RYAN R. ROBISON & CO., INC. RETIREMENT PLAN Investment Options
Available Funds in RYAN R. ROBISON & CO., INC. RETIREMENT PLAN
Below is the lineup of investment options available to participants in RYAN R. ROBISON & CO., INC. RETIREMENT 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 2030 Target Date Retirement Fund |
| American Funds 2035 Target Date Retirement Fund |
| American Funds 2050 Target Date Retirement Fund |
| American Funds 2055 Target Date Retirement Fund |
| American Funds 2060 Target Date Retirement Fund |
| American Funds 2065 Target Date Retirement Fund |
| American Funds American Balanced Fund |
| American Funds Bond Fund Of America |
| American Funds Capital World Growth & Income Fund |
| American Funds EuroPacific Growth Fund |
| American Funds Growth Fund of America |
| American Funds Income Fund of America |
| American Funds Intermediate Bond Fund of America |
| American Funds New Perspective Fund |
| American Funds New World Class Fund |
| American Funds Small Cap World Fund |
| Columbia Threadneedle Investments Columbia Global Technology Growth Fund |
| DWS Investments DWS Small Cap Core Fund |
| Eaton Vance Corp. Eaton Vance Government Opportunities Fund |
| Eaton Vance Corp. Eaton Vance Income Fund of Boston |
| Eaton Vance Corp. Eaton Vance Worldwide Health Sciences Fund |
| Franklin Templeton Investments Franklin DynaTech Fund |
| Franklin Templeton Investments Franklin Growth Fund |
| Franklin Templeton Investments Franklin High Income Fund |
| Franklin Templeton Investments Franklin Small Cap Value Fund |
| Franklin Templeton Investments Franklin Small Mid Cap Growth Fund |
| Franklin Templeton Investments Franklin US Government Securities Fund |
| Franklin Templeton Investments Templeton Developing Markets Fund |
| Franklin Templeton Investments Templeton Foreign Fund |
| Franklin Templeton Investments Templeton Growth Fund |
| Invesco Comstock Fund |
| North Square Investments North Square Oak Ridge Multi-Strategy Fund |
| Pioneer Investments Pioneer Mid Cap Value Fund |
| Putnam Investments Putnam Small Cap Growth Fund |
| Putnam Investments Putnam Sustainable Future Fund |
| Putnam Investments Putnam Sustainable Leaders Fund |
| Thornburg Investment Management Thornburg Value Fund |
| Victory Capital Management Victory Diversified Stock Fund |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
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 RYAN R. ROBISON & CO., INC. RETIREMENT 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% | … | … |
Get Key Insights for This Plan
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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
- more …
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