SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN Investment Options
Available Funds in SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN
Below is the lineup of investment options available to participants in SHUMAKER, LOOP AND KENDRICK 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 Option List |
|---|
| T.Rowe Price T.Rowe Price Retirement Balanced Trst A (TRRIX) |
| T.Rowe Price T.Rowe Price Retirement 2020 Trust A (TRRBX) |
| T.Rowe Price T.Rowe Price Retirement 2025 Trust A (TRRHX) |
| T.Rowe Price T.Rowe Price Retirement 2030 Trust A (TRRCX) |
| T.Rowe Price T.Rowe Price Retirement 2035 Trust A (TRRJX) |
| T.Rowe Price T.Rowe Price Retirement 2040 Trust A (TRRDX) |
| T.Rowe Price T.Rowe Price Retirement 2045 Trust A (TRRKX) |
| T.Rowe Price T.Rowe Price Retirement 2050 Trust A (TRRMX) |
| T.Rowe Price T.Rowe Price Retirement 2055 Trust A (TRRNX) |
| T.Rowe Price T.Rowe Price Retirement 2060 Trust A (TRPLX) |
| T.Rowe Price T.Rowe Price Retirement 2065 Trust A (PASUX) |
| American Beacon Small Cap Value Fund R6 (AASRX) |
| American Funds Europacific Growth Fund R6 (FEPUX) |
| Dodge & Cox Income X (DODIX) |
| Harbor Capital Appreciation Fund Inst (HACAX) |
| Hotchkis and Wiley High Yield I (HWHAX) |
| Invesco Developing Markets R6 (GTDIX) |
| Invesco Global R6 (GADDX) |
| Invesco International Bond R6 (AUBIX) |
| MFS Value R6 (MINIX) |
| Principal Short-Term Income Inst (SMBFX) |
| T.Rowe Price Mid Cap Value Fund (TRMCX) |
| T.Rowe Price Mid Cap Growth Fund (PMEGX) |
| T.Rowe Price U.S. Small Cap Growth Equity Fund I (PRDSX) |
| Vanguard Developed Markets Index Admiral (VDMIX) |
| Vanguard FTSE Social Index Admiral (VFTNX) |
| Vanguard Inflation Protected Secs Admiral (VIPSX) |
| Vanguard Institutional Index Fund |
| Vanguard Mid Cap Index Ins (VIMSX) |
| Vanguard Small Cap Index Instl (VISVX) |
| Vanguard Wellington Fund Adm (VAARX) |
| Federated Govt Obligations Fund IS Shares |
| Rates from 4.25% to 9.50% – |
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 SHUMAKER, LOOP AND KENDRICK 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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