TAX DEFENSE NETWORK 401K PLAN Investment Options
Available Funds in TAX DEFENSE NETWORK 401K PLAN
Below is the lineup of investment options available to participants in TAX DEFENSE NETWORK 401K 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 |
|---|
| ClearBridge Small Cap Growth Fund " |
| Pioneer Strategic Income Fund " |
| Janus Henderson Enterprise Fund " |
| American Century Growth Fund " |
| MFS Mid Cap Value Fund " |
| VanEck International Investors Gold Fund " |
| JPMorgan Large Cap Value Fund " |
| Principal Core Fixed Income Fund " |
| Fidelity Select Technology Portfolio Fund " |
| Goldman Sachs Small Cap Value Insights Fund " |
| Fidelity 500 Index Fund " |
| Fidelity Small Cap Index Fund " |
| Fidelity Inflation-Protected Bond Index Fund " |
| Fidelity International Index Fund " |
| Fidelity Mid Cap Index Fund " |
| Principal Overseas Fund " |
| PIMCO Realpath Blend 2025 Collective Trust " |
| PIMCO Realpath Blend 2030 Collective Trust " |
| PIMCO Realpath Blend 2035 Collective Trust " |
| PIMCO Realpath Blend 2040 Collective Trust " |
| PIMCO Realpath Blend 2045 Collective Trust " |
| PIMCO Realpath Blend 2050 Collective Trust " |
| PIMCO Realpath Blend 2055 Collective Trust " |
| PIMCO Realpath Blend 2060 Collective Trust " |
| PIMCO Realpath Blend Income Collective Trust " |
| PIMCO Realpath Blend 2065 Collective Trust " |
| AmCen Growth Fund R6 Registered Investment Company |
| ClrBrg SmCp Grw Fd IS Registered Investment Company |
| Cohen&Steers Real Est S Fd Z Registered Investment Company |
| Fid Inf Prt Bd Idx Fd Registered Investment Company |
| Fidelity 500 Index Fund Registered Investment Company |
| Fidelity Intl Index Fnd Registered Investment Company |
| Fidelity Mid Cap Idx Fd Registered Investment Company |
| Fidelity Select Tech Pt Registered Investment Company |
| Fidelity Sm Cp Ind Fd Registered Investment Company |
| Gldmn Sachs SmCp Value Insi R6 Registered Investment Company |
| JPMorgan LgCp Val Fnd R6 Registered Investment Company |
| Janus Hndr Enterprise Fund N Registered Investment Company |
| MFS Mid Cap Value Fund R6 Registered Investment Company |
| Pioneer Strategic Income Fnd K Registered Investment Company |
| Principal Core Fixd Inc F R6 Registered Investment Company |
| Principal Overseas Fund Inst Registered Investment Company |
| VanEck Intl Invtrs Gold Fd I 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 TAX DEFENSE NETWORK 401K 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
- more …
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