METHODIST THEOLOGICAL SCHOOL DC Investment Options
Available Funds in METHODIST THEOLOGICAL SCHOOL DC
Below is the lineup of investment options available to participants in METHODIST THEOLOGICAL SCHOOL DC. 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 |
|---|
| TIAA and CREF CREF Stock # |
| TIAA and CREF CREF Social Choice # |
| TIAA and CREF CREF Global Equities # |
| TIAA and CREF CREF Bond Market # |
| TIAA and CREF CREF Growth # |
| TIAA and CREF CREF Equity Index # |
| TIAA and CREF CREF Inflation-Linked Bond # |
| Vanguard Explorer # |
| Vanguard Target Retirement 2020 # |
| Vanguard Target Retirement 2025 # |
| Vanguard Target Retirement 2030 # |
| Vanguard Target Retirement 2035 # |
| Vanguard Target Retirement 2040 # |
| Vanguard Target Retirement 2045 # |
| Vanguard Target Retirement 2050 # |
| Vanguard Target Retirement 2055 # |
| Vanguard Target Retirement 2060 # |
| Vanguard Target Retirement 2065 # |
| Vanguard Target Retirement Income # |
| Columbia Investments Columbia Dividend Income # |
| Blackrock S&P 500 Index # |
| American Funds New World R6 # |
| Principal Funds Principal Mid Cap Blend # |
| Blackrock Investments Blackrock International Index # |
| Blackrock Investments Blackrock Mid Cap Index # |
| Lord Abbett & Co. Lord Abbett Short Duration # |
| Fidelity Investments Pioneer Strategic Income # |
| iShares Russ 2000 Small Cap Index # |
| DFA International Sustain Core 1 # |
| Franklin Small Cap Value # |
| Nuveen Winslow LC # |
| Trillium ESG Global Eq # |
| TIAA and CREF TIAA Traditional Non Benefit Responsive # |
| TIAA and CREF TIAA Traditional Non Benefit Responsive 2 # |
| TIAA and CREF TIAA Traditional Benefit Responsive # |
| TIAA and CREF TIAA Traditional Benefit Responsive 2 # |
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 METHODIST THEOLOGICAL SCHOOL DC. 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
Join our community and get data-driven insights about METHODIST THEOLOGICAL SCHOOL DC. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
- Marathon Petroleum Thrift Plan Review: 117% Employer Match in the Energy Sector
- THE PROGRESSIVE 401(K) PLAN Review: 100% Match with 59% Match Rate
- THE HOME DEPOT FUTUREBUILDER Review: 150% Match with 38% Employer Match
- General Dynamics 401(k) Review: 100% Match Up to 6% With $325 Million in Employer Contributions
- June 2026 MyPlanIQ Portfolio Update
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 …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching METHODIST THEOLOGICAL SCHOOL DC
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- CAPE COD ACADEMY DC RETIREMENT PLAN (160 participants, $13,789,584)
- THE UNIVERSITY OF ARIZONA FOUNDATION 401(K) PLAN (160 participants, $11,337,375)
- SCHOOL YEAR ABROAD 403(B) DC PLAN (160 participants, $10,433,816)
- ST FRANCIS SCHOOL RETIREMENT PLAN (160 participants, $10,372,158)
- CHARLES RIVER SCHOOL DC RETIREMENT PLAN (160 participants, $6,333,779)