ARUBA NETWORKS RETIREMENT PLAN
Investment Model Portfolios
This plan is based on ia user's input.
Investment options of ARUBA NETWORKS RETIREMENT PLAN
Total Available Funds: 25
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE GROWTH |
NMGIX |
COL MARSICO GROWTH A |
LARGE BLEND |
PEOPX |
DREYFUS S&P 500 INDX |
LARGE VALUE |
FEIAX |
Fidelity Advisor EQUITY INCOME A |
LARGE GROWTH |
FNIAX |
Fidelity Advisor NEW INSIGHTS A |
Mid-Cap Growth |
FIIAX |
Fidelity Advisor MID CAP II A |
SMALL BLEND |
FSCDX |
Fidelity Advisor SMALL CAP A |
SMALL VALUE |
HNVIX |
HEARTLAND VAL PLS IV |
MID-CAP VALUE |
FAVFX |
Fidelity Advisor VALUE FUND A |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
FIAGX |
INVS INTL GROWTH A |
|
REAL ESTATE |
|
|
REAL ESTATE |
FHEAX |
Fidelity Advisor REAL ESTATE A |
|
Others |
|
|
Target Date 2000-2010 |
FFAVX |
Fidelity Advisor FREEDOM 2005 A |
Target Date 2000-2010 |
FACFX |
Fidelity Advisor FREEDOM 2010 A |
Target Date 2011-2015 |
FFVAX |
Fidelity Advisor FREEDOM 2015 A |
Target Date 2016-2020 |
FDAFX |
Fidelity Advisor FREEDOM 2020 A |
Target Date 2021-2025 |
FATWX |
Fidelity Advisor FREEDOM 2025 A |
Target Date 2026-2030 |
FAFEX |
Fidelity Advisor FREEDOM 2030 A |
Target Date 2031-2035 |
FATHX |
Fidelity Advisor FREEDOM 2035 A |
Target Date 2036-2040 |
FAFFX |
Fidelity Advisor FREEDOM 2040 A |
Target Date 2041-2045 |
FFFZX |
Fidelity Advisor FREEDOM 2045 A |
Target Date 2050+ |
FFFLX |
Fidelity Advisor FREEDOM 2050 A |
Retirement Income |
FAFAX |
Fidelity Advisor FREEDOM INC A |
|
FIXED INCOME |
|
|
Emerging Markets Bond |
FMKAX |
Fidelity Advisor EMERG MKT INC A |
SHORT GOVERNMENT |
STABLEVALUE |
Fidelity Advisor STABLE VALUE |
High Yield Bond |
FHIAX |
Fidelity Advisor HIGH INC ADV A |
Intermediate-Term Bond |
PGBOX |
JPMorgan CORE BOND A |
|
Investment model portfolios
We provide two types of investment model portfolios for ARUBA NETWORKS RETIREMENT 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.
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.
|
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 (%)
|
Aruba Network... Moderate
|
-0.22 |
12.46 |
7.77 |
6.87 |
5.67 |
7.49 |
7.27 |
7.72 |
NA |
0.42 |
25.28 |
-11.64 |
14.40 |
11.58 |
13.78 |
-5.27 |
9.84 |
8.44 |
-2.84 |
6.23 |
10.20 |
9.87 |
0.50 |
12.62 |
23.45 |
-5.02 |
5.62 |
17.38 |
5.22 |
10.95 |
18.93 |
3.01 |
6.66 |
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)
|
-1.25 |
9.98 |
9.75 |
10.95 |
11.06 |
12.38 |
9.19 |
7.54 |
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)
|
-0.67 |
6.25 |
1.68 |
4.40 |
4.69 |
6.67 |
5.54 |
5.08 |
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
|
Aruba Network... Moderate
|
NA |
2.17 |
0.72 |
0.92 |
0.79 |
NA |
NA |
0.93 |
NA |
0.02 |
2.83 |
-1.24 |
1.54 |
1.34 |
2.56 |
-0.96 |
1.99 |
1.80 |
-0.42 |
1.12 |
1.49 |
2.21 |
0.04 |
1.01 |
2.40 |
-1.35 |
0.31 |
2.06 |
0.46 |
1.47 |
3.57 |
0.53 |
1.16 |
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 |
0.48 |
0.82 |
0.81 |
0.63 |
NA |
NA |
0.45 |
0.24 |
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 |
0.81 |
0.71 |
0.60 |
0.49 |
NA |
NA |
0.51 |
1.01 |
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(%)
|
Aruba Network... Moderate
|
NA |
7.40 |
9.15 |
8.40 |
7.20 |
NA |
NA |
7.34 |
NA |
7.57 |
7.42 |
10.52 |
9.36 |
8.46 |
4.84 |
6.85 |
4.62 |
4.58 |
6.85 |
5.56 |
6.84 |
4.45 |
11.14 |
12.36 |
9.75 |
4.39 |
8.57 |
6.85 |
6.57 |
6.82 |
5.10 |
3.60 |
3.74 |
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 |
19.81 |
17.26 |
17.48 |
18.49 |
NA |
NA |
18.10 |
24.61 |
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 |
10.42 |
NA |
NA |
11.48 |
12.49 |
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(%)
|
Aruba Network... Moderate
|
NA |
3.43 |
17.71 |
17.71 |
17.71 |
NA |
NA |
17.71 |
NA |
1.67 |
3.43 |
16.91 |
4.15 |
8.95 |
2.29 |
10.65 |
2.10 |
3.62 |
8.32 |
3.98 |
6.24 |
3.12 |
11.14 |
9.80 |
4.76 |
8.21 |
6.32 |
4.38 |
4.93 |
8.91 |
3.89 |
4.47 |
2.69 |
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(%)
|
Aruba Network... Moderate
|
NA |
14.02 |
8.86 |
6.77 |
5.18 |
NA |
NA |
4.60 |
NA |
0.88 |
14.35 |
7.02 |
4.35 |
2.34 |
5.23 |
4.07 |
0.42 |
4.79 |
3.83 |
4.95 |
4.99 |
3.38 |
1.87 |
3.13 |
4.30 |
3.52 |
2.79 |
5.27 |
4.69 |
4.96 |
4.78 |
4.24 |
5.57 |
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 10/31/2023, AR inception is 12/31/2000