QUORUM ANALYTICS 401(K) PLAN Investment Options
Available Funds in QUORUM ANALYTICS 401(K) PLAN
Below is the lineup of investment options available to participants in QUORUM ANALYTICS 401(K) 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 |
|---|
| Flexpath Idx Agg 2045 R1 |
| Flexpath Idx Con 2045 R1 |
| International Equity I1 |
| Flexpath Idx Agg 2055 R1 |
| Cohen Steers US Realty RS |
| Flexpath Idx Mod Ret R1 |
| MFS Mid Cap Value 2W |
| Flexpath Idx Con Ret R1 |
| Small Cap Value Fund III I1 |
| Mid Cap Growth Fund II I1 |
| Flexpath Idx Mod 2045 R1 |
| Large Cap Value I1 |
| Flexpath Idx Agg 2065 R1 |
| Small Cap Growth Fund III I1 |
| Blackrock Eafe Eq Idx |
| Flexpath Idx Agg Ret R1 |
| Flexpath Idx Mod 2065 R1 |
| Flexpath Idx Con 2035 R1 |
| Flexpath Idx Mod 2055 R1 |
| Flexpath Idx Con 2055 R1 |
| Flexpath Idx Agg 2035 R1 |
| Flexpath Idx Mod 2035 R1 |
| interest from 8.0% to 9.5% |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID SMALL CAP INDEX |
| PIMCO INCOME FUND – INSTL |
| VANGUARD GROWTH INDEX FUND ADM |
| VANGUARD TOT BND MKT IND- ADM |
| VANGUARD EMG MKTS STK IDX ADM |
| VANGUARD SH TERM BD INDEX ADM |
| VANGUARD FTSE SOCIAL INDEX ADM |
| VANGUARD ST INPRO SEC IND ADM |
| FID MID CAP INDEX |
| VANGUARD INFO TECH IDX ADMIRAL |
| VANGUARD 500 INDEX FUND – ADM |
| VANGUARD FEDERAL MM INV |
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 QUORUM ANALYTICS 401(K) 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
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