COASTAL CONSTRUCTION GROUP 401(K) PLAN Investment Options
Available Funds in COASTAL CONSTRUCTION GROUP 401(K) PLAN
Below is the lineup of investment options available to participants in COASTAL CONSTRUCTION GROUP 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 |
|---|
| Vanguard 500 Index Admiral |
| JPMorgan US Research Enhanced Equity R6 |
| American Funds Growth Fund Of America R6 |
| MassMutual MassMutual Small Cap Growth Equity I |
| MassMutual JPMorgan Mid Cap Growth R6 |
| MassMutual MassMutual Core Bond I |
| PIMCO Income Instl |
| Vanguard Mid Cap Index Fund – Admiral |
| Vanguard GNMA Adm |
| American Funds New Perspective R6 |
| Allspring Allspring Special Mid Cap Value R6 |
| JPMorgan Emerging Markets Equity R6 |
| MassMutual MassMutual Inf-Prot And Inc I |
| Vanguard Small Cap Index Adm |
| MassMutual MassMutual Small Cap Opportun I |
| American Funds Europacific Gr R6 |
| MassMutual MassMutual High Yield I |
| PIMCO Low Duration Opportunities I-2 |
| Franklin Small Cap Value R6 |
| Empower Retirement Vanguard Target Retirement 2040 Inv |
| Empower Retirement Vanguard Target Retirement 2030 Inv |
| Empower Retirement Vanguard Target Retirement 2050 Inv |
| Empower Retirement Vanguard Target Retirement 2020 Inv |
| Empower Retirement Vanguard Target Retirement Income Inv |
| Empower Retirement Vanguard Target Retirement 2035 Inv |
| Empower Retirement Vanguard Target Retirement 2045 Inv |
| Empower Retirement Vanguard Target Retirement 2055 Inv |
| Empower Retirement Vanguard Target Retirement 2060 Inv |
| Empower Retirement Vanguard Target Retirement 2025 Inv |
| Empower Retirement Vanguard Target Retirement 2065 Inv |
| Mass Mutual SAGIC Diversified Bond II (at contract value) |
| 1VTINX 1,164,138.76 |
| 1VTWNX 1,160,077.96 |
| 1VTTVX 425,533.70 |
| 1VTHRX 3,331,698.54 |
| 1VTTHX 1,103,297.58 |
| 1VFORX 3,548,597.73 |
| 1VTIVX 1,004,074.82 |
| 1VFIFX 2,747,476.68 |
| 1VFFVX 678,014.21 |
| 1VTTSX 447,702.16 |
| 1VLXVX 116,172.56 |
| 1RERGX 243,763.48 |
| 1RNPGX 565,787.53 |
| 1JEMWX 353,265.53 |
| 1VTIAX 1,203,991.03 |
| 1DFREX 723,713.13 |
| 1FRCSX 175,469.66 |
| 1MSOOX 308,130.37 |
| 1MSGZX 1,326,208.31 |
| 1VSMAX 288,170.77 |
| 1JMGMX 1,271,747.74 |
| 1VIMAX 598,888.37 |
| 1WFPRX 382,502.10 |
| 1RGAGX 1,742,817.55 |
| 1JDEUX 2,227,873.38 |
| 1VFIAX 6,434,391.22 |
| 1MCZZX 1,044,486.41 |
| 1MPHZX 242,583.30 |
| 1MIPZX 371,279.70 |
| 1PIMIX 773,270.25 |
| 1PUTPX 221,341.16 |
| 1VFIJX 677,142.76 |
| 1VBTLX 479,886.70 |
| 1SGVTQ1 3.350 3,894,831.85 |
| FORFEITURES 114,351.58 |
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 COASTAL CONSTRUCTION GROUP 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
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
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