BEAVER MANUFACTURING 401(K) PLAN Investment Options
Available Funds in BEAVER MANUFACTURING 401(K) PLAN
Below is the lineup of investment options available to participants in BEAVER MANUFACTURING 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 AmCen Small Cap Growth Fund R6 (ANOHX) |
| Carillon Carillon Eagle Mid Cap Grw R6 (HMRYX) |
| DFA Emerging Markets Pt Ins (DFESX) |
| Dodge & Cox Dodge & Cox Income Fund (DODIX) |
| Fidelity Adv Equity Grw Fnd Z |
| Hartford Hrtfrd Intl Opport Fnd R5 |
| JP Morgan JPMorgan US Value Fund R6 (JTVAX) |
| JP Morgan JPMorgan SmCp Value Fund R6 |
| Mass. Financial Services MFS Inst Intl Eqty Fnd R6 |
| Mass. Financial Services MFS Mid Cap Value Fund I (MCVIX) |
| Metropolitan West Metropltn West Tot Rtn Bd Fd I |
| Principal High Yield Fnd Ins |
| T Rowe Price TRwPr Balanced Fund (PRTEX) |
| T Rowe Price TRwPr Retirement 2020 Fund (TRRBX) |
| T Rowe Price TRwPr Retirement 2025 Fund (TRRHX) |
| T Rowe Price TRwPr Retirement 2030 Fund (TRRCX) |
| T Rowe Price TRwPr Retirement 2035 Fund (TRRJX) |
| T Rowe Price TRwPr Retirement 2045 Fund (TRRKX) |
| T Rowe Price TRwPr Retirement 2050 Fund (TRRMX) |
| T Rowe Price TRwPr Retirement 2055 Fund (TRRNX) |
| T Rowe Price TRwPr Retirement 2060 Fund (TRPLX) |
| T Rowe Price TRwPr Retirement Bal Fund (TRRFX) |
| Vanguard Vangrd 500 Index Fund Adm (VFINX) |
| Vanguard Vangrd Dev Mkts Index Fd Adm |
| Vanguard Vangrd Mid-Cap Index Fund Adm (VIMSX) |
| Voya Voya Gov Money Mkt Fnd A (Hold Acct) |
| Voya Voya Fixed Account (VOYA) |
| AmCen Small Cap Growth Fund R6 Registered Investment Company (UTVKX) |
| BlkRck Strat Inc Opps Pt Ins Registered Investment Company |
| Carillon Eagle Mid Cap Grw R6 Registered Investment Company (HMRYX) |
| DFA Emerging Markets Pt Ins Registered Investment Company |
| Dodge & Cox Income Fd I Registered Investment Company (DODIX) |
| Fidelity Adv Equity Grw Fnd Z Registered Investment Company |
| Hrtfrd Intl Opport Fnd R5 Registered Investment Company |
| JPMorgan SmCp Value Fund R6 Registered Investment Company |
| JPMorgan US Val Fd R6 Registered Investment Company |
| MFS Intl Eqty Fnd R6 Registered Investment Company |
| MFS Mid Cap Value Fund I Registered Investment Company (MCVIX) |
| Principal High Yield Fnd Ins Registered Investment Company (BGHCX) |
| TCW MW Tot Rtn Bd Fd I Registered Investment Company |
| TRwPr Balanced Fund Registered Investment Company (DGITX) |
| TRwPr Retirement Bal Fund Registered Investment Company |
| TRwPr Retrmt 2020 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2025 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2030 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2035 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2045 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2050 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2055 Fd – Inv Cl Registered Investment Company |
| TRwPr Retrmt 2060 Fd – Inv Cl Registered Investment Company |
| Vangrd 500 Index Fund Adm Registered Investment Company |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company (RHFHX) |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company |
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 BEAVER MANUFACTURING 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
- Passive real estate investments
- more …
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