Archive for November, 2009

2009 November

Saturday, November 28th, 2009
Fixed  Income Large
Cap Value
Large
Cap Growth
Foreign Small
Company
Portfolio
Morningstar
Averages for the Universe
n/a 21.43% 32.89% 36.01% 27.05%
Stable
Value Option
2.68%
Wellington
Core
13.75%
PRIMCO GIC 3.41%
Cash 3.07%
Dreyfus Cash Mgmt. Instl. 0.51%
Benchmark
BC
1-3 yr. Govt./Treas.
2.13%
Equity
Index Option (BGI – US Equity Index)
24.77%
Benchmark
Russell
3000
24.78%
Value
Stock Option
30.64%
JP Morgan Large Cap Value (separately managed) 29.94%
CGM Focus 10.82%
Goldman Sachs Mid Value Instl. 27.25%
Neuberger
Berman Partners
52.45%
T.
Rowe Price Value
34.75%
BGI
– Value Index
17.88%
Benchmark
Russell
Price Driven (1000 Value)
17.61%
Growth
Stock Option
32.57%
Turner
Mid Cap Growth
36.96%
Marsico
Focus
29.90%
Wellington
Mid Cap Opportunities
23.91%
Primecap Odyssey Growth 33.26%
T. Rowe Price Growth Stock 38.55%
BGI
– Growth Index
33.20%
Benchmark
Russell
Earnings Growth (1000 Growth)
33.09%
International
Stock Option
44.66%
Amer
Cent-20th Cent. Int’l Discovery
29.18%
Amer
Cent-20th Cent. Int’l Growth
31.58%
Templeton
Instl. Foreign
31.65%
Oppenheimer Intl Sm Co A 113.74%
Thornburg Intl Value 30.37%
Marsico Intl Opp 36.73%
Dimensional Emerging Markets Value 83.21%
Royce International Value 55.82%
BGI
Eafe Index
28.16%
Benchmark
MSCI
EAFE Net Dividend
29.91%
Diversified
Small Company Stock Option
25.94%
Royce
Opportunity
47.58%
Dimensional
U.S. Micro Cap Portfolio
17.82%
Third Avenue Sm Cap Value 20.03%
Buffalo Small Cap 29.81%
Brown Capital Mgmt. Small. Co. Instl. 33.79%
Morgan Stanley US Small Cap Value Instl 23.43%
BGI
– Small Company Index
17.89%
Benchmark
Russell
2000 Total
17.70%
Conservative
Model Portfolio
12.96%
Benchmark
Conservative
Composite Index
9.76%
Moderate
Model Portfolio
21.56%
Benchmark
Moderate
Composite Index
16.83%
Aggressive
Model Portfolio
26.11%
Benchmark
Aggressive
Composite Index
19.78%

November 2009

Saturday, November 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
02 246.07 371.35 312.69 280.78 344.75 376.09 288.39 329.32 334.97
03 246.10 373.76 314.02 282.22 342.79 380.22 289.01 330.27 336.21
04 246.12 373.63 314.02 282.72 350.36 377.25 289.01 330.83 336.88
05 246.14 381.67 320.50 289.03 354.11 388.00 291.42 335.26 342.56
06 246.21 382.18 321.06 289.64 354.50 386.86 291.65 335.50 342.71
09 246.24 393.15 328.30 296.42 364.74 393.96 294.64 340.84 349.31
10 246.26 392.46 328.29 296.40 362.80 390.61 294.55 340.29 348.37
11 246.28 394.63 330.01 298.52 364.70 393.53 295.21 341.65 350.11
12 246.31 388.87 326.19 295.10 360.18 385.65 293.66 338.65 346.10
13 246.38 391.63 328.28 297.27 363.50 389.33 294.51 340.36 348.33
16 246.40 399.00 333.61 301.49 369.12 399.33 296.61 344.25 353.48
17 246.42 399.47 333.80 301.71 366.55 398.52 296.73 344.08 353.10
18 246.45 399.43 333.42 300.06 366.14 396.23 296.67 343.51 352.29
19 246.47 392.77 328.66 295.37 360.00 387.85 294.82 339.83 347.47
20 246.54 390.64 327.51 294.12 358.27 387.23 294.34 338.98 346.43
23 246.57 395.93 331.88 297.85 365.29 393.32 295.95 342.17 350.59
24 246.57 395.49 331.69 297.51 362.68 391.91 295.85 341.67 349.82
25 246.62 398.33 333.21 299.70 368.33 391.79 296.58 343.19 351.66
26 Thanksgiving Holiday Market is closed
27 246.69 389.82 327.30 294.28 356.64 382.87 294.30 338.43 345.38
30 246.71 392.18 328.44 295.36 358.01 384.15 294.87 339.34 346.50
November Fund Performance (in percentages)
0.28% 6.29% 5.68% 5.88% 4.55% 2.01% 2.51% 3.39% 3.82%

Fidelity Window Change

Monday, November 16th, 2009

The Fidelity Real Estate Income Fund has been added to the Fidelity Funds Options.

Fidelity Announces Portfolio Manager Appointments

Sunday, November 1st, 2009

Fidelity has announced the following portfolio manager appointments, effective November 1, 2009:

Fidelity Stock Selector Fund

Fidelity Small Cap Independence Fund

Fidelity Large Cap Growth Fund

Fidelity International Small Cap Fund

For more information, see the Fidelity Window