A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN Investment Options
Available Funds in A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN
Below is the lineup of investment options available to participants in A.B. DATA GROUP RETIREMENT AND SAVINGS 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 Option List |
|---|
| FIDELITY BLUE CHIP GROWTH REGISTERED INVESTMENT COMPANY (FBGRX) |
| FIDELITY BALANCED REGISTERED INVESTMENT COMPANY (FRESX) |
| FIDELITY CAPITAL & INCOME REGISTERED INVESTMENT COMPANY (FEQIX) |
| FIDELITY GOVERNMENT MONEY MARKET REGISTERED INVESTMENT COMPANY (SPAXX) |
| FIDELITY MID CAP VALUE REGISTERED INVESTMENT COMPANY (FSMVX) |
| FIDELITY STRATEGIC DIVIDEND & INCOME REGISTERED INVESTMENT COMPANY (FSDIX) |
| FRANKLIN INCOME A REGISTERED INVESTMENT COMPANY (FRBSX) |
| GLENMEDE SMALL CAP EQUITY ADV REGISTERED INVESTMENT COMPANY (SIVIX) |
| INVESCO DIVERSIFIED DIVIDEND REGISTERED INVESTMENT COMPANY (DDFIX) |
| INVESCO INTERNATIONAL GROWTH REGISTERED INVESTMENT COMPANY (AIEVX) |
| JANUS HENDERSON VENTURE REGISTERED INVESTMENT COMPANY (JCNNX) |
| LOOMIS SAYLES CORE PLUS BOND REGISTERED INVESTMENT COMPANY (NERYX) |
| MFS INTERNATIONAL VALUE REGISTERED INVESTMENT COMPANY (MINIX) |
| NUVEEN REAL ESTATE SECURITIES REGISTERED INVESTMENT COMPANY (FARCX) |
| T. ROWE PRICE RETIREMENT 2025 REGISTERED INVESTMENT COMPANY (TRRHX) |
| T. ROWE PRICE RETIREMENT 2030 REGISTERED INVESTMENT COMPANY (TRRCX) |
| T. ROWE PRICE RETIREMENT 2035 REGISTERED INVESTMENT COMPANY (TRRJX) |
| T. ROWE PRICE RETIREMENT 2040 REGISTERED INVESTMENT COMPANY (TRRDX) |
| T. ROWE PRICE RETIREMENT 2045 REGISTERED INVESTMENT COMPANY (TRRKX) |
| T. ROWE PRICE RETIREMENT 2050 REGISTERED INVESTMENT COMPANY (TRRMX) |
| T. ROWE PRICE RETIREMENT 2055 REGISTERED INVESTMENT COMPANY (TRRNX) |
| T. ROWE PRICE RETIREMENT 2060 REGISTERED INVESTMENT COMPANY (TRPLX) |
| VANGUARD 500 INDEX ADMIRAL REGISTERED INVESTMENT COMPANY (VFINX) |
| VANGUARD MID CAP INDEX ADMIRAL REGISTERED INVESTMENT COMPANY (VIMSX) |
| VANGUARD SHORT-TERM FEDERAL ADMIRAL REGISTERED INVESTMENT COMPANY (VFSTX) |
| VANGUARD SMALL CAP INDEX ADMIRAL REGISTERED INVESTMENT COMPANY (VISVX) |
| VICTORY INTEGRITY SMALL CAP VALUE REGISTERED INVESTMENT COMPANY (VSVIX) |
| BNY MELLON OPPORTUNISTIC MID CAP REGISTERED INVESTMENT COMPANY (MPMCX) |
| PIMCO GLOBAL BOND OPPORTUNITIES REGISTERED INVESTMENT COMPANY (PAGPX) |
| JPMORGAN US RESEARCH ENHANCED REGISTERED INVESTMENT COMPANY (OIEAX) |
| TWEEDY, BROWNE INTERNATIONAL VALUE REGISTERED INVESTMENT COMPANY (UTDIX) |
| FIDELITY MANAGED INCOME PORTFOLIO COMMON-COLLECTIVE TRUST (FRHMX) |
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 A.B. DATA GROUP RETIREMENT AND SAVINGS 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% | 6.78% | 7.27% |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | 6.96% | 7.35% |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | 6.74% | 7.33% |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | 7.18% | 8.42% |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | 7.96% | 7.98% |
| S&P 500 Index | 5.97% | 30.43% | 21.65% | 12.98% | 15.10% | 13.74% | 10.93% | 8.96% | 11.29% |
Get Key Insights for This Plan
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Money headlines from this plan
These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.
- Average plan assets per reported participant: $49,766
Based on the 2023 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target. - Employer contributions per reported participant: $658
Based on the 2023 public filing. This reported average can include match, profit sharing, or other employer contributions. Review the match and contribution details. - Employee contributions per reported participant: $2,849
Based on the 2023 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase. - Reported administrative expenses as a share of assets: 0.00%
Based on the 2023 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.
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Fund-to-fund research links
Compare FBGRX, FRESX, FEQIX, SPAXX side by side using common return periods and risk measures. Compare funds that serve a similar portfolio role, then review volatility, drawdown, dividends, and fees before choosing.
- FBGRX fund research
- FRESX fund research
- FEQIX fund research
- SPAXX fund research
- FSMVX fund research
- FSDIX fund research
Use the stock, fund, or portfolio return comparison calculator to test other combinations, then move the selected funds into the portfolio calculator simulator to review the combined allocation.
Browse the fund and ETF ticker research hub to look up other retirement-plan investments by symbol.
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