KAHUA 401(K) PLAN Investment Options
Available Funds in KAHUA 401(K) PLAN
Below is the lineup of investment options available to participants in KAHUA 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 Option List |
|---|
| State Street Russell Sm Cap Index Ret Acct Pooled Separate Account NR |
| State Street Internatnl Index Ret Acct Pooled Separate Account NR |
| State Street S&P Md Cap Indx Ret Acct Pooled Separate Account NR |
| State Street U.S. Bd Index Ret Acct Pooled Separate Account NR |
| State Street Russell Sm Cap Val Index Ret Acct Pooled Separate Account NR |
| State Street Emerging Mrkts Index Ret Acct Pooled Separate Account NR |
| State Street Russell Lg Cap Val Indx Ret Acct Pooled Separate Account NR |
| State Street Russell Sm Cap Gr Index Ret Acct Pooled Separate Account NR |
| State Street Russell Lg Cap Gr Index Ret Acct Pooled Separate Account NR |
| American Funds New World Ret Acct Pooled Separate Account NR (HVWBX) |
| TA Vanguard REIT Index Ret Acct Pooled Separate Account NR |
| Transamerica Intrntl Eqt Ret Acct Pooled Separate Account NR |
| Templeton Foreign Ret Acct Pooled Separate Account NR |
| American Funds Fundmntl Invst Ret Acct Pooled Separate Account NR |
| American Funds New Perspective Ret Acct Pooled Separate Account NR (FFPNX) |
| American Funds Washington Mutual Investors Ret Acct Pooled Separate Account NR (FWMMX) |
| BlackRock Hi Yld Bd Ret Acct Pooled Separate Account NR (BHYSX) |
| Templeton Glob Bd Ret Acct Pooled Separate Account NR |
| Janus Henderson Triton Ret Acct Pooled Separate Account NR |
| JPMorgan Lrg Cap Gr Ret Acct Pooled Separate Account NR |
| JPMorgan U.S. Sm Comp Ret Acct Pooled Separate Account NR |
| PIMCO Inc Ret Acct Pooled Separate Account NR |
| PIMCO Real Retrn Ret Acct Pooled Separate Account NR |
| PIMCO StocksPLUS Intl (US Dollar-Hdgd) Ret Acct Pooled Separate Account NR |
| Western Asset Core Plus Bd Ret Acct Pooled Separate Account NR (WACPX) |
| T. Rowe Price Internatnl Discovery Ret Acct Pooled Separate Account NR (PRIDX) |
| Neuberger Berman Sustainable Eq Ret Acct Pooled Separate Account NR |
| Delaware Ivy Intl Core Equity Ret Acct Pooled Separate Account NR |
| Virtus Ceredex Md-Cap Val Eqt Ret Acct Pooled Separate Account NR |
| Allspring Special Sm Cap Val Ret Acct Pooled Separate Account NR |
| Transamerica Emerging Mrkts Debt Ret Acct Pooled Separate Account NR |
| American Funds EuroPacific Gr Ret Acct Pooled Separate Account NR |
| JPMorgan SMID Cap Equity Ret Acct Pooled Separate Account NR |
| PIMCO StocksPLUS(R) Absolute Return Ret Acct Pooled Separate Account NR (PTOPX) |
| Pioneer Select Mid Cap Growth Ret Acct Pooled Separate Account NR (GROYX) |
| TA BlackRock Lifepath Index Retirement Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2030 Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2035 Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2040 Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2045 Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2050 Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2055 Ret Acct Pooled Separate Account NR |
| TA BlackRock Lifepath Index 2060 Ret Acct Pooled Separate Account NR |
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 KAHUA 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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