I was wondering how my investments were doing this year, so I whipped up a table. It appears my managed funds have generally outperformed my index fund. Some notes:
* My 401(k) was recently rebalanced (it’s automatic on a quarterly basis).
* The YTD Return is annualized based on either the most recent information or the end of the third quarter.
* I’m locked into my company stock until the next open trading window.
* The Sharebuilder account was created with the $50 Sharebuilder Bonus
* I’m open to comments.
Here’s the table:
|American Century Income & Growth [BIGRX]||Large Cap Value||$4,264.66||0.68||5.27||4.87|
|Jennison U.S. Emerging Growth Fund [PEGZX]||Mid Cap Growth||$2,558.79||0.95||16.02||4.87|
|Dryden International Equity Fund [PJIZX]||Intern’l Stock||$4,264.64||1.77||9.02||8.49|
|Jennison Growth Fund ClZ [PJFZX]||Large Cap Growth||$3,411.72||0.81||14.00||4.87|
|Jennison Equity Opportunity Fund ClZ [PJGZX]||Mid Cap Blend||$2,558.79||0.87||4.70||4.87|
|My Company Common Stock Fund||Company Stock (Large Cap)||$4,905.20||N/A||22.16||N/A|
|TIAA-Cref Equity Index Fund [TCEIX]||Large Cap Blend Index||$9,444.72||0.26||5.82||4.87|
|Investment Co of America [AIVSX]||Large Cap Value||$3,581.66||0.57||5.54||4.87|
|iShares Telecomm Index ETF [IYZ]||Communications||$44.05||N/A||-0.14||N/A|
Updated February 18, 2014 and originally published December 28, 2005. If you enjoyed this article, subscribe to the RSS feed or receive daily emails. Follow @ConsumerismComm on Twitter and visit our Facebook page for more updates.