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Mentor Graphics Individual Deferred Tax and Savings Plan
Investment Model Portfolios

Mentor Graphics is the third largest electronic design automation software provider.

Investment options of Mentor Graphics Individual Deferred Tax and Savings Plan

Total Available Funds: 16
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International
Foreign Large Blend RERBX American Funds Europacific Growth Fund R5
Foreign Large Blend VGTSX Vanguard Group Total International Stock Index
US EQUITY
SMALL VALUE ARTVX Artisan Small Cap Value
LARGE BLEND NYVTX Davis,New York Venture Fund A
LARGE GROWTH RGAFX American Funds Growth Fund of America R5
MID-CAP VALUE JMCVX Perkins Funds Mid Cap Value,J
Mid-Cap Growth MGOYX Munder Funds Mid Cap Core Growth,Y
LARGE GROWTH RAIEX Rainier Funds Large Cap Equity
Small Growth TCMSX TCM Small Cap Growth
LARGE BLEND VINIX Vanguard Group Institutional Index
Mid-Cap Growth VMGRX Vanguard Group Mid Cap Growth
SMALL BLEND NAESX Vanguard Group Small Cap Index
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Group Total Bond Market Index
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
Others
ROOT CASH Schwab US Treasury Money Market

Investment model portfolios

We provide two types of investment model portfolios for Mentor Graphics Individual Deferred Tax and Savings 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
Mentor Graphics Individual Deferred Tax and Savings Plan Strategic Asset Allocation - Optimal Moderate NA 11.84% 4.22% 6.93% 4.06% 7.12% NA 6.51%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, 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
Mentor Graphics Individual Deferred Tax and Savings Plan Tactical Asset Allocation Moderate NA -4.04% 5.90% 5.97% 7.16% 7.13% NA 6.61%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 1.63% 11.82% 11.41% 6.89% 5.95% 7.81% 5.17%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -2.70% 5.02% 5.19% 4.58% 5.34% 6.56% 4.83%
Data as of 03/31/2016, AR inception is 12/31/2000