January 2010
Retirement Plan Investments
UPAL Pooled Fund Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Growth Equity -4.82 -4.82  38.70 -4.00 0.70
Value Equity -2.50 -2.50 29.82 -12.94 -2.81
Indexed Equity -3.47 -3.47 32.40 -6.62 0.64
Small-Mid Cap -3.23 -3.23 29.49 -3.48 3.77
International -4.67 -4.67 41.17 -7.49 3.39
U.S. Real Estate 0.48 0.48 -32.43 -12.83 N/A
Multi-Alternative Asset 1.19 1.19 20.07 2.79 N/A
Intermediate Bond 1.58 1.58 10.86 7.91 5.76
Short Term Income 1.14 1.14 5.19 3.15 3.40
Money Market Fund 0.01 0.01 0.65 2.84 3.22
Invesco AIM STIT Govt & Agency Fund 0.00 0.00 0.18 2.33 3.04
UPAL Allocation Model Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Fixed Income 1.22 1.22 8.36 1.74 3.27
Conservative Allocation 0.29 0.29 19.87 -0.93 3.50
Moderate Allocation -1.24 -1.24 25.89 -3.30 2.40
Aggressive Allocation -2.22 -2.22 29.49 -8.80 0.15
Target Date Fund Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
MAP Target 2010 Fund -0.13 -0.13 22.95 0.71 3.93
MAP Target 2020 Fund -1.22 -1.22 28.14 -1.33 3.47
MAP Target 2030 Fund -2.14 -2.14 33.17 -3.43 2.58
MAP Target 2040 Fund -3.08 -3.08 36.04 -4.89 2.24
MAP Target 2050 Fund -3.48 -3.48 37.73 -5.81 1.93
MAP Target 2060 Fund -3.53 -3.53 37.37 N/A N/A