WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET Investment Options
Available Funds in WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET
Below is the lineup of investment options available to participants in WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET. 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 |
|---|
| Vanguard Federal Mm Inv |
| American Funds New World R6 |
| BR Health Sciences Opps K |
| Carillon Eagle Mid Cap Grth R |
| Janus Henderson Balanced Fund |
| JPMorgan Equity Income Fund R |
| MFS Intl Diversification R6 |
| T. Rowe Price Retirement 2020 I |
| T. Rowe Price Retirement 2025 I |
| T. Rowe Price Retirement 2030 I |
| T. Rowe Price Retirement 2035 I |
| T. Rowe Price Retirement 2040 I |
| T. Rowe Price Retirement 2045 I |
| T. Rowe Price Retirement 2050 I |
| T. Rowe Price Retirement 2055 I |
| T. Rowe Price Retirement 2060 I |
| T. Rowe Price Retirement 2065 I |
| T. Rowe Price Capital Appreciation |
| Vanguard Tot Stk Mkt Idx – Admira |
| Vanguard 500 Index Fund – Adm |
| Vanguard Dev Mkt Index Admira |
| Vanguard Explorer Admin |
| Vanguard FTSE Social Index Ad |
| Vanguard Growth Index Fund Ad |
| Vanguard Info Tech Idx Admira |
| Vanguard Intermediate Term Bo |
| Vanguard Materials Index Adm |
| Vanguard Mid Cap Index – Adm |
| Vanguard Small Cap Index Admr |
| Victory Established Value R6 |
| Victory Rs Global Fund R6 |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| VANGUARD INFO TECH IDX ADMIRAL |
| VANGUARD FTSE SOCIAL INDEX ADM |
| TRP RETIREMENT 2045 I |
| TRP RETIREMENT 2020 I |
| TRP CAPITAL APPRECIATION |
| JPMORGAN EQUITY INCOME FUND R6 |
| VANGUARD DEV MKT INDEX ADMIRAL |
| VANGUARD SMALL CAP INDEX ADMRL |
| JANUS HENDERSONBALANCED FUND I |
| TRP RETIREMENT 2050 I |
| TRP RETIREMENT 2035 I |
| TRP RETIREMENT 2065 I |
| TRP RETIREMENT 2025 I |
| TRP RETIREMENT 2060 I |
| TRP RETIREMENT 2055 I |
| VANGUARD INTERMEDIATE TERM BON |
| TRP RETIREMENT 2040 I |
| VANG TOT STK MKT IDX – ADMIRAL |
| TRP RETIREMENT 2030 I |
| VANGUARD GROWTH INDEX FUND ADM |
| CARILLON EAGLE MID CAP GRTH R6 |
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 WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET. 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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