The CWA Savings and Retirement Trust

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Investment Information

Investment Performance
as of December 31st, 2011

Investment Option   4th Quarter   YTD   ONE YEAR   THREE YEAR   FIVE YEAR   TEN YEAR
CASH
                         
INVESCO STABLE VALUE IV   0.39%   1.79%   1.79%   2.47%   2.91%   3.44%
                         
JPMORGAN MM FD INST   0.02%   0.08%   0.08%   0.23%   1.75%   2.09%
                         
BONDS
                         
PIMCO REAL RETURN FUND   2.54%   11.11%   11.11%   12.19%   7.89%   7.39%
                         
PIMCO TOTAL RETURN FUND   2.13%   3.74%   3.74%   8.41%   7.61%   6.31%
                         
TEMPLETON GLOBAL BOND FUND   1.17%   -2.37%   -2.37%   9.35%   9.03%   10.96%
                         
BALANCED
                         
JANUS BALANCED    7.87%   1.21%   1.21%   10.58%   4.67%   5.50%
                         
U.S. STOCKS
                         
AMERICAN FUNDS AMERICAN MUTUAL   11.04%   4.73%   4.73%   13.79%   1.23%   4.46%
                         
CALVERT SOCIAL INVSTMENT EQUITY   6.32%   -2.23%   -2.23%   15.21%   1.62%   3.28%
                         
DELAWARE SMALL CAP VALUE   16.46%   -0.91%   -0.91%   19.85%   2.16%   8.56%
                         
DREYFUS BASIC S&P 500 INDEX FUND   11.79%   1.97%   1.97%   14.03%   -0.36%   2.75%
                         
DREYFUS MIDCAP INDEX   12.83%   -2.20%   -2.20%   19.09%   2.92%   6.57%
                         
DREYFUS SMALL CAP INDEX FUND   17.23%   0.82%   0.82%   16.75%   1.83%   6.82%
                         
FRANKLIN GROWTH FUND   11.08%   0.63%   0.63%   15.77%   2.06%   3.97%
                         
JANUS ENTERPRISE    10.17%   -1.95%   -1.95%   20.61%   3.88%   5.88%
                         
LORD ABBETT DEVELOPING GROWTH   11.05%   -1.67%   -1.67%   25.44%   7.08%   6.36%
                         
VICTORY ESTABLISHED VALUE FUND   14.85%   0.10%   0.10%   17.75%   4.51%   8.55%
                         
GLOBAL/INTERNATIONAL
                         
AMERICAN FUNDS EUROPACIFIC   4.53%   -13.58%   -13.58%   9.56%   -1.43%   6.56%
                         
OPPENHEIMER DEVELOPING MKTS   3.93%   -18.10%   -18.10%   23.64%   5.63%   17.53%
                         
VANGUARD DEVELOPED MARKETS-INDEX   4.01%   -12.53%   -12.53%   6.76%   -4.64%   4.71%


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