The University Record, September 16, 1998
Editor's Note: To help faculty and staff make choices among the many retirement investment 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), or the companies.
|
Equity Funds |
1 Year |
3 Years |
5 Years |
10 Years |
|
Standard & Poor's 500 Stock Index |
30.2% |
30.2% |
23.1% |
18.6% |
|
Fidelity Low Priced Stock |
21.9 |
24.2 |
20.8 |
NA |
|
Fidelity OTC Portfolio |
22.6 |
21.2 |
18.7 |
17.5 |
|
Lipper Capital Appreciation Funds Average |
22.1 |
21.0 |
16.8 |
15.1 |
|
CREF Equity Index Account |
28.4 |
28.1 |
NA |
NA |
|
CREF Growth Account |
28.2 |
28.8 |
NA |
NA |
|
CREF Stock Account |
24.9 |
25.2 |
19.5 |
16.2 |
|
Fidelity Blue Chip Growth |
29.3 |
23.9 |
22.1 |
21.5 |
|
Fidelity Capital Appreciation |
20.8 |
20.2 |
17.1 |
14.4 |
|
Fidelity Contrafund |
29.7 |
25.7 |
20.4 |
23.0 |
|
Fidelity Disciplined Equity |
32.4 |
25.2 |
20.5 |
NA |
|
Fidelity |
33.5 |
29.5 |
22.6 |
17.7 |
|
Fidelity Growth Company |
21.0 |
21.4 |
18.5 |
19.6 |
|
Fidelity Growth & Income |
28.0 |
28.5 |
21.9 |
19.6 |
|
Fidelity Magellan |
29.0 |
22.1 |
19.3 |
18.8 |
|
Fidelity Retirement Growth |
29.3 |
20.9 |
17.4 |
16.1 |
|
Fidelity Trend |
14.9 |
17.3 |
12.7 |
13.8 |
|
Fidelity Spartan U.S. Equity Index |
29.8 |
29.9 |
22.8 |
18.3 |
|
Lipper Growth Funds Average |
25.4 |
24.2 |
19.3 |
16.5 |
|
Fidelity Convertible Securities |
23.4 |
18.0 |
14.0 |
16.2 |
|
Fidelity Equity Income |
23.2 |
25.8 |
20.2 |
15.8 |
|
Fidelity Equity Income II |
27.0 |
24.9 |
19.5 |
NA |
|
Fidelity Value |
14.0 |
21.0 |
18.5 |
16.8 |
|
Lipper Growth & Income Funds Average |
22.9 |
24.8 |
19.0 |
15.8 |
|
CREF Global Equities |
19.8 |
20.8 |
18.1 |
NA |
|
Fidelity Canada |
4.3 |
11.3 |
6.7 |
8.9 |
|
Fidelity Emerging Markets |
-49.1 |
-18.3 |
-7.5 |
NA |
|
Fidelity Europe |
34.7 |
27.3 |
23.2 |
15.4 |
|
Fidelity International Growth & Income |
11.1 |
14.3 |
11.3 |
10.0 |
|
Fidelity Japan |
-22.9 |
-4.5 |
-3.7 |
NA |
|
Fidelity Overseas |
10.7 |
15.2 |
13.4 |
9.5 |
|
Fidelity Pacific Basin |
-26.6 |
-6.7 |
-1.1 |
.6 |
|
Fidelity World Wide |
14.2 |
16.1 |
14.8 |
NA |
|
MSCI EAFE (International) Index |
6.1 |
10.7 |
10.0 |
6.8 |
|
MSCI Emerging Markets Free Index |
-39.1 |
-9.3 |
.4 |
12.2 |
|
Bond Funds |
1 Year |
3 Years |
5 Years |
10 Years |
|
Lehman Bros./Corp Bond Index |
11.3% |
7.9% |
6.9% |
9.1% |
|
Salomon Brothers High-Grade Index |
15.6 |
9.7 |
8.4 |
10.7 |
|
CREF Bond Market |
10.5 |
7.6 |
6.5 |
NA |
|
Fidelity Investment Grade Bond |
10.1 |
7.3 |
6.2 |
8.9 |
|
Fidelity Ginnie Mae |
8.1 |
7.4 |
6.3 |
8.3 |
|
Fidelity Intl Bond (FKA Global Bond) |
1.4 |
1.5 |
.4 |
5.3 |
|
Fidelity Capital & Income |
17.1 |
13.2 |
10.5 |
11.9 |
|
Fidelity Intermediate Bond |
8.4 |
6.6 |
5.8 |
7.9 |
|
Fidelity Mortgage Securities |
8.7 |
8.0 |
7.6 |
8.8 |
|
Fidelity Short-Term Bond |
6.6 |
5.9 |
4.6 |
6.8 |
|
Fidelity U.S. Bond Index |
15.0 |
9.2 |
7.7 |
NA |
|
TIAA Premium Growth Rate |
7.3 |
NA |
6.7 |
8.1 |
|
Money Market Funds |
1 Year |
3 Years |
5 Years |
10 Years |
|
91-Day Treasury Bills |
5.3% |
5.3% |
5.0% |
5.6% |
|
CREF Money Market |
5.5 |
5.5 |
5.0 |
5.8 |
|
Fidelity Cash Reserves |
5.4 |
5.3 |
4.8 |
5.6 |
|
Fidelity Retirement Govt. Money Market |
5.4 |
5.4 |
4.9 |
NA |
|
Fidelity US Governtment Reserves |
7.4 |
5.9 |
5.7 |
5.9 |
|
Retirement Money Market |
5.5 |
5.4 |
5.0 |
NA |
|
Balanced Funds |
1 Year |
3 Years |
5 Years |
10 Years |
|
CREF Social Choice Account |
21.8% |
21.0% |
16.1% |
NA |
|
Fidelity Asset Manager |
18.8 |
17.6 |
13.0 |
NA |
|
Fidelity Asset Manager: Growth |
23.0 |
22.0 |
15.9 |
NA |
|
Fidelity Asset Manager: Income |
12.2 |
11.2 |
9.2 |
NA |
|
Fidelity Balanced |
22.2 |
17.0 |
11.4 |
12.6 |
|
Fidelity Puritan |
19.0 |
19.7 |
15.6 |
14.6 |
|
Specialty Funds |
1 Year |
3 Years |
5 Years |
10 Years |
|
Fidelity Real Estate Investment Portfolio |
6.8% |
19.2% |
12.1% |
13.1% |
|
Fidelity Strategic Opportunities |
16.7 |
16.1 |
14.1 |
14.2 |
|
Fidelity Select Funds: |
||||
|
Air Transportation |
46.3 |
21.0 |
18.9 |
15.1 |
|
American Gold |
-36.7 |
-14.1 |
-7.8 |
-1.4 |
|
Automotive |
16.2 |
17.6 |
11.2 |
13.7 |
|
Biotechnology |
13.3 |
16.3 |
11.6 |
18.6 |
|
Brokerage & Investment Management |
57.7 |
42.3 |
27.8 |
22.8 |
|
Chemicals |
1.5 |
14.2 |
16.2 |
13.4 |
|
Computers |
26.3 |
22.2 |
30.8 |
21.1 |
|
Construction & Housing |
32.2 |
25.0 |
18.1 |
16.1 |
|
Consumer Products |
41.7 |
29.9 |
20.4 |
NA |
|
Defense & Aerospace |
24.9 |
25.7 |
23.8 |
15.3 |
|
Developing Communications |
22.8 |
12.3 |
17.6 |
NA |
|
Electronics |
.2 |
20.2 |
30.3 |
22.1 |
|
Energy |
8.5 |
18.0 |
11.8 |
11.1 |
|
Energy Service |
9.6 |
32.6 |
20.1 |
15.0 |
|
Environmental Services |
5.9 |
12.1 |
19.4 |
NA |
|
Financial Services |
42.2 |
38.0 |
26.7 |
22.4 |
|
Food & Agriculture |
21.3 |
22.7 |
20.1 |
19.5 |
|
Health Care |
32.3 |
32.2 |
30.5 |
24.8 |
|
Home Finance |
26.7 |
37.1 |
31.6 |
26.7 |
|
Industrial Equipment |
15.2 |
21.4 |
21.1 |
14.9 |
|
Industrial Materials |
2.8 |
7.1 |
10.9 |
8.5 |
|
Insurance |
35.6 |
34.0 |
22.8 |
20.6 |
|
Leisure |
51.6 |
29.0 |
23.1 |
18.4 |
|
Medical Delivery |
19.2 |
22.7 |
24.4 |
22.2 |
|
Money Market |
5.2 |
5.2 |
4.6 |
5.3 |
|
Multimedia |
42.7 |
21.6 |
22.0 |
18.6 |
|
Paper & Forest Products |
.8 |
6.3 |
13.0 |
9.7 |
|
Precious Metals & Materials |
-38.9 |
-19.8 |
-9.8 |
-2.5 |
|
Regional Banks |
36.0 |
38.4 |
26.8 |
25.1 |
|
Retailing |
52.4 |
32.2 |
20.9 |
21.5 |
|
Software & Computer Services |
37.2 |
25.9 |
23.0 |
22.0 |
|
Technology |
17.2 |
19.6 |
21.9 |
20.0 |
|
Telecommunications |
38.7 |
24.0 |
20.0 |
19.7 |
|
Transportation |
17.8 |
19.0 |
15.2 |
17.3 |
|
Utilities |
30.8 |
25.3 |
15.2 |
16.3 |