TAX ANALYSTS 401(K) RETIREMENT PLAN Investment Options
Available Funds in TAX ANALYSTS 401(K) RETIREMENT PLAN
Below is the lineup of investment options available to participants in TAX ANALYSTS 401(K) 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 Description |
|---|
| American Funds 2010 Target Date Fund R6 |
| American Funds 2015 Target Date Fund R6 |
| American Funds 2020 Target Date Fund R6 |
| American Funds 2025 Target Date Fund R6 |
| American Funds 2030 Target Date Fund R6 |
| American Funds 2035 Target Date Fund R6 |
| American Funds 2040 Target Date Fund R6 |
| American Funds 2045 Target Date Fund R6 |
| American Funds 2050 Target Date Fund R6 |
| American Funds 2055 Target Date Fund R6 |
| American Funds 2060 Target Date Fund R6 |
| American Funds 2065 Target Date Fund R6 |
| American Funds EuroPacific Gr R6 |
| American Funds New Perspective R6 |
| American Funds New World R6 |
| Dodge & Cox Fund Dodge & Cox International Stock – I |
| Dodge & Cox Fund Dodge & Cox Stock Fund Class I |
| Fidelity Advisor Government Income I |
| J.P. Morgan Fund JPMorgan Mid Cap Growth R6 |
| Lord, Abbett & Co. LLC Lord Abbett Short Duration Income R6 |
| PIMCO Income Instl |
| Vanguard 500 Index Fund – Admiral |
| Vanguard Growth Index -Admiral |
| Vanguard Mid Cap Index Adm |
| Vanguard Small Cap Growth Index Admiral |
| Vanguard Small Cap Index Fund – Admiral |
| Vanguard Small Cap Value Index Admiral |
| Vanguard Inter-Term Treasury Ind Admiral |
| Reliance Trust Company Reliance MetLife Series 25053 Cl |
| 1RERGX 386,412.48 |
| 1RNPGX 618,150.29 |
| 1RNWGX 47,618.34 |
| 1DODFX 4,877.42 |
| 1FIDFX 48,641.28 |
| 1JMGMX 187,438.88 |
| 1VIGAX 655,047.48 |
| 1VIMAX 453,730.50 |
| 1VSGAX1 80,728.65 |
| 1VSMAX 253,731.57 |
| 1VSIAX 396,307.86 |
| 1DODGX 308,495.32 |
| 1VFIAX 1,835,528.51 |
| 1VGSLX 126,286.05 |
| 1LDLVX 266,073.17 |
| 1PIMIX 168,555.24 |
| 1PTRQX 177,134.87 |
| 1VSIGX 474,660.34 |
| 1RAFXX 605.89 |
| 1METSV3 216,425.22 |
| 1RFTTX 108,773.45 |
| 1RFJTX 721,794.18 |
| 1RRCTX 344,272.98 |
| 1RFDTX 5,264,890.56 |
| 1RFETX 5,386,326.75 |
| 1RFFTX 4,563,364.79 |
| 1RFGTX 2,935,675.33 |
| 1RFHTX 5,357,133.35 |
| 1RFITX 1,585,320.69 |
| 1RFKTX 828,054.55 |
| 1RFUTX 640,917.03 |
| 1RFVTX 107,004.71 |
| FORFEITURES 17,850.54 |
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 TAX ANALYSTS 401(K) 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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