Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -19.39% | -11.73% | -17.87% | -14.77% | n/a |
Stable Value Option |
0.46% | |||||
Wellington Core Bonds |
-0.27% | |||||
Invesco Interest Income | 0.53% | |||||
CDs | 0.54% | |||||
Dreyfus Cash Mgmt. Instl. | 0.20% | |||||
Benchmark | ||||||
BC 1-3 yr. Govt./Treas. |
-0.21% | |||||
Equity Index Option (BGI – US Equity Index) |
-18.00% | |||||
Benchmark | ||||||
Russell 3000 |
-17.99% | |||||
Value Stock Option |
-18.58% | |||||
JP Morgan Large Cap Value (separately managed) | -18.87% | |||||
CGM Focus | -20.05% | |||||
Goldman Sachs Mid Value Instl. | -15.59% | |||||
Neuberger Berman Partners |
-14.59% | |||||
T. Rowe Price Value |
-18.80% | |||||
BGI – Value Index |
-23.18% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-23.32% | |||||
Growth Stock Option |
-11.90% | |||||
Turner Mid Cap Growth |
-13.44% | |||||
Marsico Focus |
-13.71% | |||||
Wellington Mid Cap Opportunities |
-12.03% | |||||
Primecap Odyssey Growth | -13.79% | |||||
T. Rowe Price Growth Stock | -7.74% | |||||
BGI – Growth Index |
-11.97% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-11.97% | |||||
International Stock Option |
-15.25% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-16.14% | |||||
Amer Cent-20th Cent. Int’l Growth |
-15.79% | |||||
Templeton Instl. Foreign |
-18.29% | |||||
Oppenheimer Intl Sm Co A | -2.62% | |||||
Thornburg Intl Value | -15.43% | |||||
Marsico Intl Opp | -14.30% | |||||
Dimensional Emerging Markets Value | -16.76% | |||||
Royce Global Value Svc. | -9.55% | |||||
BGI Eafe Index |
-20.90% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-19.07% | |||||
Diversified Small Company Stock Option |
-19.82% | |||||
Royce Opportunity |
-22.62% | |||||
Dimensional U.S. Micro Cap Portfolio |
-23.47% | |||||
Third Avenue Sm Cap Instl. | -20.30% | |||||
iShares Morningstar Small Growth Index | -16.16% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -12.06% | |||||
Morgan Stanley US Small Cap Value Instl | -19.40% | |||||
BGI – Small Company Index |
-21.89% | |||||
Benchmark | ||||||
Russell 2000 Total |
-21.92% | |||||
Conservative Model Portfolio |
-7.24% | |||||
Benchmark | ||||||
Conservative Composite Index |
-8.39% | |||||
Moderate Model Portfolio |
-10.81% | |||||
Benchmark | ||||||
Moderate Composite Index |
-12.16% | |||||
Aggressive Model Portfolio |
-13.68% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-15.28% |
Archive for February, 2009
2009 February
Saturday, February 28th, 2009February 2009
Saturday, February 21st, 2009Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
02 | 240.90 | 277.06 | 241.45 | 211.13 | 221.92 | 277.61 | 253.12 | 264.94 | 256.55 | – |
03 | 240.93 | 280.50 | 244.88 | 214.39 | 227.32 | 279.45 | 254.47 | 267.41 | 259.45 | – |
04 | 240.95 | 279.26 | 243.55 | 214.05 | 227.49 | 278.15 | 253.98 | 266.86 | 258.81 | – |
05 | 240.96 | 284.02 | 247.55 | 218.59 | 229.90 | 282.09 | 255.67 | 269.68 | 262.08 | – |
06 | 241.02 | 292.17 | 254.60 | 223.74 | 236.24 | 290.95 | 258.63 | 274.52 | 268.02 | – |
09 | 241.03 | 293.02 | 254.79 | 223.63 | 236.80 | 289.60 | 258.83 | 274.60 | 267.99 | – |
10 | 241.05 | 277.10 | 242.58 | 214.90 | 227.58 | 277.54 | 253.46 | 266.56 | 258.45 | – |
11 | 241.07 | 279.85 | 244.30 | 215.62 | 229.57 | 278.46 | 254.32 | 267.68 | 259.74 | – |
12 | 241.09 | 280.41 | 245.06 | 217.02 | 228.32 | 279.47 | 254.59 | 268.10 | 260.17 | – |
13 | 241.16 | 277.81 | 242.77 | 215.97 | 229.81 | 280.11 | 253.69 | 267.44 | 259.67 | – |
16 | Market Closed – Holiday | |||||||||
17 | 241.17 | 263.09 | 231.70 | 207.82 | 218.90 | 268.27 | 248.77 | 259.68 | 250.31 | – |
18 | 241.19 | 261.64 | 231.13 | 207.60 | 218.23 | 264.64 | 248.40 | 258.93 | 249.18 | – |
19 | 241.21 | 258.10 | 228.46 | 205.37 | 218.10 | 261.54 | 247.22 | 257.29 | 247.28 | – |
20 | 241.26 | 255.28 | 225.97 | 204.52 | 215.02 | 257.54 | 246.23 | 255.62 | 245.07 | – |
23 | 241.30 | 246.38 | 217.96 | 197.53 | 209.52 | 248.13 | 242.90 | 250.20 | 238.61 | – |
24 | 241.32 | 258.19 | 226.73 | 204.72 | 214.29 | 257.19 | 246.98 | 256.10 | 245.44 | – |
25 | 241.34 | 255.12 | 224.06 | 202.33 | 210.64 | 251.17 | 245.85 | 253.78 | 242.39 | – |
26 | 241.35 | 250.58 | 220.44 | 198.71 | 211.05 | 246.82 | 244.24 | 251.45 | 239.81 | – |
27 | 241.38 | 244.42 | 215.86 | 196.28 | 209.74 | 244.57 | 242.14 | 248.97 | 237.17 | – |
February Fund Performance (in percentages) | ||||||||||
0.21% | -11.81% | -10.53% | -6.82% | -6.96% | -11.10% | -4.32% | -6.05% | -7.57% | – |
Minimum Required Distribution Q&A, letters to participants concerning MRDs
Thursday, February 12th, 2009Please review the following three documents on the topic of Minimum Required Distributions. These documents were recently mailed out to our participants in an effort to communicate the new minimum required distribution changes.
- Standard letter to participants explaining the 2009 MRD change and addresses participants who first became eligible for MRDs in 2008 and deferred the 2008 MRD to 2009
- Letter to participants who have established scheduled installment payments from your retirement plan, perhaps to help satisfy your annual MRD.
- Questions and Answers on the topic of minimum required distributions (MRDs)
Fidelity Window Fund News – Fidelity Announces Fund Name Changes
Thursday, February 5th, 2009Effective January 16, 2009, Fidelity Utilities Fund will also be renamed Fidelity Telecom and Utilities Fund.
The name chang is being made to better reflect the composition of the fund while continuing to differentiate its positioning.
Plan participants with balances in the fund will be notified of the change by email or regular mail.