STORIED MANAGEMENT 401(K) PLAN Investment Options
Available Funds in STORIED MANAGEMENT 401(K) PLAN
Below is the lineup of investment options available to participants in STORIED MANAGEMENT 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 Option List |
|---|
| American Mutual Ret Opt Pooled Separate Accounts N/A |
| Allspring Special Mid Cap Value Ret Opt Pooled Separate Accounts N/A (SMCDX) |
| American Funds Balanced Ret Opt Pooled Separate Accounts N/A |
| American Funds Growth Fund of America Ret O Pooled Separate Accounts N/A (FAFGX) |
| Calvert Equity Ret Opt Pooled Separate Accounts N/A |
| DFA Infl-Protected Sec Portfolio Ret Opt Pooled Separate Accounts N/A |
| Franklin Small-Mid Cap Growth Ret Opt Pooled Separate Accounts N/A (FSGAX) |
| Invesco Global Ret Opt Pooled Separate Accounts N/A |
| Janus Henderson Triton Ret Opt Pooled Separate Accounts N/A |
| MFS Intl Diversification Pooled Separate Accounts N/A |
| PIMCO Income Pooled Separate Accounts N/A |
| State Street Russell Smll Cap Val Indx Ret Opt Pooled Separate Accounts N/A |
| State Street S&P Mid Cap Index Ret Opt Pooled Separate Accounts N/A |
| TA Vanguard REIT Index Ret Opt Pooled Separate Accounts N/A |
| TA Vanguard Small-Cap Index Ret Opt Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2025 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2030 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2035 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2040 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2045 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2050 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2055 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2060 Pooled Separate Accounts N/A |
| Transamerica LifeGoal Ret Pooled Separate Accounts N/A |
| Transamerica Partners Stock Index Ret Opt Pooled Separate Accounts N/A |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op |
| Transamerica Life Ins Co AllSpring Special Md Cp Val Rt Opt |
| Transamerica Life Ins Co American Fds American Mtl Rt Opt |
| Transamerica Life Ins Co American Fds Gr Fd Amer Ret Opt |
| Transamerica Life Ins Co Calvert Eq Portfolio Ret Opt |
| Transamerica Life Ins Co DFA Inf-Protected Sec Prtf Ret Opt |
| Transamerica Life Ins Co Franklin Small-Mid Cap Gr Ret Opt (IAAEX) |
| Transamerica Life Ins Co Invesco Glbl Ret Opt |
| Transamerica Life Ins Co MFS Intl Diversification Ret Opt |
| Transamerica Life Ins Co PIMCO Inc Ret Opt |
| Transamerica Life Ins Co State Street S&P Md Cp Idx Ret Opt |
| Transamerica Life Ins Co TA Vanguard Small-Cap Index Ret Opt |
| Transamerica Life Ins Co Transamerica LG 2055 BlackRock |
| Transamerica Life Ins Co Transamerica LG D BlackRock Opt |
| Transamerica Life Ins Co Transamerica Ptnr Stock Idx Rt Opt |
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 STORIED MANAGEMENT 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
- more …
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