DELLINGER GROUP PROFIT SHARING PLAN Investment Options
Available Funds in DELLINGER GROUP PROFIT SHARING PLAN
Below is the lineup of investment options available to participants in DELLINGER GROUP 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 |
|---|
| American Funds New Perspective R6 |
| Blackrock Emerging Markets Instl |
| Franklin Small Cap Value R6 |
| Invesco Discovery Mid Cap Growth R6 |
| Invesco Discovery R6 |
| iShares S&P 500 Index K |
| Janus Henderson Global Equity Income I |
| JP Morgan Core Plus Bond R6 |
| MFS Mid Cap Value R6 |
| PGIM High Yield R6 |
| TIAA-CREF Large-Cap Gr Idx Instl |
| TIAA-CREF Lifecycle Index 2020 Inst |
| TIAA-CREF Lifecycle Index 2025 Inst |
| TIAA-CREF Lifecycle Index 2030 Inst |
| TIAA-CREF Lifecycle Index 2035 Inst |
| TIAA-CREF Lifecycle Index 2040 Inst |
| TIAA-CREF Lifecycle Index 2045 Inst |
| TIAA-CREF Lifecycle Index 2050 Inst |
| TIAA-CREF Lifecycle Index 2055 Inst |
| TIAA-CREF Lifecycle Index 2060 Inst |
| TIAA-CREF Lifecycle Index Ret Inc Inst |
| Vanguard Balanced Index Adm |
| Vanguard Developed Markets Index Adm |
| Vanguard Inflation-Protected Secs Adm |
| Vanguard Interm-Term Bond Index Adm |
| Vanguard International Growth Adm |
| Vanguard Mid Cap Index Adm |
| Vanguard Small Cap Index Adm |
| Vanguard Value Index Adm |
| 1TRILX 55,363.69 |
| 1TLWIX 7,150.94 |
| 1TLQIX 139,064.38 |
| 1TLHIX 664,208.36 |
| 1TLYIX 964,780.52 |
| 1TLZIX 62,419.14 |
| 1TLXIX 84,298.62 |
| 1TLLIX 78,194.29 |
| 1TTIIX 11,668.82 |
| 1TVIIX 40,000.88 |
| 1RNPGX 389,858.28 |
| 1MADCX 154,898.06 |
| 1HFQIX 273,945.06 |
| 1VWILX 231,472.82 |
| 1VTMGX 1,151,274.70 |
| 1FRCSX 9,028.16 |
| 1ODIIX 10,967.93 |
| 1VSMAX 845,199.43 |
| 1MVCKX 39,929.13 |
| 1OEGIX 519,482.71 |
| 1VIMAX 889,038.27 |
| 1WFSPX 5,983,694.17 |
| 1TILIX 2,530,059.93 |
| 1VVIAX 3,570,086.26 |
| 1VBIAX 842,670.44 |
| 1JCPUX 482,272.26 |
| 1PHYQX 86,835.82 |
| 1VAIPX 1,566,219.32 |
| 1VBILX 807,494.54 |
| 1PCSV20 1,769,745.96 |
| FORFEITURES 6,431.23 |
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 DELLINGER GROUP 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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