WALBEC GROUP RETIREMENT PLAN Investment Options
Available Funds in WALBEC GROUP RETIREMENT PLAN
Below is the lineup of investment options available to participants in WALBEC GROUP RETIREMENT 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 |
|---|
| CastleArk Small Company Growth – |
| CastleArk Small Company Growth |
| American Capital Income Builder Fund – |
| American Income Fund of America Class R6 – |
| Baird Core Plus Bond Inst |
| Baird Intermediate Bond Fd Instl |
| Brandywine Global – Global Opportunities Bond Fund – |
| Boston Partners All-Cap Value Fund – |
| Boston Partners All-Cap Value Fund |
| Carillon Reams Core Bond Fund |
| DFA Emerging Markets – |
| Dodge & Cox Income Fund – |
| Federated Ultrashort Bond Fund |
| First Eagle Overseas Fund – |
| Hartford Core Equity Fund-R3 – |
| Invesco Equally Weighted S&P 500 Fund |
| Janus Henderson Enterprise Fund – |
| JP Morgan Mid Cap Value Fund |
| MFS Growth Fund – |
| MFS International |
| Royce Special Equity Fund – |
| Royce Special Equity Fund |
| Vanguard 500 Index Fund – |
| Vanguard 500 Index Fund |
| Vanguard Developed Markets Fund |
| Vanguard Extended Markets Fund |
| Vanguard Inflation – Protected Securities Fund Admiral – |
| Vanguard Mid Cap Index Fund – |
| Vanguard Small Cap Index Fund – |
| Vanguard Target Retirement 2020 Fund – |
| Vanguard Target Retirement 2025 Fund – |
| Vanguard Target Retirement 2030 Fund – |
| Vanguard Target Retirement 2035 Fund – |
| Vanguard Target Retirement 2040 Fund – |
| Vanguard Target Retirement 2045 Fund – |
| Vanguard Target Retirement 2050 Fund $ – |
| Vanguard Target Retirement 2055 Fund – |
| Vanguard Target Retirement 2060 Fund – |
| Vanguard Target Retirement 2065 Fund – |
| Vanguard Target Retirement Income Fund – |
| Rates of 5.25% to 10.50% – |
| American Funds Capital Income Bldr R1 American Funds Capital Income Bldr R1 |
| American Funds Income Fund of Amer R1 American Funds Income Fund of Amer R1 |
| Baird Coree Plus Bond Inst Baird Core Plus Bond Inst |
| Baird Intermediate Bond Instl Baird Intermediate Bond Instl |
| Boston Partners All Cap Value Instl Boston Partners All Cap Value Instl |
| BrandywineGlobal – Global Opportunities Bond Fund FI BrandywineGlobal – Global Opportunities Bond F*u*nd FI |
| Carillon Reams Core Bond Fund Class I Carillon Reams Core Bond Fund Class I |
| Cohen & Steers Realty Income Fund A Cohen & Steers Realty Income Fund A |
| DFA Emerging Markets I DFA Emerging Markets I |
| Dodge & Cox Income Cl I Dodge & Cox Income Cl I |
| Federated Hermes Ultrashort Bond IS Federated Hermes Ultrashort Bond IS |
| First Eagle Overseas Fund R6 First Eagle Overseas Fund R6 |
| Hartford Core Equity Fund R6 Hartford Core Equity Fund R6 |
| Invesco Equity Weighted S&P 500 Fund Invesco Equity Weighted S&P 500 Fund |
| Janus Henderson Enterprise N Janus Henderson Enterprise N |
| JPMorgan Mid Cap Value R6 JPMorgan Mid Cap Value R6 |
| MFS Growth Fund R3 MFS Growth Fund R3 |
| MFS International Diversificaton Inc Instl MFS International Diversificaton Inc Instl |
| MFS International Growth Fund R3 MFS International Growth Fund R3 |
| Royce Small-Cap Special Equity Fund Royce Small-Cap Special Equity Fund |
| Royce Special Equity Fd Royce Special Equity Fd |
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral |
| Vanguard Developed Markets Index Instl Vanguard Developed Markets Index Instl |
| Vanguard Extended Market Index Admiral Vanguard Extended Market Index Admiral |
| Vanguard Inflation-Protected Secs Adm Vanguard Inflation-Protected Secs Adm |
| Vanguard Mid Cap Index Admiral Vanguard Mid Cap Index Admiral |
| Vanguard Small Cap Index Adm Vanguard Small Cap Index Adm |
| Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2020 Inv |
| Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2025 Inv |
| Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2030 Inv |
| Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2035 Inv |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv |
| Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2045 Inv |
| Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2050 Inv |
| Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2055 Inv |
| Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2060 Inv |
| Vanguard Target Retirement 2065 Inv Vanguard Target Retirement 2065 Inv |
| Vanguard Target Retirement Income Inv Vanguard Target Retirement Income Inv |
| CastleArk Small Company Growth Fund – Class 1 CastleArk Small Company Growth Fund – |
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 WALBEC GROUP RETIREMENT 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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