DANAHER 401K PLAN
Investment Model Portfolios

This plan was created upon a user's request. 

Investment options of DANAHER 401K PLAN

Total Available Funds: 26
Asset Class Ticker Description
Others
ROOT DHR Danaher Corporation
Conservative Allocation FSRRX Fidelity Strategic Real Return
ROOT CASH FID INST MMKT (FMPXX)
World Allocation PAAIX  PIMCO All Assets Fund Institutional Class
Retirement Income STLAX LifePath® Index Retirement Non-Lendable Fund G
Target Date 2016-2020 STLCX  LifePath® Index 2020 Non-Lendable Fund G
Target Date 2021-2025 LPBIX LifePath® Index 2025 Non-Lendable Fund G
Target Date 2026-2030 STLDX LifePath® Index 2030 Non-Lendable Fund G
Target Date 2031-2035 LPJIX  LifePath® Index 2035 Non-Lendable Fund G
Target Date 2036-2040 STLEX  LifePath® Index 2040 Non-Lendable Fund G
Target Date 2041-2045 LPHIX LifePath® Index 2045 Non-Lendable Fund G
Target Date 2046-2050 STLFX  LifePath® Index 2050 Non-Lendable Fund G
Target Date 2051+ LPVIX  LifePath® Index 2055 Non-Lendable Fund G
ROOT SATIX LifePath® Index 2015 Non-Lendable Fund G
US EQUITY
LARGE VALUE FEIKX Fidelity Equity-Income K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE GROWTH PRGFX TRP LG CAP CORE GRTH
Small Growth HGFSX Geneva Small Cap Growth
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT STABLEVALUE MIP II CL 3

Investment model portfolios

We provide two types of investment model portfolios for DANAHER 401K 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DANAHER 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 23.92% 3.01% 6.58% 5.46% 6.85% 6.44% 6.49%
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%

Tactical Asset Allocation Model Portfolio

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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DANAHER 401K PLAN Tactical Asset Allocation Moderate NA 20.37% 4.99% 9.56% 7.69% 8.88% 9.60% 9.04%
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%