JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN Investment Options
Available Funds in JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN
Below is the lineup of investment options available to participants in JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC 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 |
|---|
| TIAA Traditional Non Benefit Responsive 2 " |
| CREF Social Choice R1 Fund " |
| CREF Global Equities R1 Fund " |
| CREF Growth R1 Fund " |
| CREF Equity Index R1 Fund " |
| CREF Inflation-Linked Bond R1 Fund " |
| TIAA Access Core Bond Plus Fund " |
| TIAA Access Equity Index Fund " |
| TIAA Access Core Equity Fund " |
| TIAA Access International Equity Fund " |
| TIAA Access Large Cap Growth Fund " |
| TIAA Access Large Cap Value Fund " |
| TIAA Access Lifecycle 2010 Fund " |
| TIAA Access Lifecycle 2020 Fund " |
| TIAA Access Lifecycle 2025 Fund " |
| TIAA Access Lifecycle 2030 Fund " |
| TIAA Access Lifecycle 2035 Fund " |
| TIAA Access Lifecycle 2040 Fund " |
| TIAA Access Lifecycle 2045 Fund " |
| TIAA Access Lifecycle 2050 Fund " |
| TIAA Access Mid Cap Growth Fund " |
| TIAA Access Mid Cap Value Fund " |
| TIAA Access Small Cap Blend Index Fund " |
| TIAA Access Quant Small Cap Equity Fund " |
| TIAA Access Large Cap Res Equity Fund " |
| CREF Bond R1 Fund " |
| TIAA Access Lifecycle 2055 Fund " |
| CREF Stock R4 Fund " |
| CREF Social Choice R4 Fund " |
| Nuveen Lifecycle Index 2020 Fund R6 " |
| Nuveen Lifecycle Index 2025 Fund R6 " |
| Nuveen Lifecycle Index 2030 Fund R6 " |
| Nuveen Lifecycle Index 2035 Fund R6 " |
| Nuveen Lifecycle Index 2040 Fund R6 " |
| Nuveen Lifecycle Index 2045 Fund R6 " |
| Nuveen Lifecycle Index 2050 Fund R6 " |
| Nuveen Lifecycle Index 2055 Fund R6 " |
| JPMorgan Equity Income Select Fund " |
| Vanguard Small Cap Index Adm Fund " |
| Vanguard Mid Cap Index Adm Fund " |
| Nuveen Lifecycle Index 2060 Fund R6 " |
| Vanguard 500 Index Adm Fund " |
| Harbor Capital Appreciation Inst Fund " |
| BlackRock International Index Inst Fund " |
| John Hancock Discpl Value Mid Cap I Fund " |
| BlackRock Strategic Income Opportunities Portfolio Inst Fund " |
| Vanguard Intermediate-Term Investment-Grade Adm Fund " |
| Lord Abbett Short Duration Income I Fund " |
| Goldman Sachs Small Cap Equity Ins Inst " |
| MFS Inst Diversification CI R6 Fund " |
| Nuveen Lifecycle Index 2065 Fund R6 " |
| American Funds New World Fund " |
| TIAA Traditional Benefit Responsive Guaranteed investment contract |
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 JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC 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?
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