APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS Investment Options
Available Funds in APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS
Below is the lineup of investment options available to participants in APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS. 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 Description |
|---|
| TRwPr Spectrum Mod Alloc Fd I Pooled Separate Account |
| JPMorgan Lrg Cp Growth Fnd R6 Pooled Separate Account |
| Fidelity 500 Index Fund Pooled Separate Account |
| TRwPr Spectrum Mod Grth All FI Pooled Separate Account |
| TRwPr Spectrum Cons Alloc FI Pooled Separate Account |
| American Funds AMCAP Fund R6 Pooled Separate Account |
| Vanguard Trgt Retire 2035 Fnd Pooled Separate Account |
| Vanguard Trgt Retire 2045 Fnd Pooled Separate Account |
| American Funds Wash Mutual Inv R6 Pooled Separate Account |
| Vanguard Trgt Retire 2050 Fnd Pooled Separate Account |
| Vanguard Trgt Retire 2030 Fnd Pooled Separate Account |
| Vanguard Trgt Retire 2025 Fnd Pooled Separate Account |
| Vanguard Trgt Retire 2040 Fnd Pooled Separate Account |
| Vanguard Trgt Retire 2055 Fnd Pooled Separate Account |
| Inv Opp Intl Growth Fnd R6 Pooled Separate Account |
| Vanguard Trgt Retire 2060 Fnd Pooled Separate Account |
| Pioneer Select Mid Cap Growth Fund K Pooled Separate Account |
| Vanguard Trgt Retire 2065 Fnd Pooled Separate Account |
| Fidelity Sm Cp Ind Fund Pooled Separate Account |
| Eaton Vance-Atlanta Cap SMID-Cp F R6 Pooled Separate Account |
| John Hancock Bond Fund – Class R6 Pooled Separate Account |
| Vanguard Mid-Cap Value Index Fnd Adm Pooled Separate Account |
| MFS Value Fund R6 Pooled Separate Account |
| Vanguard Trgt Retire 2020 Fnd Pooled Separate Account |
| Janus Hndrsn Small Cap Value Fund N Pooled Separate Account |
| Fidelity Mid Cap Index Fd Pooled Separate Account |
| Vanguard Trgt Retire 2070 Fnd Pooled Separate Account |
| Vanguard Trgt Retire Income Fnd Pooled Separate Account |
| Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account |
| American Funds New World R6 Pooled Separate Account |
| Fidelity Intl Index Fnd Pooled Separate Account |
| PIMCO Income Fund Inst Pooled Separate Account |
| Lord Abbett Short Duration Inc Fd R6 Pooled Separate Account |
| PGIM High Yield Fund R6 Pooled Separate Account |
| Del Ivy Small Cap Growth Fund R6 Pooled Separate Account |
| Victory Trvlnt Intl Small-Cap Fd R6 Pooled Separate Account |
| Voya Fixed Account Guaranteed Investment Contract |
| Rates from 4.75% to 10.00% – |
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 APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS. 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
- Passive real estate investments
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