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California Micro Devices Corporation 401(k) Retirement Savings Plan
Investment Model Portfolios

California Micro Devices Corporation 401(k) Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of California Micro Devices Corporation 401(k) Retirement Savings Plan

Total Available Funds: 8
Asset Class Ticker Description
US EQUITY
Small Growth BSCFX baron small cap fund
LARGE GROWTH FDCAX fidelity capital appreciation fund
SMALL VALUE RYOFX royce opportunity s
LARGE BLEND FSMAX spartan us equity index fund
Others
Moderate Allocation FBALX fidelity balanced fund
ROOT CASH fidelity retirement money market portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity international discovery fund
FIXED INCOME
Intermediate-Term Bond PTRAX pimco total return adm

Investment model portfolios

We provide two types of investment model portfolios for California Micro Devices Corporation 401(k) Retirement 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.

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
California Micro Devices Corporation 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate NA 23.66% -0.85% 4.72% 4.55% 5.47% 6.14% 6.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000