Expedia, Inc., together with its subsidiaries, operates as an online travel company in the United States and internationally. It provides travel products and services to leisure and corporate travelers, offline retail travel agents, and travel service providers through a portfolio of brands.
Investment options of EXPEDIA RETIREMENT SAVINGS PLAN
Total Available Funds: 29
| Investment Description |
|---|
| Fidelity Diversified International Fund K6 1,612,458 shares |
| Dodge & Cox International Stock Fund 977,345 shares |
| T. Rowe Price Institutional Large-Cap Value Fund 1,706,186 shares |
| DFA US Small-Cap Value Portfolio 379,426 shares |
| Vanguard Target Retirement 2020 Trust I 83,049 units |
| Vanguard Target Retirement 2025 Trust I 226,046 units |
| Vanguard Target Retirement 2030 Trust I 501,260 units |
| Vanguard Target Retirement 2035 Trust I 925,596 units |
| Vanguard Target Retirement 2040 Trust I 1,064,888 units |
| Vanguard Target Retirement 2045 Trust I 1,451,673 units |
| Vanguard Target Retirement 2050 Trust I 1,314,923 units |
| Vanguard Target Retirement 2055 Trust I 786,962 units |
| Vanguard Target Retirement 2060 Trust I 581,894 units |
| Vanguard Target Retirement 2065 Trust I 330,621 units |
| Vanguard Target Retirement 2070 Trust I 71,283 units |
| Vanguard Target Retirement Income Fund Trust I 75,714 units |
| Loomis Sayles Core Plus Fixed Income Trust Class F 2,177,467 units |
| Conestoga Small Cap Trust Class A 1,238,564 units |
| TimesSquare Mid Cap Growth Class A 1,389,454 units |
| TS&W Mid Cap Value Trust Class A 474,245 units |
| Fidelity Spartan 500 Index Pool Class C 1,000,641 units |
| Fidelity Spartan Extended Market Index Pool Class C 257,117 units |
| Fidelity Spartan International Index Pool Class C 306,175 units |
| Winslow Large Cap Growth CIT Class Y 492,113 units |
| Fidelity ContraFund Commingled Pool 4,279,646 units |
| Fidelity Managed Income Portfolio Fund Class 1 369,436 units |
| Fidelity Managed Income Portfolio Fund Class 2 23,010,547 units |
| Expedia Group, Inc. common stock 166,182 shares |
| Notes receivable from participants: 9.50%, maturing through 2039 |
Investment model portfolios
We provide two types of investment model portfolios for EXPEDIA RETIREMENT SAVINGS 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.
Retirement Plan (401(k)) Info for EXPEDIA RETIREMENT SAVINGS PLAN