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MullinTBG Synopsys Deferred Compensation Plan
Investment Model Portfolios

This plan is the deferred compensation plan for Synospsys executives. 

Investment options of MullinTBG Synopsys Deferred Compensation Plan

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

Investment model portfolios

We provide two types of investment model portfolios for MullinTBG Synopsys Deferred Compensation 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
MullinTBG Synopsys Deferred Compensation Plan Strategic Asset Allocation - Optimal Moderate 0.22% 2.56% 3.53% 8.74% 6.36% 6.86% 6.79% 7.52%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, 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
MullinTBG Synopsys Deferred Compensation Plan Tactical Asset Allocation Moderate -3.08% -6.93% 3.13% 8.63% 6.20% 7.46% 9.31% 9.83%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, 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
MullinTBG Synopsys Deferred Compensation Plan Asset Allocation Composite Moderate NA 16.13% 1.09% 5.37% 5.77% 6.87% 7.41% 8.01%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000