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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

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
Aruba Networks Retirement Plan Tactical Asset Allocation Moderate NA 12.46% 7.77% 6.87% 5.67% 7.49% 7.27% 7.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000