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Self-Managed
| SECTION LINKS |
| - ALLOCATION |
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| - FAQS |
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| - FORMS & GUIDES |
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| +FUND OVERVIEW |
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| - PERFORMANCE |
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| - SRVC PROVIDERS |
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| - SURS HOME |
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| PLANS |
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| - HOW TO CHOOSE |
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| - PORTABLE |
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| - SELF-MANAGED |
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| - TRADITIONAL |
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SURS:Self-Managed:Fund OverviewFund Overview
Below is a brief review of the investment approach and an assessment of each investment option offered in the Self-Managed Plan. Visit the SMP FAQ page for a complete listing of the fund ticker symbols. Please note that all of the fund overviews that follow are in PDF format.
Fidelity Funds
The following information was presented to SURS Board of Trustees as part of Fidelity Investments´ Annual Review at the December 1, 2009, Investment Committee Meeting. The analysis is based upon investment returns through June 30, 2009.Every quarter, Fidelity analysts review the performance of more than 100 Fidelity mutual funds. In each Quarterly Review, you´ll learn about:
- Market forces that influenced the fund´s performance
- Holdings that affected the fund´s returns
- The latest positioning, total returns, and top 10 holdings
- American Beacon Large Cap Value Plan Ahead Fund - February 10, 2010 name changes to American Beacon Large Cap Value Plan Ahead Fund-Institutional Class
- Ariel Fund
- Buffalo Small Cap Fund
- Fidelity Contrafund
- Fidelity Diversified International Fund
- Fidelity Freedom Series
- 2000 Fund - SURS review unavailable, summary created by Fidelity. February 10, 2010 name changes to Fidelity Freedom K 2000
- 2005 Fund - February 10, 2010 name changes to Fidelity Freedom K 2005
- 2010 Fund - February 10, 2010 name changes to Fidelity Freedom K 2010
- 2015 Fund - February 10, 2010 name changes to Fidelity Freedom K 2015
- 2020 Fund - February 10, 2010 name changes to Fidelity Freedom K 2020
- 2025 Fund - February 10, 2010 name changes to Fidelity Freedom K 2025
- 2030 Fund - February 10, 2010 name changes to Fidelity Freedom K 2030
- 2035 Fund - February 10, 2010 name changes to Fidelity Freedom K 2035
- 2040 Fund - February 10, 2010 name changes to Fidelity Freedom K 2040
- 2045 Fund - February 10, 2010 name changes to Fidelity Freedom K 2045
- 2050 Fund - February 10, 2010 name changes to Fidelity Freedom K 2050
- Income Fund - February 10, 2010 name changes to Fidelity Freedom K Income
- Fidelity Four-in-One Index Fund
- Fidelity Growth Company Fund
- Fidelity Low-Priced Stock Fund
- Fidelity Managed Income Portfolio
- Fidelity Puritan Fund
- Fidelity Real Estate Investment Portfolio Fund
- Fidelity U.S. Bond Index Fund
- Hartford Capital Appreciation Y Fund
- Fidelity Worldwide Fund
- PIMCO Total Return Fund-Administrative Class - February 10, 2010 name changes to PIMCO Total Return Fund-Institutional Class
- Spartan Extended Market Index Fund
- Spartan International Index Fund
- Spartan Total Market Index Fund
- Spartan U.S. Equity Index Fund - January 22, 2010 name changes to Spartan 500 Index Fund
TIAA-CREF Funds
The following information was presented to the SURS Board of Trustees as part of TIAA-CREF´s Annual Review at the April 15, 2010, Investment Committee Meeting. The analysis is based upon investment returns through December 31, 2009. For the most current fund information, visit the TIAA-CREF website.- CREF Bond Market Account
- CREF Equity Index Account
- CREF Global Equities Account
- CREF Growth Account - no longer an approved SMP option
- CREF Inflation-Linked Bond Account
- CREF Money Market Account
- CREF Social Choice Account
- CREF Stock Account
- Lifecycle Funds
- TIAA-CREF Large-Cap Growth Index Fund
- TIAA Real Estate Account
- TIAA Traditional Annuity
| News
Public Act 96-0889: Tier II Benefits
Board and Committee Meetings Changes to the Retail Maintenance Pharmacy Network Making Contributions for Furlough Days under new 40 ILCS S/15-113.11 SURS Seeks General Counsel  Calendar
Investment Committee Meeting October 28 Thanksgiving Break November 25 & 26 Committee Meetings December 9 Board Meeting December 10 Christmas Break December 24 |
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