Investment Fund Performance
The following sample of retirement investment opportunities reflects average annual total return after all administrative expenses. These figures are based on historical results, and they do not necessarily represent future performance.
| |
Average Annual % Return |
|
|
Average Annual % Return |
|
5 yrs. |
10 yrs. |
Life |
Fund Inception |
5 yrs. |
10 yrs. |
life |
Fund
Inception |
| Money Market Funds |
Stock Funds |
| CREF Money Market |
2.62 |
3.67 |
4.72 |
4/88 |
CREF Stock |
14.01 |
7.08 |
10.60 |
7/52 |
| Fidelity FMMT |
2.71 |
3.89 |
- |
12/88 |
CREF Growth |
9.78 |
2.74 |
8.18 |
4/94 |
| |
Fidelity Blue Chip |
6.93 |
4.70 |
12.05 |
12/87 |
| Fixed Annuity |
Fidelity Contrafund |
13.67 |
10.79 |
13.39 |
5/67 |
| TIAA Annuity |
5.30 |
6.56 |
- |
- |
Fidelity Magellan |
8.81 |
6.51 |
18.46 |
5/63 |
| |
| Bond Funds |
International/World Funds |
| CREF Bond |
4.10 |
5.83 |
6.98 |
3/90 |
CREF Global Equities |
15.05 |
6.19 |
9.72 |
5/92 |
| Fidelity Govt. Inc. |
3.90 |
5.50 |
8.19 |
4/79 |
Fidelity Europe |
20.34 |
10.52 |
11.98 |
10/86 |
| Fidelity Inv. Grade |
4.79 |
5.85 |
7.71 |
8/71 |
Fidelity Overseas |
17.00 |
7.98 |
13.75 |
12/84 |
| |
| Growth & Income Funds |
|
Annual Interest Crediting Rates |
| CREF Soc. Choice |
9.25 |
6.69 |
9.85 |
3/90 |
PERF Options |
2007 |
2006 |
2005 |
2004 |
| Fidelity Fund |
10.34 |
7.48 |
10.50 |
4/30 |
Guaranteed Fund |
6.0% |
5.75% |
6.25% |
7.75% |
| Fidelity Equity Income |
11.96 |
8.52 |
13.21 |
5/66 |
|
Average Annual %* |
|
| |
|
|
3 Year |
5 Year |
|
| Market Indexes |
Money Market Fund |
5.37 |
3.88 |
2.80 |
|
| Dow Jones Industrial |
10.19 |
7.84 |
- |
|
Bond Fund |
7.02 |
4.30 |
4.69 |
|
| S&P 500 |
10.71 |
7.13 |
- |
|
S&P 500 Stock Indexes |
20.51 |
11.65 |
10.68 |
|
| NASDAQ |
12.92 |
6.58 |
- |
|
US Small Co. Stock |
17.16 |
16.43 |
18.23 |
|
| Russell 2000 |
13.88 |
9.06 |
- |
|
International Equity Index |
26.90 |
22.33 |
17.82 |
|
| EAFE |
17.98 |
7.89 |
- |
|
* Trailing period as of 6/30/2007 |
|
| TIAA-CREFF and Fidelity Investments figures are as of 8/31/2007. Market Indexes are as of 6/30/2007. |
|
New Fidelity Investment Funds Added to the IU Retirement Plan and IUSERP
The three investment funds listed below have been added to the array of investment fund options available under the IU Retirement Plan and IUSERP.
- Fidelity Total Bond (820)
- Spartan Total Market Index (397)
- Fidelity Leveraged Company Stock (122)
With the addition of these funds, there are a total of 75 Fidelity investment fund options avail-able under the IU Retirement Plan and IUSERP.
The university’s supplemental retirement plans, IU Tax Deferred Annuity Plan and IU Retirement Savings Plan, have an even broader array of Fidelity investment options.
|
