| Sargent & Lundy Savings Investment Plan |
| CORE INVESTMENT OPTIONS |
| Basic Mutual Fund Investments
Actively Managed Stable Asset = Stable Value Fund ( separate account managed by Fidelity) Large Cap Value = AF Washington Mutual Investors (AWSHX) Small Cap Growth = Vanguard Explorer Fund (VEXPX) International = Fidelity Diversified International (FDIVX) Passively Managed Bond = Fidelity US Bond Index (FBIDX) Large Cap = Fidelity US Equity (S&P 500) Pool Index (similar to FSMKX) Small/Mid Cap = Spartan Extended Market Index (Wilshire 4500) (FSEMX) International = Spartan International Index (FSIIX) Real Estate = Cohen & Steers Realty Shares (CSRSX) Asset Allocation Investments Fidelity Freedom Funds: six actively managed funds, designed around specific target retirement dates. Each fund has a different asset allocation mix that automatically becomes more conservative as the fund approaches, reaches and passes its target date. Freedom Income Fund (FFFAX) Vanguard Target Retirement Funds: six mixes of passive index funds offering a broad diversification of stocks, bonds and fixed-income investments. Each fund has a different asset allocation mix that automatically becomes more conservative as the fund approaches, reaches and passes its target date. Target Retirement Income Fund (VTINX) |
This page updated on 3/9/2006