MARTIN MEMORIAL HEALTH SYSTEMS, INC. 403(B) RETIREMENT SAVINGS PLAN Investment Options
Available Funds in MARTIN MEMORIAL HEALTH SYSTEMS, INC. 403(B) RETIREMENT SAVINGS PLAN
Below is the lineup of investment options available to participants in MARTIN MEMORIAL HEALTH SYSTEMS, INC. 403(B) RETIREMENT SAVINGS 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 |
|---|
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2025 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2030 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2035 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2040 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2045 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2050 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2055 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2060 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX 2065 |
| FIDELITY MANAGEMENT TRUST COMPANY BLKRK LP IDX RTMT |
| FIDELITY MANAGEMENT TRUST COMPANY DFA EMERG MKTS VAL I |
| FIDELITY MANAGEMENT TRUST COMPANY DFA INTL SMALL CO I |
| FIDELITY MANAGEMENT TRUST COMPANY DFA US TARGET VAL I |
| FIDELITY MANAGEMENT TRUST COMPANY DODGE & COX STOCK X |
| FIDELITY MANAGEMENT TRUST COMPANY FID CONTRAFUND K6 |
| FIDELITY MANAGEMENT TRUST COMPANY FID DIVERSFD INTL K6 |
| FIDELITY MANAGEMENT TRUST COMPANY FID STR REAL RET K6 |
| FIDELITY MANAGEMENT TRUST COMPANY GS GQG INTL OPPS R6 |
| FIDELITY MANAGEMENT TRUST COMPANY HARBOR CAP APP RET |
| FIDELITY MANAGEMENT TRUST COMPANY J H FLEXIBLE BOND N |
| FIDELITY MANAGEMENT TRUST COMPANY JH DISCPL VALUE R6 |
| FIDELITY MANAGEMENT TRUST COMPANY NB EMERG MKTS EQ R6 |
| FIDELITY MANAGEMENT TRUST COMPANY PGIM HIGH YIELD R6 |
| FIDELITY MANAGEMENT TRUST COMPANY TCW CORE FIXED INC P |
| FIDELITY MANAGEMENT TRUST COMPANY TMPL INST FRGN SM CO |
| FIDELITY MANAGEMENT TRUST COMPANY TRP SHORT TERM BD I |
| FIDELITY MANAGEMENT TRUST COMPANY VANG BAL INDEX INST |
| FIDELITY MANAGEMENT TRUST COMPANY VANG EXT MKT IDX ISP |
| FIDELITY MANAGEMENT TRUST COMPANY VANG INST INDEX PLUS |
| FIDELITY MANAGEMENT TRUST COMPANY VANG TOT BD MK IS PL |
| FIDELITY MANAGEMENT TRUST COMPANY VANG TOT INTL STK IP |
| FIDELITY MANAGEMENT TRUST COMPANY VI SM-CAP VAL R6 |
| FIDELITY MANAGEMENT TRUST COMPANY WASATCH SM CAP GR IS |
| FIDELITY MANAGEMENT TRUST COMPANY WM BLAIR SMDCP GR R6 |
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 MARTIN MEMORIAL HEALTH SYSTEMS, INC. 403(B) RETIREMENT SAVINGS 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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