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.  You may use the User Guide here to better understand the Information Sheets.

Trailing Total Returns as of:  5/14/2010

 
 
Symbol
2010
Y-T-D
 1 year
3 years
5 years
 
AIM International Growth A
AIIEX
 -5.78%
21.26%
-7.74%
 6.01%
 
American Balanced A
ABALX
 2.53%
21.98%
-2.12%
 3.03%
 
Growth Fund of America R3
RGACX
 -0.15%
 24.95%
-5.50%
 3.36%
 
Oppenheimer Main St Small Cap Fund
OPMSX
 9.76%
 41.58%
-5.68%
 4.61%
 
PIMCO Total Return A Fund
PTTAX
 4.10%
 12.57%
 9.68%
 6.90%
 
Prudential Stock Index Z
PSIFX
 2.53%
 29.66%
-6.92%
 1.61%
 
VanKampen Growth & Income R Fund
ACGLX
 1.57%
 30.20%
-6.62%
 2.35%
 
Victory Special Value A
SSVSX
 4.69%
 36.82%
-8.20%
 4.83%
 
Guaranteed Income Fund (GIF)
1/1/10 to 6/30/10

3.60%

 
 
 
 
Prudential Stable Value Fund
** Please be advised that we have received notification that the funds from the Stable Value Fund will be transferred to Guaranteed Income Fund on or about February 9th. and the Stable Value Fund will be removed from the investment line-up.

 

   
             
  The Retirement Goal Funds are investments that grow more conservative as the "retirement date" of the fund gets closer. 

** The Retirement Goal Funds were adjusted on March 31, 2010.  Each year, the Retirement Goal Fund are adjusted to be more conservative as the retirement date gets closer.  Click here to see the adjustments made.**

 
     
2010
Y-T-D
 1 year
3 years
5 years
 
Retirement Goal Income Fund
as of 4/30/2010
 
 3.51%
 15.79%
  1.78%
 4.01%
 
Retirement Goal 2010 Fund
as of 4/30/2010
 
 3.63%
 17.65%
 0.66%
 4.10%
 
Retirement Goal 2020 Fund
as of 4/30/2010
 
 4.88%
 26.10%
 -1.92%
 3.92%
 
Retirement Goal 2030 Fund
as of 4/30/2010
 
 5.28%
30.74%
 -4.30%
 3.34%
 
Retirement Goal 2040 Fund
as of 4/30/2010
 
 5.50%
33.12%
-5.56%
 2.95%
 
Retirement Goal 2050 Fund
as of 4/30/2010
 
 5.50%
25.51%
-6.69%
 
 
 
   
 
 
 
 

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

Copyright 1997-2010 IUE-CWA Pension Fund

This page was last modified: 05/20/2010