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ISP Guide

Rev. 3/9

Core

A note on risk:  is your risk reduced by investing in "low risk" investments?   Many   investors forget that there is risk in low return!   In the long-term scheme of investing for retirement, your money loses value from inflation.  If you are planning on retiring on the return from your low-risk/ low-return investments, you run the risk of running out of money- before you run out of retirement.  Investors should access their own tolerance for risk, including the risk of inflation,  before deciding which fund to invest in.


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Fund Comparison Notes: 

Past performance does not guarantee future results.

Fidelity Retirement Money Market Portfolio does not have price history or graph

U.S. Equity Commingled Pool quote/ chart is not available-- the S&P 500 graph is shown instead.

Because of space restrictions, ticker symbols are used on graphs, not the fund names.

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                HR said it was in the planning guide...  

 

Fidelity® Investment Calculator-
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Book Mark Now:  Press control+D
How To Use These Pages

CORE INVESTMENT FUNDS

Use your browser's "BACK" button after viewing each graph:

Quick Price Table: All Core Investment Options, Including Market Indexes

Akzo-Nobel ADR Stock Fund 

Franklin Small Cap Growth Fund A

Janus Fund

Janus Overseas Fund

S&P 500 approximating the U.S. Equity Index Pool (No chart available:  S&P500 chart is provided as an approximation only).

Fidelity Equity-Income Fund

Fidelity Balanced Fund

Fidelity Money Market Retirement  Portfolio 

Graphs Of All Core Investments Including Market Indexes


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All investments involve risk.  This is not an offer to invest.  Information presented here is for educational purposes only and not intended to be used as investment advise.  If you do not understand the information presented here, seek advise from an investment professional.  Always read the official company prospectus before investing.  No guarantee is expressed or implied concerning the accuracy of information presented here.