DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN Investment Options
Available Funds in DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN
Below is the lineup of investment options available to participants in DOMAINE CARNEROS, LTD 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 |
|---|
| American Century Retirement 2040 Trust I Collective Trust |
| American Century Retirement 2030 Trust I Collective Trust |
| American Century Retirement 2035 Trust I Collective Trust |
| American Century Retirement 2055 Trust I Collective Trust |
| American Century Retirement 2045 Trust I Collective Trust |
| American Century Retirement 2025 Trust I Collective Trust |
| American Century Retirement 2050 Trust I Collective Trust |
| American Century Income Retirement Trust I Collective Trust |
| American Century Retirement 2060 Trust I Collective Trust |
| American Century Retirement 2065 Trust I Collective Trust |
| Fidelity 500 Index Fund Registered Investment Company |
| T Rowe Price Blue Chip Growth Fund Inc Registered Investment Company |
| DFA US Large Cap Value Portfolio Registered Investment Company |
| Fidelity Small Cap Index Fund Registered Investment Company |
| Fidelity Mid Cap Index Fund Registered Investment Company |
| Victory Sycamore Established Value Fund Registered Investment Company |
| Fidelity Inflation Protected Bond Index Fund Registered Investment Company |
| Vanguard Small Cap Value Index Fund Registered Investment Company |
| Smallcap World Fund Inc Registered Investment Company |
| DFA Emerging Markets Core Equity Portfolio Registered Investment Company |
| Invesco Global Opportunities Fund Registered Investment Company |
| JPMorgan Small Cap Growth Fund Registered Investment Company |
| BlackRock Mid-Cap Growth Equity Portfolio Registered Investment Company |
| Vanguard Developed Markets Index Fund Registered Investment Company |
| Natixis Loomis Sayles Core Plus Bond Fund Registered Investment Company |
| American Century Equity Inc R6 Fund Registered Investment Company |
| Dimensional Global Equity Portfolio Registered Investment Company |
| American Funds American Balance R6 Fund Registered Investment Company |
| DFA Global Allocation 60/40 Portfolio Registered Investment Company |
| DFA Global Allocation 25/75 Portfolio Registered Investment Company |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract |
| maturing through September 2035 |
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 DOMAINE CARNEROS, LTD 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% | … | … |
Get Key Insights for This Plan
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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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