Investment options of QORVO 401(K) PLAN
Total Available Funds: 30
| Investment Option List |
|---|
| MONEY MARKET FUND: (MAAXX) |
| Fidelity Investments Money Market Government Portfolio Class I (SPAXX) |
| T. Rowe Price QM U.S. Small Cap Growth Equity Fund (PRDSX) |
| Oakmark Funds International Fund Investor Class (OAKIX) |
| Nuveen Funds Real Estate Securities Fund Class I (FARCX) |
| Pimco Funds Real Return Fund Institutional Class (PRLPX) |
| Metropolitan West Total Return Bond Fund Class I (MWTIX) |
| JP Morgan Mid Cap Value Fund Class L (MDFAX) |
| American Beacon Funds Small Cap Value Fund Class Institutional (AASVX) |
| DFA Emerging Market Portfolio Institutional |
| DFA International Small Company Portfolio Institutional Class (DISVX) |
| JP Morgan Equity Income R6 (TWEIX) |
| MFS Mid Cap Growth R6 (OTCIX) |
| Fidelity Investments Capital & Income Fund (FEQIX) |
| Fidelity Investments US Bond Index Fund (FSHBX) |
| Fidelity Investments 500 Index Fund (FUSEX) |
| Fidelity Investments Extended Market Index Fund (FSEMX) |
| Fidelity Investments Total International Index Fund (FTEIX) |
| T. Rowe Price Retirement 2005 Fund (TRRFX) |
| T. Rowe Price Retirement 2010 Fund (TRRAX) |
| T. Rowe Price Retirement 2015 Fund (TRRGX) |
| T. Rowe Price Retirement 2020 Fund (TRRBX) |
| T. Rowe Price Retirement 2025 Fund (TRRHX) |
| T. Rowe Price Retirement 2030 Fund (TRRCX) |
| T. Rowe Price Retirement 2035 Fund (TRRJX) |
| T. Rowe Price Retirement 2040 Fund (TRRDX) |
| T. Rowe Price Retirement 2045 Fund (TRRKX) |
| T. Rowe Price Retirement 2050 Fund (TRRMX) |
| T. Rowe Price Retirement 2055 Fund (TRRNX) |
| Fidelity Investments Contrafund Commingled Pool (FCNTX) |
Investment model portfolios
We provide two types of investment model portfolios for QORVO 401(K) 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.
Retirement Plan (401(k)) Info for QORVO 401(K) PLAN