MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
Investment Model Portfolios

Marvell Technology Group Ltd. designs, develops, and markets analog, mixed-signal, and digital signal processing and embedded microprocessor integrated circuits. The company offers storage products, including storage system-on-a-chip, read channel, hard disk controller, tape drive controllers, solid-state drive controllers, and storage-system products for hard disk drives, tape drive electronics, optical disk drives, solid-state flash drives, and storage subsystems technology; and switching products comprising Prestera switch family, Link Street multi-port integrated switch family, and Link Street gateway products.

This plan is for Marvell's U.S. employees in semiconductor. 

Investment options of MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN

Total Available Funds: 20
Asset Class Ticker Description
Others
Target Date 2000-2010 SWBRX Schwab managed Retirement 2010
Target Date 2016-2020 SWCRX Schwab managed Retirement 2020
Target Date 2026-2030 SWDRX Schwab managed Retirement 2030
Target Date 2036-2040 SWERX Schwab managed Retirement 2040
Retirement Income SWARX Schwab managed Retirement 2050
Retirement Income SWARX Schwab managed Retirement Income
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value
Intermediate-Term Bond PTTRX PIMCO Total Return
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid-Cap Value
MID-CAP BLEND ABMIX Aston/Optimum Mid Cap
Mid-Cap Growth FRSRX Dreyfus/Boston Company Small/Mid Cap Growth
LARGE VALUE EHSTX Eaton Vance Large Cap Value
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
MID-CAP VALUE MDFDX Morgan Staley Institutional Trust Midcap
SMALL VALUE NOSGX Northern Small Cap value
SMALL BLEND PENNX Royce Pennsylvania
LARGE BLEND ISLCX Schwab Institutional Select S&P 500
LARGE GROWTH VIDSX Victory Diversified Stock
INTERNATIONAL EQUITY
WORLD STOCK PRGSX T. Rowe Price Global Stock
Foreign Large Blend TGVRX Thornburg International Value

Investment model portfolios

We provide two types of investment model portfolios for MARVELL SEMICONDUCTOR 401K RETIREMENT 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate NA 6.34% 4.67% 3.34% 6.04% 5.76% NA 6.12%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39% 5.56%

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: 11/30/2017.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Marvell Semiconductor 401K Retirement Plan Tactical Asset Allocation Moderate NA 11.10% 7.05% 9.27% 9.14% 9.94% NA 9.05%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 22.70% 11.01% 15.58% 8.18% 9.28% 7.02% 6.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 15.28% 5.80% 7.66% 4.76% 6.93% 6.20% 5.71%