MyPlanIQ 401k Investor NBCUniversal 401k Plan

NBCUniversal 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Others
Moderate Allocation PAAIX PIMCO All Asset Instl
World Allocation MALOX BlackRock Global Allocation Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Short-Term Bond PTLDX PIMCO Low Duration Instl
Intermediate-Term Bond SSBMX SSGA Bond Index
US EQUITY
Small Growth RVPIX Royce Value Plus Instl
LARGE VALUE MADVX BlackRock Equity Dividend Instl
SMALL VALUE CSCZX Columbia Small Cap Value I Z
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Others
Moderate Allocation PAAIX PIMCO All Asset Instl
World Allocation MALOX BlackRock Global Allocation Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Short-Term Bond PTLDX PIMCO Low Duration Instl
Intermediate-Term Bond SSBMX SSGA Bond Index
US EQUITY
Small Growth RVPIX Royce Value Plus Instl
LARGE VALUE MADVX BlackRock Equity Dividend Instl
SMALL VALUE CSCZX Columbia Small Cap Value I Z
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE BLEND NBSLX Neuberger Berman Socially Resp Inst
LARGE BLEND HCAYX Hartford Capital Appreciation Y
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
Total Available Funds: 15
  • 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 Blend TIVRX Thornburg International Value R5 94% 3 60 0 1.16% 1.89%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv 0% 3 60 0 0.2% 2.84%
Others
Moderate Allocation PAAIX PIMCO All Asset Instl 96% 3 60 0 1.84% 3.53%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 0.44%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 3 60 0 1.05% 4.06%
Intermediate-Term Bond SSBMX SSGA Bond Index 0% 3 60 0 0.51% 0.4%
US EQUITY
Small Growth RVPIX Royce Value Plus Instl 98% 3 60 0 1.24% 3.83%
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 7.21%
SMALL VALUE CSCZX Columbia Small Cap Value I Z 89% 3 60 0 1.24% 0.68%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
LARGE BLEND NBSLX Neuberger Berman Socially Resp Inst 65% 3 60 0 1.3% 0%
LARGE BLEND HCAYX Hartford Capital Appreciation Y 46% 3 60 0 0.81% 0.39%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.85%
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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 -4.5% -6.5% 2.3% 1.9% 6.6% 5.5%

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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:)
The plan consists of 15 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.

This plan is created upon a user's request.



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