TREELINE BIOSCIENCES 401(K) PLAN Investment Options
Available Funds in TREELINE BIOSCIENCES 401(K) PLAN
Below is the lineup of investment options available to participants in TREELINE BIOSCIENCES 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 |
|---|
| Fidelity Freedom Index 2045 IPR 91,124 (FFFGX) |
| Fidelity Freedom Index 2055 IPR 87,169 (FDEWX) |
| Fidelity Freedom Index 2050 IPR 69,249 (FFFHX) |
| Fidelity Freedom Index 2040 IPR 35,911 (FFFFX) |
| Fidelity Mid Cap Index Fund 16,838 (FIIMX) |
| Fidelity International Capital Appreciation K6 31,180 (FIVFX) |
| Fidelity Freedom Index 2035 IPR 17,086 (FFTHX) |
| Fidelity International Index 7,755 (FDIVX) |
| DFA US Targeted Value I 10,591 |
| Fidelity US Bond Index 34,103 |
| Fidelity Freedom Index 2060 IPR 17,180 (FDKNX) |
| Fidelity Small Cap Index 10,961 (FSISX) |
| JPMorgan Large Cap Growth Fund R6 3,226 (SEEGX) |
| American Funds New World R6 1,728 (HVWBX) |
| Janus Henderson Global Equity Income Fund N 13,503 (HFQDX) |
| Fidelity Freedom Index 2065 IPR 4,684 (FAXDX) |
| ClearBridge Small Cap Growth IS 1,389 (SBPYX) |
| Fidelity Investment Grade Bond Fund 5,307 (FBNDX) |
| Hartford Dividend and Growth Fund R6 871 (HDGYX) |
| AF Balanced R6 660 |
| BlackRock High Yield Bond Portfolio K 2,539 (BHYIX) |
| MFS Mid Cap Value R6 552 (MCVIX) |
| JPMorgan Core Plus Bond Fund R6 1,837 (JCPUX) |
| Fidelity Freedom Index 2020 IPR 558 (FFFDX) |
| Vanguard Inflation Protected Securities ADM 186 (VIPSX) |
| MFS Mid Cap Growth R6 96 (OTCIX) |
| PIMCO International Bond USD Holding 296 |
| Pioneer Strategic Income Fund K 183 (STIZX) |
| Fidelity Freedom Index 2010 IPR 9 (FFFCX) |
| Fidelity Freedom Index 2015 IPR 9 (FFVFX) |
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 TREELINE BIOSCIENCES 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
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