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GROWTH AND INCOME INVESTMENTS

Growth and income accounts typically share the following characteristics:


  • Investments that pursue growth and income generally divide dollars into a mix of bonds for income and common stocks for growth.
  • Some growth and income investments may simply own dividend-paying common stocks, thereby pursuing both income (from dividends earned) and growth (from stocks when they grow in value).



TYPICAL INVESTOR PROFILE

Growth and income options are more risky than income options but less risky than growth options. They tend to appeal to investors who seek a balance between pursuing growth while trying to keep investment fluctuation at a reasonable level by also seeking investment income. Growth and income investors accept the reality that in order to pursue some level of investment growth, they need to absorb some investment risk in order to achieve their investment goals.


CHOOSE FROM THESE AVAILABLE ACCOUNTS


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

YTD & Average Annual Returns
as of 06-30-2008
Separate AccountYTD
Return
(%)
1-Yr.
Return
(%)
3-Yr.
Return
(%)
5-Yr.
Return
(%)
10-Yr.
Return
(%)
1Balanced Income Account
  Vanguard Wellesley Income Fund
-4.51-1.954.215.206.04
1Balanced Growth Account
  Vanguard Wellington Fund
-5.52-3.547.519.186.86
1Balanced Allocation Account
  Vanguard Asset Allocation Fund
-11.98-11.944.747.574.49
**Growth & Income Account
  Sentry Growth and Income Portfolio
-14.55-15.352.655.09-1.17
Equity Growth & Income Account
  T. Rowe Price Equity Income Fund
-13.50-17.343.647.915.53
1Institutional Large Index Account
  Vanguard Institutional Index Fund
-11.92-13.134.397.572.92
1Large Cap Index Account
  Vanguard 500 Index Fund
-11.96-13.194.287.452.81
Large Cap Growth ETF Account
  Sentry Large Cap Growth ETF Portfolio
-12.57-14.51N/AN/AN/A

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


** Capital Appreciation Account and Growth & Income Account are not available in New York. The Balanced Allocation Account and Institutional Large Index Account are not available to all plans. Performance figures for the Sentry Growth & Income and the Sentry Capital Appreciation Portfolios include the reinvestment of all dividends and capital gain distributions. All returns are net of portfolio expenses. The total return performance results stated above include a separate account fee for sales, marketing, taxes, account compliance, overhead and legal/audit fees of .000020548 per day. The information contained in this fact sheet is for illustrative purposes only and is not an indication of future composition or performance. The investment return and principal value of this Separate Account will fluctuate along with changes in the Sentry Growth & Income 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'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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