AVAGO Technologies U.S. Inc. 401(k) Plan
Investment Model Portfolios

AVAGO Technologies U.S. Inc. 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of AVAGO Technologies U.S. Inc. 401(k) Plan

Total Available Funds: 25
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Deutsche capital management stable value fund
Intermediate-Term Bond PTTRX pimco total return institutional fund
Short-Term Bond FSHBX fidelity stif
US EQUITY
LARGE VALUE ICAEX mainstay icap equity i
LARGE GROWTH MLAIX mainstay large cap growth fund i
Mid-Cap Growth WFDSX wells fargo advantage discovery fund institutional
SMALL VALUE GSSIX goldman sachs small cap value fund institutional
LARGE GROWTH FCNTX fidelity contrafund
MID-CAP BLEND FLPSX fidelity low price stock fund
LARGE BLEND FUSEX spartan index 500 fund
INTERNATIONAL EQUITY
Foreign Large Value TEMFX templeton foreign a
Foreign Large Blend BTAEX barclays global investors eafe equity index
Others
Retirement Income FFFAX fidelity freedom income
Target Date 2000-2010 FFFBX fidelity freedom 2000
Target Date 2000-2010 FFFCX fidelity freedom 2010
Target Date 2016-2020 FFFDX fidelity freedom 2020
Target Date 2026-2030 FFFEX fidelity freedom 2030
ROOT CASH fidelity u.s. treasury money market fund
Target Date 2036-2040 FFFFX fidelity freedom 2040
Target Date 2000-2010 FFFVX fidelity freedom 2005
Target Date 2011-2015 FFVFX fidelity freedom 2015
Target Date 2021-2025 FFTWX fidelity freedom 2025
Target Date 2031-2035 FFTHX fidelity freedom 2035
Target Date 2041-2045 FFFGX fidelity freedom 2045
Target Date 2050+ FFFHX fidelity freedom 2050

Investment model portfolios

We provide two types of investment model portfolios for AVAGO Technologies U.S. Inc. 401(k) 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AVAGO Technologies U.S. Inc. 401(k) Plan Tactical Asset Allocation Moderate NA 7.06% 7.54% 5.13% 6.37% 7.04% NA 7.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39% 5.56%

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