HADASSAH RETIREMENT PLAN Investment Options
Available Funds in HADASSAH RETIREMENT PLAN
Below is the lineup of investment options available to participants in HADASSAH RETIREMENT 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 |
|---|
| American Funds 2010 Trgt Dt Ret R6 |
| American Funds 2015 Trgt Dt Ret R6 |
| American Funds 2020 Trgt Dt Ret R6 |
| American Funds 2025 Trgt Dt Ret R6 |
| American Funds 2030 Trgt Dt Ret R6 |
| American Funds 2035 Trgt Dt Ret R6 |
| American Funds 2040 Trgt Dt Ret R6 |
| American Funds 2045 Trgt Dt Ret R6 |
| American Funds 2050 Trgt Dt Ret R6 |
| American Funds 2055 Trgt Dt Ret R6 |
| American Funds 2060 Trgt Dt Ret R6 |
| Columbia Contrarian Core Inst3 (SMGIX) |
| Dodge & Cox Dodge & Cox Inc I (DODFX) |
| Fidelity 500 Index (FUSEX) |
| Fidelity Intl Index (FAPCX) |
| Fidelity Mid Cap Index (FIIMX) |
| Fidelity Small Cap Index (FSISX) |
| JP Morgan JP Morgan Lg Cap Gr A |
| MFS Intl Diversification R3 (BIIDX) |
| Nationwide Nationwide Geneva Small Cap Gr R6 (NWHZX) |
| Nuveen Large Cap Responsible Equity R6 (RIMEX) |
| PIMCO Real Return Instl (PRLPX) |
| Pioneer Eq Inc Y |
| Prudential Prudential Prin Prsvn Sep Acct |
| JPMorgan Lg Cap Gr A |
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 HADASSAH RETIREMENT 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
Join our community and get data-driven insights about HADASSAH RETIREMENT PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Advocate Aurora Health 401(k) Plan: 100% Match on 3%, Vanguard Institutional Funds, and $355M in Employer Contributions
- VIMSX Fund Review: Vanguard Mid-Cap Index for Long-Term Retirement Wealth
- VFIAX Fund Review: Vanguard 500 Index Admiral Shares for Retirement Savers
- Textron Savings Plan Review: 50% Match on First 10% with Graded Vesting
- Amazon 401(k) Plan Review: 50% Match, 1.1M Participants, and the 3-Year Vesting Catch
- Citizens Financial Group 401(k) Review: Dollar-for-Dollar Match Up to 4% With Immediate Vesting
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 …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching HADASSAH RETIREMENT PLAN
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- TWIN CITIES PUBLIC TELEVISION 401(K) PLAN (316 participants, $31,886,860)
- JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN (316 participants, $46,128,361)
- PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST (316 participants, $46,838,084)
- AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION 401(K) PLAN (317 participants, $20,822,422)
- CLINICAL AND SUPPORT OPTIONS, INC. 403(B) PLAN (315 participants, $10,606,063)