CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN Investment Options
Available Funds in CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN
Below is the lineup of investment options available to participants in CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 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 |
|---|
| Schwab Index Ret 2010 |
| Schwab Index Ret 2015 |
| Schwab Index Ret 2020 |
| Schwab Index Ret 2025 |
| Schwab Index Ret 2030 |
| Schwab Index Ret 2035 |
| Schwab Index Ret 2040 |
| Schwab Index Ret 2045 |
| Schwab Index Ret 2050 |
| Schwab Index Ret 2055 |
| Schwab Index Ret 2060 |
| Harbor Capital Appreciation CIT Class R |
| PGIM TTL Return BD CIT Class LP |
| Allspring SPE Small Cap Value R6 |
| American Funds EuroPacific Growth R6 |
| American Funds Growth Fund of America R6 |
| American Funds Capital World G & I R6 |
| Carillon Eagle Mid Cap Growth Fund R6 |
| Columbia Contrarian Core Z |
| Loomis Sayles Small Cap Growth Fund Class N |
| MFS Value R6 |
| Schwab S&P 500 Index |
| Vanguard MID CAP Index Admiral |
| Vanguard SM CAP Index Fund Admiral |
| Victory SYC EST Value R6 |
| NEW YORK LIFE ANCHOR ACCT IV Pooled Separate Accounts |
| ALLSPRING SPE SMALL CAP VAL R6 Registered Investment Company |
| AMERICAN FUNDS CAP WLD G&I R6 Registered Investment Company |
| CARILLON EAGLE MDCP GROWTH R6 Registered Investment Company |
| COLUMBIA CONTRARIAN CORE FD S Registered Investment Company |
| EUROPACIFIC GROWTH R6 Registered Investment Company |
| GROWTH FUND OF AMERICA R6 Registered Investment Company |
| LOOMIS SAYLE SMALL CAP GRTH N Registered Investment Company |
| MFS VALUE R6 Registered Investment Company |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company |
| VICTORY SYC EST VALUE R6 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 CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 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
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