RIVERBED TECHNOLOGY INC. 401K PLAN
Investment Model Portfolios

Total Available Funds: 28
Asset Class Ticker Description
US EQUITY
Small Growth ALSRX Alger Small Cap Growth Institutional Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND ISFIX Davis New York Venture Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap Value Fund
Mid-Cap Growth NMANX Neuberger Berman Mid Cap Growth Fund
MID-CAP BLEND SPMIX Shelton S&P MidCap Index Fund
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
SMALL BLEND VSISX Vanguard Small Cap Index Signal
SMALL VALUE VISVX Vanguard Small Cap Value Index
LARGE VALUE VIVAX Vanguard Value Index Fund
Others
Technology DRGTX Allianz RCM Technology Institutional Fund
Health PRHSX T. Rowe Price Health Sciences Fund
Moderate Allocation VWENX Vanguard Wellington Admiral Fund
FIXED INCOME
Inflation-Protected Bond ACITX American Century Inflation Adjusted Bond Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund II
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund
Foreign Large Growth UMBWX Scout International Fund
Foreign Large Blend TGVIX Thornburg International Value Fund
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Secs I

The following is a moderate-risk model portfolio constructed from the investment options of RIVERBED TECHNOLOGY INC. 401K 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 RIVERBED TECHNOLOGY INC. 401K PLAN

Click here for more plan details and features ►