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NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM
Investment Model Portfolios

National Semiconductor Corporation, a semiconductor company, designs, develops, manufactures, and markets analog and mixed-signal integrated circuits and sub-systems. It is one of the oldest semiconductor companies in Silicon Valley.

Investment options of NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth JMGRX Janus Funds Enterprise
SMALL BLEND HSVRX Harbor Small-Cap Value
Small Growth SMPDX Morgan Stanley Growth
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value
Small Growth RSEGX RS Small Cap Growth
LARGE BLEND NYVRX Davis New York Venture
Others
Moderate Allocation FPUKX Fidelity Puritan K
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2015
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2025
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2035
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2045
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
ROOT CASH Fidelity Interest-Bearing Cash
ROOT CASH Fidelity Institutional Money Market
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond WACPX Western Asset Core Plus Bond
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Securities Adm
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index
Foreign Large Blend RERFX American Funds Euro-Pacific Growth
Foreign Large Value DODFX Dodge & Cox International Stock

Investment model portfolios

We provide two types of investment model portfolios for NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NATIONAL SEMICONDUCTOR CORPORATION RETIREMENT AND SAVINGS PROGRAM Tactical Asset Allocation Moderate NA 16.93% -0.29% 4.67% 5.64% 6.75% 7.42% 8.10%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000