TED STEVENS, INC. 401(K) PLAN Investment Options
Available Funds in TED STEVENS, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in TED STEVENS, INC. 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 |
|---|
| Capital Research and Management Co. American Funds Bond Fund of America 11,334 Shares ^ (FBOFX) |
| Capital Research and Management Co. American Funds New World Fund 1,057 Shares ^ (HVWBX) |
| Capital Research and Management Co. American Funds Smallcap World Fund 1,033 Shares ^ (FSFWX) |
| Capital Research and Management Co American Funds US Government Securities Fund 3,075 Shares ^ (FSUGX) |
| Columbia Threadneedle Columbia Strategic Income Fund 6,781 Shares ^ (LSIZX) |
| Massachusetts Financial SVC. Co. MFS Mid Cap Growth Fund 6,996 Shares ^ (OTCIX) |
| Principal Funds Inc Principal Capital Appreciation Fund 1,189 Shares ^ |
| Principal Funds Inc Principal Diversified International Fund 1,964 Shares ^ |
| Principal Funds Inc Principal Inflation Protection Fund 157 Shares ^ |
| Principal Funds Inc Principal Large Cap S&P 500 Index Fund 25,656 Shares ^ |
| Principal Funds Inc Principal Mid Cap S&P 400 Index Fund 3,926 Shares ^ (MXMDX) |
| Principal Funds Inc Principal Mid Cap Value Fund 7,051 Shares ^ (MMNHX) |
| Principal Funds Inc Principal Small Cap Growth Fund 2,638 Shares ^ (PFMAX) |
| Principal Funds Inc Principal Small Cap S&P 600 Index Fund 4,507 Shares ^ |
| Principal Global Investors Principal LifeTime Hybrid 2015 CIT Z65 896 Shares ^ (PHJMX) |
| Principal Global Investors Principal LifeTime Hybrid 2020 CIT Z65 2,415 Shares ^ (PHJTX) |
| Principal Global Investors Principal LifeTime Hybrid 2025 CIT Z65 6,387 Shares ^ (PHJQX) |
| Principal Global Investors Principal LifeTime Hybrid 2030 CIT Z65 30,233 Shares ^ (PHJNX) |
| Principal Global Investors Principal LifeTime Hybrid 2035 CIT Z65 2,852 Shares ^ (PHJJX) |
| Principal Global Investors Principal LifeTime Hybrid 2040 CIT Z65 6,075 Shares ^ (PHJEX) |
| Principal Global Investors Principal LifeTime Hybrid 2045 CIT Z65 4,081 Shares ^ (PHJYX) |
| Principal Global Investors Principal LifeTime Hybrid 2050 CIT Z65 5,810 Shares ^ (PHJUX) |
| Principal Global Investors Principal LifeTime Hybrid 2055 CIT Z65 4,060 Shares ^ (PHJBX) |
| Principal Global Investors Principal LifeTime Hybrid 2060 CIT Z65 2,994 Shares ^ (PHJGX) |
| Principal Global Investors Principal LifeTime Hybrid 2065 CIT Z65 5,092 Shares ^ (PLTFX) |
| Principal Global Investors Principal LifeTime Hybrid 2070 CIT Z65 34 Shares ^ (PLKJX) |
| Principal Global Investors Principal LifeTime Hybrid Income CIT Z65 4,648 Shares ^ (PHJFX) |
| 10.50% maturing from May 2025 to July 2029. – |
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 TED STEVENS, INC. 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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