KABAFUSION 401(K) PLAN Investment Options
Available Funds in KABAFUSION 401(K) PLAN
Below is the lineup of investment options available to participants in KABAFUSION 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 Century Growth Fund R6 Variable Annuities |
| American Funds Europacific Growth Fund R1 Variable Annuities |
| American Funds The Growth Fund of America R6 Variable Annuities |
| BlackRock Equity Dividend Fund K Variable Annuities |
| DFA Emerging Markets Core Equity Portfolio Inst. Variable Annuities |
| Franklin Core Plus Bond R6 Variable Annuities |
| Franklin Gold and Precious Metals Fund R6 Variable Annuities |
| Franklin Small Cap Value Fund R6 Variable Annuities |
| Hartford International Opportunities Fund R6 Variable Annuities |
| Invesco Multi-Asset Income Fund R6 Variable Annuities |
| Invesco Small Cap Equity Fund R6 Variable Annuities |
| Invesco Small Cap Growth Fund R6 Variable Annuities |
| Lord Abbett Fundamental Equity Fund R3 Variable Annuities |
| MFS Emerging Markets Debt Fund R6 Variable Annuities |
| MFS Value Fund R2 Variable Annuities |
| Neuberger Berman Socially Responsive Fund R6 Variable Annuities |
| PIMCO High Yield Fund Inst Variable Annuities |
| PIMCO Real Return Fund Inst Variable Annuities |
| Pioneer Strategic Income Fund K Variable Annuities |
| Templeton Global Bond Fund R6 Variable Annuities |
| Vanguard 500 Index Fund Adm Variable Annuities |
| Vanguard Mid-Cap Index Fund Adm Variable Annuities |
| Vanguard Small-Cap Index Fund Adm Variable Annuities |
| Virtus NFJ Dividend Value Fund R6 Variable Annuities |
| Indexselect Aggressive 2035 I Variable Annuities |
| Indexselect Aggressive 2045 I Variable Annuities |
| Indexselect Aggressive 2055 I Variable Annuities |
| Indexselect Aggressive Retirement I Variable Annuities |
| Indexselect Conservative 2035 I Variable Annuities |
| Indexselect Conservative 2045 I Variable Annuities |
| Indexselect Conservative 2055 I Variable Annuities |
| Indexselect Conservative Retirement I Variable Annuities |
| Indexselect Moderate Retirement I Variable Annuities |
| Indexselect Moderate 2035 I Variable Annuities |
| Indexselect Moderate 2045 I Variable Annuities |
| Indexselect Moderate 2055 I Variable Annuities |
| maturing on various dates through 2033 |
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 KABAFUSION 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
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