HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN Investment Options
Available Funds in HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN
Below is the lineup of investment options available to participants in HELLOFRESH 401(K) RETIREMENT SAVINGS 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 |
|---|
| MFS International Growth Fund (MQGIX) |
| Vanguard Mid Cap (VIMSX) |
| Vanguard Small-Cap (VISVX) |
| JPMorgan Small Cap Growth Fund (JISGX) |
| Franklin Small Cap Value Fund (FVADX) |
| JPMorgan Mid Cap Growth Fund (HLGEX) |
| MFS Mid Cap Value Fund (MCVIX) |
| Principal LargeCap Growth Fund (PPIIX) |
| Vanguard Instit |
| Vanguard Target Retirement 2035 Fund (VTTHX) |
| Vanguard Target Retirement 2045 Fund (VTIVX) |
| Vanguard Target Retirement Income Fund (VTINX) |
| Vanguard Target Retirement 2025 Fund (VTTVX) |
| Vanguard Target Retirement 2020 Fund (VTWNX) |
| Vanguard Target Retirement 2030 Fund (VTHRX) |
| Vanguard Target Retirement 2040 Fund (VFORX) |
| Vanguard Target Retirement 2050 Fund (VFIFX) |
| Vanguard Target Retirement 2055 Fund (VFFVX) |
| Vanguard Target Retirement 2060 Fund (VTTSX) |
| Vanguard Target Retirement 2065 Fund (VSXFX) |
| Vanguard Target Retirement 2070 Fund (VSVNX) |
| Calvert Calvert US Large-Cap Core Responsible (CISIX) |
| Pimco Income Fund (PFIIX) |
| American Funds Amer Mutual R6 Registered Investment Company |
| Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company |
| Franklin Sm Cap Value Fnd R6 Registered Investment Company |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company (HLGEX) |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company |
| MFS International Grw Fund R6 Registered Investment Company (GIEIX) |
| MFS Mid Cap Value Fund R6 Registered Investment Company (MCVIX) |
| PIMCO Income Fund Ins Registered Investment Company (PFIIX) |
| Principal LrgCp Growth I Fd R6 Registered Investment Company |
| Vangrd Instit Index Fnd Ins Registered Investment Company |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company (RHFHX) |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company |
| Vangrd Tot Int Stk In F Adm Registered Investment Company |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company (TRGT) |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company (TRGT) |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company |
| Vangrd Trgt Retire Inc Fd Registered Investment Company |
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 HELLOFRESH 401(K) RETIREMENT SAVINGS 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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