BLACKSTONE 401(K) SAVINGS PLAN Investment Options
Available Funds in BLACKSTONE 401(K) SAVINGS PLAN
Below is the lineup of investment options available to participants in BLACKSTONE 401(K) SAVINGS 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 |
|---|
| Institutional Shares 360,380 shares |
| Commingled Pool Class A 2,975,536 shares |
| 2055 Trust II 784,455 shares |
| 2050 Trust II 950,344 shares |
| 2060 Trust II 878,373 shares |
| 2045 Trust II 694,517 shares |
| Fund Class R6 752,467 shares |
| 2040 Trust II 596,919 shares |
| 2065 Trust II 586,900 shares |
| 2035 Trust II 411,213 shares |
| 1,243,396 shares |
| 240,164 shares |
| 447,329 shares |
| 712,394 shares |
| 2025 Trust II 346,965 shares |
| 1,313,177 shares |
| Portfolio Institutional Class 561,011 shares |
| Fund Class R-6 242,867 shares |
| Institutional Shares 976,894 shares |
| Fund Class R6 409,310 shares |
| 2030 Trust II 172,674 shares |
| Portfolio 852,875 shares |
| Institutional Class 397,978 shares |
| 250,289 shares |
| Fund Institutional Shares 714,267 shares |
| 2020 Trust II 72,542 shares |
| 2,969,185 shares |
| Portfolio Institutional Shares 149,301 shares |
| Income Trust II 61,900 shares |
| Inflation-Protected Securities Index 102,819 shares |
| 2070 Trust II 48,715 shares |
| Income & Growth Trust II 22,751 shares |
| Rate Fund 19,354 shares |
| Investor Shares 5,599 shares |
| through 2034 |
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 BLACKSTONE 401(K) SAVINGS 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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