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MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN
Investment Model Portfolios

Medtronic, Inc. manufactures and sells device-based medical therapies worldwide. The company’s Cardiac Rhythm Disease Management segment offers products for the diagnosis, treatment, and management of heart rhythm disorders and heart failure, including implantable cardioverter-defibrillators, cardiac resynchronization therapy devices, and cardiac pacemakers; AF products; diagnostics and monitoring devices; and patient management tools.

Investment options of MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN

Total Available Funds: 34
Asset Class Ticker Description
Others
ROOT CASH Common Stk Div Cash Acct
NotFound NotFound Medtronic ESOP Fund (Excl. Divds)
ROOT MDT Medtronic, Inc. Stock Fund
ROOT CASH Vanguard Prime Money Market Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
US EQUITY
Mid-Cap Growth IBSMX IronBridge SMID Cap Fund
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares

Investment model portfolios

We provide two types of investment model portfolios for MEDTRONIC INC. SAVINGS AND INVESTMENT 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate NA 25.54% 2.74% 8.98% 7.78% 8.74% 7.74% 7.54%
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

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
MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate NA 21.23% 4.55% 9.51% 7.68% 9.62% 9.76% 10.03%
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

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate NA -1.08% 7.25% 4.32% 7.22% 6.80% NA 7.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.33% 13.44% 10.75% 15.92% 8.46% 5.83% 6.49%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 2.41% 7.26% 5.05% 9.32% 5.72% 5.25% 5.22%
Data as of 03/29/2019, AR inception is 12/31/2000