RED STAG 401(K) PLAN Investment Options
Available Funds in RED STAG 401(K) PLAN
Below is the lineup of investment options available to participants in RED STAG 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 |
|---|
| Baird Baird Core Plus Bond Fund Ins |
| Carilon Carillon Eagle Mid Cap Grw R6 |
| Franklin Templeton Investments ClrBrg Intl Growth Fd IS |
| Dimenstional Fund Advisors DFA Emrg Mkts Core Eqty Pt Ins |
| Fidelity Investments Fid US Bd Id Fd |
| Fidelity Investments Fidelity |
| Fidelity Investments Fidelity Freed Ind 2020 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2025 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2030 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2035 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2040 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2045 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2050 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2055 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2060 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2065 Fd Prm |
| Fidelity Investments Fidelity Freedom Ind Inc F Prm |
| Fidelity Investments Fidelity Mid Cap Idx Fd |
| Fidelity Investments Fidelity Sm Cp Ind Fd |
| Fidelity Investments Fidelity Tot Intl Idx Fund |
| JP Morgan JPMorgan LgCp Grw Fnd R6 |
| PIMCO Income Fund Ins |
| PIMCO RAE US Small Ins |
| Franklin Templeton Investments Putnam Small Cap Growth Fnd R6 |
| T. Rowe Price Overseas Stock Fund I |
| Vanguard Vangrd Equity Income Fund Adm |
| Victory Capital Victory Sycmr Est Vl Fd R6 |
| Voya Retirement Voya Gv Mny Mkt F A (Hld Acct) |
| Baird Core Plus Bond Fund Ins Registered Investment Company |
| Carillon Eagle Mid Cap Grw R6 Registered Investment Company |
| ClrBrg Intl Growth Fd IS Registered Investment Company |
| DFA Emrg Mkts Core Eqty Pt Ins Registered Investment Company |
| Fid US Bd Id Fd Registered Investment Company |
| Fidelity 500 Index Fund Registered Investment Company |
| Fidelity Freed Ind 2020 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2025 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2030 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2035 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2040 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2045 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2050 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2055 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2060 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2065 Fd Prm Registered Investment Company |
| Fidelity Freedom Ind Inc F Prm Registered Investment Company |
| Fidelity Mid Cap Idx Fd Registered Investment Company |
| Fidelity Sm Cp Ind Fd Registered Investment Company |
| Fidelity Tot Intl Idx Fund Registered Investment Company |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company |
| PIMCO Income Fund Ins Registered Investment Company |
| PIMCO RAE US Small Ins Registered Investment Company |
| Putnam Small Cap Growth Fnd R6 Other |
| TRwPr Overseas Stock Fund I Registered Investment Company |
| Vangrd Equity Income Fund Adm Registered Investment Company |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company |
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 RED STAG 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% | … | … |
Get Key Insights for This Plan
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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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