QLOGIC CORPORATION SAVINGS PLAN Investment Model Portfolios

Qlogic Corporation Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of QLOGIC CORPORATION SAVINGS PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

FIXED INCOME
SHORT GOVERNMENT	STABLEVALUE	Prudential Guaranteed Income Fund
Intermediate-Term Bond	VBTIX	Vanguard Total Bond Market Index Fund

US EQUITY
LARGE BLEND	IVV	Prudential Dryden S&P 500 Index Fund
Mid-Cap Growth	PEEAX	Prudential Mid Cap Growth/Artisan Partnership Fund
Small Growth	WFSIX	Wells Fargo Advantage Small Cap Fund
MID-CAP VALUE	JDPRX	Perkins Mid Cap Value Fund
LARGE BLEND	VITSX	Vanguard Total Stock Market Index Fund
LARGE BLEND	NBSRX	Neuberger Berman Socially Responsive Fund

Others
ROOT	unknow	Prudential Large Cap Growth/Turner Investments Fund
ROOT	unknow	Prudential Large Cap Value/Lsv Asset Management Fund
ROOT	unknow	Prudential Small Cap Growth/Times Square Fund
ROOT	unknow	Alliance Bernstein International Value Fund
Moderate Allocation	JBALX	Prudential Janus Advisor Balanced Fund
Technology	UNSCX	Prudential Waddell & Reed Advisors Science & Technology Fund
ROOT	unknow	Prudential IFX L/T Income & Equity Fund
Conservative Allocation	JDAZX	Prudential IFX L/T Conservative Fund
ROOT	unknow	Prudential IFX L/T Balanced Fund

INTERNATIONAL EQUITY
WORLD STOCK	OGLYX	Oppenheimer Global Fund
Foreign Large Blend	VGTSX	Vanguard Total International Stock Index Fund

Investment model portfolios

We provide two types of investment model portfolios for QLOGIC CORPORATION 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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