FORGE NANO INC. 401(K) PLAN Investment Options
Available Funds in FORGE NANO INC. 401(K) PLAN
Below is the lineup of investment options available to participants in FORGE NANO INC. 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 |
|---|
| Fidelity Fid Freedom Index 2020 (FFFDX) |
| Vanguard Mid Cap Index (VIMSX) |
| Ishares MSCI EAfE Intl Index (BTMGX) |
| Janus Henderson Triton Fund N (JSMGX) |
| Fidelity Fid Freedom Index 2050 (FFFHX) |
| DFA Commodity Strat Port Inst (DFXIX) |
| T. Rowe Price Overseas Stock (TROSX) |
| Fidelity Fid Freedom Index 2060 (FDKNX) |
| Vanguard Small Cap Value Indez (VISVX) |
| AMF Growth Fund of America |
| Fidelity Fid Freedom Index 2030 (FFFEX) |
| Fidelity Fid Freedom Index 2040 (FFFFX) |
| Nuveen Small Cap Blend Index (LSBYX) |
| Fidelity Fid Freedom Index 2065 (FAXDX) |
| Fidelity Fid Freedom Index 2035 (FFTHX) |
| T. Rowe Price Dividend Gr (PRDGX) |
| Fidelity Fid Freedom Index 2025 (FFTWX) |
| Blackrock High Yield (BHYIX) |
| JPMorgan Equity Income Fund (HLIEX) |
| Fidelity Fid Freedom Index 2055 (FDEWX) |
| Vanguard Emg Mkts Stock Index Adm (VERSX) |
| Fidelity Fid Freedom Index 2045 (FFFGX) |
| State Street Equity 500 Index (STFAX) |
| Fidelity Fid Freedom Index Inc Premier (FAPIX) |
| Vanguard Small Cap Index Adm (VISVX) |
| Vanguard Intermediate Term (VBIIX) |
| Invesco Stable Asset |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID FREEDOM INDEX 2020 PREMIER (FKIPX) |
| VANGUARD MID CAP INDEX – ADM (VIMSX) |
| ISHARES MSCI EAFE INTL INDEX K (BTMGX) |
| FID FREEDOM INDEX 2050 PREMIER (FRLPX) |
| T ROWE PRICE OVERSEAS STOCK (TROSX) |
| FID FREEDOM INDEX 2060 PREMIER (FUIPX) |
| VANGUARD SM CAP VAL INDEX ADM (VSLVX) |
| AMF GROWTH FUND OF AMERICA R6 (AMF) |
| FID FREEDOM INDEX 2030 PREMIER (FMKPX) |
| FID FREEDOM INDEX 2040 PREMIER (FPIPX) |
| NUVEEN SMALLCAP BLEND INDEX R6 (PSLIX) |
| FID FREEDOM INDEX 2065 PREMIER (FVIPX) |
| FID FREEDOM INDEX 2035 PREMIER (FNIPX) |
| T. ROWE PRICE DIVIDEND GR I (PRDGX) |
| FID FREEDOM INDEX 2025 PREMIER (FLIPX) |
| BLACKROCK HIGH YIELD K (BHYIX) |
| JPMORGAN EQUITY INCOME FUND R6 (HLIEX) |
| FID FREEDOM INDEX 2055 PREMIER (FTYPX) |
| VANGUARD EMG MKTS STK IDX ADM (VERSX) |
| FID FREEDOM INDEX 2045 PREMIER (FQIPX) |
| STATE ST EQUITY 500 INDEX K (STFAX) |
| FID FREEDOM INDEX INC PREMIER (FAPIX) |
| VANGUARD SMALL CAP INDEX ADMRL (VISVX) |
| VANGUARD INTERMEDIATE TERM BON (VBIIX) |
| 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 FORGE NANO INC. 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% | … | … |
Get Key Insights for This Plan
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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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