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Investment Funds You Can Choose

U.S. Stock Funds

Fund offerings as of April 1, 2008
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
Thumbnail Scorecard Profile Details FRS Select U.S. Stock Market Index Fund (S10) $2 $60 $17,200 $6,800 $39,600
Thumbnail Scorecard Profile Details Pioneer Fund (S20) $70 $2,346 $15,900 $6,800 $34,400
Specialty U.S. Stock Funds
Thumbnail Scorecard Profile Details FRS Select U.S. Large Value Stock Active Fund (S25) $19 $595 $16,500 $7,200 $34,500
Thumbnail Scorecard Profile Details Prudential Mid-Cap Quantitative Core Equity Fund (S40) $35 $1,109 $16,900 $6,600 $40,400
Thumbnail Scorecard Profile Details FRS Select U.S. Large Growth Stock Active Fund (S30) $40 $1,291 $16,000 $5,800 $40,300
Thumbnail Scorecard Profile Details Fidelity Growth Company Fund (S80) $69 $2,309 $15,600 $4,700 $45,100
Thumbnail Scorecard Profile Details Fidelity Low-Priced Stock Fund (S90)
[closed to new investors]
$72 $2,421 $16,100 $7,000 $33,500
Thumbnail Scorecard Profile Details American Beacon Small Cap Value Fund (S99) $81 $2,763 $15,600 $5,900 $37,800
Thumbnail Scorecard Profile Details T. Rowe Price Small Cap Stock Fund (S97) $91 $3,155 $14,800 $5,700 $36,300
How to read this table
*Info Pop Ups Legend
Thumbnail Fund Thumbnail
(short summaries of each fund)
Scorecard Fund Scorecard
(overall score, rankings, investment style and risk, historical performance, other statistics)
Profile Fund Profile
(fees and expenses, investment strategies and risks, asset allocation, average annual returns, fund advisors, etc.)
Details Fund Details
(restrictions on transfers, philosophy, research process, security selection, portfolio construction, sell discipline, etc.)
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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 done 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.