AGILENT TECHNOLOGIES, INC.401(K) PLAN
Investment Model Portfolios
Agilent Technologies (Ticker:A) provides bio-analytical and electronic measurement solutions to the communications, electronics, life sciences, and chemical analysis industries worldwide. Agilent Technologies, Inc. sells its products through direct sales, as well as through distributors, resellers, manufacturer's representatives, telesales, and electronic commerce. The company was founded in 1999 and headquartered in Santa Clara, California.
Total Available Funds: 39
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
A |
Agilent Technologies Inc. Common Stock |
| ROOT |
CASH |
Fidelity Institutional Money Market Fund |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income Trust II |
| Target Date 2051+ |
VFFVX |
Vanguard Target Retirement 2055 Trust II |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Trust II |
| Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Trust II |
| Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 Trust II |
| Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Trust II |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Trust II |
| Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Trust II |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Trust II |
| Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Trust II |
| Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Trust II |
| Target Date 2051+ |
VTTSX |
Vanguard Target Retirement 2060 Trust II |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
BTAEX |
BTC EAFE EQ INDEX T |
| Foreign Large Value |
TEMFX |
Templeton Foreign Fund A |
| Foreign Large Value |
TFEQX |
Templeton Instl Foreign Eq Ser Primary |
| WORLD STOCK |
ACWI |
Black Rock MSCI ACWI ex-US Index Non-Lendable Fund F |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
WFBIX |
BTC US DEBT INDEX T |
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund |
| Inflation-Protected Bond |
VIPSX |
SSgA TIPS Fund |
| Inflation-Protected Bond |
TIP |
SSgA U.S. Inflation Protected Bond Index Non-Lending Series Fund Class C |
| Intermediate-Term Bond |
WFBIX |
BlackRock US Debt Index Fund Class T |
| SHORT GOVERNMENT |
STABLEVALUE |
Deutsche Asset Management Stable Value Fund |
|
| US EQUITY |
|
|
| Small Growth |
VISGX |
Copper Rock Small Cap Growth Collective Trust Fund |
| LARGE BLEND |
DSEFX |
Domini Social Equity Fund |
| LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
| LARGE GROWTH |
FMAGX |
Fidelity Magellan Fund |
| MID-CAP BLEND |
FLPSX |
Fidliety Low-Priced Stock Index |
| SMALL VALUE |
GSSIX |
Goldman Sachs US Small Cap Value Fund |
| LARGE GROWTH |
HCAIX |
Harbor Capital Appreciation Fund |
| MID-CAP BLEND |
VIEIX |
VANG EXT MKT IDX INS |
| LARGE BLEND |
VIIIX |
VANG INST INDEX PLUS |
| LARGE GROWTH |
HACAX |
Harbor Capital Appreciation Instl |
| MID-CAP BLEND |
FLPKX |
Fidelity Low-Priced Stock K |
| LARGE GROWTH |
FCNKX |
Fidelity Contrafund K |
| LARGE VALUE |
ABVAX |
AllianceBernstein US Value Equities Portfolio |
| LARGE BLEND |
DIEQX |
Domini Social Equity Instl |
| Small Growth |
VISGX |
Small Cap Core |
|
The following is a moderate-risk model portfolio constructed from the investment options of AGILENT TECHNOLOGIES, 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 AGILENT TECHNOLOGIES, INC.401(K) PLAN (A)
