Investment Funds You Can Choose |
U.S. Stock Funds |
| Fund offerings as of January 1, 2010 |
These funds invest primarily in equity shares or stocks issued by U.S. companies. The short-term risk of stocks has been much higher than bonds. However, over long periods of time, stocks have generally performed better than bonds. The performance of stocks over the long run is one of the main reasons that stocks are typically recommended for retirement investing. Some risk is necessary to achieve long-term investment growth. |
| How to read this table |
| Core U.S. Stock Funds |
For a $10,000 Investment |
| |
Fees |
Result in 10 Years |
| Info Pop Ups* |
Fund |
Annual |
Long-Term |
Average |
Downside |
Upside |
|
FRS Select U.S. Stock Market Index Fund (S10) |
$2 |
$60 |
$17,200 |
$7,200 |
$39,100 |
|
|
Pioneer Fund (S20) |
$74 |
$2,496 |
$15,800 |
$7,100 |
$34,000 |
| Specialty U.S. Stock Funds |
|
|
FRS Select U.S. Large Value Stock Active Fund (S25) |
$19 |
$595 |
$16,700 |
$7,400 |
$35,600 |
|
|
FRS Select U.S. Large Growth Stock Active Fund (S30) |
$39 |
$1,290 |
$16,300 |
$6,300 |
$39,900 |
|
|
Prudential Mid-Cap Quantitative Core Equity Fund (S40) |
$35 |
$1,109 |
$17,000 |
$6,700 |
$40,600 |
|
|
Fidelity Growth Company Fund (S80) |
$71 |
$2,383 |
$15,900 |
$5,000 |
$43,800 |
|
|
Fidelity Low-Priced Stock Fund (S90)
[closed to new investors] |
$74 |
$2,496 |
$16,200 |
$6,800 |
$35,600 |
|
|
T. Rowe Price Small Cap Stock Fund (S97) |
$93 |
$3,235 |
$15,600 |
$6,000 |
$38,900 |
|
|
American Beacon Small Cap Value Fund (S99) |
$82 |
$2,802 |
$16,100 |
$6,000 |
$39,500 |
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