HAGLEY MUSEUM & LIBRARY 403(B) PLAN Investment Options
Available Funds in HAGLEY MUSEUM & LIBRARY 403(B) PLAN
Below is the lineup of investment options available to participants in HAGLEY MUSEUM & LIBRARY 403(B) 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 |
|---|
| American Funds American Balanced Registered Investment Company $ – |
| American Funds Capital World Bond Registered Investment Company – |
| American Funds US Government Securities Registered Investment Company – |
| Baird Aggregate Bond Institutional Registered Investment Company – |
| BlackRock High Yield Bond Registered Investment Company – |
| BlackRock Sustainable Advantage Large-Cap Registered Investment Company – |
| Causeway International Value Registered Investment Company – |
| Dodge & Cox Stock Registered Investment Company – |
| First Eagle Gold Registered Investment Company – |
| Franklin Small-Cap Value Registered Investment Company – |
| JPMorgan Large Cap Growth Registered Investment Company – |
| Schwab Treasury Inflation Protected Securities Registered Investment Company – |
| T. Rowe Price Large-Cap Growth Registered Investment Company – |
| Vanguard Explorer Registered Investment Company – |
| Vanguard Growth Index Registered Investment Company – |
| Vanguard Intermediate Term Treasury Index Registered Investment Company – |
| Vanguard Small-Cap Growth Index Registered Investment Company – |
| Vanguard Small-Cap Value Index Registered Investment Company – |
| Vanguard Value Index Registered Investment Company – |
| CREF Stock Registered Investment Company – |
| CREF Social Choice Registered Investment Company – |
| CREF Global Equities Registered Investment Company – |
| CREF Growth Registered Investment Company – |
| CREF Equity Index Registered Investment Company – |
| CREF Inflation-Linked Bond Registered Investment Company – |
| TIAA Access Bond Plus Registered Investment Company – |
| TIAA Access International Equity Registered Investment Company – |
| TIAA Access Large-Cap Value Registered Investment Company – |
| TIAA Access LifeCycle 2015 Registered Investment Company – |
| TIAA Access LifeCycle 2020 Registered Investment Company – |
| TIAA Access LifeCycle 2025 Registered Investment Company – |
| TIAA Access LifeCycle 2030 Registered Investment Company – |
| TIAA Access LifeCycle 2035 Registered Investment Company – |
| TIAA Access LifeCycle 2040 Registered Investment Company $ – |
| TIAA Access LifeCycle 2045 Registered Investment Company – |
| TIAA Access LifeCycle 2050 Registered Investment Company – |
| TIAA Access Mid-Cap Growth Registered Investment Company – |
| TIAA Access Mid-Cap Value Registered Investment Company – |
| TIAA Access Small-Cap Blended Index Registered Investment Company – |
| TIAA Access Small-Cap Equity Registered Investment Company – |
| TIAA Access Social Choice Equity Registered Investment Company – |
| CREF Core Bond Registered Investment Company – |
| TIAA Access Life Cycle 2055 Registered Investment Company – |
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 HAGLEY MUSEUM & LIBRARY 403(B) 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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