Investment options of RIVERBED TECHNOLOGY LLC 401(K) PLAN
Total Available Funds: 65
| Investment Description |
|---|
| American Century Investments American Century Inflation-Adjusted Bond Fund 279,164 Shares ^ |
| Dimensional Fund Advisors DFA International Core Equity Portfolio Institutional Class 657,624 Shares ^ |
| Dimensional Fund Advisors DFA International Small Company Portfolio Institutional Class 77,564 Shares ^ |
| Dimensional Fund Advisors DFA U.S. Large Cap Value Portfolio Institutional Class 183,549 Shares ^ |
| Dodge & Cox Funds Dodge & Cox International Stock Fund 31,828 Shares ^ |
| T. Rowe Price Health Sciences Fund 72,470 Shares ^ |
| Fidelity Emerging Markets Index Fund 364,723 Shares ^ |
| Thornburg Investment Trust Thornburg Limited Term Income Fund 114,487 Shares ^ |
| Vanguard FTSE Social Index Investor Shares 173,329 Shares ^ |
| Vanguard Institutional Index Institutional Shares 104,302 Shares ^ |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares 564,714 Shares ^ |
| Vanguard Growth Index Fund Admiral Shares 111,554 Shares ^ |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares 84,244 Shares ^ |
| Vanguard Mid Cap Value Index Fund Admiral Shares 69,943 Shares ^ |
| Vanguard Mid Cap Index Fund Institutional Shares 173,594 Shares ^ |
| Vanguard Small Cap Index Fund Institutional Shares 93,855 Shares ^ |
| Vanguard Small Cap Value Index Fund Admiral Shares 125,141 Shares ^ |
| Vanguard Small-Cap Growth Index Fund Admiral Shares 31,742 Shares ^ |
| Vanguard Target Retirement 2020 Fund Investor Shares 89,211 Shares ^ |
| Vanguard Target Retirement 2025 Fund Investor Shares 101,670 Shares ^ |
| Vanguard Target Retirement 2030 Fund Investor Shares 284,902 Shares ^ |
| Vanguard Target Retirement 2035 Fund Investor Shares 247,485 Shares ^ |
| Vanguard Target Retirement 2040 Fund Investor Shares 263,075 Shares ^ |
| Vanguard Target Retirement 2045 Fund Investor Shares 190,376 Shares ^ |
| Vanguard Target Retirement 2050 Fund Investor Shares 241,101 Shares ^ |
| Vanguard Target Retirement 2055 Fund Investor Shares 50,257 Shares ^ |
| Vanguard Target Retirement 2060 Fund Investor Shares 15,807 Shares ^ |
| Vanguard Target Retirement 2065 Fund Investor Shares 4,639 Shares ^ |
| Vanguard Target Retirement Income Fund 61,991 Shares ^ |
| Vanguard Wellington Fund Admiral Shares 217,941 Shares ^ |
| Virtus AllianzGI Technology Fund 115,577 Shares ^ |
| Voya Voya Intermediate Bond Fund Class A 812,999 Shares ^ |
| to October 2029 – |
| AMERICAN CENTURY INFL ADJ BDR6 Registered Investment Company |
| DFA INTL CORE EQUITY Registered Investment Company |
| DFA INTL SMALL COMPANY Registered Investment Company |
| DFA U.S. LARGE CAP VALUE Registered Investment Company |
| DODGE & COX INTL STOCK Registered Investment Company |
| FIDELITY EMERG MARKETS IDX Registered Investment Company |
| T ROWE PRICE HEALTH & SCIENCE Registered Investment Company |
| THORNBURG LIMITED TERM IN R5 Registered Investment Company |
| VANGUARD FTSE SOCIAL INSTL Registered Investment Company |
| VANGUARD GROWTH INDEX INSTL Registered Investment Company |
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company |
| VANGUARD LT INVEST GRADE ADMRL Registered Investment Company |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company |
| VANGUARD MIDCAP INDEX INSTL Registered Investment Company |
| VANGUARD SM CAP INDEX INSTL Registered Investment Company |
| VANGUARD SM CAP VAL INDEX INST Registered Investment Company |
| VANGUARD SMALL CAP GRTH INDEX Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2020 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2025 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company |
| VANGUARD TARGET RETMT INCOME Registered Investment Company |
| VANGUARD WELLINGTON ADMIRAL SH Registered Investment Company |
| VIRTUS ALLIANZGI TECHNOLOGY IN Registered Investment Company |
| VOYA INTERMEDIATE BOND I Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for RIVERBED TECHNOLOGY LLC 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 RIVERBED TECHNOLOGY LLC 401(K) PLAN