LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Investment Model Portfolios

Investment options of LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST

Total Available Funds: 37

Asset Class

Ticker

Description

INTERNATIONAL EQUITY
Foreign Large Blend	REREX	AF EUROPAC GRTH R4
FOREIGN SMALL/MID GROWTH	IEGIX	INVESCO International Small Company Fund
Foreign Large Growth	JIGFX	Janus Overseas Fund
Foreign Large Blend	GIXIX	Nationwide International Index Fund

US EQUITY
LARGE VALUE	NFJEX	Allianz NFJ Dividend Value Fund
SMALL VALUE	PSVIX	Allianz NFJ Small Cap Value Fund
LARGE GROWTH	RAFEX	AMERICAN AMCAP R4
LARGE GROWTH	AGTHX	American Funds Growth Fund of America
LARGE BLEND	WFSPX	BlackRock S&P 500 Fund
Mid-Cap Growth	ACRNX	COLUMBIA ACORN Z
SMALL BLEND	KDSIX	DWS Dreman Small Cap Value Fund
MID-CAP BLEND	FLVIX	Fidelity Advisor Leveraged Company Stock Fund
LARGE GROWTH	FKGRX	Franklin Growth Fund
MID-CAP VALUE	JMVAX	Janus/Perkins MidCap Value Fund
LARGE VALUE	MEIIX	MFS Value Fund
MID-CAP BLEND	GMXIX	Nationwide Mid Cap Market Index Fund
SMALL BLEND	GMRIX	Nationwide Small Cap Index Fund
LARGE BLEND	FUSVX	SPTN 500 INDEX ADV
MID-CAP BLEND	FSEVX	SPTN EXT MKT IDX ADV
LARGE VALUE	PRFDX	TRP EQUITY INCOME
Small Growth	VISCX	Van Kampen Small Cap Growth Fund
LARGE BLEND	VDSIX	Victory Diversified Stock Fund

Others
World Allocation	MALOX	BlackRock Global Allocation Fund
Natural Resources	MAGRX	BlackRock Natural Resources Trust
Target Date 2036-2040	FFFFX	FID FREEDOM 2040
Target Date 2046-2050	FFFHX	FID FREEDOM 2050
Long/Short Equity	GATEX	Gateway Fund
not found	no ticker	Merrill Lynch Retirement Preservation Trust

FIXED INCOME
Intermediate-Term Bond	CBDIX	Calvert Social Investment Fund
Intermediate Government	MGSIX	MFS Government Securities Fund
Intermediate-Term Bond	GBXIX	Nationwide Bond Index Fund
Multisector Bond	OSIIX	Oppenheimer Global Strategic Fund
WORLD BOND	OIBIX	Oppenheimer International Bond Fund
Intermediate-Term Bond	PTTRX	PIMCO Total Return Fund
Intermediate-Term Bond	VBTSX	VANG TOT BD MKT SIG

REAL ESTATE
Global Real Estate	IGREX	INVESCO Global Real Estate Fund

Emerging Market
DIVERSIFIED EMERGING MKTS	ODVYX	OPP DEVELOPING MKT Y

Investment model portfolios

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

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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
LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate	NA	19.82%	0.37%	3.72%	3.58%	5.51%	5.44%	6.80%
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%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	LINKEDIN CORP... Moderate	-1.42	19.82	0.37	3.72	3.58	5.51	5.44	6.80	NA	4.74	9.71	-13.31	4.17	11.14	15.45	-9.15	12.26	4.93	-1.83	4.09	11.09	13.12	-1.68	16.23	30.27	-28.23	10.10	13.03	9.50	12.47	30.40	0.85	12.86	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	8.70	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	5.79	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	LINKEDIN CORP... Moderate	NA	-0.06	-0.36	0.04	0.18	NA	NA	0.48	0.04	-0.22	0.56	-1.13	0.49	0.65	2.38	-1.06	2.63	0.60	-0.23	0.57	1.59	1.78	-0.13	1.46	1.76	-1.28	0.68	1.36	1.14	1.47	3.56	-0.02	1.26	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.59	0.94	0.83	0.66	NA	NA	0.45	0.41	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.82	0.73	0.60	0.49	NA	NA	0.51	1.05	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	LINKEDIN CORP... Moderate	NA	8.44	10.59	11.78	9.85	NA	NA	10.76	4.59	8.56	9.69	13.01	8.50	16.86	5.91	9.86	4.43	7.92	7.94	7.13	6.97	7.34	13.64	11.09	17.10	22.80	10.43	7.16	6.42	7.86	8.35	11.16	8.39	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.83	17.23	17.43	18.48	NA	NA	18.10	24.35	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.47	10.12	10.09	10.41	NA	NA	11.48	12.44	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	LINKEDIN CORP... Moderate	NA	5.44	21.01	23.59	23.59	NA	NA	41.72	0.42	5.44	10.03	21.12	5.17	23.59	3.01	16.51	2.51	6.31	9.64	6.10	7.41	5.99	13.99	8.19	16.67	38.11	7.82	8.14	4.28	6.63	7.42	14.44	8.48	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	LINKEDIN CORP... Moderate	NA	4.43	4.03	3.99	3.71	NA	NA	4.11	NA	0.83	4.29	3.46	3.52	4.35	3.33	4.94	0.42	4.95	3.44	4.01	2.96	4.01	3.07	4.24	4.37	5.66	6.48	5.15	4.95	3.26	3.74	3.77	5.23	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

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
LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate	NA	12.92%	-2.94%	1.35%	0.72%	2.12%	4.59%	5.55%
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%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	LINKEDIN CORP... Moderate	-1.06	12.92	-2.94	1.35	0.72	2.12	4.59	5.55	NA	-0.54	3.26	-14.67	4.43	12.35	-1.65	-8.26	11.47	7.01	-7.05	-0.91	10.00	8.19	-2.83	5.56	25.77	-1.62	12.46	16.17	9.69	11.99	19.37	7.95	4.35	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	8.70	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	5.79	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	LINKEDIN CORP... Moderate	NA	-0.49	-0.85	-0.20	-0.17	NA	NA	0.48	0.08	-0.72	-0.12	-1.85	0.42	1.25	-0.55	-1.26	1.89	1.04	-1.16	-0.11	1.41	1.41	-0.24	0.50	2.76	-0.42	0.73	1.42	1.19	1.33	3.57	1.57	0.38	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.59	0.94	0.83	0.66	NA	NA	0.45	0.41	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.82	0.73	0.60	0.49	NA	NA	0.51	1.05	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	LINKEDIN CORP... Moderate	NA	9.73	8.88	9.40	8.02	NA	NA	8.19	9.60	9.85	7.98	8.67	10.51	9.72	5.61	7.57	5.73	6.52	6.11	8.13	7.09	5.76	11.76	11.03	9.29	6.03	12.88	9.09	6.32	8.31	5.23	4.37	5.41	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.83	17.23	17.43	18.48	NA	NA	18.10	24.35	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.47	10.12	10.09	10.41	NA	NA	11.48	12.44	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	LINKEDIN CORP... Moderate	NA	7.02	18.43	21.93	22.06	NA	NA	22.06	0.68	7.02	9.50	15.58	6.46	10.99	6.64	14.54	3.99	4.27	9.78	7.36	6.86	4.66	13.19	9.62	4.69	6.73	10.31	11.23	4.79	6.99	3.37	2.38	5.22	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	LINKEDIN CORP... Moderate	NA	4.75	2.94	2.79	2.48	NA	NA	3.42	NA	0.83	4.42	1.96	1.69	3.34	1.81	1.55	0.44	3.94	1.80	3.70	4.47	4.97	2.43	3.81	3.87	3.03	4.93	3.08	2.70	4.28	4.14	6.54	4.92	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, AR inception is 12/31/2000

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