EPIC PHARMA LLC 401(K) PLAN Investment Options
Available Funds in EPIC PHARMA LLC 401(K) PLAN
Below is the lineup of investment options available to participants in EPIC PHARMA LLC 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 |
|---|
| TIAA CREF Lifecycle Index 2030 Fund Institutional |
| Vanguard Growth Index Fund Admiral Shares |
| TIAA CREF Lifecycle Index 2035 Fund Institutional |
| Vanguard 500 Index Fund Admiral Shares |
| TIAA CREF Lifecycle Index 2040 Fund Institutional |
| TIAA CREF Lifecycle Index 2055 Fund Institutional |
| TIAA CREF Lifecycle Index 2045 Fund Institutional |
| TIAA CREF Lifecycle Index 2050 Fund Institutional |
| Vanguard Equity-Income Fund Admiral Shares |
| Fidelity Mid Cap Value |
| Vanguard Strategic Small-Cap Equity Fund |
| Dimensional Fund DFA Targeted Value Portfolio Institutional Class |
| TIAA CREF Lifecycle Index 2015 Fund Institutional |
| Fidelity Mid Cap |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares |
| Vanguard LifeStrat Conservative Growth |
| Vanguard Explorer Fund Admiral Shares |
| PGIM PGIM High Yield Fund |
| TIAA CREF Lifecycle Index 2060 Fund Institutional |
| T. Rowe T. Rowe Price Global Multi-Sector Bond Fund |
| American Funds AMF The Bond Fund of America Class |
| John Hancock Global Equity Fund |
| Vanguard Life Strategy Growth Fund Investor Shares |
| Vanguard International Growth Fund Admiral Shares |
| Dimensional Fund DFA International Value Portfolio Institutional Class |
| Dimensional Fund DFA Emerging Markets Core Equity Portfolio |
| Dimensional Fund DFA Large Cap International Institutional Class |
| TIAA CREF Lifecycle Index 2010 Fund Institutional |
| John Hancock Bond Fund Class |
| TIAA Lifecycle Index Retirement Income Institutional |
| Vanguard Life Strategy Moderate Growth Fund |
| American Funds AMF Inflation Linked Bond |
| Neuberger Neuberger Berman Strategic Income Fund |
| Vanguard Wellington Fund Admiral Shares |
| TIAA CREF Lifecycle Index 2020 Fund Institutional |
| Vanguard Life Strategy Income Fund Investor Shares |
| Invesco Stable Asset Fund |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| NUVEEN LC INDEX 2040 R6 |
| NUV LIFECYCLE IDX RET INC R6 |
| NUVEEN LC INDEX 2045 R6 |
| VANGUARD GROWTH INDEX FUND ADM |
| NUVEEN LC INDEX 2050 R6 |
| NUVEEN LC INDEX 2015 R6 |
| AMF INFL LINKED BOND R6 |
| NUVEEN LC INDEX 2025 R6 |
| NUVEEN LC INDEX 2060 R6 |
| NEUBERGER BERMAN STRAT INC R6 |
| VAN LIFESTRAT CONSERV GR – INV |
| NUVEEN LC INDEX 2010 R6 |
| VANGUARD INTL GRTH ADM |
| NUVEEN LC INDEX 2035 R6 |
| VANGUARD MIDCAP GROWTH IDX ADM |
| VANGUARD LIFESTRATEGY GROWTH |
| VAN LS INCOME – INV |
| NUVEEN LC INDEX 2065 R6 |
| DFA EMG MKT CORE EQ 2 I |
| VAN STRAT SM CP EQTY – INV |
| NUVEEN LC INDEX 2055 R6 |
| PGIM HIGH YIELD FUND R6 |
| JH GLOBAL EQTY FUND R6 |
| DFA LARGE CAP INTL PORT INST |
| FID MID CAP INDEX |
| VANGUARD LIFESTRATEGY MOD GROW |
| VANGUARD 500 INDEX FUND – ADM |
| NUVEEN LC INDEX 2020 R6 |
| JOHN HANCOCK BOND FUND – R6 |
| FID MID CAP VAL IDX |
| T. ROWE GLOBAL MULTISECTOR BND |
| VANGUARD WELLINGTON ADMIN |
| VANGUARD EXPLORER ADMIN |
| AMF BOND FUND OF AMERICA R6 |
| VANG EQUITY INC ADM |
| NUVEEN LC INDEX 2030 R6 |
| DFA US TARGETED VAL PORT INST |
| DFA INTL VALUE PORT INST |
| INVESCO STABLE ASSET – ADPZ |
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 EPIC PHARMA LLC 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
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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
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