XILINX 401K PLAN
Investment Model Portfolios

Xilinx is the largest programmable logic products maker.

Investment options of XILINX 401K PLAN

Total Available Funds: 17
Asset Class Ticker Description
US EQUITY
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value
LARGE GROWTH POSKX Primecap Odyssey Stock
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE GROWTH NVLIX Nuveen Winslow Large-Cap Growth I
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
SMALL VALUE DFSVX DFSVX
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Others
World Allocation MALOX BlackRock Global Allocation Instl
Moderate Allocation PAAIX PIMCO All Asset Instl
Target Date 2000-2010 SWBRX Schwab Target 2010
Target Date 2016-2020 SWCRX Schwab Target 2020
Target Date 2036-2040 SWERX Schwab Target 2040
Moderate Allocation VWENX Vanguard Wellington Adm
ROOT CASH SWAXX (Schwab Money Market)
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst

Investment model portfolios

We provide two types of investment model portfolios for XILINX 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
XILINX 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 25.24% 3.01% 9.78% 7.96% 8.68% 8.42% 8.58%
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
Xilinx 401K Plan Tactical Asset Allocation Moderate NA 24.78% 2.03% 6.91% 5.20% 5.84% 6.41% 7.04%
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%