ERICSSON US 401(K) PLAN Investment Options
Available Funds in ERICSSON US 401(K) PLAN
Below is the lineup of investment options available to participants in ERICSSON US 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 |
|---|
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS INCOME |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2020 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2025 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2030 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2035 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2040 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2045 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2050 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2055 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2060 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2065 |
| Vanguard Funds VANGUARD TARGET RETIRE TRUST PLUS 2070 |
| T. Rowe Price QM US SMALL-CAP GR EQ I |
| Vanguard Funds VANGUARD SMALL-CAP INDEX-INST PLUS |
| Vanguard Funds VANGUARD MID-CAP INDEX-INST PLUS |
| Driehaus DRIEHAUS EMERGING MARKETS GROWTH CL C |
| T. Rowe Price Funds T ROWE PRICE MID-CAP VALUE EQUITY TRUST-D |
| Vanguard Funds VANGUARD INSTITUTIONAL 500 INDEX TRUST |
| Jennison ADOBE INC COMMON STOCK |
| Jennison ADVANCED MICRO DEVICES INC COMMON STOCK |
| Jennison AIRBNB INC COMMON STOCK |
| Jennison ADIDAS AG COMMON STOCK |
| Jennison ALPHABET INC COMMON STOCK CL.A |
| Jennison ALPHABET INC COMMON STOCK CL.C |
| Jennison AMAZON.COM INC COMMON STOCK |
| Jennison ANALOG DEVICES INC COMMON STOCK |
| Jennison APPLE INC COMMON STOCK |
| Jennison APPLOVIN DEVICES INC COMMON STOCK |
| Jennison ASTRAZENECA PLC COMMON STOCK |
| Jennison BOEING CO COMMON STOCK |
| Jennison BROADCOM INC COMMON STOCK |
| Jennison CADENCE DESIGN SYSTEMS INC COMMON STOCK |
| Jennison COSTCO WHOLESALE CORP COMMON STOCK |
| Jennison CROWDSTRIKE HOLDINGS INC COMMON STOCK CL.A |
| Jennison DATADOG INC COMMON STOCK CL.A |
| Jennison DEXCOM INC COMMON STOCK |
| Jennison DISNEY WALT CO THE COMMON STOCK |
| Jennison EATON CORP PLC COMMON STOCK |
| Jennison EDWARDS LIFESCIENCES CORP COMMON STOCK |
| Jennison ELI LILLY & CO COMMON STOCK |
| Jennison FLUTTER ENTERTAINMENT PLC COMMON STOCK |
| Jennison GENERAL ELECTRIC CO COMMON STOCK |
| Jennison HILTON WORLDWIDE HLDGS INC COMMON |
| Jennison HOME DEPOT INC COMMON STOCK |
| Jennison INDITEX COMMON STOCK |
| Jennison INTUITIVE SURGICAL INC COMMON STOCK |
| Jennison KEYSIGHT TECHNOLOGIES INC COMMON STOCK |
| Jennison MARRIOTT INTERNATIONAL INC COMMON STOCK |
| Jennison MASTERCARD INC COMMON STOCK CL.A |
| Jennison MERCADOLIBRE INC COMMON STOCK |
| Jennison META PLATFORMS INC COMMON STOCK |
| Jennison MICROSOFT CORP COMMON STOCK |
| Jennison MOODYS CORP COMMON STOCK |
| Jennison NETFLIX INC COMMON STOCK |
| Jennison NOVO-NORDISK AS COMMON STOCK – SPONSORED ADR |
| Jennison NVIDIA CORP COMMON STOCK |
| Jennison O REILLY AUTOMOTIVE INC COMMON STOCK |
| Jennison PALO ALTO NETWORKS INC COMMON STOCK |
| Jennison PROGRESSIVE CORP COMMON STOCK |
| Jennison SALESFORCE COM INC COMMON STOCK |
| Jennison SERVICENOW INC COMMON STOCK |
| Jennison SNOWFLAKE INC COMMON STOCK |
| Jennison SPOTIFY TECHNOLOGY SA COMMON STOCK |
| Jennison TESLA INC COMMON STOCK |
| Jennison TJX COMPANIES INC COMMON STOCK |
| Jennison TRADE DESK INC/THE COMMON STOCK CL.A |
| Jennison UBER TECHNOLOGIES INC COMMON STOCK |
| Jennison VERTEX PHARMACEUTICALS INC COMMON STOCK |
| Jennison VERTIV HOLDINGS CO COMMON STOCK |
| Jennison VISA INC COMMON STOCK CL.A |
| Jennison WALMART INC COMMON STOCK |
| Jennison FEDERATED GOVERNMENT OBLIGATIONS IS #5 |
| Ericsson Ericsson Stock Fund |
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 ERICSSON US 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
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