DUBLIN SCHOOL 403(B) RETIREMENT PLAN Investment Options
Available Funds in DUBLIN SCHOOL 403(B) RETIREMENT PLAN
Below is the lineup of investment options available to participants in DUBLIN SCHOOL 403(B) RETIREMENT 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 |
|---|
| TIAA Traditional Benefit Respo |
| TIAA Traditional Non Benefit R |
| TIAA Traditional Benefit |
| TIAA Traditional Non Benefit |
| AMG TimesSquare Mid Cap Gr Z |
| CREF Stock R1 |
| CREF Social Choice R1 |
| CREF Global Equities R1 |
| CREF Growth R1 |
| CREF Equity Index R1 |
| CREF Inflation-Linked Bond R1 |
| TIAA Access Nuv Core PL BD T4 |
| TIAA Acces Nuv Core Equity T4 |
| TIAA Access Nuv Intl Equity T4 |
| TIAA Access Nuv Lrg Cap Val T4 |
| TIAA Access Nuv LifCyc 2015 T4 |
| TIAA Access Nuv LifCyc 2035 T4 |
| TIAA Access Nuv LifCyc 2040 T4 |
| TIAA Access Nuv LifCyc 2045 T4 |
| TIAA Access Nuv LifCyc 2050 T4 |
| TIAA Access Nuv Mid Cap Grw T4 |
| TIAA Access Nuv Mid Cap Val T4 |
| TIAA Access Nuv RIEstSecSel T4 |
| TIAA Access Nuv Sm Cp Bl lx T4 |
| TIAA Access Nuv Qt Sm Cp Eq T4 |
| TIAA Access Nuv LgCp Res Eq T4 |
| LOAN FUND |
| CREF Core Bond R1 |
| Nuveen Quant Sm Cp Eq Retire |
| American Fd New Perspective R6 |
| PIMCO Real Return Inst Class |
| Vanguard Small-Cap Idx Adm |
| Vanguard Mid-Cap Idx Adm |
| TIAA Access Nuv LifCyc 2060 T4 |
| Columbia Contrarian Core Inst3 |
| Parnassus Core Equity Inst |
| Vanguard 500 Idx Adm |
| Allspring Spec Mid Cap Val R6 |
| Cohen & Steers Real Est Sec Z |
| PIMCO Income Fd Institutional |
| Dodge & Cox Stock Fund |
| Amer Funds Bond Fnd Amer R6 |
| Hartford International Stk SDR |
| American Funds New World R6 |
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 DUBLIN SCHOOL 403(B) RETIREMENT 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
- Passive real estate investments
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