Image of John Parker - links to Sentry.com home page.
Insurance for Business
  Call 1-877-373-6879
StartFor CustomersNational AccountsMid-Sized BusinessesSmall BusinessesTransportationContact Us
EMPLOYEE BENEFITS
FOR PLAN SPONSORS/EMPLOYERS
FOR PLAN PARTICIPANTS/EMPLOYEES
RETIREMENT INVESTMENT CHOICES
CALCULATORS
SENTRY FINANCIALS
Have a retirement account or 401(k) with Sentry?
Click here >
SENTRY IS THE RIGHT CHOICE FOR EMPLOYEE BENEFITS
 

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 02-28-2010
Separate AccountYTD
Return
(%)
1-Yr.
Return
(%)
3-Yr.
Return
(%)
5-Yr.
Return
(%)
10-Yr.
Return
(%)
1Balanced Income Account
  Vanguard Wellesley Income Fund
0.7928.993.224.857.47
1Balanced Growth Account
  Vanguard Wellington Fund
-0.2437.810.804.527.03
1***Balanced Allocation Account
  Vanguard Asset Allocation Fund
0.3743.05-6.97-0.451.47
**Growth & Income Account
  Sentry Growth and Income Portfolio
-1.3546.35-6.37-0.83-0.78
Equity Growth & Income Account
  T. Rowe Price Equity Income Fund
-0.3361.75-6.080.545.51
1Institutional Large Index Account
  Vanguard Institutional Index Fund
-0.6153.77-5.610.41-0.27
1Large Cap Index Account
  Vanguard 500 Index Fund
-0.6253.61-5.700.30-0.39
Large Cap Growth ETF Account
  Sentry Large Cap Growth ETF Portfolio
-0.9048.90-6.98N/AN/A

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


** Growth & Income Account is 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 Portfolio includes 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.

*** If this Account is available to you, it will be included in your online and transfer forms.
- Balanced Allocation Account – Available only to participants in retirement plans who sponsors were Sentry customers on or before November 30, 2009.

Property and casualty coverages and safety services are underwritten, issued and/or administered by a member of the Sentry Insurance Group, Stevens Point, WI. Individual life insurance, annuities, pensions and group products are issued and administered by Sentry Life Insurance Company, Stevens Point, WI. In New York state only, individual life insurance, annuities, pensions and group products are issued and administered by Sentry Life Insurance Company of New York, Syracuse, NY. For a complete listing of companies, visit sentry.com. Policies, coverages, benefits and discounts are not available in all states. See policy for complete coverage details. In New York, coverage provided through policy form numbers: (Life insurance) 585-3000, 380-1740; (Disability) 685-9000-31; (Dental) 785-7000; (Pension) 840-300(NY). Short-term disability insurance is not available in New York.

Top | Legal | Privacy