STABILUS, INC. 401(K) PLAN Investment Options
Available Funds in STABILUS, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in STABILUS, INC. 401(K) 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 |
|---|
| AF EUROPAC GROWTH R6 MUTUAL FUND |
| AM CENT MD CP VAL R6 MUTUAL FUND |
| C&S INST REALTY SHS MUTUAL FUND |
| CBA SM CAP GR IS MUTUAL FUND 2 |
| DODGE & COX INCOME I MUTUAL FUND |
| DODGE & COX STOCK I MUTUAL FUND 2 |
| FID500INDEX MUTUAL FUND 2 |
| FIDEXTDMKTINDX MUTUAL FUND |
| FID FDM IDX 2010 IPR MUTUAL FUND |
| FID FDM IDX 2015 IPR MUTUAL FUND 3 |
| FID FDM DX 2020 PR MUTUAL FUND |
| FID FDM DX 2025 PR MUTUAL FUND 2 |
| FID FDM DX 2030 IPR MUTUAL FUND 3 |
| FID FDM IDX 2035 IPR MUTUAL FUND 5 |
| FID FDM IDX 2040 IPR MUTUAL FUND 4 |
| FID FDM IDX 2045 IPR MUTUAL FUND 2 |
| FID FDM IDX 2050 IPR MUTUAL FUND |
| FID FDM IDX 2055 IPR MUTUAL FUND |
| FID FDM IDX 2060 IPR MUTUAL FUND |
| FID FDM DX 2065 IPR MUTUAL FUND |
| FIDGOVTMMKT MUTUAL FUND |
| FIDGOVTMMKTK6 MUTUAL FUND |
| FIDTOTALINTLIDX MUTUAL FUND |
| FIDUSBONDIDX MUTUAL FUND 3 |
| HTFD SCHR EMG MKT I MUTUAL FUND |
| TRP BLUE CIP GRTH I MUTUAL FUND 2 |
| TRP IS MID CP EQ GR MUTUAL FUND |
| TRP SM CAP VALUE I MUTUAL FUND |
| FIDMIPCL2 COMMON/COLLECTIVE TRUST 4 |
| BROKERAGE LINK SELF DIRECTED INVESTMENTS |
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 STABILUS, INC. 401(K) 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
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