CENTERPOINT PROPERTIES TRUST 401(K) PLAN Investment Options
Available Funds in CENTERPOINT PROPERTIES TRUST 401(K) PLAN
Below is the lineup of investment options available to participants in CENTERPOINT PROPERTIES TRUST 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 |
|---|
| MFS INTL DIVERSIFICATION R6 Registered Investment Fund |
| FIDELITY CONTRAFUND – K Registered Investment Fund |
| VANGUARD TARGET RETIRE 2050 Registered Investment Fund |
| VANGUARD TARGET RETIRE INC Registered Investment Fund |
| VANGUARD TARGET RETIRE 2065 Registered Investment Fund |
| VANGUARDG TOT STK MKT IDX – ADMIRAL Registered Investment Fund |
| FRA CONVERTIBLE SECURITIES R6 Registered Investment Fund |
| VANGUARD TARGET RETIRE 2070 Registered Investment Fund |
| VANGUARD TARG RETIRE 2060 Registered Investment Fund |
| FIDELITY 500 IND Registered Investment Fund |
| VANGUARD TARGET RETIRE 2035 Registered Investment Fund |
| FIDELITY SELECT NATURAL RESOURCES Registered Investment Fund |
| JPMORGAN MID CAP GROWTH RS Registered Investment Fund |
| JPMORGAN US SMALL COMPANY R6 Registered Investment Fund |
| FIDELITY US BOND IND Registered Investment Fund |
| VANGUARD TARGET RETIRE 2030 Registered Investment Fund |
| PIMCO REAL RETURN FUND – INST Registered Investment Fund |
| MACQUARIE EMERGING MKTS INST Registered Investment Fund |
| VANGUARD TARGET RETIRE 2040 Registered Investment Fund |
| FIDELITY MID CAP INDEX Registered Investment Fund |
| VANGUARD TARGET RETIRE 2055 Registered Investment Fund |
| VANGUARD TARGET RETIRE 2025 Registered Investment Fund |
| VICTORY ESTABLISHED VALUE RS Registered Investment Fund |
| FIDELITY GROWTH COMPANY – K Registered Investment Fund |
| JOHN HANCOCK DISC VAL RS Registered Investment Fund |
| VANGUARD TARGET RETIRE 2020 Registered Investment Fund |
| FIDELITY DIVERSIFIED INTL K Registered Investment Fund |
| BARON SMALL CAP INSTL Registered Investment Fund |
| AMERICAN BEACON SMCP VAL INST Registered Investment Fund |
| VANGUARD TARGET RETIRE 2045 Registered Investment Fund |
| NYL ANCHOR ACCOUNT O Common/Collective Trusts |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| MFS INTL DIVERSIFICATION R6 |
| FIDELITY CONTRAFUND – K |
| VAN TARGET RETIRE 2050 |
| VAN TARGET RETIRE INC |
| VAN TARG RETIRE 2065 |
| VANG TOT STK MKT IDX – ADMIRAL |
| FRA CONVERTIBLE SECURITIES R6 |
| VAN TARG RETIRE 2070 |
| VAN TARG RETIRE 2060 |
| FID 500 IND |
| VAN TARGET RETIRE 2035 |
| FID NATURAL RESOURCES |
| JPMORGAN MID CAP GROWTH R5 |
| JPMORGAN US SMALL COMPANY R6 |
| FID US BOND IND |
| VAN TARGET RETIRE 2030 |
| PIMCO REAL RETURN FUND – INSTL |
| MACQUARIE EMERGING MKTS INST |
| VAN TARGET RETIRE 2040 |
| FID MID CAP INDEX |
| VAN TARGET RETIRE 2055 |
| VAN TARGET RETIRE 2025 |
| VICTORY ESTABLISHED VALUE R6 |
| FIDELITY GROWTH COMPANY – K |
| JOHN HANCOCK DISC VAL R6 |
| VAN TARGET RETIRE 2020 |
| FID DIVERSIFIED INTL K |
| BARON SMALL CAP INSTL |
| AMER BEACON SMCP VAL R5 |
| VAN TARGET RETIRE 2045 |
| NYL ANCHOR ACCOUNT |
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 CENTERPOINT PROPERTIES TRUST 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% | … | … |
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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
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