EXCELITAS TECHNOLOGIES SAVINGS PLAN Investment Options
Available Funds in EXCELITAS TECHNOLOGIES SAVINGS PLAN
Below is the lineup of investment options available to participants in EXCELITAS TECHNOLOGIES SAVINGS 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 |
|---|
| BLACKROCK CORE BOND INST MUTUAL FUND |
| BLACKROCK HIGH YIELD BOND INST MUTUAL FUND |
| CARILLON EAGLE MID CAP GROWTH R6 MUTUAL FUND |
| DFA INFLATION-PROTECTED SECURITIES MUTUAL FUND |
| DFA U. S. SMALL CAP PORTFOLIO INSTITUTIONAL CLASS MUTUAL FUND |
| FIDELITY 500 INDEX FUND INVESTOR CLASS MUTUAL FUND |
| FIDELITY CONTRAFUND MUTUAL FUND |
| FIDELITY EXTENDED MARKET INDEX FUND PREMIUM CLASS MUTUAL FUND |
| FIDELITY GOVERNMENT CASH RESERVE MUTUAL FUND |
| FIDELITY INTERNATIONAL INDEX FUND PREMIUM CLASS MUTUAL FUND |
| FIDELITY U. S. BOND INDEX FUND MUTUAL FUND |
| HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS MUTUAL FUND |
| INVESTSCO DEVELOPING MARKETS FUND CLASS Y MUTUAL FUND |
| JP MORGAN SMALL CAP VALUE FUND CLASS R6 MUTUAL FUND |
| MFS MID CAP VALUE FUND CLASS R3 MUTUAL FUND |
| NEUBERGER BERMAN GENESIS TRUST MUTUAL FUND |
| PIMCO INTERNATIONAL BOND FUND UH A MUTUAL FUND |
| THORNBURG LIMITED TERM INCOME R5 FUND MUTUAL FUND |
| VANGUARD EQUITY-INCOME FUND ADMIRAL SHARES MUTUAL FUND |
| VANGUARD TARGET RET 2020 MUTUAL FUND |
| VANGUARD TARGET RET 2025 MUTUAL FUND |
| VANGUARD TARGET RET 2030 MUTUAL FUND |
| VANGUARD TARGET RET 2035 MUTUAL FUND |
| VANGUARD TARGET RET 2040 MUTUAL FUND |
| VANGUARD TARGET RET 2045 MUTUAL FUND |
| VANGUARD TARGET RET 2050 MUTUAL FUND |
| VANGUARD TARGET RET 2055 MUTUAL FUND |
| VANGUARD TARGET RET 2060 MUTUAL FUND |
| VANGUARD TARGET RET 2065 MUTUAL FUND |
| VANGUARD TARGET RET INCOME MUTUAL FUND |
| FIDELITY MANAGED INCOME PORTFOLIO COMMON/COLLECTIVE TRUST |
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 EXCELITAS TECHNOLOGIES SAVINGS 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
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