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SYNNEX CORPORATION 401K PLAN
Investment Model Portfolios

SYNNEX Corporation, a business process services company, provides services in distribution, contract assembly, and global business services. The company operates in two segments, Distribution Services and Global Business Services (GBS). SYNNEX Corporation, formerly known as SYNNEX Information Technologies, Inc., was founded in 1980 is headquartered in Fremont, California.

Investment options of SYNNEX CORPORATION 401K PLAN

Total Available Funds: 22
Asset Class Ticker Description
Others
ROOT CASH Principal Money market
Moderate Allocation PSBIX Principal Stock Emphasis Balanced
Retirement Income PLSIX Principal LifeTime Strategic Income
Target Date 2000-2010 PTTIX Principal LifeTime 2010
Target Date 2016-2020 PLWIX Principal LifeTime 2020
Target Date 2026-2030 PMTIX Principal LifeTime 2030
Target Date 2036-2040 PTDIX Principal LifeTime 2040
Target Date 2050+ PPLIX Principal LifeTime 2050
FIXED INCOME
Intermediate Government PMRIX Principal Bond & Mortgage
Inflation-Protected Bond PRTNX PIMCO Real Return A
US EQUITY
LARGE GROWTH PEPPX Principal Large Cap Growth
LARGE BLEND PLPIX Principal Large Cap S&P 500 Index
LARGE VALUE PVLIX Principal Large Cap Value
Mid-Cap Growth PGWIX Principal Mid Cap Growth
MID-CAP VALUE PVMIX Principal Mid Cap Value 1
MID-CAP BLEND MPSIX Principal Mid Cap S&P 400 Index
SMALL BLEND PSSIX Principal Small Cap S&P 600
SMALL VALUE ACVIX American Century Small Cap Value
SMALL BLEND FSCTX Fidelity Advisor Small Cap 1
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International
FOREIGN SMALL/MID GROWTH FISMX Principal International Small Cap
WORLD STOCK RNPCX American Funds New Perspective R3

Investment model portfolios

We provide two types of investment model portfolios for SYNNEX CORPORATION 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
SYNNEX CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 15.60% 0.24% 6.00% 5.37% 7.15% 6.44% 6.37%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 26.78% 9.17% 15.85% 12.87% 14.13% 10.56% 8.65%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.33% 2.49% 7.25% 6.00% 7.37% 6.28% 5.81%
Data as of 08/30/2024, 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
Synnex Corporation 401K Plan Tactical Asset Allocation Moderate NA 2.24% 7.62% 5.04% 8.52% 9.73% NA 8.78%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.83% 13.24% 11.18% 13.87% 8.93% 6.03% 6.82%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 3.59% 6.85% 5.29% 7.75% 6.01% 5.38% 5.43%
Data as of 07/31/2019, AR inception is 12/31/2000