BROOKGREEN GARDENS RETIREMENT PLAN 403B ANNUITY PLAN Investment Options
Available Funds in BROOKGREEN GARDENS RETIREMENT PLAN 403B ANNUITY PLAN
Below is the lineup of investment options available to participants in BROOKGREEN GARDENS RETIREMENT PLAN 403B ANNUITY 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 |
|---|
| Fixed Account Plus Guaranteed Investment Contracts |
| American Funds Capital World Growth And Income Class R6 Pooled Separate Accounts |
| American Funds Washington Mutual Investors Class R6 Pooled Separate Accounts |
| Vanguard 500 Index Admiral Class Pooled Separate Accounts |
| Vanguard Target Retirement 2050 Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2040 Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2030 Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement Income Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2045 Investor Shares Pooled Separate Accounts |
| Vanguard International Value Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2035 Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2025 Investor Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2020 Investor Shares Pooled Separate Accounts |
| Vanguard International Growth Admiral Shares Pooled Separate Accounts |
| Jpmorgan Us Equity Class R6 Pooled Separate Accounts |
| Vanguard Target Retirement 2055 Investor Shares Pooled Separate Accounts |
| Vanguard Small Cap Growth Index Admiral Shares Pooled Separate Accounts |
| Vanguard Target Retirement 2060 Investor Shares Pooled Separate Accounts |
| American Funds Amcap Class R6 Pooled Separate Accounts |
| American Funds American Balanced Class R6 Pooled Separate Accounts |
| Blackrock High Yield Bond Institutional Shares Pooled Separate Accounts |
| Vanguard Mid Cap Growth Index Admiral Shares Pooled Separate Accounts |
| American Funds New World Class R6 Pooled Separate Accounts |
| Vanguard Mid Cap Value Index Admiral Shares Pooled Separate Accounts |
| Vanguard Small Cap Value Index Admiral Shares Pooled Separate Accounts |
| Pimco Income Classi 2 Pooled Separate Accounts |
| American Century Inflation Adjusted Bond R5 Class Pooled Separate Accounts |
| Vanguard Target Retirement 2065 Investor Shares Pooled Separate Accounts |
| Fidelity VIP Contrafund Pt I Pooled Separate Accounts |
| Fidelity VIP Eqty-Inc Prt I Pooled Separate Accounts |
| Fidelity VIP Growth Port I Pooled Separate Accounts |
| Inv Dev Mrkts Fd A Pooled Separate Accounts |
| Inv V.I. Mn Strt Sm Cp F S I Pooled Separate Accounts |
| VY TRwPr Grw Eqty Pt I Pooled Separate Accounts |
| Voya Global Bond Port I Pooled Separate Accounts |
| Voya Index Plus LargeCap Prt I Pooled Separate Accounts |
| Voya Index Plus MidCap Prt I Pooled Separate Accounts |
| Voya Index Plus SmallCap Prt I Pooled Separate Accounts |
| Voya Large Cap Value Port Ins Pooled Separate Accounts |
| Vanguard Windsor II Pooled Separate Accounts |
| Growth Fund Pooled Separate Accounts |
| Large Capital Growth Fund Pooled Separate Accounts |
| Stock Index Fund Pooled Separate Accounts |
| Emerging Economies Fund Pooled Separate Accounts |
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 BROOKGREEN GARDENS RETIREMENT PLAN 403B ANNUITY 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
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