JEDSON ENGINEERING, INC. 401(K) PLAN Investment Options
Available Funds in JEDSON ENGINEERING, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in JEDSON ENGINEERING, INC. 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 |
|---|
| American Funds 2010 Target Date 28,310 shares |
| American Funds 2015 Target Date 106,074 shares |
| American Funds 2020 Target Date 32,375 shares |
| American Funds 2025 Target Date 70,368 shares |
| American Funds 2030 Target Date 72,174 shares |
| American Funds 2035 Target Date 86,315 shares |
| American Funds 2040 Target Date 71,065 shares |
| American Funds 2045 Target Date 74,173 shares |
| American Funds 2050 Target Date 104,148 shares |
| American Funds 2055 Target Date 81,768 shares |
| American Funds 2060 Target Date 80,952 shares |
| American Funds 2065 Target Date 25,054 shares |
| Artisan International Value Investor 14,172 shares |
| Baird Baird Core Plus 108,427 shares |
| Clearbridge International Growth 17,264 shares |
| Columbia Small Cap Index Instl 2 19,118 shares |
| DFA Emerging Markets Core Equity I 10,692 shares |
| Fidelity 500 Index 31,152 shares |
| Fidelity Capital & Income Fund 51,118 shares |
| Fidelity Contrafund 136,843 shares |
| Fidelity Extended Market Index 10,069 shares |
| Fidelity International Index 14,206 shares |
| Fidelity Low Priced Fund 49,085 shares |
| Fidelity US Bond Index 25,364 shares |
| Franklin Small Cap Value Fund 2,292 shares |
| Goldman Sachs Small/ Mid Cap Growth 23,460 shares |
| Janus Henderson Enterprise 5,454 shares |
| John Hancock Disciplined Value Mid Cap 16,988 shares |
| JP Morgan Equity Income 78,147 shares |
| Parnassus Core Equity Institutional 12,328 shares |
| Prudential Jennison Health Sciences 10,323 shares |
| 4.25% to 9.50%, due through 2029 |
| Party-in-interest |
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 JEDSON ENGINEERING, INC. 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% | … | … |
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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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