TFG 401(K) SAVINGS PLAN Investment Options
Available Funds in TFG 401(K) SAVINGS PLAN
Below is the lineup of investment options available to participants in TFG 401(K) SAVINGS 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 |
|---|
| Participant Notes Receivable 4.25% to 9.50% $ – |
| Pimco Real Rtrn Value of Interest in Registered Investment Company See "Note" |
| Am Fds The Grwth of Amer Value of Interest in Registered Investment Company Below |
| Vngrd 500 Indx Value of Interest in Registered Investment Company – |
| Vngrd Real Estat Indx Value of Interest in Registered Investment Company – |
| Vngrd Midcp Indx Value of Interest in Registered Investment Company – |
| Vngrd Smcp Grwth Indx Value of Interest in Registered Investment Company – |
| Am Fds Amer Balnc Value of Interest in Registered Investment Company – |
| Am Fds New Wrld Value of Interest in Registered Investment Company – |
| Am Fds Intl Gr Inc Value of Interest in Registered Investment Company – |
| Pimco Incm Value of Interest in Registered Investment Company – |
| Jpm Smcp Value Value of Interest in Registered Investment Company – |
| Vngrd Dvlpd Mrkts Indx Value of Interest in Registered Investment Company – |
| MFS Value Value of Interest in Registered Investment Company – |
| Fedrtd Gvnmt Utlshr Durtn Value of Interest in Registered Investment Company – |
| Fdlty US Bond Indx Value of Interest in Registered Investment Company – |
| Yourpath American Funds 2040 Cnsrv Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds Income Mod Value of Interest in Pooled Separate Accounts |
| Yourpath American Funds 2010 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2015 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2020 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2025 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2030 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2035 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2040 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2045 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2050 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2055 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2060 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2065 Mod Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds Incm Grwth Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2025 Grwth Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2040 Grwth Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2050 Grwth Value of Interest in Pooled Separate Accounts – |
| Yourpath American Funds 2055 Grwth Value of Interest in Pooled Separate Accounts – |
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 TFG 401(K) SAVINGS 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?
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