PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN Investment Options
Available Funds in PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN
Below is the lineup of investment options available to participants in PRIMESOURCE RETIREMENT SAVINGS PLUS 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 2035 Target Date N/R |
| American Funds 2045 Target Date N/R |
| Hartford Funds Hartford Core Equity Fund R4 N/R |
| JPMorgan Large Cap Growth Fund R6 N/R |
| The Vanguard Group Inc. Vanguard 500 Index Fund Admiral N/R |
| American Funds 2040 Target Date N/R |
| American Funds 2025 Target Date N/R |
| American Funds 2030 Target Date N/R |
| American Funds 2050 Target Date N/R |
| American Funds 2055 Target Date N/R |
| American Funds Balanced R6 N/R |
| The Vanguard Group Inc. Vanguard Mid-Cap Index Fund Admiral N/R |
| T. Rowe Price Retirement Funds, T. Rowe Price Value Fund 1 N/R |
| Davenport Davenport Small Cap Focus Fund N/R |
| American Funds 2060 Target Date N/R |
| JPMorgan Mid Cap Value Portfolio N/R |
| Wilmington Trust, N.A. International Advantage Portfolio N/R |
| BNY Mellon BNY Mellon Global Stock Fund Y N/R |
| Pioneer Investments Pioneer High Yield Bond Fund – Class Y N/R |
| American Funds 2065 Target Date N/R |
| Thornburg Thornburg Limited Term Income Fund N/R |
| American Funds 2020 Target Date N/R |
| Cohen & Steers Cohen & Steers Inst RI Shares N/R |
| American Funds New World R6 N/R |
| American Funds 2010 Target Date N/R |
| PIMCO Real Return Fund – Class N/R |
| American Funds 2015 Target Date N/R |
| American Funds 2070 R6 N/R |
| Wilmington Trust, N.A. Pioneer Bond Fund Trust Class R1 Fund N/R |
| Wilmington Trust Retirement and BlackRock EAFE Equity Index Fund R N/R |
| American Funds 2010 T Date R6 Registered Investment Company |
| American Funds 2015 T Date R6 Registered Investment Company |
| American Funds 2020 T Date R6 Registered Investment Company |
| American Funds 2025 T Date R6 Registered Investment Company |
| American Funds 2030 T Date R6 Registered Investment Company |
| American Funds 2035 T Date R6 Registered Investment Company |
| American Funds 2040 T Date R6 Registered Investment Company |
| American Funds 2045 T Date R6 Registered Investment Company |
| American Funds 2050 T Date R6 Registered Investment Company |
| American Funds 2055 T Date R6 Registered Investment Company |
| American Funds 2060 T Date R6 Registered Investment Company |
| American Funds 2065 T Date R6 Registered Investment Company |
| American Funds 2070 R6 Registered Investment Company |
| American Funds Am Balanced R6 Registered Investment Company |
| American Funds New World R6 Registered Investment Company |
| BNY Mellon Global Stock Fd Y Registered Investment Company |
| Cohen&Steers Inst Rl Shares Registered Investment Company |
| Davenport Small Cap Focus Fd Registered Investment Company |
| Hartfd Core Equity Fd R6 Registered Investment Company |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company |
| MSIF Intl Advantage Port R6 Registered Investment Company |
| PIMCO Gov Money Mkt Fd Inst Registered Investment Company |
| PIMCO Real Return Fund Ins Registered Investment Company |
| Pioneer High Yield Fund Y Registered Investment Company |
| TRwPr Value Fund I Registered Investment Company |
| Thornburg Lmtd Trm Inc Fd R5 Registered Investment Company |
| VY JPM MdCp Value Port I Registered Investment Company |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company |
| Vanguard 500 Index Fund-Adm Registered Investment Company |
| Voya Gv Mny Mkt F A (Hld Acct) 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 PRIMESOURCE RETIREMENT SAVINGS PLUS 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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