ASSUREDPARTNERS PEP Investment Options

Available Funds in ASSUREDPARTNERS PEP

Below is the lineup of investment options available to participants in ASSUREDPARTNERS PEP. 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: 33
Investment Description
1CIGCR1 21,673.91
1DFSVX 441,351.14
1FBAVX 115,002.14
1FBKWX 314,288.06
1FIHLX 89,041.83
1FSMDX 362,500.59
1FSPSX 845,598.39
1FSSNX 290,649.67
1FXAIX 2,559,485.23
1H0047A 647,895.78
1H0083A 1,325,108.25
1JDEUX 179,750.05
1MFSMVS 440,332.72
1MKWIX 286,682.13
1PLKGX 236,158.41
1RGBGX 458,059.85
1RNPGX 817,288.73
1TFITX 473,220.22
1TLFIX 220,799.70
1TLHIX 3,269,744.07
1TLLIX 3,323,526.48
1TLQIX 2,317,604.08
1TLTIX 1,492.10
1TLWIX 586,941.37
1TLXIX 2,656,285.19
1TLYIX 3,613,000.78
1TLZIX 3,690,872.51
1TRILX 733,137.75
1TTIIX 2,250,565.61
1TVIIX 1,696,906.19
1WTFSMR 124,338.83
1GWAQ35 1.450 437,420.09
FORFEITURES 182,141.79

Click to view the investment model portfolios of this plan ►

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 ASSUREDPARTNERS PEP. 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

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