MyPlanIQ 401k Investor National Oilwell Varco, Inc. 401(k) and Retirement Savings Plan

National Oilwell Varco, Inc. 401(k) and Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark Funds Oakmark International Fund
Foreign Large Blend VFWIX Vanguard FTSE All World Inv
Others
ROOT CASH Evergreen Investments Evergreen Institutional Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund
US EQUITY
Small Growth VISGX Vanguard Vanguard Small Cap Growth Index Fund
Mid-Cap Growth VMGIX Vanguard Vanguard Mid Cap Index Fund
SMALL VALUE PSVIX Allianz Global Investors Allianz NFJ Small Cap Value Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark Funds Oakmark International Fund
Foreign Large Blend VFWIX Vanguard FTSE All World Inv
Others
ROOT CASH Evergreen Investments Evergreen Institutional Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund F
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund E
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund D
Intermediate-Term Bond STYAX Wells Fargo Fixed Income Fund A
US EQUITY
Small Growth VISGX Vanguard Vanguard Small Cap Growth Index Fund
Mid-Cap Growth VMGIX Vanguard Vanguard Mid Cap Index Fund
SMALL VALUE PSVIX Allianz Global Investors Allianz NFJ Small Cap Value Fund
LARGE BLEND NYVTX Davis Funds Davis New York Venture Fund
LARGE VALUE ACGMX Van Kampen Funds Van Kampen Growth & Income Fund
LARGE GROWTH RGABX American Funds Growth Fund of America R5
Total Available Funds: 16
  • 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 OAKIX Oakmark Funds Oakmark International Fund 100% 3 60 0 0.75% 1.9%
Foreign Large Blend VFWIX Vanguard FTSE All World Inv 0% 3 60 0 0.2% 2.84%
Others
ROOT CASH Evergreen Investments Evergreen Institutional Money Market Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation Protected Securities Fund 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund 88% 3 60 0 0.25% 3.43%
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund F 66% 3 60 0 0.6% 3.79%
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund E 66% 3 60 0 0.6% 3.79%
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund D 66% 3 60 0 0.6% 3.79%
Intermediate-Term Bond STYAX Wells Fargo Fixed Income Fund A 63% 3 60 0 0.6% 3.5%
US EQUITY
Small Growth VISGX Vanguard Vanguard Small Cap Growth Index Fund 100% 3 60 0 0.07% 0.54%
Mid-Cap Growth VMGIX Vanguard Vanguard Mid Cap Index Fund 98% 3 60 0 0.19% 0.58%
SMALL VALUE PSVIX Allianz Global Investors Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 1.89%
LARGE BLEND NYVTX Davis Funds Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE ACGMX Van Kampen Funds Van Kampen Growth & Income Fund 81% 3 60 0 0.79% 1.73%
LARGE GROWTH RGABX American Funds Growth Fund of America R5 36% 3 60 0 0.3% 0%
Average Expense Ratio: 0.56%
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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 14.0% 16.2% 6.4% 4.8% 6.0% 6.7%

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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*
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(Ticker:NOV)
The plan consists of 16 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

National Oilwell Varco, Inc. designs, constructs, manufactures, and sells systems, components, and products used in oil and gas drilling and production; provides oilfield services and supplies; and distributes products, and provides supply chain integration services to the upstream oil and gas industry worldwide.



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