COMTRIX SOLUTIONS INC Investment Options
Available Funds in COMTRIX SOLUTIONS INC
Below is the lineup of investment options available to participants in COMTRIX SOLUTIONS INC. 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.
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 COMTRIX SOLUTIONS INC. 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% | 6.78% | 7.27% |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | 6.96% | 7.35% |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | 6.74% | 7.33% |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | 7.18% | 8.42% |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | 7.96% | 7.98% |
| S&P 500 Index | 5.97% | 30.43% | 21.65% | 12.98% | 15.10% | 13.74% | 10.93% | 8.96% | 11.29% |
Get Key Insights for This Plan
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Money headlines from this plan
These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.
- Average plan assets per reported participant: $5,764
Based on the 2024 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target. - Employer contributions per reported participant: $1,959
Based on the 2024 public filing. This reported average can include match, profit sharing, or other employer contributions. Review the match and contribution details. - Employee contributions per reported participant: $2,435
Based on the 2024 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase. - Reported administrative expenses as a share of assets: 0.28%
Based on the 2024 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.
401(k) research guides
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- Build a Retirement Portfolio in a 401(k) or IRA
- Connect Plan, Fund, Portfolio, and Calculator Research
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