nikitamaria
New member
Hello,
I am having trouble figuring out which funds to invest in. I currently have 100% in CG 2060 TD U3. I have read through the 401k selection sections, although I am still unsure on which to choose. Any insight would be appreciated! Below are my options.
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A
B
C
D
E
F
G
H
1
Name/Inception Date
Asset Class
Category
Plan-specific option All tooltip content.
1 Year
3 Year
5 Year
10 Year/LOF*
2
FID 500 INDEX (FXAIX)02/17/1988
Stock Investments
Large Cap
No
-4.66%
13.35%
12.82%
13.79%
3
MFS GROWTH R6 (MFEKX)12/29/1986
Stock Investments
Large Cap
Yes
-17.27%
11.20%
14.39%
15.24%
4
MFS VALUE R6 (MEIKX)01/02/1996
Stock Investments
Large Cap
Yes
-1.31%
9.15%
8.77%
11.71%
5
FID MID CAP IDX (FSMDX)09/08/2011
Stock Investments
Mid-Cap
No
-9.83%
9.46%
9.69%
12.30%
6
J H ENTERPRISE N (JDMNX)09/01/1992
Stock Investments
Mid-Cap
Yes
-9.25%
9.16%
12.75%
14.58%
7
TRP MID CAP VALUE I (TRMIX)06/28/1996
Stock Investments
Mid-Cap
Yes
1.68%
11.68%
8.41%
11.59%
8
F&T BEHAV SMCPEQ IS (FTHSX)09/08/2011
Stock Investments
Small Cap
No
-2.22%
12.62%
10.14%
13.05%
9
FID SM CAP IDX (FSSNX)09/08/2011
Stock Investments
Small Cap
No
-14.23%
7.58%
7.21%
10.75%
10
FID GLB EX US IDX (FSGGX)09/08/2011
Stock Investments
International
No
-14.95%
3.32%
2.52%
5.12%
11
MFS INTL DIVRSN R6 (MDIZX)09/30/2004
Stock Investments
International
Yes
-15.64%
4.57%
4.86%
6.92%
12
MFS GLOBAL RE R6 (MGLRX)03/11/2009
Stock Investments
Specialty
Yes
-9.58%
6.31%
7.25%
8.27%
13
PRMTRC CMDY STRAT I (EIPCX)05/25/2011
Stock Investments
N/A
No
22.62%
19.76%
11.51%
1.82%
14
CG 2010 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-4.27%
5.12%
N/A
5.67%
15
CG 2015 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-5.13%
5.49%
N/A
6.09%
16
CG 2020 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-5.61%
5.75%
N/A
6.40%
17
CG 2025 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-7.08%
6.35%
N/A
7.10%
18
CG 2030 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-8.28%
6.83%
N/A
7.68%
19
CG 2035 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-9.63%
8.04%
N/A
8.98%
20
CG 2040 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-10.79%
8.34%
N/A
9.30%
21
CG 2045 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-11.45%
8.33%
N/A
9.33%
22
CG 2050 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-12.15%
8.19%
N/A
9.23%
23
CG 2055 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-12.74%
7.97%
N/A
9.02%
24
CG 2060 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-12.89%
7.89%
N/A
8.95%
25
NYL GUAR INT ACCOUNT09/01/2015
Bond Investments
Stable Value
Yes
N/A
N/A
N/A
N/A
26
DFA INF PRT SEC PORT (DIPSX)09/18/2006
Bond Investments
Income
Yes
-3.89%
4.39%
4.03%
2.01%
27
FID US BOND IDX (FXNAX)03/08/1990
Bond Investments
Income
No
-9.11%
-0.23%
1.25%
1.61%
28
METWEST TOT RTN BD I (MWTIX)03/31/1997
Bond Investments
Income
No
-10.10%
0.09%
1.55%
2.35%
29
PIM INTL BD US$H I (PFORX)12/02/1992
Bond Investments
Income
Yes
-7.39%
-0.48%
1.95%
3.54%
30
PIMCO INCOME INST (PIMIX)03/30/2007
Bond Investments
Income
Yes
-5.89%
1.28%
2.55%
5.14%
31
FID GOVT MMKT (SPAXX)02/05/1990 7 day yield as of07/31/2022 1.42%
Short Term Investments
N/A
No
0.19%
0.37%
0.81%
0.43%
I am having trouble figuring out which funds to invest in. I currently have 100% in CG 2060 TD U3. I have read through the 401k selection sections, although I am still unsure on which to choose. Any insight would be appreciated! Below are my options.
+
A
B
C
D
E
F
G
H
1
Name/Inception Date
Asset Class
Category
Plan-specific option All tooltip content.
1 Year
3 Year
5 Year
10 Year/LOF*
2
FID 500 INDEX (FXAIX)02/17/1988
Stock Investments
Large Cap
No
-4.66%
13.35%
12.82%
13.79%
3
MFS GROWTH R6 (MFEKX)12/29/1986
Stock Investments
Large Cap
Yes
-17.27%
11.20%
14.39%
15.24%
4
MFS VALUE R6 (MEIKX)01/02/1996
Stock Investments
Large Cap
Yes
-1.31%
9.15%
8.77%
11.71%
5
FID MID CAP IDX (FSMDX)09/08/2011
Stock Investments
Mid-Cap
No
-9.83%
9.46%
9.69%
12.30%
6
J H ENTERPRISE N (JDMNX)09/01/1992
Stock Investments
Mid-Cap
Yes
-9.25%
9.16%
12.75%
14.58%
7
TRP MID CAP VALUE I (TRMIX)06/28/1996
Stock Investments
Mid-Cap
Yes
1.68%
11.68%
8.41%
11.59%
8
F&T BEHAV SMCPEQ IS (FTHSX)09/08/2011
Stock Investments
Small Cap
No
-2.22%
12.62%
10.14%
13.05%
9
FID SM CAP IDX (FSSNX)09/08/2011
Stock Investments
Small Cap
No
-14.23%
7.58%
7.21%
10.75%
10
FID GLB EX US IDX (FSGGX)09/08/2011
Stock Investments
International
No
-14.95%
3.32%
2.52%
5.12%
11
MFS INTL DIVRSN R6 (MDIZX)09/30/2004
Stock Investments
International
Yes
-15.64%
4.57%
4.86%
6.92%
12
MFS GLOBAL RE R6 (MGLRX)03/11/2009
Stock Investments
Specialty
Yes
-9.58%
6.31%
7.25%
8.27%
13
PRMTRC CMDY STRAT I (EIPCX)05/25/2011
Stock Investments
N/A
No
22.62%
19.76%
11.51%
1.82%
14
CG 2010 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-4.27%
5.12%
N/A
5.67%
15
CG 2015 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-5.13%
5.49%
N/A
6.09%
16
CG 2020 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-5.61%
5.75%
N/A
6.40%
17
CG 2025 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-7.08%
6.35%
N/A
7.10%
18
CG 2030 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-8.28%
6.83%
N/A
7.68%
19
CG 2035 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-9.63%
8.04%
N/A
8.98%
20
CG 2040 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-10.79%
8.34%
N/A
9.30%
21
CG 2045 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-11.45%
8.33%
N/A
9.33%
22
CG 2050 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-12.15%
8.19%
N/A
9.23%
23
CG 2055 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-12.74%
7.97%
N/A
9.02%
24
CG 2060 TD U305/13/2019
Blended Fund Investments*
N/A
Yes
-12.89%
7.89%
N/A
8.95%
25
NYL GUAR INT ACCOUNT09/01/2015
Bond Investments
Stable Value
Yes
N/A
N/A
N/A
N/A
26
DFA INF PRT SEC PORT (DIPSX)09/18/2006
Bond Investments
Income
Yes
-3.89%
4.39%
4.03%
2.01%
27
FID US BOND IDX (FXNAX)03/08/1990
Bond Investments
Income
No
-9.11%
-0.23%
1.25%
1.61%
28
METWEST TOT RTN BD I (MWTIX)03/31/1997
Bond Investments
Income
No
-10.10%
0.09%
1.55%
2.35%
29
PIM INTL BD US$H I (PFORX)12/02/1992
Bond Investments
Income
Yes
-7.39%
-0.48%
1.95%
3.54%
30
PIMCO INCOME INST (PIMIX)03/30/2007
Bond Investments
Income
Yes
-5.89%
1.28%
2.55%
5.14%
31
FID GOVT MMKT (SPAXX)02/05/1990 7 day yield as of07/31/2022 1.42%
Short Term Investments
N/A
No
0.19%
0.37%
0.81%
0.43%