The University Record, February 14, 2000
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 form the Benefits Office, 763-1214 (Central Campus), 764-6584 (Medical Campus), as well as TIAA-CREF and Fidelity.
| Equity Funds | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Standard & Poor's
500 Stock Index | 27.8% | 25.1% | 25.0% | 16.8% |
| Fidelity Low-Priced Stock | 11.2 | 11.8 | 14.6 | N.A |
| Fidelity OTC Portfolio | 52.1 | 24.6 | 25.4 | 18.1 |
| Lipper Capital Appreciation Funds Average | 25.3 | 17.8 | 19.0 | 13.7 |
| C.R.E.F. Equity Index Account | 26.4 | 22.1 | 22.8 | N.A |
| C.R.E.F. Growth Account | 39.4 | 25.3 | 25.5 | N.A |
| C.R.E.F. Stock Account | 28.3 | 20.5 | 20.3 | 14.5 |
| Fidelity Blue Chip Growth | 27.7 | 23.4 | 21.4 | 20.0 |
| Fidelity Capital Appreciation | 40.2 | 20.7 | 17.7 | 12.9 |
| Fidelity Contrafund | 31.7 | 23.2 | 23.2 | 20.5 |
| Fidelity Disciplined Equity | 29.0 | 22.8 | 20.9 | 16.6 |
| Fidelity Dividend Growth | 21.0 | 24.7 | 26.2 | N.A |
| Fidelity | 27.8 | 23.5 | 23.2 | 16.0 |
| Fidelity Growth Company | 50.5 | 24.7 | 25.1 | 19.3 |
| Fidelity Growth & Income | 20.2 | 21.2 | 21.8 | 17.2 |
| Fidelity Magellan | 36.1 | 24.6 | 22.3 | 17.1 |
| Fidelity Retirement Growth | 32.0 | 21.6 | 18.1 | 15.5 |
| Fidelity Spartan U.S. Equity Index | 27.5 | 24.8 | 24.8 | 16.5 |
| Fidelity Trend | 37.2 | 9.9 | 11.4 | 10.5 |
| Lipper Growth Funds Average | 41.9 | 19.9 | 20.9 | 15.7 |
| Fidelity Convertible Securities | 28.7 | 16.0 | 14.7 | 14.6 |
| Fidelity Equity-Income | 20.0 | 17.9 | 18.7 | 13.8 |
| Fidelity Equity Income II | 20.2 | 18.5 | 18.0 | N.A |
| Fidelity Value | 25.1 | 12.0 | 14.1 | 12.8 |
| Lipper Growth & Income Funds Average | 12.3 | 14.3 | 15.8 | 12.0 |
| C.R.E.F. Global Equities | 29.5 | 16.8 | 15.9 | N.A |
| Fidelity Canada | 21.6 | 0.7 | 4.0 | 5.0 |
| Fidelity Emerging Markets | 47.9 | -18.3 | -13.5 | N.A |
| Fidelity Europe | 14.7 | 16.2 | 16.7 | 11.5 |
| Fidelity Intl Growth & Income | 38.4 | 14.0 | 11.7 | 9.3 |
| Fidelity Japan | 118.6 | 18.3 | 8.7 | N.A |
| Fidelity Overseas | 34.7 | 14.4 | 11.4 | 9.1 |
| Fidelity Pacific Basin | 94.1 | 12.1 | 4.5 | 5.1 |
| Fidelity World-Wide | 27.0 | 11.5 | 10.1 | N.A. |
| MSCI EAFE (International) Index | 31.0 | 10.4 | 9.1 | 5.8 | ||
| MSCI Emerging Markets Free Index | 56.5 | -4.5 | -5.5 | 9.4 |
| Bond Funds | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Lehman Bros. Government/Corporate Bond Index | -1.6% | 6.8% | 7.8% | 8.1% |
| C.R.E.F. Bond Market | -0.9 | 6.6 | 7.5 | N.A |
| Fidelity Capital & Income | 17.2 | 10.9 | 10.9 | 12.0 |
| Fidelity Ginnie Mae | 1.6 | 6.3 | 7.5 | 7.5 |
| Fidelity Intermediate Bond | 0.8 | 6.0 | 6.4 | 7.2 |
| Fidelity Investment Grade Bond | -0.4 | 6.2 | 6.6 | 7.9 |
| Fidelity Mortgage Securities | 1.8 | 6.5 | 7.9 | 8.0 |
| Fidelity Short-Term Bond | 3.0 | 5.6 | 5.4 | 6.4 |
| Fidelity U.S. Bond Index | -0.4 | 8.2 | 8.6 | N.A | TIAA Premium
Growth Rate (as of Dec. 31, 1999) | 6.5 | 7.2 | 7.4 | 7.77 |
| Money Market Funds | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| 91-Day Treasury Bills | 4.8% | 5.2% | 5.4% | 5.3% |
| C.R.E.F. Money Market | 4.9 | 5.3 | 5.4 | 5.3 |
| Fidelity Cash Reserves | 4.9 | 5.2 | 5.3 | 5.2 |
| Fidelity Retirement Government Money Market | 4.8 | 5.2 | 5.3 | 5.2 |
| Fidelity Retirement Money Market | 4.9 | 5.3 | 5.4 | 5.3 |
| Fidelity U.S. Government Reserves | 4.8 | 5.8 | 5.6 | 5.5 |
| Balanced Funds | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| C.R.E.F. Social Choice Account | 15.8% | 17.3% | 17.7% | N.A |
| Fidelity Asset Manager | 16.1 | 15.2 | 13.2 | 12.7 |
| Fidelity Asset Manager: Growth | 18.4 | 17.9 | 15.3 | N.A |
| Fidelity Asset Manager: Income | 6.6 | 9.6 | 9.6 | N.A |
| Fidelity Balanced | 19.0 | 18.9 | 13.9 | 12.0 |
| Fidelity Puritan | 11.6 | 14.4 | 14.2 | 12.6 |
| Specialty Funds | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Fidelity Real Estate Investment Portfolio | -4.6% | 4.6% | 8.1% | 9.5% |
| Fidelity Strategic Opportunities | 34.9 | 14.2 | 14.9 | 12.3 |
| Fidelity Select Funds: | ||||
| Air Transportation | 35.2 | 22.1 | 19.1 | 11.3 |
| Automotive | 10.5 | 6.2 | 8.0 | 11.4 |
| Biotechnology | 59.4 | 24.7 | 22.6 | 20.4 |
| Brokerage & Investment Management | 35.4 | 28.1 | 24.5 | 18.5 |
| Chemicals | 16.5 | 2.6 | 7.9 | 11.1 |
| Computers | 78.2 | 43.4 | 39.4 | 30.2 |
| Construction and Housing | 6.8 | 9.4 | 12.7 | 11.8 |
| Consumer Industries | 22.7 | 20.1 | 19.8 | N.A |
| Defense & Aerospace | 16.2 | 11.4 | 20.1 | 13.6 |
| Developing Communications | 102.6 | 33.2 | 28.8 | N.A. |
| Electronics | 125.9 | 42.3 | 43.9 | 32.6 |
| Energy | 28.8 | 11.6 | 14.7 | 9.7 |
| Energy Service | 33.0 | 10.6 | 17.8 | 10.7 |
| Environmental Services | -19.4 | -8.6 | 0.5 | 0.4 |
| Financial Services | 15.3 | 20.4 | 23.2 | 17.9 |
| Food & Agriculture | -1.6 | 10.7 | 14.4 | 14.0 |
| Gold* | 18.6 | -15.2 | -5.9 | 1.1 |
| Health Care | 1.8 | 19.9 | 23.8 | 21.2 |
| Home Finance | -0.9 | 8.8 | 16.4 | 18.2 |
| Industrial Equipment | 35.2 | 17.9 | 19.2 | 15.5 |
| Industrial Materials | 18.7 | 0.2 | 3.8 | 7.4 |
| Insurance | 0.1 | 17.7 | 19.3 | 15.2 |
| Leisure | 48.2 | 28.9 | 24.9 | 16.7 |
| Medical Delivery | -26.1 | -9.9 | 1.4 | 9.5 |
| Money Market | 1.3 | 3.9 | 4.5 | 4.5 |
| Multimedia | 49.7 | 26.0 | 23.3 | 16.7 |
| Paper & Forest Products | 32.9 | 6.2 | 7.5 | 10.0 |
| Precious Metals & Minerals | 20.5 | -15.8 | -10.2 | -0.1 |
| Regional Banks | 6.0 | 17.7 | 21.8 | 18.8 |
| Retailing | 26.0 | 23.1 | 20.0 | 17.9 |
| Software & Computer Services | 50.7 | 29.8 | 31.4 | 26.2 |
| Technology | 108.4 | 43.8 | 36.4 | 28.8 |
| Telecommunications | 60.0 | 30.2 | 24.4 | 18.1 |
| Transportation | 44.6 | 17.3 | 13.7 | 14.0 |
| Utilities Growth | 38.6 | 32.5 | 25.3 | 16.9 |
* Formerly Fidelity Select American Gold