MUTH COMPANY 401K PLAN Investment Options
Available Funds in MUTH COMPANY 401K PLAN
Below is the lineup of investment options available to participants in MUTH COMPANY 401K 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 |
|---|
| Victory Victory Established Value Fund (GETGX) |
| Victory Victory Small Company Opportunity Fund (VSOIX) |
| Artisan Artisan Global Opportunities Fund Investor (ARTRX) |
| Janus Henderson Janus Triton Fund (JSMGX) |
| Janus Henderson Janus Enterprise Fund (JMGRX) |
| BlackRock Equity Dividend Fund (MADVX) |
| MFS Global Equity Fund (MWEIX) |
| Fidelity Investments** Columbia Global Technology Growth Fund, I (CMTFX) |
| Fidelity Investments** Fidelity Advisor Freedom 2020 Fund, K6 (FDIFX) |
| Fidelity Investments** Fidelity Advisor Freedom 2025 Fund, K6 (FITWX) |
| Fidelity Investments** Fidelity Advisor Freedom 2030 Fund, K6 (FEFIX) |
| Fidelity Investments** Fidelity Advisor Freedom 2035 Fund, K6 (FITHX) |
| Fidelity Investments** Fidelity Advisor Freedom 2040 Fund, K6 (FIFFX) |
| Fidelity Investments** Fidelity Advisor Freedom 2045 Fund, K6 (FFFIX) |
| Fidelity Investments** Fidelity Advisor Freedom 2050 Fund, K6 (FFFPX) |
| Fidelity Investments** Fidelity Advisor Freedom 2055 Fund, K6 (FHFCX) |
| Fidelity Investments** Fidelity Advisor Freedom 2060 Fund, K6 (FDKPX) |
| Fidelity Investments** Fidelity Advisor Freedom 2065 Fund, K6 (FAXDX) |
| Fidelity Investments** Fidelity Advisor Freedom Income Fund, K6 (FIAFX) |
| Fidelity Investments** Fidelity Advisor Small Cap Growth Fund (FCIGX) |
| Fidelity Investments** Fidelity 500 Index Fund (FXAIX) |
| Fidelity Investments** Fidelity Mid Cap Index Fund (FIIMX) |
| Fidelity Investments** Fidelity Small Cap Index Fund (FSISX) |
| T. Rowe Price Blue Chip Growth Fund (TRBCX) |
| American Funds EuroPacific Growth Fund (FEPUX) |
| ranging from 4.25 to 9.50 percent – |
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 MUTH COMPANY 401K 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
Join our community and get data-driven insights about MUTH COMPANY 401K PLAN. 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
- Advocate Aurora Health 401(k) Plan: 100% Match on 3%, Vanguard Institutional Funds, and $355M in Employer Contributions
- VIMSX Fund Review: Vanguard Mid-Cap Index for Long-Term Retirement Wealth
- VFIAX Fund Review: Vanguard 500 Index Admiral Shares for Retirement Savers
- Textron Savings Plan Review: 50% Match on First 10% with Graded Vesting
- Amazon 401(k) Plan Review: 50% Match, 1.1M Participants, and the 3-Year Vesting Catch
- Citizens Financial Group 401(k) Review: Dollar-for-Dollar Match Up to 4% With Immediate Vesting
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 MUTH COMPANY 401K PLAN
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
- GENERAL PRODUCTS SALARIED EMPLOYEES RETIREMENT PLA N (197 participants, $3,328,399)
- NEWELL COACH CORPORATION EMPLOYEES SAVINGS & PROFIT SHARING PLAN (199 participants, $15,432,410)
- K. W. MUTH COMPANY, INC. PROFIT SHARING AND 401(K) PLAN (201 participants, $10,620,749)
- ACCUBUILT, INC. 401 (K) PROFIT SHARING PLAN (201 participants, $4,676,823)
- FISKER AUTOMOTIVE AND TECHNOLOGY GROUP, LLC RETIREMENT PLAN (202 participants, $3,337,107)