SLAVIC SECURE PEP Investment Options
Available Funds in SLAVIC SECURE PEP
Below is the lineup of investment options available to participants in SLAVIC SECURE PEP. 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 |
|---|
| Notes receivable from participants (interest rate range 4.25%-9.50%) |
| Fidelity FXNAX – Fidelity US Bond |
| Fidelity FXAIX – Fidelity |
| BlackRock BTMKX – iShares MSCI EAFE International Index Fund Class K |
| Vanguard VFORX – Vanguard Target Retirement 2040 Fund Investor Shares |
| Vanguard VTIVX – Vanguard Target Retirement 2045 |
| Vanguard VTTHX – Vanguard Target Retirement 2035 Fund Investor Shares |
| Vanguard VFIFX – Vanguard Target Retirement 2050 Fund Investor Shares |
| Vanguard VWUAX – Vanguard Us Growth Admiral |
| Vanguard VITAX – Vanguard Information Technology Index Fund Admiral Shares |
| Vanguard VFFVX – Vanguard Target Retirement 2055 Fund Investor Shares |
| Vanguard VTHRX – Vanguard Target Retirement 2030 |
| Fidelity FLCOX – Fidelity Large Cap Value Index |
| Vanguard VTTSX – Vanguard Target Retirement 2060 Fund Investor Shares |
| Vanguard VMVAX – Vanguard Mid Cap Value Index Admiral |
| Vanguard VTAPX – Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares |
| Vanguard VSMAX – Vanguard Small-Cap Index Fund Admiral Shares |
| Vanguard VTTVX – Vanguard Target Retirement 2025 |
| BlackRock BMGKX – BlackRock Mid Cap Growth Eq Port Cl K |
| Fidelity FSMDX – Fidelity Mid Cap Index |
| American Funds RNPGX – American Funds New Perspective R6 |
| Franklin/Templeton FSMLX – Franklin Small Cap Growth R6 |
| American Funds RERGX – American Funds EuroPacific Growth Fund Class R6 |
| Vanguard VSIAX – Vanguard Small Cap Value Index Fund Admiral Shares |
| Fidelity FPADX – Fidelity Emerging Markets Index |
| Vanguard VLXVX – Vanguard Target Retirement 2065 Inv |
| Fidelity FNSOX – Fidelity Short-Term Bond Index |
| Vanguard VMIAX – Vanguard Materials Index Adm |
| Fidelity FSUTX – Fidelity Select Utilities |
| Vanguard VSVNX – Vanguard Target Retirement 2070 |
| Dimensional Fund Advisors DIPSX – DFA Inflation Protected Sec Port |
| John Hancock JHBSX – John Hancock Bond R6 |
| Vanguard VSGDX – Vanguard Short-Term Federal Fund Admiral Shares |
| Vanguard VTWNX – Vanguard Target Retirement 2020 |
| Vanguard VTINX – Vanguard Target Retirement Income Fund Investor Class |
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 SLAVIC SECURE PEP. 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
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- ETF or mutual fund income portfolios for 4-7% annual income
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