YAHOO INC. 401K PLAN
Investment Model Portfolios

Investment options of YAHOO INC. 401K PLAN

Total Available Funds: 28
Asset Class Ticker Description
US EQUITY
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Class Z
SMALL BLEND RYLPX Royce Low-Priced Stock Fund Service Class
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund
LARGE VALUE VEIRX Vanguard Equity Income Fund Admiral Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund
Others
Technology CMTFX Columbia Technology Fund Class Z
Technology PRGTX T. Rowe Price Global Technology Fund
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II
Target Date 2051+ VFFVX Target Retirement 2055 Trust II
Retirement Income VTINX Target Retirement Income Trust II
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
ROOT CASH Vanguard Prime Money Market Fund
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Shares
Foreign Large Growth WBIGX William Blair International Growth Fund Class N

Investment model portfolios

We provide two types of investment model portfolios for YAHOO 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
YAHOO INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 25.07% 2.21% 6.87% 5.89% 7.33% 6.68% 7.38%
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%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
YAHOO INC. 401K PLAN Tactical Asset Allocation Moderate NA 22.56% 5.23% 8.47% 6.70% 8.26% 8.64% 8.51%
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%