There is only one investment decision to be made. Which portfolio of index funds is right for you? The following chart indicates the broad asset class allocation of each of the 20 index portfolios that are recommended by ORRGROUP.



The three dimensions of risk and return are market, value, and size. These are the factors that explain portfolio returns. The 20 portfolios below are increasing the exposure to these three risk factors. Portfolio 5 has the least amount of risk and 100 has the most. You will need to take the Risk Capacity Survey to determine which portfolio is best for you. Please click below to get started.

To review portfolios similar to what is available in your 401(k) plan, click on one of the portfolios below.    For print outs of each portfolio, click below:
(NOTE: Hyperlink addresses over each button are designed as: http://www.ifa.com/pdf/portfolios/factsheet100.pdf)
  

(NOTE: Hyperlink addresses over each button are designed as:http://www.ifa.com/portfolios/p085/401k.html)
For links to web pages for each 401k portfolio and related information:  

There are over 10,000 mutual funds that can be purchased in our 401(k) plans; however, only about 15 of those funds are necessary to capture all of the risk factors described above. Therefore, we advise clients to stick to the best and lowest cost index mutual funds below.

There are still 5 more of these funds that will be available soon.