You have the option to build a custom portfolio, allowing you to set the allocation percentage for each individual investment from your plan's fund menu.
If you’re interested in creating a custom portfolio, it’s important to do your research and consider important factors such as your age, time until retirement, risk tolerance, diversification, and cost.
If you decide that creating a custom portfolio is the correct option for you, follow the steps below to get started.
How do I create a custom portfolio?
After logging in, click Elections in the top menu.
Scroll down to the Investment Election and click Change.
Select "Custom" from the Fund Family drop down.
Enter the percentage for the individual funds you’d like to add to your portfolio.
Hover your pointer over an asset class name like US Large Cap to see the fund information and a link to the fund’s full profile.
Once your total equals 100% and you are happy with your selection, click Update Portfolio Settings.
Review the pop-up that summarizes your changes and click Yes, update portfolio settings.
The system tells you when your changes will take effect, which can take up to 4 business days. You won't be able to make any other changes to your investments until after that date.