DNATA US 401(K) PLAN Investment Options
Available Funds in DNATA US 401(K) PLAN
Below is the lineup of investment options available to participants in DNATA US 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 |
|---|
| FIDELITY 500 INDEX |
| FIDELITY US BOND INDEX |
| FIDELITY INTERNATIONAL INDEX |
| FIDELITY MID CAP INDEX |
| JPMORGAN EMERGING MARKETS EQUITY R6 |
| FIDELITY SMALL CAP INDEX |
| AMERICAN FUNDS INFLATION LINKED BD R6 |
| JPMORGAN EQUITY INCOME R6 |
| FIDELITY BLUE CHIP GROWTH K6 |
| AMERICAN FUNDS NEW PERSPECTIVE R6 |
| FIDELITY FREEDOM INDEX 2060 INVESTOR |
| FIDELITY ADVISOR INTERNATIONAL CAP APP Z |
| JANUS HENDERSON TRITON N |
| ALLSPRING SPECIAL MID CAP VALUE R6 |
| PGIM HIGH-YIELD R6 |
| JANUS HENDERSON SMALL CAP VALUE N |
| FIDELITY FREEDOM INDEX 2045 INVESTOR |
| EMPOWER T. ROWE PRICE MID CAP GR INST |
| FIDELITY FREEDOM INDEX 2025 INVESTOR |
| FIDELITY FREEDOM INDEX 2065 INVESTOR |
| FIDELITY FREEDOM INDEX 2055 INVESTOR |
| FIDELITY FREEDOM INDEX 2010 INVESTOR |
| FIDELITY FREEDOM INDEX 2035 INVESTOR |
| FIDELITY FREEDOM INDEX 2040 INVESTOR |
| FIDELITY FREEDOM INDEX 2020 INVESTOR |
| FIDELITY FREEDOM INDEX 2050 INVESTOR |
| FIDELITY FREEDOM INDEX 2030 INVESTOR |
| PUTNAM RETIREMENT ADVANTAGE TRST 2050 X |
| PUTNAM RETIREMENT ADVANTAGE TRST 2045 X |
| PUTNAM RETIREMENT ADVANTAGE TRST 2055 X |
| PUTNAM RETIREMENT ADVANTAGE TRST 2040 X |
| PUTNAM RETIREMENT ADVANTAGE TRST 2060 X |
| PUTNAM RETIREMENT ADVANTAGE TRST 2035 X |
| PUTNAM RETIREMENT ADVANTAGE TRST 2025 X |
| EI FIXED ACCOUNT – SERIES CLASS I |
| Notes receivable from participants (4.25%-9.50%) |
| 1FKIFX 4,390.65 |
| 1FPIFX 1,890.09 |
| 1FQIFX 29,808.97 |
| 1FXIFX 55.52 |
| 1FIHFX 4,077.16 |
| 1FBIFX 1,826.16 |
| 1FIOFX 52,924.07 |
| 1FIPFX 1,288.40 |
| 1FDEWX 16,563.73 |
| 1FDKLX 78,647.16 |
| 1FFIJX 18,826.48 |
| 1PTRX25 2,662.20 |
| 1PTRX35 7,982.64 |
| 1PTRX40 448,480.78 |
| 1PTRX45 745,986.29 |
| 1PTRX50 797,794.11 |
| 1PTRX55 593,778.36 |
| 1PTRX60 194,283.91 |
| 1RNPGX 123,748.23 |
| 1FIDZX 85,199.69 |
| 1FSPSX 1,008,510.85 |
| 1JEMWX 400,110.29 |
| 1FSSNX 352,121.46 |
| 1JGMNX 87,839.31 |
| 1JDSNX 65,701.04 |
| 1FSMDX 408,547.25 |
| 1MXYKX 40,611.96 |
| 1WFPRX 89,853.38 |
| 1FBCGX 147,576.88 |
| 1FXAIX 1,456,151.68 |
| 1OIEJX 191,554.06 |
| 1RILFX 221,126.75 |
| 1FTKFX 52,188.31 |
| 1FXNAX 1,451,655.23 |
| 1PHYQX 77,311.82 |
| 1GWAQ35 1.450 720,901.33 |
| FORFEITURES 2,768.55 |
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 DNATA US 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
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