JAZZ PHARMACEUTICALS INC. 401K PLAN
Investment Model Portfolios
Jazz Pharmaceuticals Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature.
Investment options of JAZZ PHARMACEUTICALS INC. 401K PLAN
Total Available Funds: 47
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| WORLD BOND |
TPINX |
Templeton Global Bond A Fund |
| Intermediate-Term Bond |
FBNDX |
Fidelity Investment Grade Bond Fund |
| Intermediate-Term Bond |
FTHRX |
Fidelity Intermediate Bond Fund |
| High Yield Bond |
FAGIX |
Fidelity Capital & Income Fund |
|
| US EQUITY |
|
|
| SMALL BLEND |
KSCIX |
Keeley Small Cap Value Fund |
| LARGE VALUE |
UMBIX |
Columbia Value & Restructuring Z Fund |
| MID-CAP VALUE |
ARTQX |
Artisan Mid Cap Value Fund |
| LARGE BLEND |
FFIDX |
Fidelity Fund |
| LARGE GROWTH |
FCNTX |
Fidelity Contrafund |
| LARGE VALUE |
FEQIX |
Fidelity Equity Income Fund |
| LARGE GROWTH |
FDGRX |
Fidelity Growth Company Fund |
| MID-CAP VALUE |
FDVLX |
Fidelity Value Fund |
| LARGE GROWTH |
FOCPX |
Fidelity Otc Portfolio Fund |
| MID-CAP BLEND |
FLVCX |
Fidelity Leveraged Company Stock Fund |
| LARGE GROWTH |
FBGRX |
Fidelity Blue Chip Growth Fund |
| MID-CAP BLEND |
FLPSX |
Fidelity Low Priced Stock Fund |
| LARGE VALUE |
FEQTX |
Fidelity Equity Income II Fund |
| Mid-Cap Growth |
FDEGX |
Fidelity Growth Strategies Fund |
| LARGE BLEND |
FDGFX |
Fidelity Dividend Growth Fund |
| LARGE GROWTH |
FEXPX |
Fidelity Export & Multination Fund |
| Small Growth |
FCDIX |
Fidelity Small Cap Independence Fund |
| Mid-Cap Growth |
FMCSX |
Fidelity Mid Cap Stock Fund |
| LARGE GROWTH |
FLCSX |
Fidelity Large Cap Stock Fund |
| LARGE BLEND |
FSTMX |
Spartan Total Market Index Investment Fund |
| MID-CAP BLEND |
FSEMX |
Spartan Extended Market Index Investment Fund |
| LARGE GROWTH |
FFTYX |
Fidelity Fifty Fund |
| LARGE VALUE |
FSLVX |
Fidelity Large Cap Value Fund |
| SMALL VALUE |
FCPVX |
Fidelity Small Cap Value Fund |
|
| Others |
|
|
| Moderate Allocation |
FPURX |
Fidelity Puritan Fund |
| Retirement Income |
FFFAX |
Fidelity Freedom Income Fund |
| Target Date 2000-2010 |
FFFBX |
Fidelity Freedom 2000 Fund |
| Target Date 2000-2010 |
FFFCX |
Fidelity Freedom 2010 Fund |
| Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 Fund |
| Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 Fund |
| ROOT |
CASH |
Fidelity Retirement Money Market Fund |
| Target Date 2036-2040 |
FFFFX |
Fidelity Freedom 2040 Fund |
| Target Date 2000-2010 |
FFFVX |
Fidelity Freedom 2005 Fund |
| Target Date 2011-2015 |
FFVFX |
Fidelity Freedom 2015 Fund |
| Target Date 2021-2025 |
FFTWX |
Fidelity Freedom 2025 Fund |
| Target Date 2031-2035 |
FFTHX |
Fidelity Freedom 2035 Fund |
| Target Date 2041-2045 |
FFFGX |
Fidelity Freedom 2045 Fund |
| Target Date 2050+ |
FFFHX |
Fidelity Freedom 2050 Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
FOSFX |
Fidelity Overseas Fund |
| Foreign Large Blend |
FDIVX |
Fidelity Diversified International Fund |
| Foreign Large Blend |
FSIIX |
Spartan International Index Fund |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
FRESX |
Fidelity Real Estate Investment Fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
FEMKX |
Fidelity Emerging Markets Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for JAZZ PHARMACEUTICALS INC. 401K 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.
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.
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/30/2023.
AR inception is since 12/31/2000.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
Jazz Pharmace... Moderate
|
0.03 |
8.63 |
3.08 |
6.65 |
5.08 |
7.66 |
8.81 |
9.56 |
NA |
1.08 |
14.96 |
-15.27 |
12.10 |
21.68 |
11.55 |
-4.83 |
15.46 |
0.49 |
-3.03 |
5.02 |
13.58 |
6.25 |
3.58 |
13.56 |
32.61 |
-9.89 |
20.20 |
17.74 |
16.79 |
15.57 |
23.56 |
8.62 |
6.70 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
0.23 |
13.68 |
9.60 |
12.45 |
11.73 |
14.30 |
9.55 |
7.96 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
0.60 |
6.90 |
1.73 |
5.57 |
5.32 |
7.88 |
5.81 |
5.40 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
Jazz Pharmace... Moderate
|
NA |
1.19 |
0.06 |
0.69 |
0.40 |
NA |
NA |
0.89 |
NA |
0.06 |
1.30 |
-1.63 |
1.20 |
2.10 |
1.94 |
-0.27 |
2.76 |
0.05 |
-0.44 |
0.79 |
1.94 |
1.08 |
0.39 |
0.97 |
3.30 |
-1.99 |
1.41 |
1.61 |
2.06 |
1.58 |
4.04 |
1.46 |
1.08 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.38 |
0.63 |
0.83 |
0.60 |
NA |
NA |
0.45 |
0.07 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.30 |
0.41 |
0.58 |
0.42 |
NA |
NA |
0.50 |
0.67 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Jazz Pharmace... Moderate
|
NA |
8.07 |
9.27 |
9.14 |
10.32 |
NA |
NA |
9.30 |
NA |
8.77 |
8.26 |
10.20 |
10.07 |
10.22 |
5.22 |
22.40 |
5.38 |
6.05 |
7.01 |
6.34 |
6.99 |
5.73 |
9.19 |
13.83 |
9.86 |
5.44 |
12.23 |
8.99 |
7.08 |
9.29 |
5.66 |
5.13 |
4.08 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.56 |
18.10 |
17.84 |
18.46 |
NA |
NA |
18.11 |
27.09 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.38 |
10.59 |
10.32 |
10.40 |
NA |
NA |
11.50 |
13.68 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
Jazz Pharmace... Moderate
|
NA |
6.73 |
16.77 |
16.77 |
17.01 |
NA |
NA |
17.01 |
NA |
1.92 |
6.73 |
16.77 |
6.27 |
10.92 |
3.04 |
17.01 |
2.17 |
6.53 |
8.93 |
5.95 |
6.28 |
5.74 |
7.64 |
10.45 |
4.53 |
10.80 |
9.53 |
11.37 |
5.80 |
11.07 |
3.10 |
7.05 |
2.49 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
Jazz Pharmace... Moderate
|
NA |
3.39 |
3.58 |
4.13 |
3.41 |
NA |
NA |
3.91 |
NA |
0.14 |
3.64 |
2.26 |
4.78 |
5.78 |
4.36 |
2.65 |
0.42 |
4.01 |
2.39 |
3.93 |
3.65 |
2.99 |
2.11 |
2.46 |
2.92 |
2.55 |
6.93 |
8.15 |
4.48 |
3.61 |
4.38 |
4.03 |
7.23 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Retirement Plan (401(k)) Info for JAZZ PHARMACEUTICALS INC. 401K PLAN
