QUEST ANALYTICS RETIREMENT PLAN Investment Options
Available Funds in QUEST ANALYTICS RETIREMENT PLAN
Below is the lineup of investment options available to participants in QUEST ANALYTICS RETIREMENT 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 |
|---|
| Hartford Dividend and Growth R6 |
| Blackrock LifePath Index 2060 K |
| AB Small Cap Growth Z |
| American Funds New Perspective R6 |
| American Funds Balanced Fund R6 |
| PGIM High Yield R6 |
| Victory Sycamore Established Value R6 |
| MFS Mid Cap Growth R6 |
| Blackrock LifePath TOT Return K |
| Blackrock LifePath index Retirement K |
| Blackrock LifePath Index 2030 K |
| Blackrock LifePath Index 2040 K |
| Blackrock LifePath Index 2050 K |
| Blackrock LifePath Index 2035 K |
| Blackrock LifePath Index 2045 K |
| Blackrock LifePath Index 2055 K |
| Fidelity Blue Chip Growth K |
| Fidelity US Bond Index |
| Fidelity 500 Index |
| Fidelity Mid Cap Index |
| Fidelity Small Cap Index |
| Fidelity International Index |
| 4.25% to 9.50%, maturing through December 2029) |
| COMMON STOCK |
| FIDELITY FUND |
| EXTERNAL FUND |
| HTFD DIV & GRTH R6 1,515.044 |
| BLKRK LP IDX 2060 K 59,780.721 |
| AB SM CAP GRTH Z 1,049.563 |
| AM CENT MD CP VAL R6 |
| AF NEW PERSPECT R6 2,460.828 |
| AF BALANCED R6 10,389.482 |
| PGIM HIGH YIELD R6 29,152.276 |
| VICTORY S EST VAL R6 1,458.801 |
| MFS MID CAP GRTH R6 10,632.715 |
| BLKRK TOT RETURN K 12.036 |
| BLKRK LP IDX RTMT K 68,512.612 |
| BLKRK LP IDX 2030 K 155,274.323 |
| BLKRK LP IDX 2040 K 182,174.556 |
| BLKRK LP IDX 2050 K 141,294.045 |
| BLKRK LP IDX 2025 K |
| BLKRK LP IDX 2035 K 73,072.711 |
| BLKRK LP IDX 2045 K 95,506.098 |
| BLKRK LP IDX 2055 K 98,789.546 |
| FID BLUE CHIP GR K 5,130.987 |
| FID US BOND IDX 3,618.052 |
| FID 500 INDEX 10,363.882 |
| FID MID CAP IDX 2,226.799 |
| FID SM CAP IDX 7,989.641 |
| FID INTL INDEX 2,380.209 |
| FID GOVT MMKT K6 24,217.620 |
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 QUEST ANALYTICS RETIREMENT 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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