is also one of the two indexes used to define the fund’s investment universe.
Fund Reopening
Also effective on or about December 30, 2008, the fund will reopen to new plans. It has been closed to new plans since February 2006.