MyPlanIQ 401k Investor Patterson Uti Energy Inc. 401K Profit Sharing Plan

Patterson Uti Energy Inc. 401K Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global A
Others
Aggressive Allocation NDMSX Nationwide Inv Dest Mod Agrsv Svc
Moderate Allocation NADMX Nationwide Inv Dest Mod A
US EQUITY
LARGE BLEND NBPBX Neuberger Berman Large Cap Value Adv
LARGE VALUE ACSTX Invesco Van Kampen Comstock A
LARGE BLEND NDAAX Nationwide Inv Destinations Agrsv A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global A
Others
Aggressive Allocation NDMSX Nationwide Inv Dest Mod Agrsv Svc
Moderate Allocation NADMX Nationwide Inv Dest Mod A
US EQUITY
LARGE BLEND NBPBX Neuberger Berman Large Cap Value Adv
LARGE VALUE ACSTX Invesco Van Kampen Comstock A
LARGE BLEND NDAAX Nationwide Inv Destinations Agrsv A
LARGE VALUE TESIX Mutual Shares A
Mid-Cap Growth BGRFX Baron Growth Retail
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv
LARGE GROWTH JAVLX Janus Twenty T
Total Available Funds: 10
  • 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 OPPAX Oppenheimer Global A 49% 3 60 0 1.31% 0%
Others
Aggressive Allocation NDMSX Nationwide Inv Dest Mod Agrsv Svc 59% 3 60 0 0.9% 3.22%
Moderate Allocation NADMX Nationwide Inv Dest Mod A 51% 3 60 0 0.84% 3.24%
US EQUITY
LARGE BLEND NBPBX Neuberger Berman Large Cap Value Adv 60% 3 60 0 0.51% 0%
LARGE VALUE ACSTX Invesco Van Kampen Comstock A 49% 3 60 0 1.55% 1.32%
LARGE BLEND NDAAX Nationwide Inv Destinations Agrsv A 47% 3 60 0 0.5% 3.06%
LARGE VALUE TESIX Mutual Shares A 44% 3 60 0 1.25% 3.09%
Mid-Cap Growth BGRFX Baron Growth Retail 40% 3 60 0 1.3% 1.84%
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv 24% 3 60 0 0.84% 0%
LARGE GROWTH JAVLX Janus Twenty T 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.99%
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Related Retirement Plans
PATTERSON-UTI ENERGY, INC. 401(K) PROFIT SHARING PLAN
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
The investment options have not been imported yet.


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