MyPlanIQ FIRST NATIONAL OF NEBRASKA INC FIRST SAVINGS PLAN

FIRST NATIONAL OF NEBRASKA INC FIRST SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Moderate Allocation FOBAX Tributary Funds
FIXED INCOME
Short-Term Bond FOSIX Tributary Funds
WORLD BOND TPINX Templeton Income Trust: Templeton Global Bond Fund; Class A Shares
WORLD BOND TGBAX Templeton Income Trust: Templeton Global Bond Fund; Advisor Class Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE VALUE ACIIX American Century Capital Portfolios
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Moderate Allocation FOBAX Tributary Funds
FIXED INCOME
Short-Term Bond FOSIX Tributary Funds
WORLD BOND TPINX Templeton Income Trust: Templeton Global Bond Fund; Class A Shares
WORLD BOND TGBAX Templeton Income Trust: Templeton Global Bond Fund; Advisor Class Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE VALUE ACIIX American Century Capital Portfolios
SMALL BLEND FOSCX Tributary Funds
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares
Mid-Cap Growth FOGRX Tributary Funds
LARGE GROWTH FOLCX Tributary Funds
Total Available Funds: 11
  • 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
Others
Moderate Allocation FOBAX Tributary Funds 78% 3 60 0 0.8% 0.82%
FIXED INCOME
Short-Term Bond FOSIX Tributary Funds 93% 3 60 0 0.45% 2.68%
WORLD BOND TPINX Templeton Income Trust: Templeton Global Bond Fund; Class A Shares 73% 3 60 0 0.96% 3.86%
WORLD BOND TGBAX Templeton Income Trust: Templeton Global Bond Fund; Advisor Class Shares 52% 3 60 0 0.64% 4.14%
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios 100% 3 60 0 1.18% 2.37%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
LARGE VALUE ACIIX American Century Capital Portfolios 91% 3 60 0 1.18% 2.56%
SMALL BLEND FOSCX Tributary Funds 87% 3 60 0 0.96% 0.19%
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares 78% 3 60 0 0.14% 1.35%
Mid-Cap Growth FOGRX Tributary Funds 0% 3 60 0 1.05% 0%
LARGE GROWTH FOLCX Tributary Funds 0% 3 60 0 1.13% 12.75%
Average Expense Ratio: 0.78%
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
Related Retirement Plans
Model Portfolios

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
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

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.