Investment options of KEYSIGHT TECHNOLOGIES, INC. 401(K) PLAN
Total Available Funds: 94
| Investment Description |
|---|
| RGA Intermediate Core Fund Collective Trust |
| RGA Term Fund 2024 Collective Trust |
| RGA Term Fund 2025 Collective Trust |
| RGA Term Fund 2026 Collective Trust |
| RGA Term Fund 2027 Collective Trust |
| RGA Term Fund 2028 Collective Trust |
| Prudential Intermediate Core Fund Collective Trust |
| Prudential Term Fund 2024 Collective Trust |
| Prudential Term Fund 2025 Collective Trust |
| Prudential Term Fund 2026 Collective Trust |
| Prudential Term Fund 2027 Collective Trust |
| Prudential Term Fund 2028 Collective Trust |
| Transamerica Intermediate Core Fund Collective Trust |
| Transamerica Term Fund 2024 Collective Trust |
| Transamerica Term Fund 2025 Collective Trust |
| Transamerica Term Fund 2026 Collective Trust |
| Transamerica Term Fund 2027 Collective Trust |
| Transamerica Term Fund 2028 Collective Trust |
| JPM Equity Income R6 Registered Investment Company |
| BlackRock MSCI ACWI Ex U.S. Non-Lending Index Collective Trust |
| BlackRock U.S. Debt Index Fund Collective Trust |
| Fidelity Contrafund Pool Fund Collective Trust |
| Fidelity Low-Priced Stock Pool Fund Collective Trust |
| Loomis Sayles Core Plus Fixed Income Fund Collective Trust |
| Principal Diversified International Collective Trust |
| Vanguard Extended Market Index Institutional Fund Collective Trust |
| Vanguard Institutional 500 Index Trust Fund Collective Trust |
| Vanguard Target Retirement 2020 Fund Collective Trust |
| Vanguard Target Retirement 2025 Fund Collective Trust |
| Vanguard Target Retirement 2030 Fund Collective Trust |
| Vanguard Target Retirement 2035 Fund Collective Trust |
| Vanguard Target Retirement 2040 Fund Collective Trust |
| Vanguard Target Retirement 2045 Fund Collective Trust |
| Vanguard Target Retirement 2050 Fund Collective Trust |
| Vanguard Target Retirement 2055 Fund Collective Trust |
| Vanguard Target Retirement 2060 Fund Collective Trust |
| Vanguard Target Retirement 2065 Fund Collective Trust |
| Vanguard Target Retirement 2070 Fund Collective Trust |
| Vanguard Target Retirement Income Fund Collective Trust |
| Adidas Ag Spon Adr Common Stock |
| Adobe Inc Common Stock |
| Advanced Micro Devices Inc Common Stock |
| Airbnb Inc Class A Common Stock |
| Alphabet Inc Cl C Common Stock |
| Alphabet Inc Cl A Common Stock |
| Amazon.Com Inc Common Stock |
| Analog Devices Inc Common Stock |
| Apple Inc Common Stock |
| Applovin Corp Common Stock |
| Astrazeneca Plc Spons Adr Common Stock |
| Boeing Co Common Stock |
| Broadcom Inc Common Stock |
| Cadence Design Systems Inc Common Stock |
| Costco Wholesale Corp Common Stock |
| Crowdstrike Holdings Inc Common Stock |
| Datadog Inc Cl A Common Stock |
| Dexcom Inc Common Stock |
| Disney (Walt) Co Common Stock |
| Edwards Lifesciences Corp Common Stock |
| Meta Platforms Inc Cl A Common Stock |
| Ge Aerospace Common Stock |
| Hilton Worldwide Holdings Inc Common Stock |
| Home Depot Inc Common Stock |
| Inditex Sa Unspn Adr Common Stock |
| Intuitive Surgical Inc Common Stock |
| Eli Lilly & Co Common Stock |
| Marriott International Inc A Common Stock |
| Mastercard Inc Cl A Common Stock |
| Mercadolibre Inc Common Stock |
| Microsoft Corp Common Stock |
| Moodys Corp Common Stock |
| Netflix Inc Common Stock |
| Novo-Nordisk As Cl B Adr Common Stock |
| Nvidia Corp Common Stock |
| O'Reilly Automotive Inc Common Stock |
| Palo Alto Networks Inc Common Stock |
| Progressive Corp Ohio Common Stock |
| Salesforce Inc Common Stock |
| Servicenow Inc Common Stock |
| Snowflake Inc Common Stock |
| Tjx Companies Inc New Common Stock |
| Tesla Inc Common Stock |
| Trade Desk Inc Common Stock |
| Uber Technologies Inc Common Stock |
| Vertex Pharmaceuticals Inc Common Stock |
| Vertiv Holdings Co Common Stock |
| Visa Inc Cl A Common Stock |
| Walmart Inc Common Stock |
| Eaton Corp Plc Common Stock |
| Spotify Technology Sa Common Stock |
| Flutter Entertainment Plc Common Stock |
| DFA Us Small Cap Value I Registered Investment Company |
| William Blair Small Cap Growth R6 Registered Investment Company |
| 9.00%, maturing through October 2034 |
Investment model portfolios
We provide two types of investment model portfolios for KEYSIGHT TECHNOLOGIES, INC. 401(K) 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.
Retirement Plan (401(k)) Info for KEYSIGHT TECHNOLOGIES, INC. 401(K) PLAN