Select Page

MICREL, INC. 401(k) PLAN
Investment Model Portfolios

Investment options of MICREL, INC. 401(k) PLAN

Total Available Funds: 30
Asset Class Ticker Description
Others
ROOT CASH CASH
ROOT CASH Schwab Investor Money Fund Money Mkt
ROOT CASH Schwab rtmt Adv Money Money Mkt
ROOT CASH Schwab US Treasury Money Fund Money Mkt
Moderate Allocation SWBGX Schwab Mkt Place Balanced Mutual Fund
ROOT CASH Schwab rtmt Adv Money Fund Money Mkt
unknown asset name Selected American Shares Selected American Shares
US EQUITY
Small Growth AASOX Alger Small Cap Growth Instl Mutual Fund
LARGE GROWTH IAFSX American Funds Growth
MID-CAP VALUE ARTQX Artisan Mid Cap Mutual Fund
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Mutual Fund
LARGE BLEND PEOPX Dreyfus S P 500 Index Mutual Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Mutual Fund
MID-CAP BLEND RPFIX Royce Premier Investment Class Mutual Fund
LARGE BLEND SLASX Selected American Shares Mutual Fund
LARGE VALUE ACGMX Van Kampen Growth Income Mutual Fund
SMALL BLEND NAESX Vanguard Small Cap Index Mutual Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value
SMALL BLEND FSCIX Fidelity Adv Small Cap
LARGE GROWTH HACAX Harbor Capital app
Mid-Cap Growth JAENX Janus Enterprise
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value
LARGE BLEND VIFSX Vanguard 500 Index Signal
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Europacific Mutual Fund
FIXED INCOME
Intermediate-Term Bond LIBAX Columbia interm Bond Mutual Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Inv Mutual Fund
Intermediate-Term Bond DODIX Dodge Cox Income
Intermediate-Term Bond PTTRX Pimco Total Return Fund Instl
SHORT GOVERNMENT VSGBX Vanguard F-I Secs Short-Term Federal

Investment model portfolios

We provide two types of investment model portfolios for MICREL, INC. 401(k) 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.

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
MICREL, INC. 401(k) PLAN Tactical Asset Allocation Moderate NA 18.06% -2.77% 24.58% 13.76% 11.59% 11.16% 11.04%
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%
Data as of 10/31/2024, AR inception is 12/31/2000

Click here for more plan details and features ►