DELL INC. 401(k) PLAN
Investment Model Portfolios

Dell Inc. designs, develops, manufactures, markets, sells, and supports computer systems, as well as provides related services worldwide. It offers desktop PCs; notebook computers, mobile workstations, and smartphones; servers and networking products; storage solutions, including storage area networks etc.

Total Available Funds: 24
Asset Class Ticker Description
Others
BALANCE FUND VBINX Balanced Fund
not found no ticker Balanced Real Asset Fund
ROOT DELL Dell Common Stock Fund
ROOT CASH Money Market Fund
Target Date 2011-2015 VTXVX Pre-Mixed Portfolio 2015 Fund
Target Date 2021-2025 VTTVX Pre-Mixed Portfolio 2025 Fund
Target Date 2031-2035 VTTHX Pre-Mixed Portfolio 2035 Fund
Target Date 2041-2045 VTIVX Pre-Mixed Portfolio 2045 Fund
Target Date 2051+ VFFVX Pre-Mixed Portfolio 2055 Fund
not found no ticker Pre-Mixed Portfolio Retirement Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Bond Fund
Intermediate-Term Bond VBTIX Bond Index Fund
Short-Term Bond OGLVX Short Duration Bond Fund
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Emerging Markets Equity Fund
US EQUITY
LARGE BLEND ACIVX Equity Index Fund
LARGE VALUE VIVAX Large Cap Value Fund
LARGE GROWTH RGAFX Large-Cap Growth Fund
MID-CAP BLEND VIEIX Small Mid Cap Core Index Fund
Small Growth VISGX Small-Cap Growth Fund
Mid-Cap Growth NBGIX Small-Cap Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX International Fund
Foreign Large Blend VFWSX International Index Fund
Foreign Large Value FIVLX International Value Fund
Foreign Large Blend DODFX International Value Fund

The following is a moderate-risk model portfolio constructed from the investment options of DELL INC. 401(k) PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for DELL INC. 401(k) PLAN

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