MullinTBG Synopsys Deferred Compensation Plan
Investment Model Portfolios

This plan is the deferred compensation plan for Synospsys executives. 

Plan investment options

Total Available Funds: 21
Asset Class Ticker Description Rating Expense
REAL ESTATE
REAL ESTATE DPRSX Delaware VIP REIT Series - Standard Class 0.98%
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware VIP Emerging Markets Series - Standard Class 1.7%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds International - Class 2 (no exact match) 0.84%
WORLD STOCK RNPFX American Funds Global Growth - Class 2 (no exact match) 1.47%
WORLD STOCK TGADX Templeton FTVIPT Growth Securities - Class 1 0.79%
Foreign Large Value LIEIX LVIP Mondrian International Value - Standard Class 1.05%
Others
Moderate Allocation MTRIX MFS VIT Total Return Series - Initial Class (again no exact match) 0.39%
ROOT CASH LVIP Money Market - Standard Class NA
US EQUITY
MID-CAP BLEND NBREX Neuberger Berman AMT Regency - I Class (not AMT Regency) 1.5%
LARGE GROWTH FCNTX Fidelity VIP Contrafund - Service Class 0.55%
Mid-Cap Growth JAAGX Janus Aspen Series Enterprise - Service Shares (no exact match) 0.96%
SMALL VALUE DEVIX Delaware VIP Small Cap Value Series - Standard Class 1.36%
LARGE BLEND BTIEX DWS VIP Equity 500 Index --- Class A (no exact match) 0.2%
LARGE GROWTH RGAFX American Funds Growth -- 0.63%
Small Growth IBSSX LVIP Baron Growth Opportunities - Service Class (no exact match) 1.39%
Mid-Cap Growth VPFSX Fidelity VIP Mid Cap - Service Class 1.21%
LARGE GROWTH VPGSX Fidelity VIP Growth - Service Class NA
LARGE VALUE VPESX Fidelity VIP Equity-Income - Service Class 1.11%
FIXED INCOME
Intermediate-Term Bond VBMFX LVIP Delaware Bond FVUSA0002 Morningstar 0.15%
High Yield Bond AHIFX American Funds High-Income Bond - Class 2. 0.72%
Intermediate Government RGVFX American Funds US Government Securities --- Class 2 0.65%
Average Expense Ratio: 0.93%

The following is a moderate-risk model portfolio constructed from the investment options of MullinTBG Synopsys Deferred Compensation 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


Click here for more plan details and features ►


Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
Get Started