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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: 26
Investment Description
PRINCIPAL GLOBAL INVESTORS MORLEY STABLE VALUE FUND NET CLASS 20
PUTNAM PUTNAM LARGE CAP VALUE IA
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2010 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2015 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2020 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2025 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2030 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2035 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2040 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2045 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2050 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2055 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2060 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT 2065 CLASS VI FUND
CHARLES SCHWAB TRUST BANK SCHWAB MANAGED RETIREMENT INCOME VI FUND
BNY MELLON BNY MELLON SMALL/MID CAPITAL GROWTH FUND
AMERICAN FUNDS GROWTH FUND OF AMERICA
METROPOLITAN WEST METROPOLITAN WEST TOTAL RETURN BOND FUND
MFS MFS GLOBAL EQUITY FUND
MFS MFS MID CAP VALUE FUND
NORTHERN NORTHERN SMALL CAP VALUE FUND
THORNBURG THORNBURG INTERNATIONAL VALUE FUND
ARTISAN ARTISAN SMALL CAP INSTILLATION
VANGUARD VANGUARD MID CAP INDEX INSTITUTIONAL FUND
VANGUARD VANGUARD SMALL CAP INDEX INSTITUTIONAL FUND
FIDELITY FIDELITY 500 INDEX

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.

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%
Data as of 10/31/2019, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

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%
Data as of 11/30/2017, AR inception is 12/31/2000