PLANNED PARENTHOOD GREAT RIVERS TSA PLAN Investment Options
Available Funds in PLANNED PARENTHOOD GREAT RIVERS TSA PLAN
Below is the lineup of investment options available to participants in PLANNED PARENTHOOD GREAT RIVERS TSA 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 |
|---|
| American United Life Ins Co Amercent One Choice 2050 A (AADNX) |
| American United Life Ins Co Amercent One Choice 2055 A (AADVX) |
| American United Life Ins Co Amercent One Choice 2035 A (AACKX) |
| American United Life Ins Co Amercent One Choice In Ret A |
| American United Life Ins Co Amercent One Choice 2040 A (AACSX) |
| American United Life Ins Co Amercent One Choice 2045 A (AADHX) |
| American United Life Ins Co Amercent One Choice 2060 A (AAEFX) |
| American United Life Ins Co Amercent One Choice 2030 A (AABWX) |
| American United Life Ins Co State Street Equity 500 Index R (STFAX) |
| American United Life Ins Co Blackrock Mid-Cap Growth Equity R (CMGIX) |
| American United Life Ins Co Goldman Sachs Large Cap Gr Insghts Svc (GSSOX) |
| American United Life Ins Co T. Rowe Price Growth Stock R (PRGFX) |
| American United Life Ins Co MFS Mid Cap Value R2 (IAAEX) |
| American United Life Ins Co Goldman Sachs Small Cap Value Svc (GSSIX) |
| American United Life Ins Co Amercent One Choice 2025 A (AABJX) |
| American United Life Ins Co Invesco Diversified Dividend A (DDFIX) |
| American United Life Ins Co Thornburg Intl Equity R3 |
| American United Life Ins Co American Funds Europacific Growth R3 (FEPUX) |
| American United Life Ins Co Pioneer Bond A |
| American United Life Ins Co Virtus Ceredex Large-Cap Value Equity A A (STVTX) |
| American United Life Ins Co Janus Henderson Small Cap Value S (JVSNX) |
| American United Life Ins Co Thornburg Limited Term Income R3 (THIIX) |
| American United Life Ins Co American Funds New Perspective R3 (FFPNX) |
| American United Life Ins Co Principal MidCap S&P 400 Index R3 (MPSIX) |
| American United Life Ins Co Principal SmallCap S&P 600 Index R3 (PSSIX) |
| American United Life Ins Co Invesco Developing Markets A (GTDIX) |
| American United Life Ins Co Alger Capital Appreciation Instl R |
| American United Life Ins Co Pioneer Select Mid Cap Growth A (GROYX) |
| American United Life Ins Co Invesco Small Cap Growth R (GTSVX) |
| American United Life Ins Co American Century One Choice 2065 A (AAEKX) |
| American United Life Ins Co Fed Herm MDT SM Cap core A |
| American United Life Ins Co Goldman Sachs Mid Cap Gr Insghts Svc (GCMAX) |
| American United Life Ins Co Putnam Large Cap Value A (TLLVX) |
| American United Life Ins Co American Century Ginnie Mae A (AILSX) |
| statements |
| maturing through May |
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 PLANNED PARENTHOOD GREAT RIVERS TSA 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
- more …
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