MARKON, LLC 401(K) PLAN Investment Options
Available Funds in MARKON, LLC 401(K) PLAN
Below is the lineup of investment options available to participants in MARKON, LLC 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 |
|---|
| Allspring Special Mc Val R6 Registered investment company – |
| Amer Funds New Persp R6 Registered investment company – |
| Amerfunds Amer Balanced – R6 Registered investment company – |
| American Funds New World R6 Registered investment company – |
| BlackRock Midcap Growth Eq K Registered investment company – |
| Federated Kaufmann Smallcap R6 Registered investment company – |
| Fid 500 Ind Registered investment company – |
| Fid Infl-P Bd Idx Registered investment company – |
| Fid International Index Registered investment company – |
| Fid Mid Cap Index Registered investment company – |
| Fidelity Intl Growth Z Registered investment company – |
| Franklin Dynatech Fund R6 Registered investment company – |
| JPMorgan Corporate Bond R6 Registered investment company – |
| JPMorgan US Value R6 Registered investment company – |
| Lord Abbett Bond Debenture R6 Registered investment company – |
| MFS Intl Diversification R6 Registered investment company – |
| Nuv Lifecycle Idx Ret Inc R6 Registered investment company – |
| Nuveen LC Index 2010 R6 Registered investment company – |
| Nuveen LC Index 2015 R6 Registered investment company – |
| Nuveen LC Index 2020 R6 Registered investment company – |
| Nuveen LC Index 2025 R6 Registered investment company – |
| Nuveen LC Index 2030 R6 Registered investment company – |
| Nuveen LC Index 2035 R6 Registered investment company – |
| Nuveen LC Index 2040 R6 Registered investment company – |
| Nuveen LC Index 2045 R6 Registered investment company – |
| Nuveen LC Index 2050 R6 Registered investment company – |
| Nuveen LC Index 2055 R6 Registered investment company – |
| Nuveen LC Index 2060 R6 Registered investment company – |
| Schwab Fundmntl Intl Eqty Idx Registered investment company – |
| Undisc Mgrs Behavioral Val R6 Registered investment company – |
| Vang Hi Yld Corp Adm Registered investment company – |
| Vanguard Intermediate Term Bon Registered investment company – |
| Vanguard Small Cap Index Admrl Registered investment company – |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID INFL-P BD IDX |
| NUVEEN LC INDEX 2050 R6 |
| NUVEEN LC INDEX 2030 R6 |
| NUVEEN LC INDEX 2035 R6 |
| NUVEEN LC INDEX 2045 R6 |
| FRANKLIN DYNATECH FUND R6 |
| AMERFUNDS AMER BALANCED – R6 |
| JPMORGAN US VALUE R6 |
| FID INTERNATIONAL INDEX |
| FEDERATED KAUFMANN SMALLCAP R6 |
| JPMORGAN CORPORATE BOND R6 |
| NUVEEN LC INDEX 2060 R6 |
| UNDISC MGRS BEHAVIORAL VAL R6 |
| NUVEEN LC INDEX 2015 R6 |
| NUVEEN LC INDEX 2025 R6 |
| NUVEEN LC INDEX 2020 R6 |
| BLACKROCK MIDCAP GROWTH EQ K |
| FID 500 IND |
| LORD ABBETT BOND DEBENTURE R6 |
| NUVEEN LC INDEX 2010 R6 |
| ALLSPRING SPECIAL MC VAL R6 |
| VANGUARD INTERMEDIATE TERM BON |
| SCHWAB FUNDMNTL INTL EQTY IDX |
| VANG HI YLD CORP ADM |
| FID MID CAP INDEX |
| FIDELITY INTL GROWTH Z |
| MFS INTL DIVERSIFICATION R6 |
| NUVEEN LC INDEX 2040 R6 |
| AMERICAN FUNDS NEW WORLD R6 |
| NUVEEN LC INDEX 2055 R6 |
| NUV LIFECYCLE IDX RET INC R6 |
| AMER FUNDS NEW PERSP R6 |
| VANGUARD SMALL CAP INDEX ADMRL |
| MET GG SV 25554 – J |
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 MARKON, LLC 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% | … | … |
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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