APPLIED TECHNICAL SERVICES, 401(K) PLAN Investment Options
Available Funds in APPLIED TECHNICAL SERVICES, 401(K) PLAN
Below is the lineup of investment options available to participants in APPLIED TECHNICAL SERVICES, 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 Description |
|---|
| iShares S&P 500 Index K 33,941 # |
| American Funds New World R6 100,966 # |
| Vanguard Small Cap Index Adm 67,328 # |
| American Funds New Perspective R6 71,157 # |
| Vanguard Mid Cap Index Fund – Admiral 12,452 # |
| MFS Value R6 61,591 # |
| Dodge & Cox Global Bond – I 243,176 # |
| Loomis Sayles Core Plus Bond N 209,219 # |
| Eaton Vance Balanced I 193,192 # |
| Touchstone Large Cap Focused I 28,232 # |
| American Funds 2045 Trgt Date Retire R6 91,205 # |
| Loomis Sayles Inflation Protected Secs I 195,539 # |
| Principal MidCap Inst 33,396 # |
| JHancock Disciplined Value Mid Cap R6 39,425 # |
| Baron Small Cap R6 30,669 # |
| American Funds 2030 Trgt Date Retire R6 56,370 # |
| JPMorgan Small Cap Equity R6 15,392 # |
| Victory Sycamore Small Company Opp R6 17,663 # |
| American Funds 2035 Trgt Date Retire R6 39,010 # |
| American Funds 2055 Trgt Date Retire R6 27,525 # |
| Janus Henderson Triton N 26,256 # |
| American Funds 2025 Trgt Date Retire R6 45,929 # |
| American Funds 2040 Trgt Date Retire R6 25,562 # |
| American Funds 2050 Trgt Date Retire R6 24,724 # |
| PGIM High-Yield R6 96,908 # |
| MFS Blended Research Mid Cap EQ R6 31,874 # |
| American Funds 2060 Trgt Date Retire R6 20,211 # |
| American Funds 2015 Trgt Date Retire R6 2,930 # |
| American Funds 2065 Trgt Date Retire R6 1,035 # |
| Capital Group Europacific Growth SA 855,451 # |
| Large Cap Growth / JP Morgan Invst Mgmt 41,543 # |
| Blackrock Equity Dividend (IS Platform) 215,725 # |
| various dates through October 2034 |
| 1RFJTX 36,826.36 |
| 1RFDTX 682,037.47 |
| 1RFETX 892,678.70 |
| 1RFFTX 720,644.22 |
| 1RFGTX 491,087.87 |
| 1RFHTX 1,836,404.93 |
| 1RFITX 471,196.86 |
| 1RFKTX 697,682.45 |
| 1RFUTX 333,339.79 |
| 1RFVTX 17,759.78 |
| 1RNPGX 3,905,740.57 |
| 1RNWGX 7,910,852.74 |
| 1H0028A 9,634,377.90 |
| 1CSZIX 1,839,107.42 |
| 1BSCUX 1,040,811.83 |
| 1JGMNX 741,304.22 |
| 1VSENX 901,680.74 |
| 1VSMAX 6,545,161.93 |
| 1VSORX 842,058.11 |
| 1JVMRX 1,007,302.03 |
| 1BMSYX 473,300.14 |
| 1PCBIX 1,129,673.20 |
| 1VIMAX 3,474,418.79 |
| 1WFSPX 18,017,632.13 |
| 1MEIKX 2,939,741.11 |
| 1SCRLX 1,716,451.65 |
| 1H0064A 2,651,887.59 |
| 1H0106A 4,459,360.60 |
| 1EIIFX 1,811,864.24 |
| 1DODLX 2,607,548.20 |
| 1NERNX 2,510,178.10 |
| 1LSGSX 1,895,195.63 |
| 1PHYQX 452,207.72 |
| 1VBTLX 10,011,735.46 |
| 1PCSV50 7,958,019.99 |
| FORFEITURES 203,192.06 |
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 APPLIED TECHNICAL SERVICES, 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% | … | … |
Get Key Insights for This Plan
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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?
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