TAVANT TECHNOLOGIES 401(K) PLAN Investment Options
Available Funds in TAVANT TECHNOLOGIES 401(K) PLAN
Below is the lineup of investment options available to participants in TAVANT TECHNOLOGIES 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 |
|---|
| ALLSPRING SMALL CO GROWTH R6 REGISTERED INVESTMENT COMPANY |
| AMERFUNDS AMER BALANCED – R6 REGISTERED INVESTMENT COMPANY |
| AMERICAN CENTURY ULTRA – R6 REGISTERED INVESTMENT COMPANY |
| AMERICAN FUNDS NEW WORLD R6 REGISTERED INVESTMENT COMPANY |
| DFA US SMALL CAP VAL PORT INST REGISTERED INVESTMENT COMPANY |
| EV ATLANTA CAPITAL SMID CAP R6 REGISTERED INVESTMENT COMPANY |
| INVESCO OPP INTL GR R6 REGISTERED INVESTMENT COMPANY |
| JAN HEND GLOBAL TECH INNOV N REGISTERED INVESTMENT COMPANY |
| JPMORGAN EQUITY INCOME FUND R6 REGISTERED INVESTMENT COMPANY |
| NUVEEN INT EQ INDEX R6 REGISTERED INVESTMENT COMPANY |
| PIMCO INCOME FUND – INSTL REGISTERED INVESTMENT COMPANY |
| PIMCO STOCKSPLUS INTL I REGISTERED INVESTMENT COMPANY |
| VAN TARG RETIRE 2060 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2020 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2025 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2030 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2035 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2040 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2045 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2050 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE 2055 REGISTERED INVESTMENT COMPANY |
| VAN TARGET RETIRE INC REGISTERED INVESTMENT COMPANY |
| VANGUARD 500 INDEX FUND – ADM REGISTERED INVESTMENT COMPANY |
| VANGUARD INTERMEDIATE TERM BON REGISTERED INVESTMENT COMPANY |
| VANGUARD MID CAP INDEX – ADM REGISTERED INVESTMENT COMPANY |
| VANGUARD SMALL CAP INDEX ADMRL REGISTERED INVESTMENT COMPANY |
| VICTORY ESTABLISHED VALUE R6 REGISTERED INVESTMENT COMPANY |
| MET GG SV 25554 – J |
| Assets held for investment purposes |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| INVESCO OPP INTL GR R6 |
| EV ATLANTA CAPITAL SMID CAP R6 |
| AMERICAN FUNDS NEW WORLD R6 |
| AMERICAN CENTURY ULTRA – R6 |
| VANGUARD 500 INDEX FUND – ADM |
| VAN TARGET RETIRE 2050 |
| VAN TARGET RETIRE 2025 |
| PIMCO STOCKSPLUS INTL I |
| VANGUARD MID CAP INDEX – ADM |
| VANGUARD INTERMEDIATE TERM BON |
| DFA US SMALL CAP VAL PORT INST |
| VAN TARGET RETIRE 2045 |
| VAN TARGET RETIRE 2035 |
| VAN TARGET RETIRE 2040 |
| VAN TARGET RETIRE 2020 |
| JPMORGAN EQUITY INCOME FUND R6 |
| JAN HEND GLOBAL TECH INNOV N |
| VAN TARGET RETIRE INC |
| AMERFUNDS AMER BALANCED – R6 |
| VAN TARGET RETIRE 2055 |
| VANGUARD SMALL CAP INDEX ADMRL |
| PIMCO INCOME FUND – INSTL |
| ALLSPRING SMALL CO GROWTH R6 |
| VAN TARGET RETIRE 2030 |
| NUVEEN INT EQ INDEX R6 |
| VICTORY ESTABLISHED VALUE R6 |
| VAN TARG RETIRE 2060 |
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 TAVANT TECHNOLOGIES 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% | … | … |
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
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