University of Michigan Investment Funds Update Total Returns as of March 31, 2001
|
|
- Joleen O’Brien’
- 6 years ago
- Views:
Transcription
1 University of Michigan Investment Funds Update Total Returns as of March 31, 2001 Stock Fund Choices 1 Year 3 Years 5 Years 10 Years Russell 3000 Index* Standard & Poor's 500 Stock Index* U.S. Large Capitalization Stock Fund Choices Russell 1000 Index* CREF Equity Index Account CREF Growth Account CREF Stock Account Fidelity Fidelity Aggressive Growth Fidelity Asset Manager: Grth Fidelity Blue Chip Growth Fidelity Contrafund Fidelity Contrafund II Fidelity Convertible Secs Fidelity Disciplined Equity Fidelity Dividend Growth Fidelity Equity-Income Fidelity Equity-Income II Fidelity Export & Multinatl Fidelity Fifty Fidelity Freedom Fidelity Freedom Fidelity Growth & Income Fidelity Growth & Income II Fidelity Growth Company Fidelity Independence Fidelity Large Cap Stock Fidelity Magellan Fidelity OTC Fidelity Spartan 500 Idex Fidelity Spartan Tot Mkt Idx Fidelity Spartan U.S. Eq Idx Fidelity Stock Selector Fidelity TechnoQuant Growth Fidelity Trend
2 Stock Fund Choices (cont.) 1 Year 3 Years 5 Years 10 Years U.S. Mid-Capitalization Stock Fund Choices Russell 2500 Index* Fidelity Asset Manager: Aggr Fidelity Capital Apprec Fidelity Four-in-One Index Fidelity Mid-Cap Stock Fidelity New Millennium Fidelity Spartan Ext Mkt Idx Fidelity Value U.S. Small Capitalization Stock Fund Choices Russell 2000 Index* Fidelity Low-Priced Stock Fidelity Small Cap Selector Fidelity Small Cap Stock International Stock Fund Choices Salomon Broad Market Ex-US Index* IFC Investible (emerging mkts) Index* CREF Global Equities Account Fidelity Aggressive Intl Fidelity Canada Fidelity China Region Fidelity Diversified Intl Fidelity Emerging Markets Fidelity Europe Fidelity Europe Capital Appr Fidelity Global Balanced Fidelity Intl Growth & Inc Fidelity Japan Fidelity Japan Smaller Co Fidelity Latin America Fidelity Nordic Fidelity Overseas Fidelity Pacific Basin Fidelity Southeast Asia Fidelity Spartan Intl Index Fidelity Worldwide
3 Balanced Fund Choices 1 Year 3 Years 5 Years 10 Years CREF Social Choice Account Fidelity Asset Manager Fidelity Asset Manager: Inc Fidelity Balanced Fidelity Freedom Fidelity Freedom Fidelity Freedom Income Fidelity Puritan Bond Fund Choices 1 Year 3 Years 5 Years 10 Years U.S. Bond Funds Lehman Bros. Govt./Credit Bond Index* CREF Bond Market Account CREF Inflation Linked Bond Account Fidelity Capital & Income Fidelity Ginnie Mae Fidelity Government Income Fidelity High-Income Fidelity Intermediate Bond Fidelity Intermediate Govt Fidelity Invmnt Grade Bond Fidelity Mortgage Secs Initial Class Fidelity Short-Term Bond Fidelity Spartan Govt Income Fidelity Spartan Invmt Gr Bd Fidelity Strategic Income Fidelity Target Timeline Fidelity Target Timeline Fidelity U.S. Bond Index TIAA Traditional Annuity** ** Traditional annuity returns consist of interest rates, 3 percent of which are guaranteed for current premiums, plus dividends. Dividends, when declared, remain in effect through the dividend year, which begins each March 1. Non-U.S. Bond Fund Choices J.P. Morgan Non-US Bond Index* J.P. Morgan Emerging Mkts. Bond Index* Fidelity International Bond Fidelity New Markets Income
4 Money Market Fund Choices 1 Year 3 Years 5 Years 10 Years Treasury Bill* CREF Money Market Account Fidelity Cash Reserve Fidelity Daily Income Trust Fidelity Retirement Govt MMkt Fidelity Retirement MMkt Fidelity Select Money Market Fidelity US Govt Reserves Spartan Money Market Spartan US Govt MMkt Spartan US Treasury MMkt Specialty Fund Choices 1 Year 3 Years 5 Years 10 Years Fidelity Real Estate Invmnt TIAA Real Estate Fidelity Utilities Fidelity Sel Air Transport Fidelity Sel Automotive Fidelity Sel Banking Fidelity Sel Biotechnology Fidelity Sel Brokerage&Invmt Fidelity Sel Bus Svc &Outsrc Fidelity Sel Chemicals Fidelity Sel Computers Fidelity Sel Constr&Housing Fidelity Sel Consumer Indus Fidelity Sel Cyclical Indust Fidelity Sel Defense & Aero Fidelity Sel Develop Commun Fidelity Sel Electronics Fidelity Sel Energy Fidelity Sel Energy Service Fidelity Sel Environmental Fidelity Sel Financial Svcs Fidelity Sel Food & Agricult Fidelity Sel Gold** Fidelity Sel Health Care Fidelity Sel Home Finance Fidelity Sel Industrl Equip Fidelity Sel Industrl Materl Fidelity Sel Insurance Fidelity Sel Leisure
5 Specialty Fund Choices (cont.) 1 Year 3 Years 5 Years 10 Years Fidelity Sel Med EquipSys Fidelity Sel Medical Delivry Fidelity Sel Multimedia Fidelity Sel Natural Gas Fidelity Sel Natural Res Fidelity Sel Paper&Forest Pr Fidelity Sel Retailing Fidelity Sel Software & Comp Fidelity Sel Technology Fidelity Sel Telecommun Fidelity Sel Transportation Fidelity Sel Utilities Grth ** Formerly Fidelity Select American Gold. Precious Metals & Minerals merged with Gold in February, 2000.
TIAA-CREF SAINT LOUIS UNIVERSITY 403B PLAN. Summary of Plan Services and Costs
SAINT LOUIS UNIVERSITY 403B PLAN Summary of Plan Services and Costs July 19, 2013 This summary provides important information to assist you in making decisions related to your participation in the SAINT
More informationTIAA-CREF DICKINSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN. Summary of Plan Services and Costs
DICKINSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation in
More informationTIAA-CREF USC RETIREMENT SAV PROGRAM USC 401(A) MATCHING PLAN. Summary of Plan Services and Costs
USC RETIREMENT SAV PROGRAM USC 401(A) MATCHING PLAN Summary of Plan Services and Costs July 9, 2013 This summary provides important information to assist you in making decisions related to your participation
More information2016 Important Information for Corporate Shareholders
IMPORTANT TAX INFORMATION 2016 Important Information for Corporate Shareholders We are writing with information to help you complete your U.S. corporate income tax return. A portion of the dividends you
More informationGannon University Defined Contribution Plans
Gannon University Defined Contribution Plans Mapping Recommendations February 4, 2014 Presented by Tom Coughlin (412) 394-3294 Introduction The Pension Protection Act established mapping guidelines for
More informationPage 1 of 5. In This Issue November 30, Fidelity Goes Mega 'Tis The Season For Distributions Full Distribution Calendar. Fidelity Goes Mega
Page 1 of 5 If you are having trouble reading this email, read the online version. Please do not reply to this email In This Issue November 30, 2007 Fidelity Goes Mega As of November 16, Richard R. Mace
More information2014 Information for Nonresident Alien (NRA) Fidelity Mutual Fund Shareholders
IMPORTANT TAX INFORMATION 2014 Information for Nonresident Alien (NRA) Fidelity Mutual Fund Shareholders DATE NAME ADDRESS1 ADDRESS2 CITY, STATE ZIP Dear Fidelity Investor: As an NRA shareholder, you may
More informationYOUR GUIDE TO GETTING STARTED
The Ohio State University Alternate Retirement Plan Invest in your retirement and yourself today, with help from The Ohio State University Alternate Retirement Plan and Fidelity. YOUR GUIDE TO GETTING
More informationYour Guide to Getting Started
Louisiana State University System (LSU System) 403(b) Voluntary Retirement Plan Invest in your retirement and yourself today, with help from the LSU System 403(b) Plan and Fidelity. Your Guide to Getting
More informationFidelity Investments The Vanguard Group, Inc. TIAA-CREF
2014 THE UNIVERSITY OF NOTRE DAME maintains the UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN (the "Plan"). This brochure contains important information that will help you become better informed about
More informationYOUR GUIDE TO GETTING STARTED
Colorado State University 403(b) Plan, # 54192 Invest in your retirement and yourself today, with help from the CSU 403(b) Plan and Fidelity. YOUR GUIDE TO GETTING STARTED Invest some of what you earn
More informationYOUR GUIDE TO GETTING STARTED
THE OHIO STATE UNIVERSITY 403(b) RETIREMENT PLAN Invest in your retirement and yourself today, with help from The Ohio State University 403(b) Plan and Fidelity. YOUR GUIDE TO GETTING STARTED Invest some
More informationRetirement Plan Quarterly Investment Review Summary
Retirement Plan Quarterly Investment Review Summary Prepared for: Plan Name: Quarter Ending: Pepperdine University Retirement Plan December 31, 2008 Table of Contents Introduction: Asset Allocation by
More informationThe Duke University Faculty and Staff Retirement Plan
Required Disclosure Information The Duke University Faculty and Staff Retirement Plan Participant Disclosure Notice IMPORTANT PLAN AND INVESTMENT-RELATED INFORMATION FOR PLAN ACCOUNTS ESTABLISHED WITH
More informationinvestments that are right for you
Investment Options Rensselaer Polytechnic Institute Plan choosing investments that are right for you Your Rensselaer Polytechnic Institute Plan offers a variety of investment options. The question is,
More informationplan investment review performance summary
CASH AND EQUIVALENTS - MONEY MARKET Vanguard Federal Money Market Investor 0.54% 1.78% 0.81% 0.30% 0.04% 0.01% 0.02% 1.78% 0.96% 0.59% 0.34% ICE BofA ML US Treasury Bill 3 Mon USD 0.56% 1.87% 0.86% 0.33%
More informationFidelity Variable Insurance Products: FundsManager 20%, 50%, 60%, 70%, 85% Portfolio. Semi-Annual Report June 30, 2018
Fidelity Variable Insurance Products: FundsManager 20%, 50%, 60%, 70%, 85% Portfolio Semi-Annual Report June 30, 2018 Contents VIP FundsManager 20% Portfolio 3 Investment Summary 4 Schedule of Investments
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started Table of Contents Why Save 3 Plans at a Glance 4 Approved Investment Providers 7 How to Enroll 8 Provider Fact Sheets 9 Investment Education
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started 11602_01_BRO_GWU_AllPlans.indd 1 Table of Contents Why Save 3 Plans at a Glance 4 Approved Investment Providers 7 How to Enroll 8 Provider
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by fund category)
2017 Assessment of SUNY Retirement Plan Fees (sorted by fund category) Vendor* Fund Name Fund Category Total cost (%) Voya 403b Voya Fixed Account - Pre 09/01/2004 Cash/Cash Equivalent 0 Voya 403b Voya
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by investment provider)
2017 Assessment of SUNY Retirement Plan Fees (sorted by investment provider) Vendor* Fund Name Fund Category Total cost (%) Fidelity Fidelity Money Market Trust Retirement Government Money Market II Portfolio
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by fee)
2017 Assessment of SUNY Retirement Plan Fees (sorted by fee) Vendor* Fund Name Fund Category Total cost (%) Voya 403b Voya Fixed Account - Pre 09/01/2004 Cash/Cash Equivalent 0 Voya 403b Voya Fixed Account
More informationENROLLMENT GUIDE. Creating real-world retirement strategies for real people
ENROLLMENT GUIDE Creating real-world retirement strategies for real people Define your own journey C O R N E L L U N I V E R S I T Y R E T I R E M E N T P L A N S Enroll today. It s easy to join the Cornell
More informationCUSIP SECURITY DESCRIPTION % of Total
36191E870 GUIDEMARK GLOBAL REAL RETURN INST 3.97% 36191K207 GUIDEMARK LARGE CAP GROWTH INST 7.04% 36191K405 GUIDEMARK LARGE CAP VALUE INST 7.63% 36191K603 GUIDEMARK SMALL/MID CAP CORE INST 9.24% 36191K801
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started Table of Contents Why Save 3 Plans at a Glance 4 Investment Providers 7 How to Enroll 8 Provider Fact Sheets 9 Investment Education
More informationFund Family Prospectuses
Fund Family Prospectuses Click on the fund family to see a list of current funds and download prospectuses. Alger AllianceBernstein Allianz American Century Investments American Funds Ariel Mutual Funds
More informationReliaStar Life Insurance Company
P E R F O R M A N C E U P D A T E ReliaStar Life Insurance Company Variable Accumulation Design Average Annual Total Returns as of: 09/30/2013 (shown in percentages) The following variable investment options
More informationSecurity Life of Denver Insurance Company
P E R F O R M A N C E U P D A T E Security Life of Denver Insurance Company Strategic Investor VUL Average Annual Total Returns as of: 04/30/2018 (shown in percentages) The following variable investment
More information2017: Important Information for Individuals about Foreign Tax Paid
IMPORTANT TAX INFORMATION 2017: Important Information for Individuals about Tax Paid The Fidelity funds listed below paid taxes outside the United States on income from foreign investments during 2017.
More informationReliaStar Life Insurance Company
P E R F O R M A N C E U P D A T E ReliaStar Life Insurance Company Voya Investor Elite Average Annual Total Returns as of: 07/31/2018 (shown in percentages) The following variable investment options are
More informationYour University of Virginia Retirement Plan. Guiding you through exciting plan changes ahead
Your University of Virginia Retirement Plan Guiding you through exciting plan changes ahead It s a great time to review your University of Virginia retirement benefits The University of Virginia has selected
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company University of Texas - Variable Annuity Program Variable Annuity Account C, Non-Standardized Returns Average Annual Total
More informationSecurity Life of Denver Insurance Company
P E R F O R M A N C E U P D A T E Security Life of Denver Insurance Company Voya Survivorship Variable Universal Life-CV Average Annual Total Returns as of: 02/28/2019 (shown in percentages) Variable annuities
More informationMorningstar Direct SM U.S. Open-End Asset Flows Update
August 2014 Data through July 31 Morningstar Direct SM U.S. Open-End Asset Flows Update U.S. Open-End Funds Continue to Shift From U.S. Equity to Taxable Bonds by Alina Tarlea, Sr. Markets Research Analyst
More informationThe industry s largest underlying fund line-up. All the choice you need to manage tax-deferred assets in today s rapidly changing markets.
The industry s largest underlying fund line-up. All the choice you need to manage tax-deferred assets in today s rapidly changing markets. ISSUERS: JEFFERSON NATIONAL LIFE INSURANCE COMPANY JEFFERSON NATIONAL
More informationExhibit 8 Self-Managed Plan History
April 1, 1998 Retirement choice election begins for all SURS employees and employees of select institutions. Each institution must elect to participate in the SMP prior to employees of that institution
More informationThe industry s largest underlying fund line-up. All the choice you need to manage tax-deferred assets in today s rapidly changing markets.
The industry s largest underlying fund line-up. All the choice you need to manage tax-deferred assets in today s rapidly changing markets. ISSUERS: JEFFERSON NATIONAL LIFE INSURANCE COMPANY JEFFERSON NATIONAL
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company SUNY Optional Retirement Program - new enrollments Variable Annuity Account C, Non-Standardized Returns Average Annual Total
More informationTarget Date Portfolios
Effective Date May 2017 Target Date Portfolios RMS Retire Today RMS 2020 RMS 2030 RMS 2040 RMS 2050 RMS 2060 EXP TICKER RATIO FIXED INCOME FIXED INCOME FIXED INCOME FIXED INCOME FIXED INCOME FIXED INCOME
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company OPPORTUNITY PLUS Variable Annuity Account C, Non-Standardized Returns without a Deferred Sales Charge Average Annual Total
More informationProposed Retirement Plan Changes for FY University Senate Town Hall Forum January 27, 2015
Proposed Retirement Plan Changes for FY 2015-16 University Senate Town Hall Forum January 27, 2015 Changes To The Retirement Plan Administrative Regulation 3:1 was amended in May 2013 by the UK BOT to
More information457 Fund Structure 1,2
457 Fund Structure 1,2 Retirement Focused Investing 457 Plans U.S. STOCK TARGET-RISK/TARGET-DATE Large Value VT Vantagepoint Equity Income VT Invesco Diversified Div VT AllianzGI NFJ Div Value Blend VT
More informationYour University of Virginia Retirement Plan Transition Guide. A heritage of innovation to help you take on the future.
Your University of Virginia Retirement Plan Transition Guide A heritage of innovation to help you take on the future. 113766_02_BRO_UVA_TBRO.indd 1 It s a great time to take advantage of your University
More informationFidelity Variable Insurance Products:
Fidelity Variable Insurance Products: Target Volatility Portfolio Annual Report December 31, 2017 Contents Performance 3 Management s Discussion of Fund Performance 4 Investment Summary 5 Investments 6
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company BERGEN COMMUNITY COLLEGE 403B Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 07/31/2018
More informationPerformance Evaluation Report for ILPs Included under the CPFIS for the Period Ended September 30, 2002 RETURN PERFORMANCE OVERVIEW
RETURN PERFORMANCE OVERVIEW Singapore Unit Trusts CPFIS Past Quarter Past 1 Year Past 3 Years S&P Asset Alloc Asia Pac ex Japan Defensive Aviva Income Growth (SP) Aviva MM Income Growth Asset Alloc Asia
More informationFund Family Prospectuses
Fund Family Prospectuses Click on the fund family to see a list of current funds and download prospectuses. Alger AllianceBernstein Allianz American Century American Funds Ariel Mutual Funds Calvert Group
More informationContrarian ETF Portfolios
Traded on January 27, 2015 For Financial Advisor and Current Client Use Only Morningstar Investment Services, Inc. Contrarian ETF Portfolios Affected Portfolios Contrarian ETF Contrarian & Growth ETF Contrarian
More informationCI Funds Performance as at February 20, 2015
Currency Fund Name Invests primarily in Asset Price[1] YTD[1] 1M[1] 1Y[2] 5Y[2] Assets Sector Geography Volatility Action Rationale INCOME FUNDS Signature Fixed income securities of 16.38 3.3 1.4 9.4 4.9
More informationameritas Advisor Services A Division of Ameritas Life Insurance Corp.
ameritas Advisor Services A Division of Ameritas Life Insurance Corp. The No-Load Insurance Pioneer INVESTMENT OPTIONS Ameritas Advisor Variable Products PF379 11/08 INVESTING Ameritas Advisor Services
More informationJOHNSON COUNTY 457 DEF COMP
P E R F O R M A N C E U P D A T E JOHNSON COUNTY 457 DEF COMP Average Annual Total Returns as of: 07/31/2018 (shown in percentages) Variable annuities and mutual funds offered through a retirement plan
More informationPerformance of Foreign Mutual Funds marketed in Portugal
10 21 30 31 42 47 48 49 51 73 74 85 75 76 77 79 86 Performance of Foreign Mutual Funds marketed in Portugal Date: 02/09/2016 DISCLAIMER The information contained in this file has been drawn up in accordance
More informationPerformance Evaluation Report for ILPs Included under the CPFIS for the Period Ended March 31, 2003 RETURN PERFORMANCE OVERVIEW
Absolute Relative to Absolute Relative to Absolute Relative to Asset Alloc Asia Pac ex Japan Defensive Aviva Income Growth (SP) 30% MSCI FE Free ex Japan & 70% -1.14 0.25 - - - - Aviva MM Income Growth
More informationGEORGE WASHINGTON UNIVERSITY 403(B) RETIREMENT PLAN INVESTMENT OPTIONS PERFORMANCE UPDATE
GEORGE WASHINGTON UNIVERSITY 40(B) RETIREMENT PLAN INVESTMENT OPTIONS PERFORMANCE UPDATE UNDERSTANDING INVESTMENT PERFORMANCE As you review this update, please remember that the performance data stated
More informationPerformance Update. ING VP Index Plus MidCap Portfolio - Class I % -2.82% 4.95% 15.15% 17.16% 6.18% 11.65% 12/16/1997 Small Blend
ING Life Insurance and Annuity Company South Carolina State Optional Retirement Plan Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of 10/31/2005 Y Variable annuities
More informationGEORGE WASHINGTON UNIVERSITY 403(B) RETIREMENT PLAN INVESTMENT OPTIONS PERFORMANCE UPDATE
GEORGE WASHINGTON UNIVERSITY 40(B) RETIREMENT PLAN INVESTMENT OPTIONS PERFORMANCE UPDATE UNDERSTANDING INVESTMENT PERFORMANCE As you review this update, please remember that the performance data stated
More informationGRAND VALLEY STATE UNIVERSITY 403(B)/ 457(B) PLANS Investment Fund Enhancements
GRAND VALLEY STATE UNIVERSITY 403(B)/ 457(B) PLANS Investment Fund Enhancements BACKGROUND Overview of the work the GVSU Retirement Plan Investment Committee has been doing to bring our GVSU 403(b) and
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company Opportunity Plus 403b Variable Annuity Account C, Non-Standardized Returns without a Deferred Sales Charge Average Annual
More informationRetirement Redesign Decision Guide SPRING 2018
Retirement Redesign Decision Guide SPRING 2018 Background In 2009, the IRS imposed new requirements on 403(b) plans. The new rules required elaborate coordination among a plan s various service providers
More informationThe industry s largest underlying fund line-up. All the choice you need to manage tax-deferred assets in today s rapidly changing markets.
IOG page 1 The industry s largest underlying fund line-up. All the choice you need to manage tax-deferred assets in today s rapidly changing markets. Want Want more more information? information? Call
More information1. Determine the investment approach that best matches your financial needs and goals
Investment Options Fidelity investment options for your Retirement Plan choosing investments that are right for you Your retirement plan offers a variety of investment options. The question is, how will
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company BD OF SCHOOL DIRECTORS CITY Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 11/30/2018
More informationPlease Answer the Following Questions Circle your choice for each question
3(b) 1 1 Asset Allocation Questionnaire How you allocate your assets can significantly impact your portfolio s performance. No matter how far away you are from retirement, it is important to think about
More informationMonument Advisor delivers the industry s largest line-up of funds. Nationwide Advisory Solutions
Monument Advisor Investment Option Guide Nationwide Advisory Solutions Monument Advisor delivers the industry s largest line-up of funds. Access all the choices you need to manage tax-deferred assets in
More informationSummary Plan Disclosure Notice. Plan Information as of 11/27/2018. Jamestown College (ND) 403(b) Plan
Summary Plan Disclosure Notice Plan Information as of 11/27/2018 Jamestown College (ND) 403(b) Plan Notice Summary Federal regulation requires that your retirement Plan Sponsor provide you with specific
More informationYOUR GUIDE TO GETTING STARTED
University System of Georgia Board of Regents Retirement Plan No. 95401- Online Enrollment Invest in your retirement and yourself today, with help from the Board of Regents Retirement Plan of the University
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company RUTGERS, THE STATE UNIVERSITY Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 07/31/2018
More informationsaving : investing : planning
saving : investing : planning Dear Valued Oregon Public Universities Retirement Program Participant, Enhancements are coming to the Oregon Public Universities Retirement Program (OPURP). Effective January
More informationBANKUNITED 401(K) PLAN. SAFE HARBOR NOTIFICATION TO ELIGIBLE EMPLOYEES (includes Qualified Automatic Contribution Arrangement)
Safe Harbor Notice and QDIA Notice BANKUNITED 4(K) PLAN SAFE HARBOR NOTIFICATION TO ELIGIBLE EMPLOYEES (includes Qualified Automatic Contribution Arrangement) This is an annual notice and only applies
More informationMOA Trust Fund Investment Flexibility June Michael J. O Leary CFA Executive Vice President Callan Associates Inc.
MOA Trust Fund Investment Flexibility June 2006 Michael J. O Leary CFA Executive Vice President Callan Associates Inc. Overview & Summary Institutional investment practices have evolved Other Alaska funds
More informationWAYNE COUNTY, MICHIGAN Deferred Compensation Program (457) Statement of Account
WAYNE COUNTY, MICHIGAN Deferred Compensation Program (457) Statement of Account TRISH COLLIER WAYNE CO EMPLOYEES RETIREMENT 28 W. ADAMS, SUITE 1900 DETROIT MI 48226 2962 2 Page: 1 of 3 Entity: 622041 Please
More informationMonthly Performance Report for underlying funds available in Variable Universal Life Insurance Products issued by Pacific Life.
Monthly Performance Report for underlying funds available in Variable Universal Life Insurance Products issued by Pacific Life March 31, 2018 VLCM-BRK-312M Variable universal life (VUL) insurance's primary
More informationPerformance Evaluation Report for Unit Trusts Included under the CPFIS for the Period Ended September 30, 2002 RETURN PERFORMANCE OVERVIEW
Singapore Unit Trusts CPFIS Past Quarter Past 1 Year Past 3 Years Asset Alloc Asia Pac ex Japan AIG Int Fds Acorns of Asia Asset Alloc FT Global DBS UP Guaranted 5.0/2 DBS UP Guaranted 5.0/3 DBS UP Guaranted
More informationdasdfgfsd afgafg Retirement Oversight Committee Retirement Savings Plan Enhancements December 5, 2017
Retirement Oversight Committee dasdfgfsd Retirement Savings Plan Enhancements afgafg December 5, 2017 Executive Summary The Defined Contribution Plan, the University s Retirement Savings Program, will
More informationplan investment review performance summary
CASH AND EQUIVALENTS - MONEY MARKET CREF Money Market R2 0.28% 0.49% 0.44% 0.06% 0.00% 0.00% 0.00% 0.79% 0.33% 0.20% 0.22% Vanguard Federal Money Market 0.42% 0.75% 0.81% 0.30% 0.04% 0.01% 0.02% 1.26%
More informationHISTORICAL INVESTMENT RETURNS Performance Information for periods ending March 31, 2018
MARKET INDEXED ACCOUNTS 1 Month 3 Month 6 Month 1 Yr 3 Year 5 Year 10 Year BMO Insurance American Equity (S&P 500*) -1.90% 1.89% 9.39% 10.79% 11.16% 18.65% 11.44% American Small Cap Equity(Russell 2000*)
More informationTax-Sheltered Annuity 403(b) Program University of Wisconsin May 1, 2015
Annual Report Tax-Sheltered Annuity 403(b) Program University of Wisconsin May 1, 2015 Office of Human Resources and Workforce Diversity University of Wisconsin System Administration 780 Regent St., Suite
More informationKS BOARD OF REGENTS VOL 403B
P E R F O R M A N C E U P D A T E KS BOARD OF REGENTS VOL 403B Average Annual Total Returns as of: 03/31/2019 (shown in percentages) Variable annuities and mutual funds offered through a retirement plan
More informationNorthstar Chemical, Inc. Northstar Chemical, Inc. Retirement Plan Investment Comparative Chart As Of 09/30/2017
This document includes important information to help you compare the investment options under your retirement plan. If you want additional information about your investment options, you can go to the specific
More information(OA) interest rate Aviva MM Income Growth Fund Medium to High Risk 30% MSCI FE Free ex Japan & 70% CPF
Risk Absolute Relative to Absolute Relative to Absolute Relative to Asset Alloc Asia Pac ex Japan Defensive Aviva Income Growth (SP) Medium to High Risk 30% MSCI FE Free ex Japan & 70% CPF 3.69 1.09 14.42-3.58
More informationSharpe Ratio Information Ratio. Annualized Standard. Max Gain. Deviation
Performance Evaluation Report for Unit Trusts Included Under the CPFIS as of March 2012 3-Year Risk Performance Analysis and Latest Fund Size and Expense Fund Name Sharpe Bond Asia Pacific Schroder Asian
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company KANSAS CITY MISSOURI POLICE Variable Annuity Account C, Non-Standardized Returns without a Deferred Sales Charge Average
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company TEXAS TECH UNIV & HEALTH Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 03/31/2019
More informationFaculty and Staff Retirement Programs Annual Report Fiscal Year Ending June 30, 2015
Faculty and Staff Retirement Programs Annual Report Fiscal Year Ending June 30, 2015 Prepared by the Office of Human Resources 8-31-17 1 Asset ID Retirement Plan and Program Analysis for the Fiscal Year
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company THE OHIO STATE UNIVERSITY 403B Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 09/30/2018
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company TEXAS A & M UNIVERSITY SYSTEM Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 03/31/2019
More informationHelping you decide. Key Features of Fidelity s fund range. Valid until 19 February 2012
September Valid until 19 February 2012 Helping you decide Key Features of Fidelity s fund range Incorporating the Simplified Prospectus for Fidelity Investment Funds, Fidelity Institutional Funds, Fidelity
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company THE OHIO STATE UNIVERSITY ARP Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 08/31/2018
More informationHISTORICAL INVESTMENT RETURNS Performance Information for periods ending June 30, 2018
MARKET INDEXED ACCOUNTS 1 Month 3 Month 6 Month 1 Yr 3 Year 5 Year 10 Year BMO Insurance American Small Cap Equity(Russell 2000*) 2.36% 10.42% 13.08% 19.05% 12.62% 17.77% 13.27% Asia Equity (MSCI Hong
More informationFidelity Advisor Funds Class M
Fidelity Advisor Funds Class M JANUARY 31, 2018 Historical calendar year total returns (%) at NAV Current performance may be higher or lower than the performance data quoted. For month-end performance
More informationGICS system sectors and industries
GICS system sectors and industries In studying the share markets any where around the world, it can be useful to compare companies that are somewhat similar in what they do. That is, for example, to compare
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company STATE OF NEVADA DEFERRED COMP Separate Account D, Group Annuity Contract Average Annual Returns as of: 07/31/2018 (shown
More informationYour investment choices and charges WPP Pension and Savings Plan
Your investment choices and charges WPP Pension and Plan This directory lists the Zurich Pension Funds available to you and the total charge for each as at August 2017. You can find details of each fund
More informationVoya Express Mutual Funds Custodial Account
P E R F O R M A N C E U P D A T E Voya Express Mutual s Custodial Account Average Annual Total Returns as of: 08/31/2014 (shown in percentages) Mutual funds offered through a retirement plan or individual
More informationPooled Fund Annualized Returns
Pooled Fund Annualized Returns PERIODS ENDING MARCH 31, 2017 All returns expressed as a percentage in Canadian Dollars SHORT TERM 25 20 15 10 5 4 3 2 1 YEARS YEARS YEARS YEARS YEARS YEARS YEARS YEARS YEAR
More informationSheriff s Total Accumulation Retirement Plan
STAR Sheriff s Total Accumulation Retirement Plan Investment Options This insert outlines the Blended Investment Options as well as the Individual Investment Options available under the STAR Retirement
More informationBenchmark Review September 30, 2017
September 0, 20 0 Std Dev s YTD Year Year Year Year Year Year 206 20 204 20 202 20 200 U.S. Equity Market Indexes S&P 00 2.06 4.48 4.24 8.6 0.8 4.22 6.4.44 0..96.8.69 2.9 6.00 2..06 S&P 00 Equal Weighted
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company MULTNOMAH COUNTY Separate Account D, Group Annuity Contract Average Annual Total Returns as of: 04/30/2018 (shown in percentages)
More informationFund Attribution and Characteristics Report
Fund Attribution and Characteristics Report Fidelity Worldwide Fund as of December 31, 2004 Information reflects the fund s investments up to December 31, 2004 and may not be representative of current
More informationOCBC WING HANG BANK LIMITED
1 ALLIANZ ASIAN MULTI INCOME PLUS MEDIUM 2 ALLIANZ CHINA EQUITY MEDIUM TO HIGH 3 ALLIANZ EMERGING ASIA EQUITY MEDIUM TO HIGH 4 ALLIANZ EUROPE EQUITY GROWTH SELECT MEDIUM TO HIGH 5 ALLIANZ EUROPEAN EQUITY
More information