DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN Investment Options
Available Funds in DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN
Below is the lineup of investment options available to participants in DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN. 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 TARGET RETIRE 2055 |
| Vanguard TARGET RETIRE 2045 |
| Vanguard 500 INDEX FUND – ADM |
| Vanguard TARGET RETIRE 2035 |
| Vanguard SMALL CAP INDEX ADMRL |
| Vanguard TARGET RETIRE 2025 |
| Vanguard TARGET RETIRE INC |
| Vanguard TARGET RETIRE 2050 |
| Vanguard INTERMEDIATE TERM BON |
| Vanguard MID CAP INDEX – ADM |
| Vanguard TARGET RETIRE 2040 |
| Vanguard TARGET RETIRE 2060 |
| Vanguard TARGET RETIRE 2030 |
| Fidelity ADV SM CAP GROWTH Z |
| JP Morgan JPM GROWTH ADVANTAGE FUND – R6 |
| American Funds NEW WORLD R6 |
| Janus Henderson ENTERPRISE N |
| T Rowe Price T ROWE PRICE US TREA MONEY |
| Pioneer BOND FUND – K |
| Divisional Fund Advisors DFA US TARGETED VAL PORT INST |
| Victory Capital VICTORY ESTABLISHED VALUE R6 |
| Putnam LARGE CAP VALUE R6 |
| Cohen & Steers COHEN & STEERS REALTY SHARES Z |
| Notes receivable from participants Interest rate of 6% – 10.5% |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| VANGUARD DEV MKT INDEX ADMIRAL |
| VAN TARGET RETIRE 2055 |
| VAN TARGET RETIRE 2045 |
| FID ADV SM CAP GROWTH Z |
| T ROWE PRICE US TREA MONEY |
| VAN TARGET RETIRE 2035 |
| JPM GROWTH ADVANTAGE FUND – R6 |
| DFA US TARGETED VAL PORT INST |
| VAN TARGET RETIRE 2025 |
| VAN TARGET RETIRE INC |
| VAN TARGET RETIRE 2050 |
| VICTORY ESTABLISHED VALUE R6 |
| VAN TARGET RETIRE 2040 |
| VAN TARG RETIRE 2060 |
| COHEN & STEERS REALTY SHARES Z |
| VAN TARGET RETIRE 2030 |
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 DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN. 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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