AA METALS, INC. 401(K) PLAN Investment Options
Available Funds in AA METALS, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in AA METALS, INC. 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| Investment Option List |
|---|
| American Century Inflation Adjs Bond R – (BFICX) |
| American Century Investment One Choice 2025 Portfolio R Class – (AABJX) |
| American Century Investment One Choice 2030 Portfolio R Class – (AABWX) |
| American Century Investment One Choice 2035 Portfolio R Class – (AACKX) |
| American Century Investment One Choice 2040 Portfolio R Class – (AACSX) |
| American Century Investment One Choice 2045 Portfolio R Class – (AADHX) |
| American Century Investment One Choice 2050 Portfolio R Class – (AADNX) |
| American Century Investment One Choice 2055 Portfolio R Class – (AADVX) |
| American Century Investment One Choice 2060 Portfolio R Class – (AAEFX) |
| American Century One Choice Retirement R – (AAAFX) |
| American Century International Growth and Income Fund R2 – (FGGGX) |
| Columbia Balanced Fund Class R – (CBALX) |
| Fidelity Small Cap Value Fund Class M – (FCPVX) |
| Goldman Sachs Emerging Markets Equity Insights Fund – (GERIX) |
| Janus Henderson High Yield Fund Class R – (JDHCX) |
| Janus Henderson Triton Fund Class R – (JSMGX) |
| JP Morgan Core Plus Bond Fund Class R2 – (JPBAX) |
| JP Morgan Equity Income Fund Class R2 – (TWEIX) |
| JP Morgan Mid Cap Value R2 – (MDFAX) |
| JP Morgan US Equity Fund Class R2 – |
| JP Morgan US Small Company Fund Class R2 – |
| Nationwide International Index R – (GIXIX) |
| Nationwide S&P 500 Index Class R – (GRISX) |
| Nationwide Small Cap Index Class R – (GMRIX) |
| Pioneer Fundamental Growth Fund Class R – (PIGFX) |
| Western Asset Core Bond Fund Class R – (WABRX) |
| Invesco Stable Asset – |
| participants various maturity dates through November |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| JPMORGAN MID CP VL – R2 |
| AMF AMERICAN HI INC TR R2E |
| AMERCENT ONE CHOICE 2025 R (ARWFX) |
| AMERCENT ONE CHOICE 2060 R (ARGDX) |
| AMERCENT ONE CHOICE 2030 R (ARCSX) |
| AMERCENT ONE CHOICE 2045 R (AOOIX) |
| INVESCO CORE BOND R (TBRIX) |
| JPMORGAN CORE PLUS BD – R2 (JCPUX) |
| AMERCENT ONE CHOICE RETIRE R |
| NTW INTERNATIONAL INDEX R |
| AMERCENT ONE CHOICE 2050 R (ARFSX) |
| NATIONWIDE SMALL CAP INDEX R (GMRIX) |
| AMERCENT ONE CHOICE 2040 R (ARDSX) |
| INTL GROWTH AND INCOME R2E (OCIMX) |
| AMERCENT ONE CHOICE 2035 R (ARLIX) |
| GS EMG MKTS EQTY INSIGHTS R |
| AMER CENT INFL ADJ BD R |
| FIDELITY ADVISOR SM CAP VAL M (FOATX) |
| JPMORGAN US EQUITY – R2 |
| COLUMBIA BALANCED R (CBALX) |
| JPMORGAN EQ INCOME R2 (JSOAX) |
| PIONEER FUNDAMENTAL GROWTH R (PIGFX) |
| AMERCENT ONE CHOICE 2055 R (ARENX) |
| NATIONWIDE S&P 500 INDEX – R (GRISX) |
| JANUS HEND TRITON R (JSMGX) |
| JPMORGAN US SMALL COMPANY R2 |
| INVESCO STABLE ASSET |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in AA METALS, INC. 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
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