ADVANCED MOTION CONTROLS 401(K) PLAN Investment Options

Available Funds in ADVANCED MOTION CONTROLS 401(K) PLAN

Below is the lineup of investment options available to participants in ADVANCED MOTION CONTROLS 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.

Total Available Funds: 32
Investment Description
F idelity M utual Fund, Balanced
Fidelity M utual Fund, Blue Chip Growth
Fidelity M utual Fund, U.S. Bond Index
Fidelity M utual Fund, 500 Index
Fidelity M utual Fund, Mid Cap Index
Fidelity M utual Fund, Small Cap Index
Fidelity M utual Fund, International Index
Fidelity M utual Fund, Freedom Income
Fidelity M utual Fund, Freedom 2010
F idelity M utual Fund, Freedom 2015
F idelity M utual Fund, Freedom 2020
F idelity M utual Fund, Freedom 2025
F idelity M utual Fund, Freedom 2030
F idelity M utual Fund, Freedom 2035
F idelity M utual Fund, Freedom 2040
F idelity M utual Fund, Freedom 2045
F idelity M utual Fund, Freedom 2050
F idelity M utual Fund, Freedom 2055
F idelity M utual Fund, Freedom 2060
F idelity M utual Fund, Freedom 2065
Dodge & Cox M utual Fund, Stock
Vanguard M utual Fund, International Growth
Fuller Thaler M utual Fund, Behavorial Small Cap Growth
Kopernik Global M utual Fund, All Cap
Dodge & Cox M utual Fund, International Stock
American Century M utual Fund, Small Cap Growth
Invesco Oppenheimer M utual Fund, International Small-Mid Company
DFA M utual Fund, Inflation-Protected Securities
Lord Abbett M utual Fund, Short Duration Income
John Hancock M utual Fund, Bond
Principal M utual Fund, Mid Cap
John Hancock M utual Fund, Disciplined Value

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 ADVANCED MOTION CONTROLS 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%
Data as of 05/01/2026, Common starting date is 12/31/2000

Test your portfolio


Enter the funds you have chosen from this plan along with their weights, and see how such a portfolio has performed historically.


Get Key Insights for This Plan

Join our community and get data-driven insights about ADVANCED MOTION CONTROLS 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.

Notify Me When Ratings Go Live

Recent Articles

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
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …

Keep researching ADVANCED MOTION CONTROLS 401(K) PLAN

Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.

Related Calculators

Related Plans