Jackburton
Gone Fish'n
we got retro checks. If you would have invested your retro checks in your 401(k) on May 28th 2014, today you'd have the following ROI (return on investment) in the following funds available in our 401(k). In bold are my current allocations, yours may differ. Notice the International fund basically flat, they are going through what were we 5 years ago, also the dollar is strong and it's a great time to invest in that particular fund, IMHO.
ASSET CLASS & FUND RATE OF RETURN (%)
Fixed Income - Short Term
GOVERNMENT SHORT-TERM INVESTMENT FUND 0029,0035,1254 0.04%
Fixed Income - Intermediate Bond
BOND MARKET INDEX FUND 0029,0035,1254 3.07%
Balanced - Custom
BALANCED FUND 0029,0035 7.65%
Large Cap Stock - Blend
S&P 500 EQUITY INDEX FUND 0029,0035 12.28%
Mid Cap Stock - Blend
S&P 400 MIDCAP INDEX FUND 0029,0035,0042 12.24%
Small Cap Stock - Blend
RUSSELL 2000 INDEX FUND 0029,0035,0042 9.81%
International Stock - Blend
INTERNATIONAL INDEX FUND 0029,0035,0141 0.20%
Other - Lifecycle
BRIGHT HORIZON 2010 FUND 0029,0035 4.40%
BRIGHT HORIZON 2015 FUND 0029,0035 5.03%
BRIGHT HORIZON 2020 FUND 0029,0035 5.46%
BRIGHT HORIZON 2025 FUND 0029,0035 5.98%
BRIGHT HORIZON 2030 FUND 0029,0035 6.41%
BRIGHT HORIZON 2035 FUND 0029,0035 6.97%
BRIGHT HORIZON 2040 FUND 0029,0035 7.13%
BRIGHT HORIZON 2045 FUND 0029,0035 7.30%
BRIGHT HORIZON 2050 FUND 0029,0035 7.30%
BRIGHT HORIZON 2055 FUND 7.33%
BRIGHT HORIZON RETIREMENT INCOME FUND 0029,0035 4.21%
Specialty - Special Equity
U.S. REIT INDEX FUND 0029,0035 11.18%
Stable Value - Short Term
STABLE VALUE FUND 1.56%
Fixed Income - Short Term
GOVERNMENT SHORT-TERM INVESTMENT FUND 0029,0035,1254 0.04%
Fixed Income - Intermediate Bond
BOND MARKET INDEX FUND 0029,0035,1254 3.07%
Balanced - Custom
BALANCED FUND 0029,0035 7.65%
Large Cap Stock - Blend
S&P 500 EQUITY INDEX FUND 0029,0035 12.28%
Mid Cap Stock - Blend
S&P 400 MIDCAP INDEX FUND 0029,0035,0042 12.24%
Small Cap Stock - Blend
RUSSELL 2000 INDEX FUND 0029,0035,0042 9.81%
International Stock - Blend
INTERNATIONAL INDEX FUND 0029,0035,0141 0.20%
Other - Lifecycle
BRIGHT HORIZON 2010 FUND 0029,0035 4.40%
BRIGHT HORIZON 2015 FUND 0029,0035 5.03%
BRIGHT HORIZON 2020 FUND 0029,0035 5.46%
BRIGHT HORIZON 2025 FUND 0029,0035 5.98%
BRIGHT HORIZON 2030 FUND 0029,0035 6.41%
BRIGHT HORIZON 2035 FUND 0029,0035 6.97%
BRIGHT HORIZON 2040 FUND 0029,0035 7.13%
BRIGHT HORIZON 2045 FUND 0029,0035 7.30%
BRIGHT HORIZON 2050 FUND 0029,0035 7.30%
BRIGHT HORIZON 2055 FUND 7.33%
BRIGHT HORIZON RETIREMENT INCOME FUND 0029,0035 4.21%
Specialty - Special Equity
U.S. REIT INDEX FUND 0029,0035 11.18%
Stable Value - Short Term
STABLE VALUE FUND 1.56%