MyPlanIQ 401k Investor Nordstrom 401(k) Plan

Nordstrom 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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NORDSTROM 401K PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund,
Foreign Large Value AIVIX    Bernstein International Value Collective Trust Fund   
Foreign Large Blend IFSTX    Capital Guardian International (Non-U.S.) Equity Fund   
Others
ROOT CASH SDB Money Market Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund,
SMALL BLEND NBGIX    Neuberger Berman Genesis Institutional Fund   
Small Growth NBMIX Neuberger & Berman Small Cap NBF Genesis Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund,
Intermediate-Term Bond DODIX Dodge & Cox Income Fund   
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund,
Foreign Large Value AIVIX    Bernstein International Value Collective Trust Fund   
Foreign Large Blend IFSTX    Capital Guardian International (Non-U.S.) Equity Fund   
Others
ROOT CASH SDB Money Market Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund,
SMALL BLEND NBGIX    Neuberger Berman Genesis Institutional Fund   
Small Growth NBMIX Neuberger & Berman Small Cap NBF Genesis Fund
LARGE BLEND VINIX    Vanguard Institutional Index Fund   
LARGE BLEND VINIX    Vanguard Institutional Index Fund   
LARGE GROWTH DRLCX Allianz RCM Large Cap Growth Fund
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund,
Intermediate-Term Bond DODIX Dodge & Cox Income Fund   
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Total Available Funds: 14
  • 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 Blend RERFX American Europacific Growth Fund, 94% 1 60 0 0.84% 6.96%
Foreign Large Value AIVIX    Bernstein International Value Collective Trust Fund    69% 1 60 0 1.25% 9.39%
Foreign Large Blend IFSTX    Capital Guardian International (Non-U.S.) Equity Fund    0% 1 60 0 1.31% 0.93%
Others
ROOT CASH SDB Money Market Fund 0% 1 60 0 NA 2.61%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund, 93% 1 60 0 0.52% 7.45%
SMALL BLEND NBGIX    Neuberger Berman Genesis Institutional Fund    91% 1 60 0 1.34% 2.23%
Small Growth NBMIX Neuberger & Berman Small Cap NBF Genesis Fund 86% 1 60 0 0.91% 0.49%
LARGE BLEND VINIX    Vanguard Institutional Index Fund    77% 1 60 0 0.02% 2.66%
LARGE BLEND VINIX    Vanguard Institutional Index Fund    77% 1 60 0 0.02% 2.66%
LARGE GROWTH DRLCX Allianz RCM Large Cap Growth Fund 0% 1 60 0 0.76% 69.78%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund, 0% 1 60 0 1.26% 13.78%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund, 96% 1 60 0 0.83% 4.3%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund    87% 1 60 0 0.33% 4.29%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 1 60 0 NA 28.04%
Average Expense Ratio: 0.85%
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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 -2.6% 6.3% 5.2% 9.1% 6.1%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 23.5% 10.0% 10.7% 6.5% 6.0%

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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*
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*     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:JWN)
The plan consists of 17 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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