REALNETWORKS INC 401K PLAN
Investment Model Portfolios

Investment options of REALNETWORKS INC 401K PLAN

Total Available Funds: 26
Asset Class Ticker Description
US EQUITY
SMALL VALUE ABBVX American Beacon Small Cap Value Fund Investor Class
LARGE GROWTH AGTHX American Funds Growth Fund of America
LARGE GROWTH CGRIX Calamos Growth Fund A Class
Small Growth MSSGX Morgan Stanley Institutional Fund Small Company Growth Fund
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE VALUE VWNFX Vanguard Windsor II Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
Foreign Large Blend VDMIX Vanguard Developed Markets Index Fund Investor Shares
Foreign Large Growth BIGIX William Blair International Growth Fund
Others
ROOT CASH Vanguard Prime Money Market
not found no ticker Vanguard Retirement Savings Trust
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund

Investment model portfolios

We provide two types of investment model portfolios for REALNETWORKS 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
REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 25.77% 3.19% 11.32% 8.27% 8.76% 7.73% 8.05%
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
REALNETWORKS INC 401K PLAN Tactical Asset Allocation Moderate NA 24.54% 0.70% 7.29% 4.51% 4.92% 5.86% 7.07%
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%