TRINITY SCHOOL 403(B) PLAN Investment Options
Available Funds in TRINITY SCHOOL 403(B) PLAN
Below is the lineup of investment options available to participants in TRINITY SCHOOL 403(B) 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 |
|---|
| CREF Core Bond R1 Registered investment company |
| CREF Core Bond R4 Registered investment company |
| CREF Equity Index R1 Registered investment company |
| CREF Equity Index R4 Registered investment company |
| CREF Global Equities R1 Registered investment company |
| CREF Growth R1 Registered investment company |
| CREF Inflation-Linked Bond R1 Registered investment company |
| CREF Social Choice R1 Registered investment company |
| CREF Stock R1 Registered investment company |
| CREF Stock R4 Registered investment company |
| TIAA Access T-C Bond Plus T4 Registered investment company |
| TIAA Access T-C Intl Equity T4 Registered investment company |
| TIAA Access T-C LifCyc 2015 T4 Registered investment company |
| TIAA Access T-C LifCyc 2025 T4 Registered investment company |
| TIAA Access T-C LifCyc 2040 T4 Registered investment company |
| TIAA Access T-C LifCyc 2045 T4 Registered investment company |
| TIAA Access T-C LifCyc 2050 T4 Registered investment company |
| TIAA Access T-C Lrg Cap Gr T4 Registered investment company |
| TIAA Access T-C Lrg Cap Val T4 Registered investment company |
| TIAA Access T-C Mid Cap Grw T4 Registered investment company |
| TIAA Access T-C Mid Cap Val T4 Registered investment company |
| TIAA Access T-C Rl Est Sec T4 Registered investment company |
| TIAA Access T-C Sm Cp Bl Ix T4 Registered investment company |
| TIAA Access T-C Sml Cap Eq T4 Registered investment company |
| TIAA-CREF Intl Eq Idx-Inst Registered investment company |
| Dodge & Cox Income Fund Registered investment company |
| American Fds 2045 Tar Ret R6 Registered investment company |
| American Fds 2035 Tar Ret R6 Registered investment company |
| JPMorgan Large Cap Growth R6 Registered investment company |
| American Fds 2040 Tar Ret R6 Registered investment company |
| American Fds 2050 Tar Ret R6 Registered investment company |
| American Fds 2025 Tar Ret R6 Registered investment company |
| American Fds 2055 Tar Ret R6 Registered investment company |
| American Fds 2020 Tar Ret R6 Registered investment company |
| MFS Value Fund Class R6 Registered investment company |
| American Fds 2030 Tar Ret R6 Registered investment company |
| BNY Mellon Mid Cap Index I Registered investment company |
| BNY Mellon Sml Cap Stk Idx I Registered investment company |
| MFS Intl Intrinsic Value R6 Registered investment company |
| American Funds Balanced Fd R6 Registered investment company |
| American Fds 2015 Tar Ret R6 Registered investment company |
| American Funds 2065 Tar Ret R6 Registered investment company |
| American Funds Infl Link Bd R6 Registered investment company |
| American Fds 2010 Tar Ret R6 Registered investment company |
| American Fds 2060 Tar Ret R6 Registered investment company |
| Lord Abbett Short Duratn Ic R6 Registered investment company |
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 TRINITY SCHOOL 403(B) 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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