GENERX GENERATORS 401(K) PLAN Investment Options

Available Funds in GENERX GENERATORS 401(K) PLAN

Below is the lineup of investment options available to participants in GENERX GENERATORS 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.

Total Available Funds: 27
Investment Description
EI Fixed Account – Series Class I FBRIC *** N/A
AM1 Domestic Equity Class I Collective Trust N/A
AM1 International Equity Class I Collective Trust N/A
AM1 Portfolio Diversifiers Class I Collective Trust N/A
AM1 Core Fixed Income Class I Collective Trust N/A
1AMPDC1 70.14
1LIRKX 55,779.46
1LINKX 103,148.88
1LIJKX 294,295.37
1LIKKX 214,906.98
1LIHKX 73,730.31
1LIPKX 311,285.05
1LIVKX 477,416.75
1LIZKX 414,469.43
1LIWKX 131,599.81
1AMIEC1 240.49
1MDIZX 238.03
1PJEQX 267.46
1JGMNX 363.35
1ESPRX 57,817.79
1BMGKX 324.10
1AMDEC1 661.34
1FXAIX 281,279.25
1PJFQX 148,166.00
1PEQSX 34,873.90
1ALRDFI 30.06
FORFEITURES 31,343.80

Click to view the investment model portfolios of this plan ►

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 GENERX GENERATORS 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% … …
Data as of 05/01/2026, Common starting date is 12/31/2000

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