DOLBY LABORATORIES INC. RETIREMENT PLAN Investment Model Portfolios

Investment options of DOLBY LABORATORIES INC. RETIREMENT PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VINIX	VANGUARD INSTITUTIONAL INDEX
Small Growth	PSGIX	BLACKROCK SML CP GR INST
LARGE VALUE	RWMFX	AMERICAN WASHINGTON MUT INV
SMALL BLEND	VSCIX	VANGUARD SMALL CAP IND INSTL
MID-CAP BLEND	VMCIX	VANGUARD MID CAP INDEX FD
SMALL VALUE	PSVIX	ALLIANZ NFJ SM-CAP VAL INSTI
LARGE GROWTH	PRGFX	T ROWE PRICE GROWTH

Others
Target Date 2016-2020	LIQIX	BLACKROCK LIFEPATH 2020 INSTL
Retirement Income	LIRIX	BLACKROCK LIFEPATH INDEX CL I
Target Date 2036-2040	LIKIX	BLACKROCK LIFEPATH 2040 INSTL
ROOT	EARAT	BLACKROCK EAFE EQTY IDX FD T
Target Date 2026-2030	LINIX	BLACKROCK LIFEPATH 2030 INSTL
ROOT	MAATT	FFI INSTITUTIONAL FUND
Target Date 2046-2050	LIPIX	BLACKROCK LIFEPATH 2050 INSTL

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO TOTAL RETURN PORT. INSTL
Short-Term Bond	PTLDX	PIMCO LOW DURATION FD INST CL
Intermediate-Term Bond	WFBIX	BLACKROCK BOND INDEX FD CL K

Emerging Market
DIVERSIFIED EMERGING MKTS	LZEMX	LAZARD EMERGING MARKETS N

INTERNATIONAL EQUITY
Foreign Large Growth	TIVRX	THORNBURG INTL VAL FUND CL R5

Investment model portfolios

We provide two types of investment model portfolios for DOLBY LABORATORIES INC. RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for DOLBY LABORATORIES INC. RETIREMENT PLAN

DOLBY LABORATORIES, INC. RETIREMENT PLAN

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