ALLATA, LLC 401(K) PLAN Investment Options
Available Funds in ALLATA, LLC 401(K) PLAN
Below is the lineup of investment options available to participants in ALLATA, LLC 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 |
|---|
| Vanguard Target Ret 2065 Pooled Separate Account |
| Vanguard Target Ret 2060 Pooled Separate Account |
| Vanguard Target Ret 2055 Pooled Separate Account |
| Vanguard Target Ret 2050 Pooled Separate Account |
| Vanguard Target Ret 2045 Pooled Separate Account |
| Vanguard Target Ret 2040 Pooled Separate Account |
| Vanguard Target Ret 2035 Pooled Separate Account |
| Vanguard Target Ret 2030 Pooled Separate Account |
| JH Lifestyle Blend Aggressive Pooled Separate Account |
| JH Lifestyle Blend Growth Pooled Separate Account |
| JH Lifestyle Blend Balanced Pooled Separate Account |
| Allspring Special SCap Value Pooled Separate Account |
| American Century EM Fund Pooled Separate Account |
| American Funds New World Fund Pooled Separate Account |
| American Funds SMALLCAP World Pooled Separate Account |
| BlackRock Health Sciences Opp Pooled Separate Account |
| Delaware Small Cap Value Fund Pooled Separate Account |
| DFA U.S. Small Cap Fund Pooled Separate Account |
| Fidelity Adv Diversified Stock Pooled Separate Account |
| Fidelity ContraFund Pooled Separate Account |
| Fidelity Mid Cap Index Fund Pooled Separate Account |
| Fidelity NASDAQ Composite Idx Pooled Separate Account |
| Financial Industries Fund Pooled Separate Account |
| Invesco Discovery Mid Cap Grow Pooled Separate Account |
| Invesco Main Street Mid Cap Pooled Separate Account |
| Invesco Small Cap Growth Pooled Separate Account |
| iShares Gold Trust ETF Pooled Separate Account |
| Janus Henderson Gbl Life Sci Pooled Separate Account |
| John Hancock Mid Cap Growth Pooled Separate Account |
| Science & Technology Fund Pooled Separate Account |
| Small Cap Index Fund Pooled Separate Account |
| T. Rowe Price Sci & Tech Pooled Separate Account |
| T. Rowe Price Sml Cap Val Pooled Separate Account |
| Vanguard Explorer Fund Pooled Separate Account |
| Vanguard Growth Index Fund Pooled Separate Account |
| Vanguard Materials Index Fund Pooled Separate Account |
| Vanguard Mid-Cap Growth ETF Pooled Separate Account |
| Vanguard Mid-Cap Value ETF Pooled Separate Account |
| Vanguard Small Cap Grow Index Pooled Separate Account |
| Vanguard Small Cap Value Index Pooled Separate Account |
| Vanguard Strategic Equity Fund Pooled Separate Account |
| 500 Index Fund Pooled Separate Account |
| American Funds EuroPac Growth Pooled Separate Account |
| American Funds Fundamental Inv Pooled Separate Account |
| American Funds New Perspective Pooled Separate Account |
| BlackRock EAFE Equity Index Pooled Separate Account |
| DFA Global Equity Fund Pooled Separate Account |
| Dodge & Cox Stock Fund Pooled Separate Account |
| Fidelity International Index Pooled Separate Account |
| Fundamental Large Cap Value Pooled Separate Account |
| iShares MSCI EAFE Growth ETF Pooled Separate Account |
| Nuveen Large-Cap Value Index Pooled Separate Account |
| PIMCO Commodity Real Return Pooled Separate Account |
| T. Rowe Price Dividend Growth Pooled Separate Account |
| Vanguard Equity-Income Fund Pooled Separate Account |
| Vanguard High Dividend Yld Idx Pooled Separate Account |
| Vanguard International Growth Pooled Separate Account |
| Vanguard Value Index Fund Pooled Separate Account |
| AF American Balanced Fund Pooled Separate Account |
| AF Capital Income Builder Pooled Separate Account |
| AF The Income Fund of America Pooled Separate Account |
| DWS RREEF Gbl Infrastructure Pooled Separate Account |
| Franklin Utilities Fund Pooled Separate Account |
| MFS Utilities Fund Pooled Separate Account |
| Vanguard Balanced Index Fund Pooled Separate Account |
| Vanguard LT Treasury Index Pooled Separate Account |
| American Funds Bond Fund of Am Pooled Separate Account |
| BlackRock High Yield Bond Fund Pooled Separate Account |
| BlackRock Infl Protected Bond Pooled Separate Account |
| JPMorgan Global Bond Opps Pooled Separate Account |
| Vanguard Interm-Term Bond Idx Pooled Separate Account |
| Vanguard Short-Term Bond Index Pooled Separate Account |
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 ALLATA, LLC 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
- more …
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