MASIMO CORPORATION RETIREMENT SAVINGS PLAN
Investment Model Portfolios
--
Investment options of MASIMO CORPORATION RETIREMENT SAVINGS PLAN
Total Available Funds: 24
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
Principal Life Insurance Company Principal Money Mkt |
| Retirement Income |
PLSIX |
Principal Life Insurance Company Principal Lifetime Strategic Income |
| Target Date 2050+ |
PPLIX |
Principal Life Insurance Company Principal Lifetime 2010 |
| Target Date 2016-2020 |
PLWIX |
Principal Life Insurance Company Principal Lifetime 2020 |
| Target Date 2026-2030 |
PMTIX |
Principal Life Insurance Company Principal Lifetime 2030 |
| Target Date 2036-2040 |
PTDIX |
Principal Life Insurance Company Principal Lifetime 2040 |
| Target Date 2050+ |
PPLIX |
Principal Life Insurance Company Principal Lifetime 2050 |
| Moderate Allocation |
PSBIX |
Principal Life Insurance Company Principal Bond Emphasis Balanced |
| Moderate Allocation |
PSBIX |
Principal Life Insurance Company Principal Stock Emphasis Balanced |
|
| FIXED INCOME |
|
|
| Intermediate Government |
PGVIX |
Principal Life Insurance Company Principal Government & HQ Bond |
| Intermediate Government |
PMRDX |
Principal Life Insurance Company Principal Bond & Mortgage |
|
| US EQUITY |
|
|
| SMALL BLEND |
SAUMX |
Principal Life Insurance Company Principal U.S. Property |
| LARGE GROWTH |
PPIIX |
Principal Life Insurance Company Principal Large Cap Growth II |
| LARGE BLEND |
PLIIX |
Principal Life Insurance Company Principal Large Cap Blend I |
| LARGE BLEND |
PLFIX |
Principal Life Insurance Company Principal Large Cap S P 500 Index |
| LARGE VALUE |
PVPIX |
Principal Life Insurance Company Principal Large Cap Value I |
| Small Growth |
PGRTX |
Principal Life Insurance Company Principal Small Cap Growth I |
| SMALL VALUE |
PVSIX |
Principal Life Insurance Company Principal Small Cap Value II |
| MID-CAP BLEND |
PCBIX |
Principal Life Insurance Company Principal Mid Cap Blend |
| SMALL BLEND |
PSLIX |
Principal Life Insurance Company Principal Small Cap Blend |
| LARGE VALUE |
PLVIX |
Principal Life Insurance Company Principal Mid Cap Value III |
| Mid-Cap Growth |
PPIMX |
Principal Life Insurance Company Principal Mid Cap Growth III |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
PIIIX |
Principal Life Insurance Company Principal Diversified International |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
PIEIX |
Principal Life Insurance Company Principal International Emerging Mkts |
|
Investment model portfolios
We provide two types of investment model portfolios for MASIMO CORPORATION 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.
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: 08/30/2024.
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 (%)
|
MASIMO CORPOR... Moderate
|
0.16 |
13.66 |
-0.04 |
5.08 |
4.12 |
5.47 |
6.57 |
6.23 |
NA |
9.56 |
12.42 |
-14.61 |
2.55 |
17.76 |
6.04 |
-4.49 |
15.26 |
8.35 |
-4.51 |
0.14 |
15.70 |
6.18 |
-0.64 |
8.50 |
21.88 |
-8.33 |
19.43 |
18.41 |
2.94 |
7.90 |
18.23 |
-6.84 |
2.31 |
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)
|
0.27 |
26.78 |
9.17 |
15.85 |
12.87 |
14.13 |
10.56 |
8.65 |
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)
|
-0.03 |
16.33 |
2.49 |
7.25 |
6.00 |
7.37 |
6.28 |
5.81 |
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
|
MASIMO CORPOR... Moderate
|
NA |
0.86 |
-0.42 |
0.29 |
0.37 |
NA |
NA |
0.57 |
NA |
0.41 |
1.04 |
-1.69 |
0.22 |
1.78 |
0.93 |
-0.75 |
2.52 |
1.66 |
-0.86 |
0.02 |
2.12 |
0.94 |
-0.07 |
0.70 |
1.93 |
-1.51 |
1.15 |
1.31 |
0.12 |
0.85 |
2.60 |
-1.29 |
0.01 |
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 |
0.01 |
0.19 |
0.67 |
0.54 |
NA |
NA |
0.44 |
-1.15 |
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 |
0.06 |
0.01 |
0.45 |
0.36 |
NA |
NA |
0.48 |
-0.70 |
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(%)
|
MASIMO CORPOR... Moderate
|
NA |
7.90 |
9.14 |
9.35 |
7.80 |
NA |
NA |
8.39 |
NA |
7.92 |
7.85 |
9.48 |
11.36 |
9.85 |
4.99 |
7.77 |
5.82 |
4.91 |
5.30 |
6.23 |
7.39 |
6.50 |
9.94 |
11.99 |
11.31 |
6.14 |
14.31 |
11.51 |
6.35 |
8.23 |
6.74 |
6.14 |
0.05 |
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 |
18.94 |
18.53 |
17.95 |
18.39 |
NA |
NA |
18.11 |
28.46 |
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 |
10.27 |
10.85 |
10.40 |
10.38 |
NA |
NA |
11.50 |
14.58 |
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(%)
|
MASIMO CORPOR... Moderate
|
NA |
5.32 |
19.24 |
20.68 |
20.68 |
NA |
NA |
20.68 |
NA |
5.32 |
6.53 |
15.53 |
8.87 |
14.66 |
3.99 |
10.94 |
2.70 |
3.36 |
8.34 |
5.94 |
4.76 |
6.38 |
10.79 |
9.04 |
5.78 |
9.59 |
11.24 |
11.99 |
5.15 |
7.89 |
3.92 |
9.29 |
0.00 |
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 |
19.24 |
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 |
15.22 |
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(%)
|
MASIMO CORPOR... Moderate
|
NA |
3.26 |
2.52 |
2.82 |
2.64 |
NA |
NA |
3.20 |
NA |
0.76 |
2.95 |
1.45 |
2.63 |
3.20 |
3.76 |
3.79 |
0.30 |
3.63 |
1.91 |
2.61 |
4.03 |
2.86 |
2.36 |
2.21 |
3.02 |
1.51 |
13.03 |
8.11 |
2.96 |
2.43 |
0.76 |
0.89 |
2.31 |
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 MASIMO CORPORATION RETIREMENT SAVINGS PLAN
