The University Record, January 11, 1999

Investment Funds Update

Editor’s Note: To help faculty and staff make choices among the many retirement options, the Record publishes this table several times a year. Faculty and staff should contact the companies directly for fund information and prospectuses: TIAA-CREF, (800) 842-2776; Fidelity, (800) 343-0860.

Information on fund transfers is available from the Benefits Office, 763-1214 (Central Campus), 764-6584 (Medical Campus), as well as TIAA-CREF and Fidelity.


Equity Funds

1 Year

3 Years*

5 Years*

10 Years*

Standard & Poor's 500 Stock Index

9.0%

22.6%

19.9%

17.3%

Fidelity Low-Priced Stock

-10.2

13.4

15.1

NA

Fidelity OTC Portfolio

-3.1

14.3

15.4

16.4

Lipper Capital Appreciation Funds Average

-8.1

10.8

11.8

13.4

C.R.E.F. Equity Index Account

4.7

19.7

NA

NA

C.R.E.F. Growth Account

3.9

20.2

NA

NA

C.R.E.F. Stock Account

1.8

16.9

15.6

14.7

Fidelity Blue Chip Growth

10.4

17.0

18.1

20.7

Fidelity Capital Appreciation

-9.5

10.2

12.9

12.2

Fidelity Contrafund

5.0

17.4

16.6

21.5

Fidelity Disciplined Equity

3.0

15.4

15.5

NA

Fidelity

9.9

20.9

18.5

16.4

Fidelity Growth Company

1.3

13.6

15.2

18.6

Fidelity Growth & Income

10.3

21.4

18.6

18.3

Fidelity Magellan

4.6

13.5

14.7

17.4

Fidelity Retirement Growth

5.6

14.0

13.6

15.1

Fidelity Trend

-26.9

2.0

4.4

10.5

Fidelity Spartan U.S. Equity Index

8.8

22.3

19.6

17.0

Lipper Growth Funds Average

-1.5

15.1

14.7

15.0

Fidelity Convertible Securities

-4.7

10.2

9.7

14.4

Fidelity Equity-Income

-1.0

17.3

15.8

14.2

Fidelity Equity Income II

5.4

17.1

15.6

NA

Fidelity Value

-16.3

9.3

12.1

13.4

Lipper Growth & Income Funds Average

-1.1

16.8

15.2

14.2

C.R.E.F. Global Equities

-4.6

12.3

13.0

NA

Fidelity Canada

-30.3

-1.5

1.2

5.8

Fidelity Emerging Markets

-50.9

-26.0

-14.4

NA

Fidelity Europe

3.6

16.8

16.8

13.5

Fidelity International Growth and Income

-10.5

5.4

5.5

8.1

Fidelity Japan

-21.7

-8.6

-6.1

NA

Fidelity Overseas

-10.8

7.0

7.2

7.5

Fidelity Pacific Basin

-26.3

-10.3

-4.5

0.0

Fidelity World-Wide

-15.4

6.3

7.9

NA

MSCI EAFE (International) Index

-8.3

3.8

5.3

5.1

MSCI Emerging Markets Free Index

-47.8

-16.4

-7.1

9.3

Bond Funds

1 Year

3 Years*

5 Years*

10 Years*

Lehman Bros. Government/Corporate Bond Index

12.8%

8.9%

7.2%

9.4%

Salomon Brothers High-Grade Index

14.9

10.3

8.4

10.9

C.R.E.F. Bond Market

11.5

8.5

6.7

NA

Fidelity Investment Grade Bond

10.3

7.9

5.9

9.1

Fidelity Ginnie Mae

7.9

7.5

6.7

8.4

Fidelity International Bond (FKA Global Bond)

0.6

2.1

-0.4

5.3

Fidelity Capital & Income

-6.0

8.0

8.0

10.7

Fidelity Intermediate Bond

9.4

7.3

5.8

8.1

Fidelity Mortgage Securities

8.0

7.9

7.9

8.8

Fidelity Short-Term Bond

7.2

6.3

4.7

6.9

Fidelity U.S. Bond Index

11.7

10.1

8.0

NA

TIAA Premium Growth Rate

7.2

NA

6.7

8.1

 

Money Market Funds

1 Year

3 Years*

5 Years*

10 Years*

91-Day Treasury Bills

5.3%

5.3%

5.1%

5.6%

C.R.E.F. Money Market

5.5

5.5

5.1

5.8

Fidelity Cash Reserves

5.4

5.3

5.0

5.5

Fidelity Retirement Government Money Market

5.4

5.4

5.0

NA

Fidelity U.S. Government Reserves

5.3

5.9

5.9

5.9

Retirement Money Market

5.4

5.4

5.1

NA

Balanced Funds

1 Year

3 Years*

5 Years*

10 Years*

C.R.E.F. Social Choice Account

9.2%`

16.8%

14.0%

NA

Fidelity Asset Manager

5.3

13.3

10.7

NA

Fidelity Asset Manager: Growth

5.3

16.1

12.7

NA

Fidelity Asset Manager: Income

8.1

9.8

8.5

NA

Fidelity Balanced

8.4

14.2

9.6

12.0

Fidelity Puritan

5.9

15.0

13.2

13.6

 

Specialty Funds

1 Year

3 Years*

5 Years*

10 Years*

Fidelity Real Estate Investment Portfolio

-16.8%

12.4%

8.0%

11.6%

Fidelity Strategic Opportunities

-18.9

5.3

7.9

12.0

Fidelity Select Funds:

Air Transportation

-2.8

8.0

10.2

11.9

American Gold

-37.8

-13.2

-5.0

0.2

Automotive

-17.3

5.8

4.5

11.5

Biotechnology

-0.9

11.6

10.6

18.7

Brokerage & Investment Management

-14.4

20.5

15.0

17.8

Chemicals

-25.5

3.7

10.5

11.6

Computers

5.5

17.8

29.7

24.0

Construction and Housing

-6.2

14.8

10.8

14.0

Consumer Products

5.6

19.2

14.2

NA

Defense & Aerospace

-17.1

14.4

17.4

13.2

Developing Communications

-4.6

5.4

13.2

NA

Electronics

-25.1

11.5

25.6

23.2

Energy

-17.1

12.6

7.7

10.2

Energy Service

-47.8

11.6

9.0

10.6

Environmental Services

-23.3

1.3

4.5

NA

Financial Services

2.3

22.9

19.3

19.3

Food & Agriculture

6.3

15.9

17.3

18.0

Health Care

29.5

27.2

29.8

24.8

Home Finance

-17.7

18.2

19.7

22.4

Industrial Equipment

-13.0

13.0

14.9

14.2

Industrial Materials

-27.8

-2.8

5.5

6.8

Insurance

8.9

23.9

17.6

18.5

Leisure

11.9

18.1

15.7

16.1

Medical Delivery

-16.9

6.4

14.7

18.3

Money Market

1.3

3.9

3.9

4.8

Multimedia

12.1

11.9

15.5

16.8

Paper & Forest Products

-28.0

-2.3

8.5

8.0

Precious Metals & Minerals

-33.4

-18.8

-6.8

-0.3

Regional Banks

1.5

25.3

21.1

22.5

Retailing

13.9

22.2

15.2

19.0

Software & Computer Services

11.9

19.0

20.1

22.0

Technology

-4.4

11.8

20.2

21.4

Telecommunications

7.1

12.5

13.4

17.7

Transportation

-23.0

5.6

8.4

13.9

Utilities

26.3

22.3

14.5

16.2

 * Annualized


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