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
- 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.
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.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
NATIONAL SEMI... Moderate
|
-1.02 |
16.93 |
-0.29 |
4.67 |
5.64 |
6.75 |
7.42 |
8.10 |
NA |
6.91 |
11.25 |
-15.54 |
7.41 |
13.05 |
13.02 |
-2.47 |
17.57 |
8.17 |
-0.97 |
3.61 |
16.69 |
6.06 |
4.73 |
10.27 |
19.67 |
-0.55 |
10.84 |
11.49 |
4.93 |
15.42 |
22.57 |
3.17 |
5.18 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
NATIONAL SEMI... Moderate
|
NA |
0.18 |
-0.39 |
0.18 |
0.52 |
NA |
NA |
0.90 |
0.06 |
0.04 |
0.91 |
-1.81 |
0.74 |
1.54 |
2.73 |
-0.52 |
3.35 |
2.01 |
-0.19 |
0.62 |
2.37 |
1.02 |
0.58 |
0.98 |
2.40 |
-0.26 |
0.87 |
1.06 |
0.46 |
1.89 |
3.49 |
0.47 |
0.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.62 |
0.74 |
0.50 |
0.48 |
NA |
NA |
0.51 |
0.88 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
NATIONAL SEMI... Moderate
|
NA |
8.61 |
8.60 |
8.87 |
7.31 |
NA |
NA |
7.20 |
9.24 |
8.61 |
7.70 |
9.34 |
10.04 |
8.35 |
4.26 |
7.25 |
5.06 |
3.97 |
5.35 |
5.84 |
7.02 |
5.91 |
8.15 |
10.40 |
8.16 |
5.67 |
9.04 |
7.76 |
6.00 |
7.65 |
6.26 |
4.38 |
5.08 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.45 |
10.08 |
10.06 |
10.41 |
NA |
NA |
11.48 |
11.95 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
NATIONAL SEMI... Moderate
|
NA |
5.39 |
16.28 |
19.00 |
19.00 |
NA |
NA |
19.00 |
0.61 |
5.39 |
5.64 |
16.37 |
5.90 |
9.81 |
2.13 |
8.38 |
1.51 |
2.15 |
5.82 |
5.84 |
4.62 |
5.00 |
4.96 |
8.75 |
4.53 |
8.08 |
5.60 |
9.64 |
5.18 |
6.06 |
2.90 |
4.24 |
3.47 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
NATIONAL SEMI... Moderate
|
NA |
4.22 |
4.03 |
4.05 |
3.52 |
NA |
NA |
3.80 |
NA |
0.83 |
4.14 |
3.44 |
3.69 |
3.70 |
5.27 |
2.59 |
5.59 |
1.99 |
2.22 |
2.81 |
5.66 |
2.66 |
3.89 |
2.80 |
4.25 |
4.17 |
5.14 |
3.72 |
3.49 |
2.17 |
3.72 |
3.68 |
5.79 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2024, AR inception is 12/31/2000
