CONNOR GROUP, INC. 401(K) PLAN Investment Options
Available Funds in CONNOR GROUP, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in CONNOR GROUP, INC. 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 |
|---|
| ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INTERNATIONAL FUND INVESTOR CLASS (LLINX) |
| DELAWARE MANAGEMENT COMPANY DELAWARE SMALL CAP VALUE FUND INSTITUTIONAL CLASS (DEVIX) |
| FIDELITY GNMA FUND (FGMNX) |
| FIDELITY CONTRAFUND FUND K (FCNTX) |
| FIDELITY CAPITAL & INCOME FUND (FEQIX) |
| FIDELITY BALANCED FUND K (FGBLX) |
| FIDELITY LOW-PRICED STOCK FUND K (FLPSX) |
| FIDELITY LARGE CAP STOCK FUND (FLCSX) |
| FIDELITY FREEDOM 2020 K (FFFDX) |
| FIDELITY FREEDOM 2030 K (FFFEX) |
| FIDELITY FREEDOM 2040 K (FFFFX) |
| FIDELITY FREEDOM 2025 K (FFTWX) |
| FIDELITY FREEDOM 2035 K (FFTHX) |
| FIDELITY TOTAL MARKET INDEX INVESTOR (FSTMX) |
| FIDELITY EXTENDED MARKET INDEX FUND (FSEMX) |
| FIDELITY INTERNATIONAL INDEX FUND PREMIUM CLASS (FSIVX) |
| FIDELITY U. S. BOND INDEX FUND INVESTOR CLASS (FBIDX) |
| FIDELITY EMERGING MARKETS INDEX FUND (FMKIX) |
| FIDELITY GLOBAL EX U. S. INDEX FUND |
| FIDELITY MID CAP INDEX INVESTOR (FIIMX) |
| FIDELITY REAL ESTATE INDEX INVESTOR FUND (FRESX) |
| FIDELITY SMALL CAP INDEX INSTITUTIONAL (FSISX) |
| FRANKLIN SMALL CAP GROWTH FUND CLASS A (FSGRX) |
| GLENMEDE SMALL CAP EQUITY ADVISOR FUND (GTCSX) |
| INVESCO DIVERSIFIED DIVIDEND FUND R5 (DDFIX) |
| MFS MID CAP VALUE FUND CLASS R3 (MCVIX) |
| OPPENHEIMER INTERNATIONAL GROWTH FUND CLASS A (OIGYX) |
| PIMCO REAL RETURN FUND ADMINISTRATIVE CLASS (PRLPX) |
| BAIRD CORE PLUS BOND FUND CLASS INVESTOR (BCOIX) |
| WELLS FARGO SMALL COMPANY GROWTH FUND (WFSIX) |
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 CONNOR GROUP, INC. 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% | … | … |
Get Key Insights for This Plan
Join our community and get data-driven insights about CONNOR GROUP, INC. 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Advocate Aurora Health 401(k) Plan: 100% Match on 3%, Vanguard Institutional Funds, and $355M in Employer Contributions
- VIMSX Fund Review: Vanguard Mid-Cap Index for Long-Term Retirement Wealth
- VFIAX Fund Review: Vanguard 500 Index Admiral Shares for Retirement Savers
- Textron Savings Plan Review: 50% Match on First 10% with Graded Vesting
- Amazon 401(k) Plan Review: 50% Match, 1.1M Participants, and the 3-Year Vesting Catch
- Citizens Financial Group 401(k) Review: Dollar-for-Dollar Match Up to 4% With Immediate Vesting
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 …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching CONNOR GROUP, INC. 401(K) PLAN
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- STRONGMIND, INC. 401(K) PLAN (776 participants, $17,115,132)
- AFFILIATED HEALTHCARE SYSTEMS EMPLOYEE THRIFT PLAN (768 participants, $23,814,134)
- MEDRISK LLC 401(K) PLAN (789 participants, $51,751,860)
- THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN (763 participants, $30,885,100)
- ABEL HR MULTI 401(K) AND SAVINGS PLAN (761 participants, $54,627,037)