DATUM SOFTWARE 401(K) PLAN Investment Options
Available Funds in DATUM SOFTWARE 401(K) PLAN
Below is the lineup of investment options available to participants in DATUM SOFTWARE 401(K) 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 |
|---|
| State Street Bank & Trust Co. State Street Russ SC IDX VI |
| State Street Bank & Trust Co. State Street S&P 500 IDX VIII |
| State Street Bank & Trust Co. State Street S&P MD CP IDX NL G |
| State Street Bank & Trust Co. State Street Reit IDX NLS G |
| State Street Bank & Trust Co. State Street Cons Str Bal SLS VII |
| State Street Bank & Trust Co. State Street Mod Str Bal SLS VII |
| State Street Bank & Trust Co. State Street Agg Str Bal SLS VII |
| American Funds New Perspective R3 |
| American Funds 2020 Target Date Retirement R3 |
| American Funds 2025 Target Date Retirement R3 |
| American Funds 2030 Target Date Retirement R3 |
| American Funds 2035 Target Date Retirement R3 |
| American Funds 2040 Target Date Retirement R3 |
| American Funds 2045 Target Date Retirement R3 |
| American Funds 2050 Target Date Retirement R3 |
| American Funds 2055 Target Date Retirement R3 |
| American Funds 2060 Target Date Retirement R3 |
| Columbia Overseas Value A |
| Columbia Balanced A |
| Columbia Dividend Income Fund A |
| Columbia Small Cap Index A |
| JPMorgan U.S. Equity Fund – Class R3 |
| Legg Mason ClearBridge Small Cap Growth Fund |
| Macquarie Macquarie Small Cap Value – A |
| MFS International Diversification R3 |
| Morgan Stanley Insight Fund A |
| Morgan Stanley Intl Advantage A |
| PGIM Investments PGIM High Yield Fund – Class A |
| T. Rowe Price Growth Stock Fund Adv |
| Touchstone Sands Tou Sands Cap Em Mk Gr A |
| Victory Victory Fund for Income A |
| Victory Victory Established Value – Class A |
| Virtus Mid-Cap Growth A |
| Participants from 5.25% – 10.50% on all outstanding notes. – |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| AMERFDS 2035 TARG DATE RET-R3 |
| MORGAN STANLEY INTL ADVTG A |
| AMER FUNDS NEW PERSPECTIVE-R3 |
| AMERFDS 2020 TARG DATE RET-R3 |
| AMERFDS 2045 TARG DATE RET-R3 |
| AMERFDS 2025 TARG DATE RET-R3 |
| AMERFDS 2055 TARG DATE RET-R3 |
| VICTORY ESTABLISHED VALUE A |
| PGIM HIGH YIELD – A |
| T.ROWE PRICE GR STOCK FD -ADV |
| AMF 2060 TARGET DATE RETIRE R3 |
| JPM US EQUITY FD R3 |
| TOU SANDS CAP EM MK GR A |
| COLUMBIA DIV INC FD – A |
| MACQUARIE SMALL CAP VALUE – A |
| CLEARBRIDGE SMALL CAP GROWTH A |
| AMERFDS 2040 TARG DATE RET-R3 |
| MFS INTL DIVERSIFICATION R3 |
| AMERFDS 2050 TARG DATE RET-R3 |
| COLUMBIA SM CAP IDX A |
| AMERFDS 2030 TARG DATE RET-R3 |
| VICTORY FUND FOR INCOME A |
| STATE ST RUSS SC IDX VI |
| STATE ST S&P 500 IDX VIII |
| STATE ST S&P MD CP IDX NL G |
| STATE ST REIT IDX NLS G |
| STATE ST CONS STR BAL SLS VII |
| STATE ST MOD STR BAL SLS VII |
| STATE ST AGG STR BAL SLS VII |
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 DATUM SOFTWARE 401(K) 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
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