MyPlanIQ 401k Investor National Oilwell Varco Inc. 401K And Retirement Savings Plan

National Oilwell Varco Inc. 401K And Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK CWGCX American Funds Capital World G/I C
Foreign Large Blend AEPCX American Funds EuroPacific Gr C
Foreign Large Blend IGICX American Funds Intl Gr And Inc C
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
World Allocation EAAFX Wells Fargo Advantage Asset Alloc A
World Allocation CIBCX American Funds Capital Inc Bldr C
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
LARGE BLEND DNVYX Davis NY Venture Y
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK CWGCX American Funds Capital World G/I C
Foreign Large Blend AEPCX American Funds EuroPacific Gr C
Foreign Large Blend IGICX American Funds Intl Gr And Inc C
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
World Allocation EAAFX Wells Fargo Advantage Asset Alloc A
World Allocation CIBCX American Funds Capital Inc Bldr C
Moderate Allocation IFACX American Funds Inc Fund of Amer C
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
LARGE BLEND DNVYX Davis NY Venture Y
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
LARGE BLEND AFICX American Funds Fundamental Invs C
LARGE GROWTH GFACX American Funds Growth Fund of Amer C
LARGE BLEND AICCX American Funds Invmt Co of America C
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value A
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
WORLD BOND CWBCX American Funds Capital World Bond C
Short-Term Bond IBFCX American Funds Interm Bond Fd of Amer C
Total Available Funds: 19
  • 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
WORLD STOCK CWGCX American Funds Capital World G/I C 59% 3 60 0 0.53% 2.8%
Foreign Large Blend AEPCX American Funds EuroPacific Gr C 55% 3 60 0 0.9% 2.95%
Foreign Large Blend IGICX American Funds Intl Gr And Inc C 19% 3 60 0 0.54% 2.67%
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
World Allocation EAAFX Wells Fargo Advantage Asset Alloc A 75% 3 60 0 1.38% 3.05%
World Allocation CIBCX American Funds Capital Inc Bldr C 58% 3 60 0 0.26% 1.43%
Moderate Allocation IFACX American Funds Inc Fund of Amer C 34% 3 60 0 0.69% 3.03%
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.54%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins 72% 3 60 0 0.04% 1.5%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 8.03%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 16.12%
LARGE BLEND AFICX American Funds Fundamental Invs C 50% 3 60 0 0.28% 1.12%
LARGE GROWTH GFACX American Funds Growth Fund of Amer C 35% 3 60 0 0.3% 0%
LARGE BLEND AICCX American Funds Invmt Co of America C 31% 3 60 0 1.42% 4.4%
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value A 0% 3 60 0 1.28% 0%
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4.92%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
WORLD BOND CWBCX American Funds Capital World Bond C 54% 3 60 0 0.99% 1.61%
Short-Term Bond IBFCX American Funds Interm Bond Fd of Amer C 43% 3 60 0 0.29% 2.56%
Average Expense Ratio: 0.7%
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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

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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
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