THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. Investment Options
Available Funds in THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC.
Below is the lineup of investment options available to participants in THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC.. 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 |
|---|
| Vanguard Instl Target Retirement 2065 Inv Registered Investment Company |
| Vanguard Instl Target Retirement 2055 Inv Registered Investment Company |
| Vanguard Instl Target Retirement 2050 Inv Registered Investment Company |
| Vanguard Instl Target Retirement 2060 Inv Registered Investment Company |
| JPMorgan Large Cap Growth R6 Registered Investment Company |
| Vanguard Instl Target Retirement 2045 Inv Registered Investment Company |
| EI Fixed Account – Series Class II Guaranteed Investment Contract w |
| Vanguard Instl Target Retirement 2070 Inv Registered Investment Company |
| Vanguard Target Retirement Income Instl Registered Investment Company |
| Vanguard Instl Target Retirement 2040 Inv Registered Investment Company |
| JPMorgan Equity Income R6 Registered Investment Company |
| Vanguard Instl Target Retirement 2025 Inv Registered Investment Company |
| Conestoga Small Cap Institutional Registered Investment Company |
| Nuveen Large Cap Responsible Equity R6 Registered Investment Company |
| Vanguard Instl Target Retirement 2035 Inv Registered Investment Company |
| Northern Small Cap Value Registered Investment Company |
| Vanguard Instl Target Retirement 2030 Inv Registered Investment Company |
| DFA International Small Company I Registered Investment Company |
| Dodge & Cox International Stock X Registered Investment Company |
| Nuveen International Responsible Equity R6 Registered Investment Company |
| Vanguard Instl Target Retirement 2020 Inv Registered Investment Company |
| Nuveen Core Inpact Bond R6 Registered Investment Company |
| American Funds Europacific Growth R6 Registered Investment Company |
| Vanguard Small Cap Index Admiral Registered Investment Company |
| maturing through October 2034 – |
| 1VTINX 850,871.42 |
| 1VTWNX 356,529.00 |
| 1VTTVX 466,058.56 |
| 1VTHRX 705,876.72 |
| 1VTTHX 1,767,461.49 |
| 1VFORX 1,832,994.56 |
| 1VTIVX 1,800,037.70 |
| 1VFIFX 1,769,326.30 |
| 1VFFVX 2,481,136.15 |
| 1VTTSX 1,138,277.66 |
| 1VLXVX 474,224.69 |
| 1VSVNX 12,858.79 |
| 1RERGX 80,836.69 |
| 1DFISX 196,657.09 |
| 1DOXFX 151,640.08 |
| 1TSONX 119,497.29 |
| 1VTIAX 741,243.47 |
| 1VGSLX 92,603.68 |
| 1CCALX 528,598.09 |
| 1NOSGX 561,151.03 |
| 1VSMAX 492,021.93 |
| 1OIEJX 540,147.79 |
| 1JLGMX 1,252,908.67 |
| 1TISCX 489,539.81 |
| 1VFIAX 2,534,549.63 |
| 1PTRQX 217,147.47 |
| 1TSBIX 85,583.66 |
| 1VBTLX 746,649.16 |
| 1GWAA30 2.850 1,357,437.06 |
| FORFEITURES 2,273.79 |
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 THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC.. 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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