COMPLETE CARE 401(K) PLAN Investment Options
Available Funds in COMPLETE CARE 401(K) PLAN
Below is the lineup of investment options available to participants in COMPLETE CARE 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 |
|---|
| Allspring Special Sc Val Inst Registered Investment Company |
| Amerfds 2010 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2015 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2020 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2025 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2030 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2035 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2040 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2045 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2050 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2055 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2060 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2065 Targ Date Ret R4 Registered Investment Company |
| Amf Growth Fund Of America R6 Registered Investment Company |
| Blackrock Fedfund – Premier Registered Investment Company |
| Federated Mdt Sm Cap Core Inst Registered Investment Company |
| Invesco Comstock Fund – R6 Registered Investment Company |
| Invesco Discovery Large Cap Y Registered Investment Company |
| Ishares Russell 2000 Sm Cap I Registered Investment Company |
| Ishares S&P 500 Index K Registered Investment Company |
| Massachusetts Investors Tr R6 Registered Investment Company |
| Mfs Research International R6 Registered Investment Company |
| Thornburg Intl Equity R6 Registered Investment Company |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| AMERFDS 2040 TARG DATE RET-R4 |
| ALLSPRING SPECIAL SC VAL INST |
| AMERFDS 2065 TARG DATE RET R4 |
| INVESCO DISCOVERY LARGE CAP Y |
| MASSACHUSETTS INVESTORS TR R6 |
| MFS RESEARCH INTERNATIONAL R6 |
| AMERFDS 2025 TARG DATE RET-R4 |
| ISHARES RUSSELL 2000 SM CAP I |
| AMERFDS 2020 TARG DATE RET-R4 |
| AMERFDS 2030 TARG DATE RET-R4 |
| AMF GROWTH FUND OF AMERICA R6 |
| AMERFDS 2055 TARG DATE RET-R4 |
| INVESCO COMSTOCK FUND – R6 |
| AMERFDS 2010 TARG DATE RET-R4 |
| AMERFDS 2050 TARG DATE RET-R4 |
| THORNBURG INTL EQUITY R6 |
| AMERFDS 2045 TARG DATE RET-R4 |
| ISHARES S&P 500 INDEX K |
| AMERFDS 2035 TARG DATE RET-R4 |
| FEDERATED MDT SM CAP CORE INST |
| AMERFDS 2015 TARG DATE RET-R4 |
| BLACKROCK FEDFUND – PREMIER |
| AMERFDS 2060 TARG DATE RET-R4 |
| GALLIARD STABLE RETURN FUND K |
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 COMPLETE CARE 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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