EAGLE FINANCIAL 401(K) PLAN Investment Options
Available Funds in EAGLE FINANCIAL 401(K) PLAN
Below is the lineup of investment options available to participants in EAGLE FINANCIAL 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 |
|---|
| Empower Bond Index Fund INV 52,101 shares |
| Empower S&P 500 Index Fund INV 66,704 shares (SWPIX) |
| American Funds 2015 Target Date Fund R3 11,851 shares (REJTX) |
| American Funds 2020 Target Date Fund R3 4 ,465 shares (RECTX) |
| American Funds 2025 Target Date Fund R3 43,548 shares (REDTX) |
| American Funds 2030 Target Date Fund R3 59,607 shares (REETX) |
| American Funds 2035 Target Date Fund R3 129,110 shares (REFTX) |
| American Funds 2040 Target Date Fund R3 80,878 shares (REGTX) |
| American Funds 2045 Target Date Fund R3 68,732 shares (REHTX) |
| American Funds 2050 Target Date Fund R3 29,775 shares (REITX) |
| American Funds 2060 Target Date Fund R3 36,697 shares (CCKTX) |
| American Funds 2065 Target Date Fund R3 5 ,791 shares (FBMTX) |
| American Funds 2055 Target Date Fund R3 44,630 shares (FAJTX) |
| BlackRock Emerging Mkts Instl 23,748 shares (LIEMX) |
| Empower International Diversification R3 67,441 shares |
| MFS International Diversification R3 40,898 shares (MDIJX) |
| Empower S&P Sm Cap 600 Index Fund Inv 63,114 shares (MXISX) |
| Invesco Discovery Mid Cap Growth Y 23,023 shares (DMCFX) |
| Empower S&P MidCap 400 Index Fund Inv 30,004 shares (MPSIX) |
| AllSpring Special Mid Cap Value Inst 8 ,014 shares (SMCDX) |
| AB Large Cap Growth A 19,227 shares (SNIGX) |
| JP Morgan U.S. Value R3 14,903 shares |
| BrandyWineGlobal – Global Opps Bond A 36,280 shares (GLOAX) |
| PIMCO Real Return A 26,451 shares (PRLPX) |
| Key Guaranteed Portfolio Fund |
| 1RCJTX 142,513.33 |
| 1RCCTX 57,612.45 |
| 1RCDTX 638,891.81 |
| 1RCETX 965,361.47 |
| 1RCFTX 2,286,899.08 |
| 1RCKTX 1,496,751.10 |
| 1RCHTX 1,309,218.94 |
| 1RCITX 564,034.17 |
| 1RCNTX 594,613.09 |
| 1RCPTX 94,833.73 |
| 1RCMTX 1,057,039.04 |
| 1MADCX 568,327.83 |
| 1MXINX 860,204.89 |
| 1MDIHX 915,834.09 |
| 1MXIN6 819,214.67 |
| 1OEGYX 660,710.78 |
| 1MXMDX 596,183.36 |
| 1WFMIX 372,589.15 |
| 1APGAX 1,625,649.36 |
| 194MX5 2,147,615.57 |
| 1JGAVX 1,108,595.53 |
| 1BIMXBI 661,392.87 |
| 1GOBAX 331,082.55 |
| 1PRTNX 265,519.24 |
| 1PDBAX 852,828.07 |
| 1KGPF 1.450 999,982.49 |
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 EAGLE FINANCIAL 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 EAGLE FINANCIAL 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 EAGLE FINANCIAL 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
- VILLAGE CAPITAL 401(K) PLAN (498 participants, $6,889,982)
- AQUA FINANCE INC. 401(K) PROFIT SHARING PLAN (486 participants, $16,798,432)
- ELEVATE CREDIT, INC. 401(K) PLAN (535 participants, $65,560,020)
- PLAN DE AHORRO EMPLEADOS ISLAND FINANCE (538 participants, $12,171,078)
- LIBERTY TAX & COMMUNITY TAX 401(K) PLAN (449 participants, $13,404,215)