CONSOLIDATED CATHOLIC BENEFIT PLAN Investment Options
Available Funds in CONSOLIDATED CATHOLIC BENEFIT PLAN
Below is the lineup of investment options available to participants in CONSOLIDATED CATHOLIC BENEFIT 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 |
|---|
| Great Gray T.Rowe Price Retirement 2025 TR R1 (TRRHX) |
| Great Gray T.Rowe Price Retirement 2035 TR R1 (TRRJX) |
| Great Gray T.Rowe Price Retirement 2030 TR R1 (TRRCX) |
| Great Gray T.Rowe Price Retirement 2040 TR R1 (TRRDX) |
| Massmutual Blue Chip Growth I (MBCSX) |
| Vanguard 500 Index Admiral (VFINX) |
| Great Gray T.Rowe Price Retirement 2020 TR R1 (TRRBX) |
| Great Gray T.Rowe Price Retirement 2045 TR R1 (TRRKX) |
| Great Gray T.Rowe Price Retirement 2050 TR R1 (TRRMX) |
| JPMorgan Mid Cap Value R6 (FLMVX) |
| Vanguard Equity Income Admiral (VEIPX) |
| Vanguard Mid Cap Index Fund – Admiral (VIMSX) |
| Vanguard Small Cap Index Admiral (VISVX) |
| Vanguard Inflation-Protected Secs ADM (VIPSX) |
| American Funds EuroPacific GR R6 (FEPUX) |
| Calvert Growth Allocation A (CGARX) |
| Great Gray T.Rowe Price Retirement 2060 TR R1 (TRPLX) |
| Great Gray T.Rowe Price Retirement 2015 TR R1 (TRRGX) |
| Great Gray T.Rowe Price Retirement 2010 TR R1 (TRRAX) |
| Vanguard Small Cap Value Index Admiral (VISVX) |
| Great Gray T.Rowe Price Retirement 2055 TR R1 (TRRNX) |
| Vanguard Mid Cap Growth Index Admiral (VMGIX) |
| Invesco Developing Markets R6 (GTDIX) |
| MassMutual Equity Oppurtunities I |
| Calvert US Large Cap Core RSPNB IDX I (CISIX) |
| Eaton Vance Atlanta Capital Smid-Cap R6 (EISMX) |
| Pimco Income P (PFIIX) |
| Calvert Moderate Allocation A (CLAIX) |
| Victory Sycamore Small Company Opp R6 (VSOIX) |
| Invesco Balanced-Risk Allc R6 (AFTSX) |
| Great Gray T.Rowe Price Retirement 2005 TR R1 (TRRFX) |
| American Funds Smallcap World R6 (FSFWX) |
| T. Rowe Price Retirement Balanced Fund (TRRIX) |
| Calvert Conservative Allocation A (CCLAX) |
| Vanguard Mid Cap Value Index Admiral (VMVIX) |
| (at contract value) |
| Schwab PCRA |
| Participant Notes Receivable Interest at 3.25% – 8.50% $ – |
| 1CCLAX 21,874.64 |
| 1CMAAX 86,629.23 |
| 1CAAAX 359,323.09 |
| 1ALLFX 69,849.78 |
| 1WTR05R 37,525.19 |
| 1WTR10R 323,106.05 |
| 1WTR15R 330,294.35 |
| 1WTR20R 1,753,489.94 |
| 1WTR25R 3,297,304.30 |
| 1WTR30R 2,306,607.86 |
| 1WTR35R 2,763,823.31 |
| 1WTR40R 2,041,180.23 |
| 1WTR45R 1,350,019.66 |
| 1WTR50R 1,200,137.96 |
| 1WTR55R 245,661.28 |
| 1WTR60R 345,127.62 |
| 1TRJWX 24,548.21 |
| 1RERGX 409,309.90 |
| 1RLLGX 25,480.40 |
| 1ODVIX 190,271.54 |
| 1VTWAX 433,130.42 |
| 1VSMAX 413,384.21 |
| 1VSIAX 226,242.23 |
| 1VSORX 90,672.99 |
| 1ERASX 118,936.10 |
| 1JMVYX 903,695.23 |
| 1VMGMX 163,525.65 |
| 1VIMAX 437,929.40 |
| 1VMVAX 16,528.95 |
| 1CISIX 134,201.47 |
| 1MBCZX 1,806,688.09 |
| 1MFVZX 207,165.44 |
| 1VFIAX 1,319,351.36 |
| 1VEIRX 630,041.54 |
| 1PONPX 94,720.02 |
| 1VAIPX 509,191.64 |
| 1MSPZX 542,539.31 |
| 1SDBSCH 278,482.05 |
| 1SNDTS0 3.880 1,099,098.42 |
| FORFEITURES 61,657.69 |
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 CONSOLIDATED CATHOLIC BENEFIT 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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- We monitor and send timely rebalance emails on what investment funds to buy and sell
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