GLOBAL ETS, LLC 401(K) PLAN Investment Options
Available Funds in GLOBAL ETS, LLC 401(K) PLAN
Below is the lineup of investment options available to participants in GLOBAL ETS, LLC 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 |
|---|
| FID FREEDOM INDEX 2060 PREMIE |
| AMF GROWTH FUND OF AMERICA R6 |
| FID FREEDOM INDEX 2055 PREMIE |
| FID FREEDOM INDEX 2040 PREMIE |
| FID FREEDOM INDEX 2035 PREMIE |
| FID FREEDOM INDEX 2025 PREMIE |
| FID FREEDOM INDEX 2030 PREMIE |
| FID FREEDOM INDEX 2050 PREMIE |
| FID FREEDOM INDEX 2020 PREMIE |
| FID FREEDOM INDEX 2045 PREMIE |
| JPMORGAN EQUITY INCOME FUND R |
| STATE ST EQUITY 500 INDEX K |
| VANGUARD SM CAP VAL INDEX ADM |
| FID FREEDOM INDEX INC PREMIER |
| FID FREEDOM INDEX 2065 PREMIE |
| VANGUARD MID CAP INDEX – ADM |
| JANUS HENDERSON TRITON FUND N |
| NUVEEN SMALLCAP BLEND INDEX R |
| T.ROWE PRICE DIVIDEND GR I |
| BLACKROCK HIGH YIELD BOND K |
| T ROWE PRICE OVERSEAS STOCK |
| VANGUARD SMALL CAP INDEX ADMR |
| ISHARES MSCI EAFE INTL INDEX |
| VANGUARD INTERMEDIATE TERM BO |
| VANGUARD EMG MKTS STK IDX ADM |
| FID FREE INDX 2015 PREM |
| DFA COMMODITY STRAT PORT INST |
| INVESCO STABLE ASSET – ADPZ |
| Notes receivable from participants (6.50%-10.50%) |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| VANGUARD SMALL CAP INDEX ADMRL |
| NUVEEN SMALLCAP BLEND INDEX R6 |
| VANGUARD INTERMEDIATE TERM BON |
| FID FREEDOM INDEX 2025 PREMIER |
| FID FREEDOM INDEX 2065 PREMIER |
| FID FREEDOM INDEX 2030 PREMIER |
| FID FREEDOM INDEX 2050 PREMIER |
| FID FREEDOM INDEX 2055 PREMIER |
| FID FREEDOM INDEX 2060 PREMIER |
| JPMORGAN EQUITY INCOME FUND R6 |
| ISHARES MSCI EAFE INTL INDEX K |
| FID FREEDOM INDEX 2040 PREMIER |
| FID FREEDOM INDEX 2020 PREMIER |
| BLACKROCK HIGH YIELD K |
| FID FREEDOM INDEX 2045 PREMIER |
| T. ROWE PRICE DIVIDEND GR I |
| FID FREEDOM INDEX 2035 PREMIER |
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 GLOBAL ETS, LLC 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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