FIELD HOME 403(B) RETIREMENT PLAN Investment Options
Available Funds in FIELD HOME 403(B) RETIREMENT PLAN
Below is the lineup of investment options available to participants in FIELD HOME 403(B) RETIREMENT 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 |
|---|
| Transamerica Financial Life Ins. Co. Large Growth Fund |
| Transamerica Financial Life Ins. Co. Large Value Fund |
| Transamerica Financial Life Ins. Co. Large Core Fund |
| Transamerica Financial Life Ins. Co. Balanced Fund |
| Transamerica Financial Life Ins. Co. Calvert Fund |
| Transamerica Financial Life Ins. Co. International Equity Fund |
| Transamerica Financial Life Ins. Co. Core Bond Fund |
| Transamerica Financial Life Ins. Co. Inflation Opportunities Fund |
| Transamerica Financial Life Ins. Co. Short-Term Bond Fund |
| Transamerica Financial Life Ins. Co. High Yield Bond Fund |
| Transamerica Financial Life Ins. Co. Small Cap Growth Fund |
| Transamerica Financial Life Ins. Co. Small Cap Value Fund |
| Vanguard Target Retirement 2025 |
| Vanguard Target Retirement 2030 |
| Vanguard Target Retirement 2040 |
| Vanguard 500 Index |
| Diamond Hill Diamond Hill Large Cap |
| T. Rowe Price Large Cap Growth |
| Vanguard Target Retirement 2035 |
| Vanguard Target Retirement 2020 |
| Vanguard Mid-Cap Value Index |
| Vanguard Small-Cap Index |
| Vanguard Target Retirement 2045 |
| Vanguard Target Retirement 2050 |
| Vanguard Mid-Cap Index |
| Vanguard Inflation-Protected Securities |
| Vanguard Target Retirement Income |
| AB AB Global Bond |
| Vanguard Mid-Cap Growth Index |
| Vanguard Target Retirement 2055 |
| MFS International Growth |
| Vanguard Emerging Markets Stock Index |
| Transamerica Financial Life Ins. Co. Fixed Fund |
| Transamerica Financial Life Ins. Co. Stable Fund |
| with maturity through 2027 |
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 FIELD HOME 403(B) RETIREMENT 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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