HOLY INNOCENTS’ EPISCOPAL SCHOOL 403(B) PLAN Investment Options
Available Funds in HOLY INNOCENTS’ EPISCOPAL SCHOOL 403(B) PLAN
Below is the lineup of investment options available to participants in HOLY INNOCENTS’ EPISCOPAL SCHOOL 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 Option List |
|---|
| TIAA CREF Stock R2 (TLSTX) |
| TIAA CREF Social Choice R2 (TISCX) |
| TIAA CREF Bond Market R2 (TIBDX) |
| TIAA CREF Global Equities R2 (TNRLX) |
| TIAA CREF Growth R2 (TIGRX) |
| TIAA Equity Index R2 (TCIEX) |
| TIAA CREF Inflation-Linked Bond R2 (TIILX) |
| TIAA CREF Intl Eq Idx-Rtmt (BIEIX) |
| TIAA CREF Lfcyle Idx 2010-Rtmt |
| TIAA CREF Lfcyle Idx 2015-Rtmt |
| TIAA CREF Lfcyle Idx 2020-Rtmt |
| TIAA CREF Lfcyle Idx 2025-Rtmt |
| TIAA CREF Lfcyle Idx 2030-Rtmt |
| TIAA CREF Lfcyle Idx 2035-Rtmt |
| TIAA CREF Lfcyle Idx 2040-Rtmt (TCLOX) |
| TIAA CREF Lfcyle Idx 2045-Rtmt |
| TIAA CREF Lfcyle Idx 2050-Rtmt |
| TIAA CREF Lfcyle Idx 2055-Rtmt |
| TIAA CREF Lfcyle Idx 2060-Rtmt |
| TIAA CREF Lfcyle Idx 2065-Rtmt |
| TIAA CREF Lg-Cap Gr-Rtmt (TIMVX) |
| TIAA CREF Lg-Cap Val Idx-Rtmt (TRSVX) |
| Metropolitan West Tot Ret Bd M |
| Vanguard 500 Idx Adm (VFINX) |
| Vanguard Infl Protect Sec Adm |
| Vanguard Ttl Bd Mkt Idx Adm (VTSSX) |
| Vanguard Mid-Cap Idx Adm (VIMSX) |
| Vanguard Balanced Idx InstAdm (VBINX) |
| AF Washington Mutual Inv R4 |
| JPMorgan US Research Enh Eq I |
| Vanguard Growth Index Adm (VTGLX) |
| Vanguard Small-Cap Val Idx Adm (TRSVX) |
| AF Euro Pacific Growth Fund R4 |
| TIAA-CREF Traditional Account – non-benefit |
| TIAA-CREF Traditional Account – benefit |
| Participants Notes receivable with varying |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities CREF Stock R2 |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 (TRSCX) |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 |
| College Retirement Equities Fund variable annuities CREF Growth R2 |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 (TIKRX) |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Growth R6 (FIGWX) |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx R6 |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm (TRMGX) |
| College Retirement Equities Fund variable annuities American Washington Mut Inv R6 |
| College Retirement Equities Fund variable annuities Vanguard Balanced Idx InstAdm |
| College Retirement Equities Fund variable annuities JPMorgan US Research Enh Eq I |
| College Retirement Equities Fund variable annuities Vanguard Growth Index Adm |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Val Idx Adm |
| College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 |
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 HOLY INNOCENTS’ EPISCOPAL SCHOOL 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
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