MyPlanIQ 401k Investor NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM

NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend RERFX American Funds Euro-Pacific Growth
Foreign Large Blend FSIIX Fidelity Spartan International Index
Others
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Adm
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend RERFX American Funds Euro-Pacific Growth
Foreign Large Blend FSIIX Fidelity Spartan International Index
Others
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
ROOT CASH Fidelity Institutional Money Market
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2045
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2035
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2025
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Adm
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond WACPX Western Asset Core Plus Bond
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth JMGRX Janus Funds Enterprise
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index
LARGE BLEND NYVRX Davis New York Venture
SMALL BLEND HSVRX Harbor Small-Cap Value
Small Growth RSEGX RS Small Cap Growth
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Small Growth SMPDX Morgan Stanley Growth
Total Available Funds: 29
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend RERFX American Funds Euro-Pacific Growth 94% 3 60 0 0.84% 1.86%
Foreign Large Blend FSIIX Fidelity Spartan International Index 86% 3 60 0 0.17% 0%
Others
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 2.93%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 4.37%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
ROOT CASH Fidelity Institutional Money Market 0% 3 60 0 NA 4.14%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2045 0% 3 60 0 NA 2.78%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2035 0% 3 60 0 NA 2.78%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2025 0% 3 60 0 NA 2.78%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2015 0% 3 60 0 NA 2.78%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index 94% 3 60 0 0.15% 3.27%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Adm 91% 3 60 0 0.07% 4.34%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond WACPX Western Asset Core Plus Bond 78% 3 60 0 0.82% 4.45%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
Mid-Cap Growth JMGRX Janus Funds Enterprise 93% 3 60 0 1.14% 17.21%
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value 92% 3 60 0 0.86% 0.5%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index 79% 3 60 0 0.09% 1.79%
LARGE BLEND NYVRX Davis New York Venture 42% 3 60 0 1.75% 7.81%
SMALL BLEND HSVRX Harbor Small-Cap Value 37% 3 60 0 0.8% 6.15%
Small Growth RSEGX RS Small Cap Growth 37% 3 60 0 2.16% 0%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
Small Growth SMPDX Morgan Stanley Growth 0% 3 60 0 NA 0%
Average Expense Ratio: 0.56%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.1% 7.8% 0.6% 5.9% 4.9% 7.2%

Sign up or Login first to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:NSM)
The plan consists of 30 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

National Semiconductor Corporation, a semiconductor company, designs, develops, manufactures, and markets analog and mixed-signal integrated circuits and sub-systems. It is one of the oldest semiconductor companies in Silicon Valley.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.