FLEXGEN 401(K) PLAN Investment Options
Available Funds in FLEXGEN 401(K) PLAN
Below is the lineup of investment options available to participants in FLEXGEN 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 |
|---|
| American Funds New World R6 |
| Blackrock Strategic Global Bond K |
| Fidelity 500 Index |
| Fidelity Mid Cap Index |
| Fidelity Small Cap Index |
| Fidelity US Bond Index |
| Franklin Small-Mid Cap Growth R6 |
| Harbor Mid Cap Value Retirement |
| Invesco Small Cap Value R6 |
| MFS Research International R6 |
| Pimco Real Return Instl |
| Pioneer Strategic Income K |
| T. Rowe Price Blue Chip Growth I |
| T. Rowe Price Dividend Growth I |
| Vanguard Explorer Adm |
| Vanguard High-Yield Corporate Adm |
| Vanguard International Value Portfolio |
| Vanguard Strategic Equity Inv |
| Vanguard Target Retirement 2025 Inv |
| Vanguard Target Retirement 2030 Inv |
| Vanguard Target Retirement 2035 Inv |
| Vanguard Target Retirement 2040 Inv |
| Vanguard Target Retirement 2045 Inv |
| Vanguard Target Retirement 2050 Inv |
| Vanguard Target Retirement 2055 Inv |
| Vanguard Target Retirement 2060 Inv |
| Vanguard Target Retirement 2065 Inv |
| Vanguard Target Retirement 2070 Inv |
| Vanguard Wellesley Income Adm |
| Western Asset Core Plus Bond Is |
| Goldman Sachs GQC Partners International Opportunities Fund Class R6 |
| Columbia Dividend Income Institutional 3 Class |
| to September 2027 |
| 1VTTVX 106,171.91 |
| 1VTHRX 109,269.52 |
| 1VTTHX 491,382.61 |
| 1VFORX 419,328.80 |
| 1VTIVX 993,967.45 |
| 1VFIFX 795,943.72 |
| 1VFFVX 486,306.63 |
| 1VTTSX 703,734.80 |
| 1VLXVX 206,118.62 |
| 1VSVNX 3,143.73 |
| 1RNWGX 71,743.07 |
| 1FTIHX 382,798.38 |
| 1GSIYX 115,314.17 |
| 1MRSKX 70,530.43 |
| 1VTRIX 35,604.35 |
| 1FSSNX 199,875.24 |
| 1SMVSX 67,134.84 |
| 1VEXRX 97,930.03 |
| 1FSMDX 165,507.38 |
| 1FMGGX 28,403.65 |
| 1HNMVX 27,999.37 |
| 1VSEQX 184,398.54 |
| 1CDDYX 129,598.94 |
| 1FXAIX 1,129,364.36 |
| 1TBCIX 139,773.74 |
| 1PDGIX 124,979.28 |
| 1RLBGX 289,236.00 |
| 1VWIAX 62,372.63 |
| 1MKWIX 14,597.01 |
| 1FXNAX 119,863.33 |
| 1PRRIX 28,484.67 |
| 1STRKX 52,020.65 |
| 1VWEAX 17,015.44 |
| 1WAPSX 23,695.77 |
| 1GWAQ35 1.450 364,205.25 |
| FORFEITURES 2,593.54 |
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 FLEXGEN 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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