Trend Micro Incorporated 401(k) Retirement Plan Investment Model Portfolios

Investment options of Trend Micro Incorporated 401(k) Retirement Plan

Total Available Funds: 34

Asset Class

Ticker

Description

Emerging Market
DIVERSIFIED EMERGING MKTS	DEMIX	Delaware Emerging Markets Instl
DIVERSIFIED EMERGING MKTS	ODVYX	Oppenheimer Developing Markets Y

Others
Target Date 2000-2010	WFOAX	Wells Fargo Advantage DJ Target 2010 I
Target Date 2046-2050	WFQFX	Wells Fargo Advantage DJ Target 2050 I
World Allocation	IVAEX	Ivy Asset Strategy I
Target Date 2026-2030	WFOOX	Wells Fargo Advantage DJ Target 2030 I
World Allocation	MALOX	BlackRock Global Allocation Instl
Target Date 2036-2040	WFOSX	Wells Fargo Advantage DJ Target 2040 I
Natural Resources	PNRZX	Prudential Jennison Natural Resources Z
Target Date 2016-2020	WFOBX	Wells Fargo Advantage DJ Target 2020 I
ROOT	WFSKT	WELLS FARGO STABLE VALUE CL K
Target Date 2031-2035	WFQRX	Wells Fargo Advantage DJ Target 2035 I
Target Date 2011-2015	WFSCX	Wells Fargo Advantage DJ Target 2015 I
Target Date 2021-2025	WFTYX	Wells Fargo Advantage DJ Target 2025 I
Target Date 2041-2045	WFQPX	Wells Fargo Advantage DJ Target 2045 I
Moderate Allocation	OAKBX	Oakmark Equity & Income I

FIXED INCOME
Inflation-Protected Bond	BPRIX	BlackRock Inflation Protected Bond Instl
Multisector Bond	AGDIX	AllianceBern High Income I
WORLD BOND	TGBAX	Templeton Global Bond Adv
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl
Intermediate-Term Bond	LSIIX	Loomis Sayles Investment Grade Bond Y
Intermediate-Term Bond	DPFFX	Delaware Diversified Income Instl

US EQUITY
Small Growth	TGSCX	TCW Small Cap Growth I
SMALL VALUE	JSCOX	Perkins Small Cap Value I
LARGE VALUE	MEIJX	MFS Value R4
LARGE GROWTH	MLAIX	MainStay Large Cap Growth I
LARGE BLEND	ITHTX	Hartford Capital Appreciation R5
MID-CAP VALUE	JMVAX	Perkins Mid Cap Value I
Mid-Cap Growth	GGOIX	Goldman Sachs Growth Opportunities I
Mid-Cap Growth	PEGZX	Prudential Jennison Mid Cap Growth Z

INTERNATIONAL EQUITY
Foreign Large Blend	OAKIX	Oakmark International I
Foreign Large Blend	BISIX	BlackRock International Opp Instl
Foreign Large Growth	JIGFX	Janus Overseas I
WORLD STOCK	RNPFX	American Funds New Perspective R5

Investment model portfolios

We provide two types of investment model portfolios for Trend Micro Incorporated 401(k) Retirement 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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for Trend Micro Incorporated 401(k) Retirement Plan

TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN

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