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.

Investment options of AGILENT TECHNOLOGIES, INC.401(K) PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for AGILENT TECHNOLOGIES, INC.401(K) 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AGILENT TECHNOLOGIES, INC.401(K) PLAN Strategic Asset Allocation - Optimal Moderate NA 36.93% 13.07% 13.04% 8.97% 8.93% 7.30% 7.15%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AGILENT TECHNOLOGIES, INC.401(K) PLAN Tactical Asset Allocation Moderate NA 40.69% 17.54% 17.79% 11.49% 11.54% 11.04% 10.60%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%