Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -9.24% | -4.98% | -10.16% | -7.34% | n/a |
Stable Value Option |
0.25% | |||||
Wellington Core |
0.12% | |||||
PRIMCO GIC |
0.28% | |||||
CDs | 0.28% | |||||
Dreyfus Government Money Market Index | 0.12% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
-0.25% | |||||
Equity Index Option (BGI – US Equity Index) |
-8.35% | |||||
Benchmark | ||||||
Russell 3000 |
-8.39% | |||||
Value Stock Option |
-7.67% | |||||
Morgan Value (separately managed) |
-7.85% | |||||
CGM Focus | -7.27% | |||||
Goldman Sachs Mid Value Instl. | -6.53% | |||||
Neuberger Berman Partners |
-3.88% | |||||
T. Rowe Price Value |
-8.17% | |||||
BGI – Value Index |
-11.49% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-11.50% | |||||
Growth Stock Option |
-5.45% | |||||
Turner Mid Cap Growth |
-6.64% | |||||
Marsico Focus |
-8.94% | |||||
Wellington Mid Cap Opportunities |
-4.96% | |||||
Primecap Odyssey Growth | -5.16% | |||||
T. Rowe Price Growth Stock | -2.09% | |||||
BGI – Growth Index |
-4.96% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-4.81% | |||||
International Stock Option |
-8.91% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-8.37% | |||||
Amer Cent-20th Cent. Int’l Growth |
-8.37% | |||||
Templeton Instl. Foreign |
-10.19% | |||||
Oppenheimer Intl Sm Co A | -5.23% | |||||
Thornburg Intl Value R5 | -9.31% | |||||
Marsico Intl Opp | -8.70% | |||||
Dimensional Emerging Markets Value | -9.03% | |||||
Royce International Value | -5.52% | |||||
BGI Eafe Index |
-11.87% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-9.81% | |||||
Diversified Small Company Stock Option |
-9.80% | |||||
Royce Opportunity |
-11.13% | |||||
Dimensional U.S. Micro Cap Portfolio |
-11.91% | |||||
Third Avenue Sm Cap Instl. | -8.95% | |||||
iShares Morningstar Small Growth Index | -8.15% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -6.46% | |||||
Morgan Stanley US Small Cap Value Instl | -9.38% | |||||
BGI – Small Company Index |
-11.10% | |||||
Benchmark | ||||||
Russell 2000 Total |
-11.12% | |||||
Conservative Model Portfolio |
-3.05% | |||||
Benchmark | ||||||
Conservative Composite Index |
-4.13% | |||||
Moderate Model Portfolio |
-5.07% | |||||
Benchmark | ||||||
Moderate Composite Index |
-5.88% | |||||
Aggressive Model Portfolio |
-6.61% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-7.45% |
Archive for January, 2009
2009 January
Wednesday, January 28th, 2009Fidelity news about the suspension of minimum required distributions (MRDs) for 2009
Wednesday, January 21st, 2009- Fidelity will “shut off” automatic generation of MRD payments in 2009.
- Participants who have initiated systematic monthly withdraw payments (SWPs) to satisfy their annual MRD, will still receive their installment payments as scheduled. Participants who do not want to receive these payments will need to initiate the change.
- Fidelity will inform affected participants about this 2009 MRD change and their options in February.
January 2009
Wednesday, January 21st, 2009Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
01 | Market Closed – Holiday | |||||||||
02 | 240.35 | 310.08 | 271.44 | 229.75 | 253.18 | 310.20 | 264.50 | 284.40 | 280.64 | – |
05 | 240.37 | 310.38 | 270.48 | 230.36 | 253.50 | 309.52 | 264.37 | 284.38 | 280.58 | – |
06 | 240.39 | 315.49 | 273.15 | 233.19 | 257.60 | 316.56 | 265.80 | 287.21 | 284.26 | – |
07 | 240.41 | 304.96 | 264.95 | 226.93 | 251.32 | 306.54 | 262.36 | 281.57 | 277.42 | – |
08 | 240.43 | 307.50 | 266.28 | 227.84 | 252.41 | 308.73 | 263.07 | 282.65 | 278.75 | – |
09 | 240.48 | 301.17 | 260.17 | 222.61 | 247.17 | 298.10 | 260.81 | 278.20 | 273.07 | – |
12 | 240.50 | 292.05 | 253.88 | 217.50 | 240.23 | 290.47 | 257.99 | 273.43 | 267.25 | – |
13 | 240.52 | 292.53 | 254.83 | 218.03 | 237.31 | 292.54 | 258.27 | 273.61 | 267.44 | – |
14 | 240.54 | 281.38 | 245.86 | 211.16 | 229.49 | 280.35 | 254.57 | 267.26 | 259.60 | – |
15 | 240.56 | 282.30 | 247.01 | 213.28 | 229.54 | 284.70 | 254.97 | 268.40 | 261.13 | – |
16 | 240.64 | 284.54 | 249.10 | 215.61 | 232.63 | 286.76 | 255.82 | 270.07 | 263.13 | – |
19 | Market Closed – Holiday | |||||||||
20 | 240.66 | 266.95 | 235.36 | 204.08 | 218.99 | 269.51 | 250.06 | 260.02 | 250.84 | – |
21 | 240.68 | 280.42 | 245.66 | 211.65 | 226.94 | 281.71 | 254.45 | 267.07 | 259.36 | – |
22 | 240.69 | 274.76 | 241.46 | 209.63 | 222.41 | 274.30 | 252.58 | 264.00 | 255.38 | – |
23 | 240.75 | 277.26 | 242.80 | 210.59 | 221.48 | 274.69 | 253.34 | 264.70 | 256.02 | – |
26 | 240.77 | 278.36 | 244.32 | 211.80 | 225.53 | 278.25 | 253.86 | 266.14 | 258.02 | – |
27 | 240.79 | 282.14 | 246.99 | 213.89 | 228.00 | 281.27 | 255.11 | 268.07 | 260.34 | – |
28 | 240.81 | 294.46 | 255.57 | 220.49 | 233.79 | 290.97 | 259.11 | 274.02 | 267.40 | – |
29 | 240.83 | 284.11 | 246.80 | 214.43 | 227.44 | 280.60 | 255.45 | 268.31 | 260.46 | – |
30 | 240.87 | 277.16 | 241.26 | 210.65 | 225.43 | 275.12 | 253.08 | 265.00 | 256.59 | – |
January Fund Performance (in percentages) | ||||||||||
0.25% | -7.67% | -8.35% | -5.45% | -8.91% | -9.80% | -3.05% | -5.07% | -6.61% | – |
Fidelity Window Fund News – Fidelity Announces Fund Name Changes
Thursday, January 8th, 2009Fidelity is announcing name changes for two funds:
- Fidelity Aggressive International Fund will be renamed Fidelity International Capital Appreciation Fund on or about December 30, 2008.
- Fidelity Aggressive Growth Fund is to be renamed Fidelity Growth Strategies Fund on or about January 29, 2009.
The fund names are being changed to create more consistency across the equity fund product line. No change is indicated in each fund’s investment objective and strategy, or in fund management. Also, ticker symbols and CUSIP numbers will remain the same.
Plan participants with balances in wither fund will be notified of the name change by email or regular mail.