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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.

Investment options of DIAMOND OFFSHORE 401(k) PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for DIAMOND OFFSHORE 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.

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
DIAMOND OFFSHORE 401(k) PLAN Tactical Asset Allocation Moderate NA 14.32% 10.52% 9.07% 11.18% 11.13% NA 10.74%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.49% 15.94% 14.26% 10.78% 9.30% 7.62% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.52% 7.89% 7.19% 6.09% 6.53% 6.39% 5.59%
Data as of 08/31/2018, AR inception is 12/31/2000