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National Oilwell Varco, Inc. 401(k) and Retirement Savings Plan
Investment Model Portfolios

National Oilwell Varco, Inc. designs, constructs, manufactures, and sells systems, components, and products used in oil and gas drilling and production; provides oilfield services and supplies; and distributes products, and provides supply chain integration services to the upstream oil and gas industry worldwide.

Investment options of National Oilwell Varco, Inc. 401(k) and Retirement Savings Plan

Total Available Funds: 16
Asset Class Ticker Description
US EQUITY
SMALL VALUE PSVIX Allianz Global Investors Allianz NFJ Small Cap Value Fund
LARGE GROWTH RGABX American Funds Growth Fund of America R5
LARGE BLEND NYVTX Davis Funds Davis New York Venture Fund
LARGE VALUE ACGMX Van Kampen Funds Van Kampen Growth & Income Fund
Small Growth VISGX Vanguard Vanguard Small Cap Growth Index Fund
Mid-Cap Growth VMGIX Vanguard Vanguard Mid Cap Index Fund
Others
ROOT CASH Evergreen Investments Evergreen Institutional Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark Funds Oakmark International Fund
Foreign Large Blend VFWIX Vanguard FTSE All World Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund
Inflation-Protected Bond VIPSX Vanguard Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond STYAX Wells Fargo Fixed Income Fund A
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund D
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund E
Intermediate-Term Bond WIPIX Wells Fargo Fixed Income Fund F
Short-Term Bond SSHIX Wells Fargo Short Term Investment Fund

Investment model portfolios

We provide two types of investment model portfolios for National Oilwell Varco, Inc. 401(k) and Retirement Savings 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.

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 Oilwell Varco, Inc. 401(k) and Retirement Savings Plan Tactical Asset Allocation Moderate NA 24.50% 2.07% 7.38% 6.34% 7.79% 7.88% 8.04%
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