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Twitter 401(k) Savings Plan
Investment Model Portfolios

Investment options of Twitter 401(k) Savings Plan

Total Available Funds: 25
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
Foreign Large Growth OIGAX Oppenheimer International Growth A
Foreign Large Value AFJAX Allianz NFJ International Value A
Others
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Retirement Income RRTIX T. Rowe Price Retirement Income R
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R
Target Date 2051+ RRTVX T. Rowe Price Retirement 2055 R
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
no found FDAXX FID PRIME FUND
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2000-2010 RRTLX T. Rowe Price Retirement 2005 R
US EQUITY
SMALL BLEND JTUAX JPMorgan US Small Company A
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond FSTAX Fidelity Advisor Strategic Income A

Investment model portfolios

We provide two types of investment model portfolios for Twitter 401(k) Savings 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
Twitter 401(k) Savings Plan Strategic Asset Allocation - Optimal Moderate NA -5.16% 2.65% 2.67% 7.57% 6.58% NA 6.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, 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
Twitter 401(k) Savings Plan Tactical Asset Allocation Moderate NA -1.95% 4.83% 2.97% 6.36% 7.91% NA 8.88%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000