Archive for February, 2009

2009 February

Saturday, February 28th, 2009
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%

February 2009

Saturday, February 21st, 2009
Day 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, 2009

Please 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.

Fidelity Window Fund News – Fidelity Announces Fund Name Changes

Thursday, February 5th, 2009

Effective 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.