Intel Corporation 401(k) Savings Plan
Investment Model Portfolios

Intel Corporation designs, manufactures, and sells integrated circuits for computing and communications industries worldwide. It is mostly well known by its microprocessor products which are used extensively in personal computers and servers. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also offers system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. It also provides chipset products that send data between the microprocessor and input, display, and storage devices, such as keyboard, mouse, monitor, hard drive, and CD or DVD drives; motherboards that has connectors for attaching devices to the bus, and products designed for desktop, server, and workstation platforms; and wired and wireless connectivity products, including network adapters and embedded wireless cards used to translate and transmit data across networks. In addition, Intel offers NAND flash memory products primarily used in portable memory storage devices, digital camera memory cards, and solid-state drives; network processors used in networking equipment to manage and direct data moving across networks and the Internet; software products, including operating systems, middleware, and tools used to develop, run, and manage various enterprise, consumer, embedded, and handheld devices, as well as software development tools that enable the creation of applications; and healthcare products designed to connect people and information to improve patient care and safety. Further, it offers platforms that include a microprocessor, chipset, and enabling software.

Intel was founded in 1968 and is based in Santa Clara, California. It is one of the oldest high tech companies in Silicon Valley.

Plan investment options

Total Available Funds: 16
Asset Class Ticker Description Rating Expense
Emerging Market
DIVERSIFIED EMERGING MKTS EEM BTC Emerging Markets 0.7%
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets 1.07%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX BTC ACWI EX US IMI 0.34%
Foreign Large Blend RERFX American Funds EuroPacific Growth 0.84%
INTERNATIONAL EQUITY VGTSX International Stock Fund 0.08%
FIXED INCOME
Intermediate-Term Bond AGG BTC US Debt 0.03%
Intermediate-Term Bond PTTRX Pimco Total Return 0.83%
SHORT GOVERNMENT STABLEVALUE Stable Value Fund NA
INTERNATIONAL BONDS BEGBX Global Bond Fund 0.6%
US EQUITY
SMALL BLEND IWM Small Cap US Stock 0.19%
LARGE BLEND IWB Large Cap US Stock 0.15%
LARGE VALUE DODGX Dodge and Cox 0.52%
LARGE GROWTH FDGRX Fidelity Growth Company 0.79%
LARGE BLEND VINIX Vanguard Institutional Index Fund 0.02%
MID-CAP BLEND HSMAX BTC Russell 2500 0.98%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock 0.92%
Average Expense Ratio: 0.54%

The following is a moderate-risk model portfolio constructed from the investment options of Intel Corporation 401(k) Savings 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



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