HEROUX CORP. 401(K) RETIREMENT PLAN Investment Options
Available Funds in HEROUX CORP. 401(K) RETIREMENT PLAN
Below is the lineup of investment options available to participants in HEROUX CORP. 401(K) 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 Description |
|---|
| American Funds EuroPacific Growth R6 Registered investment company |
| Artisan High Income Institutional Registered investment company |
| Cohen & Steers Realty Shares L Registered investment company |
| Fidelity 500 Index Registered investment company |
| Fidelity Inflation Protected Bond Index Registered investment company |
| Fidelity Mid Cap Index Registered investment company |
| Fidelity Small Cap Index Registered investment company |
| Empower T. Rowe Price Mid Cap Gr Inst Registered investment company |
| Harbor Capital Appreciation Retirement Registered investment company |
| Invesco Developing Markets R6 Registered investment company |
| JPMorgan Equity Income R6 Registered investment company |
| Loomis Sayles Small Cap Growth Instl Registered investment company |
| T. Rowe Price Retirement Balanced I Registered investment company |
| T. Rowe Price Retirement I 2020 I Registered investment company |
| T. Rowe Price Retirement I 2025 I Registered investment company |
| T. Rowe Price Retirement I 2030 I Registered investment company |
| T. Rowe Price Retirement I 2035 I Registered investment company |
| T. Rowe Price Retirement I 2040 I Registered investment company |
| T. Rowe Price Retirement I 2045 I Registered investment company |
| T. Rowe Price Retirement I 2050 I Registered investment company |
| T. Rowe Price Retirement I 2055 I Registered investment company |
| T. Rowe Price Retirement I 2060 I Registered investment company |
| T. Rowe Price Retirement I 2065 I Registered investment company |
| Allspring Special Mid Cap Value R6 Registered investment company |
| Allspring Special Small Cap Value R6 Registered investment company |
| 1TRJWX 404,134.81 |
| 1TRMOX 132,565.20 |
| 1TRDBX 304,733.65 |
| 1TREHX 1,596,652.38 |
| 1TRFHX 3,217,350.29 |
| 1TRFJX 1,640,644.11 |
| 1TRHDX 3,103,567.75 |
| 1TRIKX 2,274,296.74 |
| 1TRJLX 740,532.22 |
| 1TRJMX 571,212.22 |
| 1TRLNX 497,868.80 |
| 1CSRIX 153,486.39 |
| 1RERGX 1,043,915.86 |
| 1ODVIX 276,176.81 |
| 1FSSNX 514,209.72 |
| 1LSSNX 379,272.31 |
| 1ESPRX 57,616.60 |
| 1FSMDX 507,180.23 |
| 1MXYKX 810,643.26 |
| 1WFPRX 217,236.33 |
| 1FXAIX 1,868,935.42 |
| 1HNACX 1,684,656.02 |
| 1OIEJX 250,443.57 |
| 1APHFX 150,895.42 |
| 1FIPDX 521,678.06 |
| 1PTRQX 529,170.20 |
| 1BKGPF 1.450 1,101,166.56 |
| FORFEITURES 2,603.01 |
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 HEROUX CORP. 401(K) 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
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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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