COZEN OCONNOR PROFIT SHARING PLAN A Investment Options
Available Funds in COZEN OCONNOR PROFIT SHARING PLAN A
Below is the lineup of investment options available to participants in COZEN OCONNOR PROFIT SHARING PLAN A. 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 |
|---|
| AMERICAN FUNDS BOND R6 Registered investment company |
| BLACKROCK INFL PROT BOND INST Registered investment company |
| FIRST PAC ADVISOR NEW INCOME Registered investment company |
| THORNBURG STRATEGIC INCOME R5 Registered investment company |
| AMERICAN NEW WORLD R6 Registered investment company |
| DODGE & COX BALANCED X Registered investment company |
| DODGE & COX STOCK X Registered investment company |
| FIDELITY INTL CPTL APPREC K6 Registered investment company |
| FIDELITY INTL INDEX FUND Registered investment company |
| FIDELITY 500 INDEX FUND Registered investment company |
| HARTFORD EQUITY INCOME R6 Registered investment company |
| INVESCO DISCOVERY Y Registered investment company |
| JPM US RESEARCH ENHANCED EQ R6 Registered investment company |
| MASSMUTUAL SMALL CAP OPPS R5 Registered investment company |
| MFS NEW DISCOVERY VALUE R6 Registered investment company |
| TRP NEW HORIZONS Registered investment company |
| TRP REAL ASSETS Registered investment company |
| T. Rowe Price US Treasury Money Fund Registered investment company |
| VANGUARD GROWTH INDEX, INST Registered investment company |
| Vanguard Mid-Cap Index Inst Registered investment company |
| VANGUARD MIDCAP GROWTH IND ADM Registered investment company |
| Victory Sycamore Estab Value 1 Registered investment company |
| Allspring Core Plus Bnd Cit E1 Collective trust fund |
| T. Rowe Price Retirement Balanced TR-F Collective trust fund |
| T. Rowe Price Retirement 2005 TR – F Collective trust fund |
| T. Rowe Price Retirement 2010 Fund Collective trust fund |
| T. Rowe Price Retirement 2015 Fund Collective trust fund |
| T. Rowe Price Retirement 2020 Fund Collective trust fund |
| T. Rowe Price Retirement 2025 Fund Collective trust fund |
| T. Rowe Price Retirement 2030 Fund Collective trust fund |
| T. Rowe Price Retirement 2035 Fund Collective trust fund |
| T. Rowe Price Retirement 2040 Fund Collective trust fund |
| T. Rowe Price Retirement 2045 Fund Collective trust fund |
| T. Rowe Price Retirement 2050 Fund Collective trust fund |
| T. Rowe Price Retirement 2055 Fund Collective trust fund |
| T. Rowe Price Retirement 2060 Fund Collective trust fund |
| T. Rowe Price Retirement 2065 Fund Collective trust fund |
| maturing through 2039 |
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 COZEN OCONNOR PROFIT SHARING PLAN A. 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?
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