Sprint Nextel 401K Plan
Investment Model Portfolios

Sprint Nextel Corporation offers wireless and wireline communications products and services to consumers, businesses, and government users in the United States, Puerto Rico, and the U.S. Virgin Islands. Sprint Nextel was founded in 1899 and is headquartered in Overland Park, Kansas.

Investment options of Sprint Nextel 401K Plan

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE VALUE TWEIX AM CENT EQ INC INST
SMALL VALUE DFSVX DFA US SM CAP VALUE
Mid-Cap Growth HAMGX HARBOR MIDCAP GR IS
LARGE GROWTH VWUSX LARGE CAP GROWTH STK
LARGE VALUE VIVAX LARGE CAP VALUE STK
SMALL BLEND IWM NT RUSSELL 2000 INDX
LARGE BLEND VFINX NT S&P 500
Others
not found no ticker COMPANY STOCK FUND
Target Date 2000-2010 VTENX NORTHERN FOCUS 2010
Target Date 2011-2015 VTXVX NORTHERN FOCUS 2015
Target Date 2016-2020 VTWNX NORTHERN FOCUS 2020
Target Date 2021-2025 VTTVX NORTHERN FOCUS 2025
Target Date 2026-2030 VTHRX NORTHERN FOCUS 2030
Target Date 2031-2035 VTTHX NORTHERN FOCUS 2035
Target Date 2036-2040 VFORX NORTHERN FOCUS 2040
Target Date 2041-2045 VTIVX NORTHERN FOCUS 2045
Target Date 2046-2050 VFIFX NORTHERN FOCUS 2050
Target Date 2051+ VFFVX NORTHERN FOCUS 2055
Retirement Income VTINX NORTHERN FOCUS INCM
not found no ticker NORTHERN S&P 400
not found no ticker NTGI SH TERM INVEST
not found no ticker PIM FOR BD US$HG I
not found no ticker PIMCO SEP MGD I ACCT
not found no ticker WALL ST ASSOCIATES
INTERNATIONAL EQUITY
WORLD STOCK GMGEX GMO GLOB EQ ALLOC
INTERNATIONAL EQUITY VGTSX INTERNATIONAL STOCK
Foreign Small/Mid Value DISVX INTL SMALL CAP/EMERG
Foreign Large Blend ACWX NT ACWI EX-US INDEX
FIXED INCOME
Intermediate-Term Bond AGG NORTHERN AGG BD IDX
High Yield Bond PHIYX PIM HIGH YIELD INST

Investment model portfolios

We provide two types of investment model portfolios for Sprint Nextel 401K Plan 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Sprint Nextel 401K Plan Strategic Asset Allocation - Optimal Moderate NA 25.45% 4.36% 8.18% 9.19% 8.91% 7.53% 7.87%
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%

Tactical Asset Allocation Model Portfolio

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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Sprint Nextel 401K Plan Tactical Asset Allocation Moderate NA 17.91% 1.13% 6.59% 4.05% 4.59% 5.64% 6.39%
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%