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.

Investment Performance as of  1/5/2012 (except as noted)

 
 
Symbol

2012
Y-T-D

 1 year

3 years

5 years

 

Invesco International Growth Fund

AIIEX

 1.11%

-6.15%

11.18%

-0.40%

 


American Balanced

ABALX

 -3.80%

2.50%

4.00%

1.80%

 


T. Rowe Price New America Growth Fund

PRWAX

 

3.37%

6.24%

3.61%

 

Fidelity Advisor Small Cap Fund

FSCTX

 3.31%

 -3.13%

20.37%

2.21%

 

PIMCO Total Return A Fund

PTTAX

 1.60%

0.50%

9.40%

7.30%

 

Prudential Stock Index Z

PSIFX

 -8.70%

1.00%

1.10%

-2.20%

 

Invesco VanKampen Growth & Income R Fund

ACGLX

2.05%

 -2.27%

11.10

-0.74%

 

Lord Abbett Value Opportunities Fund

LVORX

 -3.44%

 4.25%

18.58%

5.41%

 

Prudential Guaranteed Income Fund (GIF)
 

 

 

2.10%

2.80%

3.10%

 

Prudential Guaranteed Income Fund (GIF)

Interest Rate 1/1/12 - 6/39/2012

2.55%

       
 

Wells Fargo Advantage DJ Target Funds

Each fund seeks capital appreciation and current income consistent with decreasing emphasis on capital appreciation and increasing emphasis on current income as it approaches its target date.

 
 

Performance as of 1/5/2012

 

YTD

 1 year

3 years

5 years

 

Wells Fargo Advantage DJ Target Today Fund
 

WFBTX

-0.18

4.96%

 7.16%

4.61%

 

Wells Fargo Advantage DJ Target 2010 Fund
 

WFCTX

0.00%

 4.14%

 8.24%

3.79%

 

Wells Fargo Advantage DJ Target 2015Fund
 

WFQEX

-0.10%

3.02%

9.18%

 

 

Wells Fargo Advantage DJ Target 2020 Fund
 

WFDTX

0.36% 

1.73%

10.22%

3.34%

 

Wells Fargo Advantage DJ Target 2025 Fund
 

WFGYX

0.66%

0.35%

11.47%

 

 

Wells Fargo Advantage DJ Target  2030 Fund

WFETX

0.87% 

-1.33%

12.52%

1.42%

 

Wells Fargo Advantage DJ Target 2035 Fund
 

WFQTX

1.02%

-2.71%

13.16%

 
 

Wells Fargo Advantage DJ Target 2040 Fund
 

WFFTX

1.21%

-3.70%

13.70%

    7.40%
 

Wells Fargo Advantage DJ Target 2045 Fund
 

WFQSX

1.37%

-3.99%

13.61%

 
 

Wells Fargo Advantage DJ Target 2050 Fund
 

WFQGX

1.31%

-4.10%

13.70%

 
 

Wells Fargo Advantage DJ Target 2055 Fund
 

WFQHX

1.31%

 
 
 
 

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IUE-CWA Pension Fund
400 W. 7th Street, Suite 233, Bloomington, IN 47404
812.671.0690 / 812.671.9696 fax

Copyright 1997-2012 IUE-CWA Pension Fund

This page was last modified: 01/06/2012