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Palo Alto Research Center (PARC) 401K
Investment Model Portfolios

Palo Alto Research Center (PARC) is one of the oldest research centers in Silicon Valley. PARC is a Xerox company. A premier center for commercial innovation, PARC, a Xerox company, is in the business of breakthroughs. It works closely with global enterprises, entrepreneurs, government agencies and partners, and other clients to invent, co-develop, and bring to market game-changing innovations by combining imagination, investigation, and return on investment for our clients.

PARC was established in 1970 and is based in Palo Alto, California

Investment options of Palo Alto Research Center (PARC) 401K

Total Available Funds: 31
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Foreign Large Blend BISIX BlackRock International Opportunity
Foreign Large Value MINWX MFS International Value
US EQUITY
LARGE BLEND ANCFX American Funds Fundamental Investors
MID-CAP BLEND NMPAX Columbia Mid Cap Index
SMALL BLEND KDSIX DWS Dreman Small Value
Small Growth EMGRX First American Small Cap Select
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND HCAYX Hartford Capital Appreciation
Small Growth LKSCX LKCM Small Cap Equity
LARGE BLEND ETFFX Stadion Managed Portfolio A
Mid-Cap Growth THGRX Thornburg Core Growth
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP VALUE VMVIX Vanguard MidCap Index
SMALL BLEND VSCIX Vanguard Small Cap Equity Index
FIXED INCOME
High Yield Bond RITFX American High Income Trust
Intermediate-Term Bond BFAFX American Funds Bond Fund of America
Multisector Bond LSBDX Loomis Sayles Bond
WORLD BOND OIBYX Open International Bond
Intermediate-Term Bond PTRIX PIMCO Total Return Mortgage
Intermediate-Term Bond PTTRX PIMCO Total Return Bond
Inflation-Protected Bond PRRIX PIMCO Real Return Bond
Intermediate-Term Bond VBMFX Vanguard Total Bond Index
Others
Technology CMTFX Columbia Technology
Natural Resources PGNAX Jennison Natural Resources
Moderate Allocation OAKBX Oakmark Equity and Income
EQUITY XRX Xerox Corporation Common Stock
ROOT CASH Prudential Retirement Insurance Guaranteed Income
COMMODITIES
Commodities Precious Metals DBP Evergreen Precious Metals
REAL ESTATE
REAL ESTATE FARCX First American Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Open Developing Markets

Investment model portfolios

We provide two types of investment model portfolios for Palo Alto Research Center (PARC) 401K 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
Palo Alto Research Center (PARC) 401K Tactical Asset Allocation Moderate NA 14.48% -0.88% 4.42% 2.45% 4.90% 7.27% 8.97%
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

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