ERICKSON COMMUNITY 401(K) PLAN Investment Options
Available Funds in ERICKSON COMMUNITY 401(K) PLAN
Below is the lineup of investment options available to participants in ERICKSON COMMUNITY 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 |
|---|
| American Funds Am Fnd Inv Com Of Am R6 Fund |
| JP Morgan Funds JP Morgan MidCpValue L Fund |
| American Funds Am Fds EuroPacific Grth R6 Fd |
| MassMutual Financial Group MassMutual Mid Cap Gr I Fd |
| Neuberger Berman Management Neuberger Berm Genesis R6 Fund (NBGEX) |
| MFS Investment Management MFS Intl Intrinsic Value R6 Fund (GMVMX) |
| JP Morgan Funds JP Morgan Core Plus Bond R6 Fund (AFCFX) |
| Victory Funds Victory Sycamore Small Co Opp I Fund (VSOIX) |
| Legg Mason Clearbridge Small Cap Growth Fund (SBVBX) |
| PIMCO Funds PIMCO Real Return Fund (PRLPX) |
| Acadian Funds Acadian Emerging Markets I (AEMGX) |
| American Funds Am Fund EuroPacific Growth R6 (FEPUX) |
| PIMCO Funds PIMCO High Yield I – TR (PHSPX) |
| MFS Investment Management MFS Value R6 Fund (DTLVX) |
| T. Rowe Price Int'l Bond Fund (RPIBX) |
| Vanguard Target Retirement 2030 Trust (VTHRX) |
| Vanguard Target Retirement 2035 Trust (VTTHX) |
| Vanguard Target Retirement 2025 Trust (VTTVX) |
| Vanguard Target Retirement 2040 Trust (VFORX) |
| Vanguard Target Retirement 2045 Trust (VTIVX) |
| Vanguard Target Retirement 2050 Trust (VFIFX) |
| Vanguard Target Retirement 2020 Trust (VTWNX) |
| Vanguard Target Retirement 2055 Trust (VFFVX) |
| Northern Trust NT Coll S&P 500 Index Fund Tier |
| Vanguard Target Retirement 2060 Trust (VTTSX) |
| T. Rowe Price Growth Stock Trust A (PRGFX) |
| Vanguard Target Retirement Trust II (VTINX) |
| Vanguard Target Retirement 2065 Trust (VSXFX) |
| Northern Trust NT Coll Aggregate Bd Index Tier |
| SEI Trust Company Prin/BR S&P 500 Index CIT TR |
| Northern Trust NT Coll Ext Equity Mkt Index Tier |
| Vanguard Target Retirement 2070 Trust (VSVNX) |
| Northern Trust NT Col ACWI ExUS Iv Mkt Ix T3 |
| SEI Trust Company Prin/BR Intl Eq Index CIT TR |
| SEI Trust Company Prin/BR Agg Bd Index CIT TR |
| SEI Trust Company Allspring Core Bd CIT TR |
| SEI Trust Company Prin/BR S&P Mid Index CIT TR |
| SEI Trust Company Prin/BR Russ 2000 I CIT TR |
| SEI Trust Company Prin/MFS Value CIT TR |
| SEI Trust Company Prin/T. Rowe I LGC GR CIT TR |
| SEI Trust Company Prin/Multi Sm Cap CIT TR |
| SEI Trust Company Prin/D&C Int Bond CIT TR |
| SEI Trust Company Galliard Stable Return PN |
| SEI Trust Company Galliard Stable Return PNTR |
| Participants 4.25% to 9.50%; maturing through 2035 |
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 ERICKSON COMMUNITY 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% | … | … |
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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
- more …
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