Fall 2005 - Halliburton

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Newsstand Retiree Corner What the Portfolios Mean to You Participants in the Fixed Income Fund, General Investment Fund or the Equity Investment Fund, will only see a change to the fund names (see What’s in a Name?). They will maintain their same investment managers, strategies and objectives under the new names. The other funds maintain their original names, but will now be branded as Single Focus Funds. You don’t need to do anything if you are still satisfied with your investment decisions. However, you do have a new portfolio option to consider. The Conservative Premixed Portfolio is designed for individuals approaching or in retirement. The portfolio offers the opportunity for growth still needed during the early years of retirement, while providing balance against market volatility with investments in stable value classes. For those individuals who don’t want to spend the time selecting individual funds or who want to select a targeted risk level for investing, the Premixed Portfolios may be a good choice. The portfolios are highly diversified, self-balancing investment vehicles. Investors in the portfolios are encouraged to select the one that best fits their investment goals and risk level. Investing in more than one portfolio or investing in one of the portfolios as well as Single Focus Funds may produce exposure to risk and returns that are unexpected. Many financial advisors suggest using the premixed portfolios as a sole investment vehicle. Whether you have invested in one of the Premixed Portfolios or in the Single Focus Funds, you should periodically review your investments to make sure that they continue to fit your circumstances and your needs. Fast Facts 2006 IRS Contribution Limits The IRS sets maximum amounts for contributions to your retirement and savings accounts. Contributions to Halliburton's investment funds fall under the limits set for regular 401(k) contributions. Participants over 50 years old, may be able to make an additional catch-up contribution. If you made a catch-up election in 2005, it will carry over to 2006 unless you make a new election. Here are the 2006 IRS maximum contribution amounts for all types of retirement investments. Account Traditional and Roth IRA SIMPLE IRA and SIMPLE 401(k) Regular 401(k), 403(b) and SARSEPs Annual Contribution Limit Annual Catch-up Limit $4,000 $1,000 $10,000 $2,500 $15,000 $5,000 12
Fund Performance Update Halliburton Company Employee Benefit Master Trust for the period ended September 30, 2005 General investment policy Balanced Fund Aggressive Moderate Conservative U.S. stocks 65.0% 70.0% 43.0% 27.0% Russell 3000 Index Non-U.S. stocks — 22.5% 14.0% 8.0% MSCI EAFE Index Emerging market stocks — 7.5% 5.0% 3.0% MSCI Emerging Market Free Index U.S. broad market bonds 35.0% — 33.0% 21.0% Lehman Aggregate Bond Index U.S. high yield bonds — — 5.0% 3.0% Merrill Lynch High Yield Bond Index iMoneyNet Money Market Fund Average — — — 38.0% Performance 10 Years* 5 Years* 3 Years* 1 Year 3rd Quarter PREMIXED PORTFOLIOS Stable Value Premixed Portfolio (FIF) 6.3% 5.5% 4.9% 5.0% 1.3% iMoneyNet Money Market Fund Average 3.5% 1.9% 1.2% 2.1% 0.7% Conservative Premixed Portfolio 7.6% 5.1% 11.5% 10.7% 3.2% Composite 6.3% 3.0% 9.8% 8.9% 2.6% Moderate Premixed Portfolio (GIF) 8.7% 5.0% 16.1% 14.9% 4.5% Composite 8.1% 3.7% 15.1% 13.1% 3.8% Aggressive Premixed Portfolio (EIF) 9.2% 2.7% 20.4% 21.1% 7.3% Composite 8.6% 1.3% 21.2% 19.3% 6.5% SINGLE FOCUS FUNDS Bond Index Fund 6.4% 6.5% 3.9% 2.7% -0.7% Lehman Aggregate Bond Index 6.6% 6.6% 4.0% 2.8% -0.7% Balanced Fund 10.4% 8.0% 14.6% 12.5% 4.3% Composite 8.8% 2.2% 13.2% 10.4% 2.4% Large Cap Value Equity Fund 11.5% 7.3% 19.4% 19.4% 4.3% Russell 1000 Value Index 11.5% 5.8% 20.5% 16.7% 3.9% S&P 500 Index Fund 9.4% -1.6% 16.6% 12.2% 3.6% S&P 500 Index 9.5% -1.5% 16.7% 12.3% 3.6% Large Cap Growth Equity Fund 7.5% -6.1% 13.6% 13.7% 5.3% Russell 1000 Growth Index 6.9% -8.6% 14.7% 11.6% 4.0% Non-U.S. Equity Fund 7.9% 4.6% 25.1% 29.0% 12.8% MSCI ACWI ex U.S. ** 6.1% 3.7% 25.6% 28.9% 11.8% Mid Cap Equity Index Fund 14.0% 7.0% 21.9% 22.1% 4.8% S&P MidCap 400 Index 14.1% 7.1% 22.1% 22.2% 4.9% Small Cap Equity Fund 10.0% 5.2% 20.1% 16.9% 5.0% Russell 2000 Index 9.4% 6.5% 24.1% 18.0% 4.7% Halliburton Stock Fund 14.4% 8.4% 75.0% 101.9% 42.4% * Annualized ** Returns prior to January 1, 2005 include MSCI EAFE Index, the previous Fund benchmark. 13
Page 1 and 2: Fall 2005 Summer 2004 Feature Stori
Page 3 and 4: Feature What’s in a Name? Hallibu
Page 5 and 6: Feature New Transfer Policy Impleme
Page 7 and 8: Investment Know-How • Portfolio R
Page 9 and 10: Focus on Funds Conservative Premixe
Page 11: Newsstand Market Update The third q
Page 16: 10200 Bellaire Blvd. Houston, TX 77

Fall 2005 - Halliburton

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