| Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
| Morningstar Averages for the Universe |
n/a | -2.96% | -4.88% | -4.67% | -2.73% | n/a |
| Stable Value Option |
0.33% | |||||
| Wellington Core |
1.82% | |||||
| PRIMCO GIC | 0.36% | |||||
| Cash | 0.25% | |||||
| Dreyfus Cash Mgmt. Instl. | 0.01% | |||||
| Benchmark | ||||||
| BC 1-3 yr. Govt./Treas. |
0.73% | |||||
| Equity Index Option (BGI – US Equity Index) |
-3.57% | |||||
| Benchmark | ||||||
| Russell 3000 |
-3.60% | |||||
| Value Stock Option |
-3.82% | |||||
| JP Morgan Large Cap Value (separately managed) | -3.20% | |||||
| CGM Focus | -10.35% | |||||
| Goldman Sachs Mid Value Instl. | -3.87% | |||||
| Neuberger Berman Partners |
-3.10% | |||||
| T. Rowe Price Value |
-2.31% | |||||
| BGI – Value Index |
-2.79% | |||||
| Benchmark | ||||||
| Russell Price Driven (1000 Value) |
-2.81% | |||||
| Growth Stock Option |
-4.26% | |||||
| Turner Mid Cap Growth |
-5.38% | |||||
| Marsico Focus |
-3.99% | |||||
| Wellington Mid Cap Opportunities |
-3.06% | |||||
| Primecap Odyssey Growth | -2.92% | |||||
| T. Rowe Price Growth Stock | -5.93% | |||||
| BGI – Growth Index |
-4.35% | |||||
| Benchmark | ||||||
| Russell Earnings Growth (1000 Growth) |
-4.36% | |||||
| International Stock Option |
-5.40% | |||||
| Amer Cent-20th Cent. Int’l Discovery |
-5.51% | |||||
| Amer Cent-20th Cent. Int’l Growth |
-5.08% | |||||
| Templeton Instl. Foreign |
-5.44% | |||||
| Oppenheimer Intl Sm Co A | -7.14% | |||||
| Thornburg Intl Value | -4.49% | |||||
| Marsico Intl Opp | -5.84% | |||||
| Dimensional Emerging Markets Value | -5.69% | |||||
| Royce International Value | -3.80% | |||||
| BGI Eafe Index |
-5.20% | |||||
| Benchmark | ||||||
| MSCI EAFE Net Dividend |
-4.41% | |||||
| Diversified Small Company Stock Option |
-3.45% | |||||
| Royce Opportunity |
-3.21% | |||||
| Dimensional U.S. Micro Cap Portfolio |
-2.94% | |||||
| Third Avenue Sm Cap Value | -3.13% | |||||
| Buffalo Small Cap | -2.63% | |||||
| Brown Capital Mgmt. Small. Co. Instl. | -7.12% | |||||
| Morgan Stanley US Small Cap Value Instl | -1.01% | |||||
| BGI – Small Company Index |
-3.73% | |||||
| Benchmark | ||||||
| Russell 2000 Total |
-3.68% | |||||
| Conservative Model Portfolio |
-1.24% | |||||
| Benchmark | ||||||
| Conservative Composite Index |
-0.85% | |||||
| Moderate Model Portfolio |
-2.49% | |||||
| Benchmark | ||||||
| Moderate Composite Index |
-2.17% | |||||
| Aggressive Model Portfolio |
-3.20% | |||||
| Benchmark | ||||||
| Aggressive Composite Index |
-2.87% |
Author Archive
2010 January
Thursday, January 28th, 2010Fidelity Announces Portfolio Manager Appointment
Monday, January 25th, 2010Fidelity has announced the appointment of Joseph Tse as portfolio manager of Fidelity China Region Fund, effective January 19, 2010, succeeding Wilson Wong.
January 2010
Thursday, January 21st, 2010| Day | 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 | |||||||||
| 04 | 247.64 | 408.93 | 343.41 | 312.29 | 375.20 | 421.97 | 300.70 | 352.01 | 363.43 | – |
| 05 | 247.67 | 412.41 | 344.36 | 313.77 | 375.96 | 421.55 | 301.41 | 352.91 | 364.37 | – |
| 06 | 247.69 | 414.05 | 344.92 | 314.23 | 378.38 | 421.45 | 301.77 | 353.52 | 365.10 | – |
| 07 | 247.72 | 416.79 | 346.26 | 315.05 | 376.47 | 424.27 | 302.42 | 354.29 | 366.05 | – |
| 08 | 247.80 | 418.39 | 347.39 | 316.49 | 379.80 | 426.42 | 302.91 | 355.44 | 367.58 | – |
| 11 | 247.82 | 418.69 | 347.96 | 316.15 | 381.56 | 426.20 | 303.08 | 355.67 | 367.87 | – |
| 12 | 247.85 | 412.58 | 344.34 | 312.09 | 377.54 | 420.56 | 301.57 | 352.81 | 364.20 | – |
| 13 | 247.87 | 416.63 | 347.58 | 315.75 | 378.34 | 425.35 | 302.75 | 354.93 | 366.86 | – |
| 14 | 247.90 | 417.64 | 348.34 | 316.88 | 380.83 | 427.00 | 303.05 | 355.75 | 367.97 | – |
| 15 | 248.01 | 412.04 | 344.52 | 313.11 | 376.40 | 421.41 | 301.64 | 352.98 | 364.36 | – |
| 18 | Market Closed | |||||||||
| 19 | 248.03 | 417.62 | 348.90 | 317.02 | 378.56 | 427.66 | 303.24 | 355.77 | 367.90 | – |
| 20 | 248.06 | 413.63 | 345.28 | 313.67 | 369.69 | 421.84 | 302.04 | 352.83 | 363.90 | – |
| 21 | 248.08 | 404.57 | 338.99 | 309.04 | 362.49 | 414.93 | 299.63 | 348.68 | 358.62 | – |
| 22 | 248.16 | 394.17 | 331.57 | 301.71 | 357.02 | 407.96 | 296.87 | 343.91 | 352.74 | – |
| 25 | 248.19 | 396.07 | 333.09 | 302.66 | 358.87 | 408.59 | 297.43 | 344.79 | 353.80 | – |
| 26 | 248.22 | 392.75 | 331.56 | 301.20 | 355.42 | 405.60 | 296.70 | 343.31 | 351.84 | – |
| 27 | 248.24 | 394.71 | 333.08 | 302.98 | 351.61 | 408.98 | 297.27 | 344.04 | 352.69 | – |
| 28 | 248.27 | 390.39 | 329.08 | 298.19 | 349.51 | 402.97 | 295.96 | 341.35 | 349.29 | – |
| 29 | 248.35 | 385.19 | 325.65 | 294.23 | 346.87 | 399.06 | 294.66 | 338.93 | 346.29 | – |
| January FundPerformance (in percentages) | ||||||||||
| 0.33% | -3.82% | -3.57% | -4.26% | -5.40% | -3.45% | -1.24% | -2.49% | -3.20% | – | |
2009 December
Monday, December 28th, 2009| Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
| Morningstar Averages for the Universe |
n/a | 23.72% | 37.30% | 38.51% | 35.03% | n/a |
| Stable Value Option |
3.02% | |||||
| Wellington Core |
12.10% | |||||
| PRIMCO GIC | 3.77% | |||||
| Cash | 3.29% | |||||
| Dreyfus Cash Mgmt. Instl. | 0.52% | |||||
| Benchmark | ||||||
| BC 1-3 yr. Govt./Treas. |
1.41% | |||||
| Equity Index Option (BGI – US Equity Index) |
28.29% | |||||
| Benchmark | ||||||
| Russell 3000 |
28.34% | |||||
| Value Stock Option |
33.41% | |||||
| JP Morgan Large Cap Value (separately managed) | 32.09% | |||||
| CGM Focus | 10.42% | |||||
| Goldman Sachs Mid Value Instl. | 33.19% | |||||
| Neuberger Berman Partners |
55.85% | |||||
| T. Rowe Price Value |
37.00% | |||||
| BGI – Value Index |
20.03% | |||||
| Benchmark | ||||||
| Russell Price Driven (1000 Value) |
19.69% | |||||
| Growth Stock Option |
37.93% | |||||
| Turner Mid Cap Growth |
48.47% | |||||
| Marsico Focus |
30.49% | |||||
| Wellington Mid Cap Opportunities |
30.55% | |||||
| Primecap Odyssey Growth | 40.95% | |||||
| T. Rowe Price Growth Stock | 42.94% | |||||
| BGI – Growth Index |
37.45% | |||||
| Benchmark | ||||||
| Russell Earnings Growth (1000 Growth) |
37.21% | |||||
| International Stock Option |
48.16% | |||||
| Amer Cent-20th Cent. Int’l Discovery |
34.45% | |||||
| Amer Cent-20th Cent. Int’l Growth |
34.02% | |||||
| Templeton Instl. Foreign |
33.63% | |||||
| Oppenheimer Intl Sm Co A | 121.67% | |||||
| Thornburg Intl Value | 31.98% | |||||
| Marsico Intl Opp | 37.71% | |||||
| Dimensional Emerging Markets Value | 92.28% | |||||
| Royce International Value | 61.89% | |||||
| BGI Eafe Index |
30.01% | |||||
| Benchmark | ||||||
| MSCI EAFE Net Dividend |
31.78% | |||||
| Diversified Small Company Stock Option |
35.51% | |||||
| Royce Opportunity |
62.14% | |||||
| Dimensional U.S. Micro Cap Portfolio |
28.06% | |||||
| Third Avenue Sm Cap Value | 25.28% | |||||
| Buffalo Small Cap | 37.49% | |||||
| Brown Capital Mgmt. Small. Co. Instl. | 45.57% | |||||
| Morgan Stanley US Small Cap Value Instl | 30.61% | |||||
| BGI – Small Company Index |
27.36% | |||||
| Benchmark | ||||||
| Russell 2000 Total |
27.17% | |||||
| Conservative Model Portfolio |
14.30% | |||||
| Benchmark | ||||||
| Conservative Composite Index |
10.45% | |||||
| Moderate Model Portfolio |
24.52% | |||||
| Benchmark | ||||||
| Moderate Composite Index |
19.18% | |||||
| Aggressive Model Portfolio |
30.20% | |||||
| Benchmark | ||||||
| Aggressive Composite Index |
23.27% |
December 2009
Monday, December 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 01 | 246.74 | 397.13 | 332.63 | 299.58 | 368.17 | 389.63 | 296.38 | 342.79 | 351.02 | – |
| 02 | 246.76 | 397.79 | 333.39 | 300.64 | 369.07 | 393.31 | 296.64 | 343.58 | 352.19 | – |
| 03 | 246.79 | 393.18 | 330.34 | 297.75 | 368.43 | 388.98 | 295.42 | 341.60 | 349.73 | – |
| 04 | 246.87 | 395.46 | 332.81 | 299.69 | 367.29 | 397.22 | 296.26 | 343.23 | 352.05 | – |
| 07 | 246.89 | 393.99 | 332.23 | 298.60 | 366.33 | 398.40 | 295.95 | 342.78 | 351.63 | – |
| 08 | 246.92 | 389.39 | 328.99 | 296.01 | 359.76 | 395.10 | 294.70 | 340.35 | 348.51 | – |
| 09 | 246.94 | 391.19 | 329.94 | 297.35 | 358.95 | 395.12 | 295.16 | 340.91 | 349.04 | – |
| 10 | 246.97 | 393.40 | 331.66 | 299.04 | 360.23 | 393.31 | 295.82 | 341.73 | 349.80 | – |
| 11 | 247.05 | 395.56 | 333.17 | 299.47 | 360.46 | 396.61 | 296.47 | 342.66 | 351.03 | – |
| 14 | 247.07 | 400.12 | 336.03 | 303.18 | 363.49 | 402.59 | 297.68 | 345.15 | 354.24 | – |
| 15 | 247.10 | 397.66 | 334.31 | 301.80 | 361.04 | 401.27 | 297.02 | 343.99 | 352.81 | – |
| 16 | 247.12 | 399.71 | 335.07 | 303.29 | 363.65 | 404.21 | 297.48 | 345.14 | 354.36 | – |
| 17 | 247.15 | 394.02 | 331.26 | 299.71 | 356.02 | 399.58 | 295.98 | 342.10 | 350.45 | – |
| 18 | 247.23 | 395.81 | 333.35 | 301.54 | 356.04 | 402.87 | 296.67 | 343.29 | 351.94 | – |
| 21 | 247.27 | 400.51 | 336.96 | 304.84 | 357.18 | 407.53 | 298.04 | 345.55 | 354.72 | – |
| 22 | 247.30 | 402.35 | 338.48 | 306.71 | 359.48 | 410.62 | 298.61 | 346.84 | 356.42 | – |
| 23 | 247.33 | 404.25 | 339.62 | 308.59 | 362.97 | 414.45 | 299.11 | 348.25 | 358.37 | – |
| 24 | 247.43 | 406.50 | 341.52 | 310.24 | 365.00 | 416.51 | 299.85 | 349.53 | 359.95 | – |
| 25 | Christmas Holiday Market is closed | |||||||||
| 28 | 247.46 | 405.57 | 341.71 | 310.36 | 366.58 | 416.64 | 299.77 | 349.63 | 360.13 | – |
| 29 | 247.48 | 404.68 | 341.33 | 309.84 | 367.24 | 417.24 | 299.59 | 349.49 | 360.06 | – |
| 30 | 247.51 | 404.16 | 341.32 | 310.12 | 366.25 | 417.38 | 299.53 | 349.40 | 359.93 | – |
| 31 | 247.53 | 400.49 | 337.70 | 307.31 | 366.67 | 413.32 | 298.36 | 347.59 | 357.73 | – |
| December Fund Performance (in percentages) | ||||||||||
| 0.33% | 2.12% | 2.82% | 4.05% | 2.42% | 7.59% | 1.18% | 2.43% | 3.24% | – | |
Change in Allocation in Diversified Small Company Option
Wednesday, December 9th, 2009The allocation for Brown Capital Mgmt. Small Co. Instl. in the Diversified Small Company Stock Option has been increased from 10% to 15%. The allocation for BGI Small CO. Index has been decreased from 25% to 20%.
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, 2009The Fidelity Real Estate Income Fund has been added to the Fidelity Funds Options.
Fidelity Announces Portfolio Manager Appointments
Sunday, November 1st, 2009Fidelity 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