National Oilwell Varco Inc. 401K And Retirement Savings Plan Investment Model Portfolios

Investment options of National Oilwell Varco Inc. 401K And Retirement Savings Plan

Total Available Funds: 19

Asset Class

Ticker

Description

FIXED INCOME
Short-Term Bond	IBFCX	American Funds Interm Bond Fd of Amer C
WORLD BOND	CWBCX	American Funds Capital World Bond C
Inflation-Protected Bond	VIPIX	Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond	PTTAX	PIMCO Total Return A

Others
Moderate Allocation	IFACX	American Funds Inc Fund of Amer C
World Allocation	EAAFX	Wells Fargo Advantage Asset Alloc A
World Allocation	CIBCX	American Funds Capital Inc Bldr C
Moderate Allocation	OAKBX	Oakmark Equity & Income I

US EQUITY
SMALL VALUE	PCVAX	Allianz NFJ Small Cap Value A
LARGE BLEND	AFICX	American Funds Fundamental Invs C
LARGE BLEND	DNVYX	Davis NY Venture Y
SMALL BLEND	SMVAX	Wells Fargo Advantage Small Cap Value A
LARGE BLEND	AICCX	American Funds Invmt Co of America C
MID-CAP BLEND	VMCIX	Vanguard Mid Cap Index Ins
SMALL BLEND	VSMAX	Vanguard Small Cap Index Adm
LARGE GROWTH	GFACX	American Funds Growth Fund of Amer C

INTERNATIONAL EQUITY
Foreign Large Blend	AEPCX	American Funds EuroPacific Gr C
Foreign Large Blend	IGICX	American Funds Intl Gr And Inc C
WORLD STOCK	CWGCX	American Funds Capital World G/I C

Investment model portfolios

We provide two types of investment model portfolios for National Oilwell Varco Inc. 401K And Retirement Savings Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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