PreTest Plan 8-day Intel Corporation 401(k) Savings Plan Investment Model Portfolios

Investment options of PreTest Plan 8-day Intel Corporation 401(k) Savings Plan

Total Available Funds: 63

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	GTVVX	AIM Basic Value
LARGE GROWTH	PAPIX	Allianz CCM Capital Appreciation Fund
Mid-Cap Growth	PMCRX	Allianz CCM Mid Cap Fund
LARGE VALUE	TWEIX	American Century Equity Income Fund
SMALL VALUE	ACVIX	American Century Small Cap Value Fund
SMALL BLEND	ASCQX	American Century Small Company Fund
LARGE GROWTH	RGAFX	American Funds Growth Fund of America
SMALL BLEND	PNSEX	Blackrock Global Small Cap Fund
LARGE GROWTH	BLUEX	Brandywine Blue Fund Inc.
LARGE GROWTH	CEYIX	Calvert Social Investment Equity Fund
LARGE VALUE	DODGX	Dodge & Cox Stock Fund
LARGE GROWTH	FCNTX	Fidelity Contrafund
LARGE GROWTH	FDGRX	Fidelity Growth Company Fund
MID-CAP BLEND	FLPSX	Fidelity Low-Priced Stock Fund
Mid-Cap Growth	FMCSX	Fidelity Mid-Cap Stock Fund 1
MID-CAP VALUE	GSMCX	Goldman Sachs Mid Cap Value Fund
SMALL VALUE	GSSIX	Goldman Sachs Small Cap Value Fund
MID-CAP BLEND	LMNSX	Legg Mason Special Investment Trust
LARGE BLEND	LMNVX	Legg Mason Value Trust Inc.
LARGE BLEND	LLPFX	Longleaf Partners Fund
LARGE VALUE	VLUDX	Morgan Stanley Institutional Fund Trust Value Portfolio
SMALL BLEND	PENNX	Pennsylvania Mutual Fund
Large Value	Reserve P	Reserve Primary Institutional
LARGE GROWTH	PRGFX	T Rowe Price Growth Stock Fund
MID-CAP BLEND	TGVOX	TCW Galileo Value Opportunities Fund
LARGE GROWTH	VIGRX	Vanguard Growth Index Fund
LARGE BLEND	VINIX	Vanguard Institutional Index Fund
MID-CAP VALUE	VMVIX	Vanguard Mid-Cap Index Fund
Small Growth	VISGX	Vanguard Small-Cap Growth Index Fund
SMALL VALUE	VISVX	Vanguard Small-Cap Value Index Fund
MID-CAP BLEND	VSEQX	Vanguard Strategic Equity Fund
LARGE VALUE	VWNDX	Vanguard Windsor Fund
US EQUITY	LQDT	Pooled Employee Funds Daily Liquidity Fund
LARGE GROWTH	QQQ	SSgA NASDAQ 100 Index Non-Lending Series Fund

REAL ESTATE
REAL ESTATE	REAIX	American Century Real Estate Fund

INTERNATIONAL EQUITY
Foreign Large Blend	CEUFX	American Funds EuroPacific Growth Fund
Foreign Large Value	DPIEX	Delaware Pooled International Equity Fund
Foreign Small/Mid Value	MSISX	Morgan Stanley Institutional Fund International Small Cap
WORLD STOCK	TGADX	Templeton Growth Fund
Foreign Large Value	VTRIX	Vanguard International Value Fund

Others
World Allocation	MALOX	Blackrock Global Allocation Fund
Moderate Allocation	FPURX	Fidelity Puritan Fund
ROOT	CASH	Fidelity U.S. Treasury Money Market
Conservative Allocation	FISRX	Franklin Income Fund
EQUITY PRECIOUS METALS	GLDIX	GAMCO Gold AAA
Long-Short	MERFX	Merger Fund
Convertibles	VCVSX	Vanguard Convertible Securities Fund
ROOT	CASH	Money market substitute

FIXED INCOME
Intermediate-Term Bond	CBDIX	Calvert Social Investment Bond Fund
WORLD BOND	ESICX	Evergreen International Bond Fund
High Yield Bond	FAGIX	Fidelity Capital & Income Fund
Multisector Bond	LSBDX	Loomis Sayles Bond
Emerging Markets Bond	PEMPX	PIMCO Emerging Markets Bond Fund
High Yield Bond	PHIYX	PIMCO High Yield Fund
LONG GOVERNMENT	PGOVX	PIMCO Long-Term U.S. Government Fund
Intermediate-Term Bond	PTRAX	PIMCO Total Return Fund
Inflation-Protected Bond	VIPSX	Vanguard Inflation-Protected Securities Fund
Long-Term Bond	VBLTX	Vanguard Long-Term Bond Index Fund
Intermediate-Term Bond	BIV	Vanguard Intermediate-Term Treasury Fund
Intermediate-Term Bond	WFBIX	Barclays Global Investors NASDAQ-100 Index Fund

Emerging Market
DIVERSIFIED EMERGING MKTS	GMCEX	GMO Emerging Countries Fund
DIVERSIFIED EMERGING MKTS	LZEMX	Lazard Emerging Markets Institutional Fund
DIVERSIFIED EMERGING MKTS	SSEMX	SSgA Daily Active Emerging Markets Non-Lending Series Fund

Investment model portfolios

We provide two types of investment model portfolios for PreTest Plan 8-day Intel Corporation 401(k) Savings Plan 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

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