π
π
πΉ
π
401(k) Investment Options
Review and manage your investment fund selections
π
π
π
πΏ
π΅
πΏ
π
Investment Options
Review your available investment funds
π
π
π
πΏ
π΅
πΏ
π
πΊ
π»
π
π
π
Fund Name | Ticker | Risk Profile | Expense Ratio | 1 Year | 3 Year | 5 Year | 10 Year | Asset Allocation | Rating | |
---|---|---|---|---|---|---|---|---|---|---|
Vanguard Target Retirement 2050 Target 2050 | VFIFX | Moderate | 0.150% | +12.30% | +8.70% | +10.20% | +9.50% | S:90%B:10%C:0% | β
β
β
β
β | |
Fidelity 500 Index | FXAIX | Moderate | 0.015% | +15.20% | +11.40% | +14.30% | +12.80% | S:100%B:0%C:0% | β
β
β
β
β
| |
Vanguard Total Bond Market | VBTLX | Conservative | 0.050% | -2.10% | -0.50% | +1.20% | +2.80% | S:0%B:100%C:0% | β
β
β
β
β | |
T. Rowe Price Growth Stock | PRGFX | Aggressive | 0.630% | +22.10% | +15.30% | +18.70% | +16.20% | S:98%B:0%C:2% | β
β
β
β
β
| |
Vanguard Target Retirement 2035 Target 2035 | VTTHX | Moderate | 0.130% | +10.50% | +7.80% | +9.10% | +8.30% | S:75%B:25%C:0% | β
β
β
β
β |
Show:
π
1-5 of 5
π
π
π
π
π
π
Investment Strategy Tips
Diversification
Spread investments across different asset classes to reduce risk.
Age-Based Approach
Consider target-date funds that automatically adjust as you near retirement.
Expense Ratios
Lower expense ratios mean more of your money stays invested.
Regular Rebalancing
Review and rebalance your portfolio quarterly or annually.