PARKER UNIVERSITY 403(B) DC PLAN Investment Options
Available Funds in PARKER UNIVERSITY 403(B) DC PLAN
Below is the lineup of investment options available to participants in PARKER UNIVERSITY 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 |
|---|
| CREF Stock R1 1,443 shares |
| CREF Social Choice R1 331 shares |
| CREF Global Equities R1 1,018 shares |
| CREF Growth R1 1,253 shares |
| CREF Equity Index R1 514 shares |
| CREF Inflation-Linked Bond R1 2,719 shares |
| TIAA Access Nuv Core Pl Bd T4 201 shares |
| TIAA Access Intl Equity T4 44 shares |
| TIAA Access Lg-Cap Gr T4 10 shares |
| TIAA Access Lifecycle 2025 T4 3,670 shares |
| TIAA Access T-C LifCyc 2040 T4 3 shares |
| TIAA Access Mid-Cap Val T4 143 shares |
| TIAA Access T-C RI Est Sec T4 21 shares |
| TIAA Access Sm-Cap BI Idx T4 27 shares |
| CREF Core Bond R1 2,863 shares |
| TIAA Access Nuv Qt Sm Cp Eq T4 19 shares |
| TIAA Access Nuv Equity Idx T4 7 shares |
| TIAA Access Nuv Lrg Cap Val T4 416 shares |
| TIAA Traditional Benefit Responsive |
| TIAA Traditional Non Benefit Responsive |
| Guaranteed Interest Account |
| Empower General Account |
| JANUS HENDERSON FORTY S 3,639 shares |
| T. ROWE PRICE RETIREMENT 2040 R 71 shares |
| AMERICAN FUNDS WASHINGTON 913 shares |
| FRANKLIN CORE PLUS BOND A 961 shares |
| AMERICAN FUNDS INVMT CO OF 1,920 shares |
| GOLDMAN SACHS SMALL CAP VALUE 4,135 shares |
| AMERICAN FUNDS CAPITAL WORLD 4,828 shares |
| PIONEER HIGH YIELD A 3,053 shares |
| BLACKROCK MID-CAP VALUE 430 shares |
| INVESCO EQV EUROPEAN EQUITY 2,941 shares |
| FIDELITY ADVISOR(R) LEVERAGED 364 shares |
| THORNBURG INTERNATIONAL EQUITY 3,052 shares |
| PIONEER GLOBAL SUSTAINABLE 1,914 shares |
| BLACKROCK GLOBAL ALLOCATION 813 shares |
| T. ROWE PRICE RETIREMENT 2030 R 2,248 shares |
| PUTNAM SMALL CAP GROWTH A 348 shares |
| INVESCO EQUITY AND INCOME A 3,202 shares |
| T. ROWE PRICE RETIREMENT 2020 R 4,529 shares |
| MACQUARIE NATURAL RESOURCES Y 3,382 shares |
| MFS UTILITIES R3 2,926 shares |
| T. ROWE PRICE RETIREMENT 16,879 shares |
| HARTFORD DISCIPLINED EQUITY HLS 5,053 shares |
| INVESCO INTERNATIONAL BOND A 2,355 shares |
| VIRTUS NFJ SMALL-CAP VALUE A 860 shares |
| ALLSPRING ASSET ALLOCATION A 776 shares |
| HARTFORD CAPITAL APPRECIATION 394 shares |
| DAVIS NY VENTURE A 6,559 shares |
| RUSSELL LIFEPOINTS CNSRV STRAT 6,070 shares |
| Vanguard Target Retirement Income Inv 26,029 shares |
| Vanguard Target Retirement 2020 Inv 11,356 shares |
| Vanguard Target Retirement 2025 Inv 3,821 shares |
| Vanguard Target Retirement 2030 Inv 748 shares |
| Vanguard Target Retirement 2035 Inv 5,985 shares |
| Vanguard Target Retirement 2040 Inv 14,695 shares |
| Vanguard Target Retirement 2045 Inv 20,189 shares |
| Vanguard Target Retirement 2050 Inv 9,868 shares |
| Vanguard Target Retirement 2055 Inv 24,256 shares |
| Vanguard Target Retirement 2060 Inv 135,146 shares |
| Vanguard Target Retirement 2065 Inv 69,035 shares |
| Dfa Emerging Markets Core Equity I 101,415 shares |
| Dfa International Small Company I 53,747 shares |
| Mfs International Diversification R3 60,090 shares |
| Vanguard Developed Markets Index 36,255 shares |
| American Century Small Cap Growth R6 22,502 shares |
| Dfa Us Targeted Value I 575 shares |
| Fidelity Small Cap Index 26,029 shares |
| Fidelity Mid Cap Index 10,538 shares |
| JPMorgan Mid Cap Growth R6 5,797 shares |
| Victory Sycamore Established Value R6 7,448 shares |
| Fidelity Large Cap Growth Index 6,389 shares |
| Fidelity 500 Index 2,456 shares |
| Putnam Large Cap Value R6 14,603 shares |
| American Funds American Balanced R6 5,314 shares |
| FIDELITY INFLATION PROTECTED 4,506 shares |
| Tiaa-Cref High-Yield Inst 17,792 shares |
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 PARKER UNIVERSITY 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?
- ETF or mutual fund income portfolios for 4-7% annual income
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