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LYNDA.COM 401K PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of LYNDA.COM 401K PROFIT SHARING PLAN

Total Available Funds: 45
Asset Class Ticker Description
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A
Foreign Large Blend FAIDX FA INTL DISCOVERY A
WORLD STOCK FWAFX FA WORLDWIDE A
US EQUITY
LARGE BLEND PEOPX DREYFUS S&P 500 INDX
Mid-Cap Growth FIIAX FA MID CAP II A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
SMALL BLEND FSCDX FA SMALL CAP A
SMALL VALUE FCVAX FA SMALL CAP VAL A
SMALL BLEND ATIAX VS SMALL CO A
Small Growth LAGWX LD ABBETT DEV GRTH A
LARGE VALUE MEIHX MFS VALUE R3
MID-CAP VALUE JMVIX PERKINS MID CP VAL S
MID-CAP BLEND PMBMX PIF MIDCAP BLEND R3
Others
Health FBTAX FA BIOTECHNOLOGY A
Communications FDMAX FA COMM EQUIP A
Consumer Defensive FDAGX FA CONS STAPLES A
Consumer Cyclical FCNAX FA CONSUMER DISC A
Technology FELAX FA ELECTRONICS A
Equity Energy FANAX FA ENERGY A
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A
Target Date 2000-2010 FACFX FA FREEDOM 2010 A
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A
Target Date 2021-2025 FATWX FA FREEDOM 2025 A
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
Target Date 2051+ FHFAX FA FREEDOM 2055 A
Retirement Income FAFAX FA FREEDOM INC A
EQUITY PRECIOUS METALS FGDAX FA GOLD A
Health FACDX FA HEALTH CARE A
Industrials FCLAX FA INDUSTRIALS A
Natural Resources FMFAX FA MATERIALS A
Technology FADTX FA TECHNOLOGY A
Communications FTUAX FA TELECOMM A
Utilities FUGAX FA UTILITIES A
ROOT CASH FID PRIME FUND
Financial FIDAX JH FINL INDUSTRIES A
FIXED INCOME
Intermediate Government FVIAX FA GOV INCOME A
SHORT GOVERNMENT STABLEVALUE FA STABLE VALUE
Multisector Bond FSTAX FA STRAT INCOME A
Intermediate-Term Bond PTTAX PIM TOTAL RETURN A
REAL ESTATE
REAL ESTATE FHEAX FA REAL ESTATE A

Investment model portfolios

We provide two types of investment model portfolios for LYNDA.COM 401K PROFIT SHARING PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LYNDA.COM 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate NA 36.89% 13.10% 12.26% 7.39% 8.12% 7.36% 7.06%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LYNDA.COM 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 7.01% 8.86% 5.65% 4.81% 7.10% 8.43% 9.04%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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