TRIAD ENGINEERING, INC. 401(K) PLAN Investment Options
Available Funds in TRIAD ENGINEERING, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in TRIAD ENGINEERING, 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 Description |
|---|
| Putnam Equity Large Cap Value A |
| ClearBridge Mid Cap Core A |
| MFS International Intrinsic Value R3 |
| Invesco Inc. Global A |
| Victory Sycamore Small Company Opportunities A |
| BNY Mellon NSL Agg Bond Index Fund UC1 |
| BNY Mellon NSL Large Cap Stock Index Fund UC1 |
| BNY Mellon NSL Small Cap Stock |
| BNY Mellon NSL International Stock |
| BNY Mellon NSL Stock |
| American Funds American Balanced R3 |
| ClearBridge Small Cap Growth A |
| Pimco High Yield A |
| JP Morgan US Equity A |
| The Hartford Midcap Value R4 |
| The Hartford Balanced Income R4 |
| JP Morgan SmartRetirement Income A |
| Invesco Inc. Invesco International Divers A |
| American Funds Target Date Retirement 2065 R3 |
| American Funds Target Date Retirement 2060 R3 |
| American Funds Target Date Retirement 2055 R3 |
| American Funds Target Date Retirement 2050 R3 |
| American Funds Target Date Retirement 2045 R3 |
| American Funds Target Date Retirement 2040 R3 |
| American Funds Target Date Retirement 2035 R3 |
| American Funds Target Date Retirement 2030 R3 |
| American Funds Target Date Retirement 2025 R3 |
| American Funds Target Date Retirement 2020 R3 |
| American Century Growth A |
| JP Morgan Mid Cap Growth R3 |
| Empower General Account |
| maturing through July 2028 |
| 1RCCTX 474.51 |
| 1RCDTX 181,196.31 |
| 1RCETX 94,955.52 |
| 1RCFTX 202,465.62 |
| 1RCKTX 301,201.36 |
| 1RCHTX 154,611.56 |
| 1RCITX 685,784.38 |
| 1RCNTX 226,721.88 |
| 1RCPTX 87,377.08 |
| 1RCMTX 56,724.17 |
| 1JSRAX 981.27 |
| 1MINGX 957,210.73 |
| 1OPPAX 734,025.34 |
| 1OIDAX 1,982.83 |
| 1S7139A 15,919.36 |
| 1SASMX 88,013.08 |
| 1SSGSX 221,519.22 |
| 1S7141A 63,995.81 |
| 1SBMAX 180,371.22 |
| 1HMVSX 943,193.03 |
| 1JMGPX 732,978.06 |
| 1TCRAX 1,872,791.84 |
| 1JUEAX 1,263,519.91 |
| 1PEYAX 1,274,258.39 |
| 1S7113A 184,284.00 |
| 1S7122A 235,841.67 |
| 1RLBCX 1,072,576.24 |
| 1HBLSX 585,650.88 |
| 1FEPTX 301,863.78 |
| 1PHDAX 9,707.11 |
| 1S7136A 8,084.06 |
| 1THPJA1 2.800 411,985.08 |
| FORFEITURES 1,342.37 |
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 TRIAD ENGINEERING, 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% | … | … |
Get Key Insights for This Plan
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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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