NETGEAR 401K
Investment Model Portfolios

Investment options of NETGEAR 401K

Total Available Funds: 18
Asset Class Ticker Description
US EQUITY
LARGE GROWTH MLAIX MLAIX
LARGE VALUE MADVX MADVX
MID-CAP BLEND VMISX VMISX
LARGE BLEND VIFSX VIFSX
Mid-Cap Growth PEGZX PEGZX
SMALL VALUE GSSIX GSSIX
Small Growth ALSRX ALSRX
SMALL BLEND VSISX VSISX
MID-CAP VALUE ABYSX ABYSX
LARGE BLEND VTSSX VTSSX
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
Foreign Large Blend VDMAX VDMAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
REAL ESTATE
REAL ESTATE CSRSX CSRSX
FIXED INCOME
Inflation-Protected Bond PARRX PARRX
Intermediate-Term Bond VBTSX VBTSX
Intermediate-Term Bond PTRAX PTRAX
WORLD BOND FIBZX FIBZX

Investment model portfolios

We provide two types of investment model portfolios for NETGEAR 401K 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: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NETGEAR 401K Strategic Asset Allocation - Optimal Moderate NA 21.99% -1.72% 3.66% 4.07% 5.80% 5.62% 6.74%
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%

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
NETGEAR 401K Tactical Asset Allocation Moderate NA 20.17% 1.27% 7.92% 6.91% 7.95% 8.15% 8.62%
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%