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RIVERBED TECHNOLOGY INC. 401K PLAN
Investment Model Portfolios

Investment options of RIVERBED TECHNOLOGY INC. 401K PLAN

Total Available Funds: 28
Asset Class Ticker Description
US EQUITY
Small Growth ALSRX Alger Small Cap Growth Institutional Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND ISFIX Davis New York Venture Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap Value Fund
Mid-Cap Growth NMANX Neuberger Berman Mid Cap Growth Fund
MID-CAP BLEND SPMIX Shelton S&P MidCap Index Fund
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
SMALL BLEND VSISX Vanguard Small Cap Index Signal
SMALL VALUE VISVX Vanguard Small Cap Value Index
LARGE VALUE VIVAX Vanguard Value Index Fund
Others
Technology DRGTX Allianz RCM Technology Institutional Fund
Health PRHSX T. Rowe Price Health Sciences Fund
Moderate Allocation VWENX Vanguard Wellington Admiral Fund
FIXED INCOME
Inflation-Protected Bond ACITX American Century Inflation Adjusted Bond Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund II
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund
Foreign Large Growth UMBWX Scout International Fund
Foreign Large Blend TGVIX Thornburg International Value Fund
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Secs I

Investment model portfolios

We provide two types of investment model portfolios for RIVERBED TECHNOLOGY INC. 401K 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
RIVERBED TECHNOLOGY INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA -5.50% 6.28% 4.52% 5.28% 4.92% 6.57% 6.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01% 5.43%
Data as of 04/29/2022, 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
RIVERBED TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate NA 29.06% 7.31% 10.30% 6.17% 6.90% 7.68% 8.43%
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%
Data as of 10/31/2024, AR inception is 12/31/2000