DIAMOND OFFSHORE 401(k) PLAN
Investment Model Portfolios

Diamond Offshore Drilling, Inc. operates as an offshore oil and gas drilling contractor worldwide. The company provides offshore drilling services in the deepwater, harsh environment, conventional semisubmersible, and jack-up markets to independent oil and gas companies and government-owned oil companies.

Total Available Funds: 27
Asset Class Ticker Description
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund mutual fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund mutual fund
LARGE BLEND FDGFX Fidelity Dividend Growth Fund mutual fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund mutual fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund mutual fund
MID-CAP VALUE LMCPX Lord Abbett Mid-Cap Value Fund — Class P mutual fund
SMALL VALUE AVPAX ABF Small-Cap Value — Class PA mutual fund
Small Growth MGSEX Managers Special Equity Fund mutual fund
LARGE BLEND FUSVX Spartan U.S. Equity Index Fund mutual fund
LARGE GROWTH RGAFX American Funds — American Growth Fund — Class R5 mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund — Institutional mutual fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds — Euro-Pacific Growth Fund — Class R5 mutual fund
WORLD STOCK TGADX Templeton Growth Fund — Class Adv mutual fund
Others
ROOT CASH Fidelity U.S. Treasury Money Market Fund money market mutual fund
Retirement Income FFFAX Fidelity Freedom Income Fund mutual fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund mutual fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund mutual fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund mutual fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund mutual fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund mutual fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund mutual fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund mutual fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund mutual fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund mutual fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund mutual fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund mutual fund
ROOT CASH Money market substitute

The following is a moderate-risk model portfolio constructed from the investment options of DIAMOND OFFSHORE 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 DIAMOND OFFSHORE 401(k) PLAN (DO)

Click here for more plan details and features ►