JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II Investment Options
Available Funds in JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II
Below is the lineup of investment options available to participants in JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II. 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 |
|---|
| VANGUARD FED MONEY MARKET FUND (VMFXX) |
| AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA – R6 (FAOOX) |
| AMERICAN FUNDS SMALL CAP WORLD – R6 (HVSBX) |
| AMERICAN FUNDS EUROPACIFIC GROWTH – R6 (FEPUX) |
| FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND (FIHAX) |
| FIDELITY 500 INDEX FUND (FXAIX) |
| AMERICAN FUNDS THE GROWTH FUND OF AMERICA – R6 (FAFGX) |
| AMERICAN FUNDS THE INCOME FUND OF AMERICA – R6 (FFIFX) |
| METROPOLITAN WEST TOTAL RETURN BOND I (MWTIX) |
| VANGUARD EQUITY INCOME ADMIRAL (VEIPX) |
| VANGUARD GNMA FUND ADMIRAL SHARES (VFIJX) |
| VANGUARD MID-CAP INDEX FUND INSTITUTIONAL SHARES (VMCIX) |
| VANGUARD PRIMECAP FUND ADMIRAL SHARES (VPMAX) |
| VANGUARD REAL ESTATE INDEX FUND INSTITUTIONAL SHARES (VGXRX) |
| VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL SHARES (VSCIX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2020 (VTWNX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2025 (VTTVX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2030 (VTHRX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2035 (VTTHX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2040 (VFORX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2045 (VTIVX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2050 (VFIFX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2055 (VFFVX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2060 (VTTSX) |
| VANGUARD INVESTMENT TARGET RETIREMENT 2065 (VSXFX) |
| VANGUARD TARGET RETIREMENT INCOME (VTINX) |
| VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SHARES (VBTIX) |
| VANGUARD U. S. GROWTH FUND ADMIRAL SHARES (VWUAX) |
| VANGUARD WELLINGTON FUND ADMIRAL SHARES (VWENX) |
| CHARLES SCHWAB TRUST BANK PERSONAL CHOICE RETIREMENT |
| PROVIDENT TRUST GROUP SELF-DIRECTED BROKERAGE |
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 JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II. 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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