MyPlanIQ 401k Investor PROFIT SHARING PLAN OF NVR, INC. AND AFFILIATED COMPANIES

PROFIT SHARING PLAN OF NVR, INC. AND AFFILIATED COMPANIES Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
PROFIT SHARING PLAN OF NVR, INC. AND AFFILIATED COMPANIES
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth FDIVX Fidelity Diversified Int
Foreign Large Growth ARTIX Arisan International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
Emerging Markets Bond FNMIX Fidelity New Mkts Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
US EQUITY
LARGE VALUE FEQTX Fidelity Equity Inc. II
LARGE BLEND FSTMX Spartan US Equity Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth FDIVX Fidelity Diversified Int
Foreign Large Growth ARTIX Arisan International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FBALX Fidelity Balanced Fund
Health SHSCX Blackrock Health Sciences Port. class C
Industrials FSCGX Fidelity Select Industrial Materials
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Emerging Markets Bond FNMIX Fidelity New Mkts Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
US EQUITY
LARGE VALUE FEQTX Fidelity Equity Inc. II
LARGE BLEND FSTMX Spartan US Equity Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE VALUE AMANX Amana Mutual Fund Tr Income
LARGE GROWTH AMAGX Amana Mutual Fund Tr Growth
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
SMALL VALUE ASOPX American Beacon Sm Cap Val Inv
Small Growth RSSGX RS Sm Cap Growth A
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 Fund 99% 3 60 0 0.52% 2.18%
Foreign Large Growth FDIVX Fidelity Diversified Int 98% 3 60 0 0.65% 3.66%
Foreign Large Growth ARTIX Arisan International 92% 3 60 0 0.97% 9.44%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 4.58%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.83%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 4.29%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.49%
Moderate Allocation FBALX Fidelity Balanced Fund 79% 3 60 0 0.5% 5.65%
Health SHSCX Blackrock Health Sciences Port. class C 46% 3 60 0 1.45% 9.7%
Industrials FSCGX Fidelity Select Industrial Materials 32% 3 60 0 0.84% 20.11%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Emerging Markets Bond FNMIX Fidelity New Mkts Income 89% 3 60 0 0.82% 4.45%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 4.15%
US EQUITY
LARGE VALUE FEQTX Fidelity Equity Inc. II 97% 3 60 0 0.58% 8.49%
LARGE BLEND FSTMX Spartan US Equity Index Fund 93% 3 60 0 0.09% 1.23%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 8.73%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 5.61%
LARGE VALUE AMANX Amana Mutual Fund Tr Income 58% 3 60 0 1.01% 0.65%
LARGE GROWTH AMAGX Amana Mutual Fund Tr Growth 57% 3 60 0 0.91% 3.75%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund 1% 3 60 0 0.92% 14.11%
SMALL VALUE ASOPX American Beacon Sm Cap Val Inv 0% 3 60 0 NA 3.24%
Small Growth RSSGX RS Sm Cap Growth A 0% 3 60 0 NA 0%
Average Expense Ratio: 0.67%
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 1.7% 8.3% 4.7% 9.4% 5.8% 8.1%

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

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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 1.2% 9.4% 1.9% 5.3% 4.3% 5.9%

Sign up or Login and subscribe 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:NVR)
The plan consists of 29 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
--


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.