KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN
Investment Model Portfolios

The symbol of the complany is KLIC.

Investment options of KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN

Total Available Funds: 28
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Growth TGRIX American Century Investments Growth Inst
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
WORLD STOCK ANWPX American Funds New Perspective Fund
Foreign Large Blend GEICX GE Mutual Funds International Equity Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE JPMorgan JPMorgan Stable Asset Income Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
Others
Target Date 2016-2020 WFOBX Wells Fargo Adv Target 2020
Target Date 2050+ WFQFX Wells Fargo Adv Target 2050
Retirement Income WFBTX Wells Fargo Adv Target Today
Target Date 2036-2040 WFOSX Wells Fargo Adv Target 2040
Target Date 2011-2015 WFSCX Wells Fargo Adv Target 2015
Target Date 2026-2030 WFOOX Wells Fargo Target 2030
Target Date 2031-2035 WFQRX Wells Fargo Adv Target 2035
Target Date 2021-2025 WFTYX Wells Fargo Target 2025
Target Date 2000-2010 WFOAX Wells Fargo Adv Target 2010
Retirement Income WFBTX Wells Fargo Adv Target 2045
US EQUITY
LARGE BLEND SPY State Street Global Advisors S P 500 (R) Index
MID-CAP VALUE ARTQX Artisan Funds Mid Cap Value Fund
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Fund class Z
SMALL BLEND SMEIX Invesco AIM Small Cap Equity Fund
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
SMALL VALUE VSCAX Van Kampen Small Cap Value Fund A
SMALL BLEND FSCIX Fidelity Adv Small Cap
MID-CAP BLEND PEMGX Principal Funds Mid Cap Blend

Investment model portfolios

We provide two types of investment model portfolios for KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS 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.

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
KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate NA 30.89% 9.66% 9.62% 6.53% 6.66% 7.33% 7.81%
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%

Retirement Plan (401(k)) Info for KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN

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