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EMPLOYEE BENEFITS
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RETIREMENT INVESTMENT CHOICES
CALCULATORS
SENTRY FINANCIALS
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SENTRY IS THE RIGHT CHOICE FOR EMPLOYEE BENEFITS
 

GROWTH INVESTMENTS

Growth accounts typically share the following characteristics:

  • Investments that pursue growth can be viewed as owned investments
  • As a growth investor, you are buying ownership, usually in a business, through the purchase of that company's stock
  • Your investment will achieve growth only as that business grows and the value of its stock increases
  • Common stocks, which represent ownership in a business, are the most common growth investments


TYPICAL INVESTOR PROFILE


Pursuing growth involves accepting the highest degree of investment risk. Growth investors must be able to tolerate significant declines in their investment accounts, both emotionally and financially. Over the long term - ten or fifteen years - pursuing growth usually leads to higher returns than less risky investments. However, over the short term -- one to five years - growth investments can decline 20-25 percent or more in value.

Successful growth investors need patience and must be able to stay the course during downturns rather than react to market declines by "selling low," thereby locking in their losses.



CHOOSE FROM THESE AVAILABLE ACCOUNTS

Sentry offers the following Growth accounts. Click any account name to learn more.

YTD & Average Annual Returns
as of 09-30-2009
Separate AccountYTD
Return
(%)
1-Yr.
Return
(%)
3-Yr.
Return
(%)
5-Yr.
Return
(%)
10-Yr.
Return
(%)
1Total Stock Index Account
  Vanguard Total Stock Market Index Fund
21.58-6.06-4.741.750.84
Diversified Growth Account
  T. Rowe Price Spectrum Growth Fund
32.940.16-2.993.793.60
1++**Large Cap Blend Account
  Vanguard PRIMECAP Fund
23.71-4.01-0.924.514.25
****Large Cap Growth Account
  Janus Aspen Janus Portfolio - Inst. Shares
24.56-0.39-2.172.53-1.87
1Mid-Cap Index Account
  Vanguard Extended Market Index Fund
30.82-3.98-3.143.753.87
Mid-Cap Growth ETF Account
  Sentry Mid-Cap Growth ETF Portfolio
28.85-4.21-3.41N/AN/A
Mid-Cap Growth Account I
  T. Rowe Price Mid-Cap Growth Fund
38.693.631.276.277.10
Mid-Cap Growth Account II
  T. Rowe Price Diversified Mid-Cap Growth Fund
37.50-0.40-1.663.54N/A
1++Mid-Cap Growth Account III
  Vanguard Selected Value Fund
28.033.05-3.833.978.02
*Capital Appreciation Account
  Sentry Capital Appreciation Portfolio
20.56-16.94-12.55-3.393.76
1Small Cap Index Account
  Vanguard Small Cap Index Fund
30.79-4.08-2.833.655.72
Small Cap Growth ETF Account
  Sentry Small Cap Growth ETF Portfolio
18.74-10.77-4.83N/AN/A
+Small Cap Growth Account I
  T. Rowe Price Small Cap Value Fund
20.68-9.51-2.424.1010.65
**Small Cap Growth Account II
  Loomis Sayles Small Cap Value Fund Inst Shares
23.94-5.42-2.024.298.70
1Small Cap Growth Account III
  Vanguard Explorer Fund
30.23-3.83-4.392.245.62
***Aggressive Growth Account
  Janus Research Fund
31.571.08-0.164.16-1.32
Concentrated Growth Account
  Janus Aspen Forty Port Inst Shares
36.404.915.698.213.70
1Global Growth Account
  Vanguard Global Equity Fund
28.55-2.30-5.624.076.29
International Growth ETF Account
  Sentry International Growth ETF Portfolio
22.79-0.59-4.85N/AN/A
+International Growth Account
  T. Rowe Price International Stock Fund
44.506.90-1.826.191.54
*****Foreign Growth Account
  Janus Aspen Overseas Portfolio - Inst. Shares
65.9325.737.3919.079.59

1 Frequent trading restrictions apply to this investment. Click here for more information.


+ Redemption Fees apply to this fund. Click here for more information.

++ Redemption Fees apply to this fund. Click here for more information.

* The Capital Appreciation Account is not available in New York.
** If this Account is available to you, it will be included in your online enrollment and transfer forms.
- Large Cap Blend Account - Available only to participants in retirement plans whose sponsors were Sentry customers on or before March 12, 2004.
- Small Cap Growth Account II - Available only to participants in retirement plans whose sponsors were Sentry customers on or before September 30, 2008.
*** Prior to January 1, 2007, this fund was known as the Janus Mercury Fund.
**** Prior to May 1, 2009, this fund was known as the Janus Aspen Large Cap Growth Port Inst Shares.
***** Prior to May 1, 2009, this fund was known as the Janus Aspen Intl Growth Port Inst Shares.

Sentry's property and casualty insurance coverages are underwritten by Sentry Insurance a Mutual Company, or its subsidiaries and affiliates Sentry Select Insurance Company, Middlesex Insurance Company, or Patriot General Insurance Company; Stevens Point, Wisconsin, and Sentry Lloyds of Texas, Round Rock, Texas. Companies not licensed in all states. Life insurance, pensions and group products are issued and administered by Sentry Life Insurance Company, Stevens Point, Wisconsin. In the State of New York, life insurance, pensions and group products are issued and administered by Sentry Life Insurance Company of New York, Syracuse, New York. Policies, coverages, and discounts are not available in all states.

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