MICROSEMI DEFERRED SAVINGS PLAN
Investment Model Portfolios
Investment options of MICROSEMI DEFERRED SAVINGS PLAN
Total Available Funds: 33
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
PTTRX |
PIM TOTAL RT INST |
| Intermediate-Term Bond |
FSITX |
SPTN US BOND IDX ADV |
| WORLD BOND |
TGBAX |
Templeton Global Bond Adv |
|
| Others |
|
|
| Target Date 2051+ |
FDEEX |
FID FREEDOM 2055 |
| Target Date 2016-2020 |
FFFDX |
FID FREEDOM 2020 |
| Target Date 2026-2030 |
FFFEX |
FID FREEDOM 2030 |
| Target Date 2036-2040 |
FFFFX |
FID FREEDOM 2040 |
| Target Date 2000-2010 |
FFFVX |
FID FREEDOM 2005 |
| Target Date 2021-2025 |
FFTWX |
FID FREEDOM 2025 |
| Target Date 2000-2010 |
FFFBX |
FID FREEDOM 2000 |
| Target Date 2041-2045 |
FFFGX |
FID FREEDOM 2045 |
| Target Date 2000-2010 |
FFFCX |
FID FREEDOM 2010 |
| Retirement Income |
FFFAX |
FID FREEDOM INCOME |
| Target Date 2011-2015 |
FFVFX |
FID FREEDOM 2015 |
| Target Date 2046-2050 |
FFFHX |
FID FREEDOM 2050 |
| ROOT |
CASH |
FID RETIRE MMKT |
| Target Date 2031-2035 |
FFTHX |
FID FREEDOM 2035 |
| Moderate Allocation |
FBAKX |
Fidelity Balanced K |
|
| US EQUITY |
|
|
| LARGE BLEND |
FSTVX |
SPTN TOT MKT IDX ADV |
| SMALL VALUE |
AVPAX |
ABF SM CAP VAL INV |
| LARGE GROWTH |
RGAEX |
AF GRTH FUND AMER R4 |
| LARGE GROWTH |
FGCKX |
Fidelity Growth Company K |
| LARGE BLEND |
FDGKX |
Fidelity Dividend Growth K |
| LARGE BLEND |
FUSVX |
Fidelity Spartan 500 Index Advtg |
| LARGE VALUE |
VWNAX |
Vanguard Windsor II Adm |
| Mid-Cap Growth |
HAMGX |
Harbor Mid Cap Growth Instl |
| MID-CAP VALUE |
NAMAX |
Columbia Mid Cap Value Z |
| MID-CAP BLEND |
VMISX |
Vanguard Mid Cap Index Signal |
| SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal |
| SMALL BLEND |
WFSVX |
Wells Fargo Advantage Small Cp Val Instl |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
FOSFX |
FID OVERSEAS |
| WORLD STOCK |
MDISX |
Mutual Global Discovery Z |
| Foreign Large Blend |
FDIKX |
Fidelity Diversified International K |
|
Investment model portfolios
We provide two types of investment model portfolios for MICROSEMI DEFERRED 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.
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.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
MICROSEMI DEF... Moderate
|
1.13 |
12.44 |
11.77 |
10.47 |
11.26 |
11.39 |
NA |
11.74 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
-0.23 |
11.76 |
11.34 |
2.61 |
8.63 |
17.42 |
11.91 |
2.21 |
16.61 |
21.17 |
2.86 |
11.27 |
12.52 |
10.68 |
13.94 |
22.93 |
4.39 |
9.41 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
0.98 |
19.49 |
15.94 |
14.26 |
10.78 |
9.30 |
7.62 |
6.96 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
0.29 |
7.52 |
7.89 |
7.19 |
6.09 |
6.53 |
6.39 |
5.59 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
MICROSEMI DEF... Moderate
|
NA |
-0.04 |
0.82 |
0.80 |
1.06 |
NA |
NA |
1.15 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
-0.12 |
2.16 |
1.24 |
0.26 |
1.04 |
2.22 |
1.49 |
0.14 |
1.45 |
2.37 |
0.32 |
1.06 |
1.47 |
1.61 |
2.31 |
3.39 |
0.68 |
1.36 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.62 |
0.74 |
0.50 |
0.48 |
NA |
NA |
0.51 |
0.88 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
MICROSEMI DEF... Moderate
|
NA |
10.27 |
8.61 |
8.70 |
9.77 |
NA |
NA |
8.34 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
10.85 |
5.16 |
8.94 |
9.81 |
8.26 |
7.82 |
7.95 |
15.73 |
11.44 |
8.89 |
5.97 |
7.78 |
6.28 |
5.28 |
5.62 |
6.56 |
4.84 |
5.24 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.45 |
10.08 |
10.06 |
10.41 |
NA |
NA |
11.48 |
11.95 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
MICROSEMI DEF... Moderate
|
NA |
10.96 |
10.96 |
10.96 |
14.72 |
NA |
NA |
14.72 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
10.96 |
1.83 |
7.35 |
9.03 |
5.50 |
5.75 |
6.10 |
14.72 |
8.36 |
4.51 |
5.01 |
5.74 |
7.05 |
3.50 |
5.14 |
3.12 |
4.93 |
4.10 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
MICROSEMI DEF... Moderate
|
NA |
4.65 |
5.25 |
5.20 |
4.79 |
NA |
NA |
0.00 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
0.65 |
5.32 |
7.41 |
4.06 |
6.48 |
4.23 |
4.72 |
2.27 |
4.04 |
5.10 |
9.12 |
5.36 |
5.96 |
7.95 |
4.82 |
3.72 |
6.36 |
8.28 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 08/31/2018, AR inception is 12/31/2000
