FAIRFIELD HEALTHCARE SERVICES PROFIT SHARING PLAN AND TRUST Investment Options
Available Funds in FAIRFIELD HEALTHCARE SERVICES PROFIT SHARING PLAN AND TRUST
Below is the lineup of investment options available to participants in FAIRFIELD HEALTHCARE SERVICES PROFIT SHARING PLAN AND TRUST. 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 |
|---|
| Invesco Trust Company Invesco Stable Asset Fund |
| Fidelity Investments Fid Freedom Index – 2030 |
| Fidelity Investments Fid Freedom Index – 2020 |
| Capital Group American Funds Growth Fund of America |
| J.P. Morgan JPMorgan Equity Income Fund |
| Fidelity Investments Fid Freedom Index – 2025 |
| Fidelity Investments Fid Freedom Index – 2035 |
| Vanguard Intermediate Term Bond Fund |
| Fidelity Investments Fid Freedom Index – 2040 |
| Fidelity Investments Fid Freedom Index – 2045 |
| BlackRock ISHARES MSCI EAFE Int'l Index |
| Fidelity Investments Fid Freedom Index – 2055 |
| Vanguard Small Cap Index |
| T. Rowe Price State ST Equity 500 Index K |
| Vanguard Mid Cap Index |
| Fidelity Investments Fid Freedom Index – 2060 |
| T. Rowe Price Overseas Stock |
| Fidelity Investments Fid Freedom Index – 2015 |
| Fidelity Investments Fid Freedom Index – 2050 |
| Fidelity Investments Fid Freedom Index Inc |
| T. Rowe Price Dividend |
| Vanguard SM Cap Value Index |
| Nuveen TIAA – Cref SC Blend Index |
| Janus Henderson Triton Fund |
| Fidelity Investments Fid Freedom Index – 2010 |
| Fidelity Investments Fid Freedom Index – 2065 |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID FREEDOM INDEX 2040 PREMIER |
| FID FREEDOM INDEX 2045 PREMIER |
| ISHARES MSCI EAFE INTL INDEX K |
| STATE ST EQUITY 500 INDEX K |
| VANGUARD MID CAP INDEX – ADM |
| VANGUARD SMALL CAP INDEX ADMRL |
| VANGUARD SM CAP VAL INDEX ADM |
| FID FREEDOM INDEX 2050 PREMIER |
| NUVEEN SMALLCAP BLEND INDEX R6 |
| FID FREEDOM INDEX 2065 PREMIER |
| JANUS HENDERSON TRITON FUND N |
| T. ROWE PRICE DIVIDEND GR I |
| FID FREEDOM INDEX 2020 PREMIER |
| FID FREEDOM INDEX 2055 PREMIER |
| FID FREEDOM INDEX 2025 PREMIER |
| FID FREEDOM INDEX 2030 PREMIER |
| FID FREEDOM INDEX INC PREMIER |
| JPMORGAN EQUITY INCOME FUND R6 |
| FID FREEDOM INDEX 2035 PREMIER |
| FID FREEDOM INDEX 2010 PREMIER |
| T ROWE PRICE OVERSEAS STOCK |
| VANGUARD INTERMEDIATE TERM BON |
| FID FREE INDX 2015 PREM |
| AMF GROWTH FUND OF AMERICA R6 |
| FID FREEDOM INDEX 2060 PREMIER |
| 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 FAIRFIELD HEALTHCARE SERVICES PROFIT SHARING PLAN AND TRUST. 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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