401(k) Plan Performance


  Following are the Investments offered in the IUE-CWA 401(k) Plan.

Click on the links on the Fund names to see recent Price History and the Information Sheets for each mutual fund.

Trailing Total Returns as of:  8/22/2008

 
 
Symbol
2008
Y-T-D
 1 year
3 years
5 years
 
AIM International Growth A
AIIEX
-17.42%
 -11.42%
9.56%
15.50%
 
American Balanced A
ABALX
-7.25%
 -5.87%
 3.80%
 6.41%
 
Ariel
ARGFX
-16.96%
-24.19%
 -4.26%
 3.98%
 
Dryden Stock Index Z
PSIFX
-10.85%
-10.00%
 3.64%
 7.09%
 
Growth Fund of America R3
RGACX
-9.40%
 -6.33%
 5.74%
 9.41%
 
Oppenheimer Main St Small Cap Fund
OPMSX
 -5.98%
-10.12%
 3.86%
 10.07%
 
PIMCO Total Return A Fund
PTTAX
  2.02%
 8.41%
 4.73%
 4.92%
 
VanKampen Growth & Income R Fund
ACGLX
 -11.31%
-11.75%
 2.71%
 8.13%
 
Prudential Stable Value Fund
as of 7/31/2008
 
  2.34%
 4.17%
 4.14%
 3.98%
             
  The Retirement Goal Funds are investments that grow more conservative as the "retirement date" of the fund gets closer.  They are reallocated each Spring to reflect this.  Follow this link to see the allocation of the Retirement Goal Funds as of 3/31/2008.  
     
2008
Y-T-D
 1 year
3 years
5 years
 
Retirement Goal Income Fund
as of 7/31/2008
 
  -3.35%
 -0.60%
 3.67%
 4.91%
 
Retirement Goal 2010 Fund
as of 7/31/2008
 
 -4.63%
 -1.99%
 3.94%
 6.57%
 
Retirement Goal 2020 Fund
as of 7/31/2008
 
 -8.18%
-6.28%
 3.92%
 7.78%
 
Retirement Goal 2030 Fund
as of 7/31/2008
 
 -10.38%
-9.05%
 4.01%
 8.31%
 
Retirement Goal 2040 Fund
as of 7/31/2008
 
 -11.51%
-10.38%
 3.99%
 8.62%
 
Retirement Goal 2050 Fund
as of 7/31/2008
 
 -12.78%
-11.93%
 4.06%
 
 
 
   
 
 
 
 

 

 

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IUE-CWA Pension Fund
1460 Broad Street
Bloomfield, NJ 07003
973.893.0333 / 973.893.8225 fax

Copyright 1997-2008 IUE-CWA Pension Fund

This page was last modified: 08/25/2008