SUNRISE ENGINEERING 401(K) PLAN Investment Options
Available Funds in SUNRISE ENGINEERING 401(K) PLAN
Below is the lineup of investment options available to participants in SUNRISE ENGINEERING 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 |
|---|
| JH LS Grow Active Strategy 158,043 Shares |
| T Rowe Price Price Sci and Tech 8,962 Shares |
| 500 Index Fund 21,263 Shares |
| Retirement Living 2030 68,934 Shares |
| Science & Technology Fund 9,917 Shares |
| JH LS Bal Active Strategy 61,019 Shares |
| Blue Chip Growth Fund 7,814 Shares |
| JH LS Agg Active Strategy 45,581 Shares |
| Retirement Living 2045 37,779 Shares |
| T Rowe Price Health Sci 5,881 Shares |
| Capital Appreciation Fund 12,081 Shares |
| Retirement Living 2060 36,788 Shares |
| JH LS Con Active Strategy 53,957 Shares |
| Retirement Living 2040 28,697 Shares |
| Retirement Living 2050 21,434 Shares |
| Retirement Living 2055 20,289 Shares |
| Small Cap Value Fund 10,349 Shares |
| John Hancock US Quality Growth 7,332 Shares |
| John Hancock Disciplined Value 8,472 Shares |
| Retirement Living 2065 26,497 Shares |
| Mid Cap Index Fund 5,798 Shares |
| Retirement Living 2025 13,718 Shares |
| Fundamental All Cap Core Fund 3,514 Shares |
| Retirement Living 2035 10,608 Shares |
| Europacific Growth Fund 3,338 Shares |
| American Century Heritage 3,438 Shares |
| Real Est. Securities Fund 7,171 Shares |
| Vanguard Mid-Cap Growh ETF 5,378 Shares |
| Invesco Small Cap Growth 1,407 Shares |
| JP Morgan US Equity Fund 2,873 Shares |
| Vanguard Short-Term Federal 11,707 Shares |
| T. Rowe Price Spectrum Inc 8,181 Shares |
| Franklin Small-Mid Growth 1,215 Shares |
| Washington Mutual Investors 1,054 Shares |
| Royce Opportunity 3,368 Shares |
| Mid Value Fund 3,291 Shares |
| Investment Company of America 941 Shares |
| JH Mid Cap Growth 12,475 Shares |
| Invesco Developing Mkt 2,537 Shares |
| Fundamental Large Cap Value 1,809 Shares |
| JH LS Mod Active Strategy 4,974 Shares |
| Vanguard Explorer Fund 274 Shares |
| Small Cap Index Fund 2,066 Shares |
| JPM MidCap Value Fund 760 Shares |
| Vanguard Small Cap Growth Index 610 Shares |
| Oppenheimer Global 318 Shares |
| Intl Equity Index Fund 2,399 Shares |
| High Yield Fund 4,091 Shares |
| DFA US Small Cap Fund 737 Shares |
| JH Bond Fund 2,309 Shares |
| DFA Emerging Markets Value 1,040 Shares |
| The Growth Fund of America 240 Shares |
| Mutual Global Discovery 611 Shares |
| Vanguard Energy Fund 242 Shares |
| Small Cap Growth Fund 1,314 Shares |
| Franklin Mutual Beacon Fund 877 Shares |
| PIMCO Real Return 2,076 Shares |
| Utilities Fund 812 Shares |
| American Balanced Fund 365 Shares |
| Legg Mason ClearBr Agg Growth 4 8 Shares |
| Templeton World 611 Shares |
| Blackrock Global Allocation 420 Shares |
| PIMCO All Asset 367 Shares |
| T. Rowe Price Equity Inc 7 6 Shares |
| Small Cap Opportunities Fund 8 6 Shares |
| T. Rowe Price Small Cap Val 4 9 Shares |
| Invesco International Growth 5 2 Shares |
| Strategic Income Opp Fund 134 Shares |
| Financial Services Fund 4 1 Shares |
| Domini Social Equity 1 9 Shares |
| Global Bond Fund 100 Shares |
| DFA International Value 3 9 Shares |
| Retirement Living 2020 57 Shares |
| JH Disciplined Value Intl Fund 16 Shares |
| T. Rowe Price New Era Fund 2 Shares |
| Guaranteed interest accounts |
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 SUNRISE ENGINEERING 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
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