TANGO 401(K) PLAN Investment Options

Available Funds in TANGO 401(K) PLAN

Below is the lineup of investment options available to participants in TANGO 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.

Total Available Funds: 33
Investment Description
Loomis Sayles Small Cap Growth Fund 12,833 shares
Victory Sycamore Established Value A 7,048 shares
Fidelity Select Software & Computer Portfolio 62,484 shares
JP Morgan Emerging Markets Equity 5,484 shares
JP Morgan US Value Fund R6 2,679 shares
JP Morgan Mid Cap Growth Fund I 4,220 shares
Franklin Utilities R6 9,342 shares
Fidelity Mid Cap Index 7,437 shares
Fidelity International Index 5,826 shares
Fidelity 500 Index 11,164 shares
Fidelity Select Energy Portfolio 8,224 shares
Fidelity Small Cap Index 2,330 shares
Fidelity US Bond Index 6,980 shares
PGIM Jennison Natural Resources Fund – Class R6 202 shares
Fidelity Select Healthcare Portfolio 7,101 shares
Fidelity Small Cap Value Fund 1,816 shares
Fidelity Puritan Fund Class K 7,826 shares
Fidelity Blue Chip Growth K6 Fund 87,609 shares
Fidelity Growth Strategies K6 Fund 6,142 shares
International EQ R1 10,278 shares
GG TRP RD 2015 R1 1,967 shares
GG TRP RD 2020 R1 5,118 shares
GG TRP RD 2025 R1 57,044 shares
GG TRP RD 2030 R1 64,191 shares
GG TRP RD 2035 R1 413,437 shares
GG TRP RD 2040 R1 100,280 shares
GG TRP RD 2045 R1 231,759 shares
GG TRP RD 2050 R1 105,504 shares
GG TRP RD 2055 R1 96,153 shares
GG TRP RD 2060 R1 25,346 shares
GG TRP RD 2065 R1 4,076 shares
Fidelity Equity Income K6 508 shares
Fidelity OTC K6 Portfolio 27,713 shares

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 TANGO 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%
Data as of 05/01/2026, Common starting date is 12/31/2000

Test your portfolio


Enter the funds you have chosen from this plan along with their weights, and see how such a portfolio has performed historically.


Get Key Insights for This Plan

Join our community and get data-driven insights about TANGO 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.

Notify Me When Ratings Go Live

Recent Articles

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 …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …

Keep researching TANGO 401(K) PLAN

Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.

Related Calculators

Related Plans