ESKATON 401(K) PLAN Investment Options
Available Funds in ESKATON 401(K) PLAN
Below is the lineup of investment options available to participants in ESKATON 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 Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2050 INV Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2030 INV Registered Investment Company |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRALRegistered Investment Company |
| VANGUARD TARGET RETIREMENT 2025 INV Registered Investment Company |
| BLACKROCK LOW DURATION BOND K Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2040 INV Registered Investment Company |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company |
| VANGUARD MID CAP INDEX FUND – ADMIRAL Registered Investment Company |
| FEDERATED HERMES GOVT OBLIGATIONS FD PRM Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2035 INV Registered Investment Company |
| VANGUARD EMERGING MKTS STOCK IDX ADM Registered Investment Company |
| VANGUARD TARGET RETIREMENT INCOME INV Registered Investment Company |
| PIMCO REAL RETURN INSTL Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2045 INV Registered Investment Company |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2055 INV Registered Investment Company |
| AMERICAN FUNDS INTERNATIONAL VNTG R6 Registered Investment Company |
| COHEN & STEERS REALTY SHARES Z Registered Investment Company |
| VANGUARD TARGET RETIREMENT 2060 INV Registered Investment Company |
| DODGE & COX STOCK – I Registered Investment Company |
| DODGE & COX INTERNATIONAL STOCK X Registered Investment Company |
| BLACKROCK STRATEGIC INCOME OPPS K Registered Investment Company |
| 1VTINX 302,475.49 |
| 1VTTVX 751,770.52 |
| 1VTHRX 943,195.35 |
| 1VTTHX 330,240.41 |
| 1VFORX 568,336.33 |
| 1VTIVX 203,655.35 |
| 1VFIFX 905,680.72 |
| 1VFFVX 135,905.23 |
| 1VTTSX 85,542.14 |
| 1RIVGX 132,606.93 |
| 1DOXFX 11,026.60 |
| 1VEMAX 308,068.67 |
| 1VTMGX 795,290.74 |
| 1CSJZX 88,369.13 |
| 1VSMAX 422,626.98 |
| 1VIMAX 365,375.43 |
| 1DODGX 70,943.09 |
| 1JLGMX 172,936.77 |
| 1VFIAX 1,752,477.21 |
| 1CLDBX 604,649.24 |
| 1BSIKX 3,837.49 |
| 1PRRIX 280,417.19 |
| 1GOFXX 376,981.51 |
| FORFEITURES 18,682.73 |
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 ESKATON 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
- more …
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