The University Record, January 11, 1999
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