Fixed income funds
A good option for individuals approaching retirement
Fixed income funds include market-valued bond funds as well as the Sentry Guaranteed Fund. Fixed income funds are generally considered to be less risky than equity funds, and are generally expected to have lower long-term returns than equity funds.
Some fixed income funds are more conservative than others; fixed income funds tend to appeal to more conservative investors. Fixed income funds may be a good option for individuals approaching retirement or concerned with the stability of their retirement fund.
Fixed income funds
Click on an account name to learn more. New York customers, please see the separate information further down this page.
Our Guaranteed Fund is a stable value/guaranteed accumulation product provided through a group annuity contract. Learn more about our frequent trading policy.
| YTD & AVERAGE ANNUAL RETURNS AS OF | |||||
|---|---|---|---|---|---|
| Separate Account | YTD Return (%) | 1-Yr. Return (%) | 3-Yr. Return (%) | 5-Yr. Return (%) | 10-Yr. Return (%) |
Performance figures above include the reinvestment of all dividend and capital gain distributions and are net of mutual fund and portfolio expenses. For most cases, a daily Separate Account Fee will be applied for sales, marketing, taxes, account compliance, overhead and legal/audit fees. This fee reduces the total returns of the Separate Accounts quoted above.
The information contained in this chart is for illustrative purposes only and is not an indication of future performance. The investment return and principal value of a Separate Account will fluctuate along with changes in the underlying mutual fund or portfolio so that units, when redeemed, may be worth more or less than their original cost. Past performance is not a guarantee of future results. Sentry earns a return on cash pending investments, generally at a market rate. These earnings are used to offset Sentry's operating expenses.
An investment's past performance is not necessarily an indication of how the investment will perform in the future.
Fixed income funds in New York
Click on an account name to learn more.
Our Guaranteed Fund is a stable value/guaranteed accumulation product provided through a group annuity contract. Learn more about our frequent trading policy.
| YTD & AVERAGE ANNUAL RETURNS AS OF | |||||
|---|---|---|---|---|---|
| Separate Account | YTD Return (%) | 1-Yr. Return (%) | 3-Yr. Return (%) | 5-Yr. Return (%) | 10-Yr. Return (%) |
Performance figures above include the reinvestment of all dividend and capital gain distributions and are net of mutual fund and portfolio expenses. For most cases, a daily Separate Account Fee will be applied for sales, marketing, taxes, account compliance, overhead and legal/audit fees. This fee reduces the total returns of the Separate Accounts quoted above.
The information contained in this chart is for illustrative purposes only and is not an indication of future performance. The investment return and principal value of a Separate Account will fluctuate along with changes in the underlying mutual fund or portfolio so that units, when redeemed, may be worth more or less than their original cost. Past performance is not a guarantee of future results. Sentry earns a return on cash pending investments, generally at a market rate. These earnings are used to offset Sentry's operating expenses.
An investment's past performance is not necessarily an indication of how the investment will perform in the future.
Your 401(k) investment options
Related resources or services
Key person insurance
Your top people are some of your top assets. What if you were to lose one of them? Help protect your business with key person insurance.
Glossary of investment terms
Understand your investments by reviewing some common terms.
You may like these products
401(k) and other retirement plans, plus life insurance
We’ll work together to help you plan for the future.
Business life insurance
You and your top employees are your business’s most important assets. Protect what you’ve worked so hard to build.
Individual life insurance
If you were to die unexpectedly, would your loved ones be financially secure? Protect your family’s future.
