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Netcentrics Corporation 401(k) Retirement Plan
Investment Model Portfolios

NetApp, Inc. provides enterprise storage and data management software and hardware products and services in the United States and internationally.  The company was formerly known as Network Appliance, Inc. and changed its name to NetApp, Inc. in March 2008. NetApp was founded in 1992 and is headquartered in Sunnyvale, California.

Investment options of Netcentrics Corporation 401(k) Retirement Plan

Total Available Funds: 21
Asset Class Ticker Description
FIXED INCOME
Inflation-Protected Bond AIAVX American Century Inf-Adj Bond A
Long-Term Bond LCBPX Legg Mason WA Corporate Bond P
Short-Term Bond SSTLX Legg Mason WA Short-Term Bond C
Multisector Bond NECZX Loomis Sayles Strategic Income C
Inflation-Protected Bond PRRRX PIMCO Real Return Bond R
WORLD BOND TPINX Templeton Global Bond A
Others
World Allocation RIRBX American Funds Cap Inc Builder R2
ROOT CASH American Funds Money Market R2
EQUITY PRECIOUS METALS FKRCX Franklin Gold & Precious Metals A
Natural Resources RSNRX RS Global Natural Resources A
US EQUITY
LARGE GROWTH RGABX American Funds Growth of America R2
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND FRDPX Franklin Rising Dividends A
MID-CAP BLEND LMASX Legg Mason Cm Special Inv C
LARGE BLEND LMVTX Legg Mason CM Value C
LARGE BLEND FAEIX Nuveen Equity Index A
SMALL BLEND PENNX Royce Pennsylvania Mutual Consult
SMALL BLEND RYTRX Royce Total Return Consult
Emerging Market
DIVERSIFIED EMERGING MKTS LMEMX Legg Mason BFM Emerging Mkts Tr C
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Value TEMFX Templeton Foreign A

Investment model portfolios

We provide two types of investment model portfolios for Netcentrics Corporation 401(k) 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
Netcentrics Corporation 401(k) Retirement Plan Strategic Asset Allocation - Optimal Moderate NA -1.45% 3.52% 2.98% 5.18% 8.01% NA 8.29%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 3.83% 11.28% 11.93% 7.30% 5.56% 7.73% 5.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.20% 5.57% 5.41% 4.89% 5.08% 6.56% 4.97%
Data as of 06/30/2016, 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
Netcentrics Corporation 401(k) Retirement Plan Tactical Asset Allocation Moderate NA 0.32% -0.66% 0.06% 5.67% 8.73% NA 8.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 3.83% 11.28% 11.93% 7.30% 5.56% 7.73% 5.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.20% 5.57% 5.41% 4.89% 5.08% 6.56% 4.97%
Data as of 06/30/2016, AR inception is 12/31/2000