NUANCE COMMUNICATIONS INC. 401K PLAN
Investment Model Portfolios

Investment options of NUANCE COMMUNICATIONS INC. 401K PLAN

Total Available Funds: 29
Asset Class Ticker Description
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
SMALL BLEND MASKX BlackRock Small Cap Index I
LARGE VALUE GSFTX Columbia Dividend Income Z
LARGE GROWTH FCNKX Fidelity Contrafund K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
SMALL BLEND RSPFX RS Partners A
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
PACIFIC/ASIA EX-JAPAN STK PRASX T. Rowe Price New Asia
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
Others
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2050+ FDENX Fidelity Freedom K 2055
Retirement Income FFKAX Fidelity Freedom K Income
ROOT CASH FRTXX

Investment model portfolios

We provide two types of investment model portfolios for NUANCE COMMUNICATIONS INC. 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: 10/31/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NUANCE COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA -5.94% 2.83% 3.47% 7.46% 6.43% NA 7.87%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%

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
NUANCE COMMUNICATIONS INC. 401K PLAN Tactical Asset Allocation Moderate NA 24.29% 1.26% 4.98% 3.22% 3.95% 4.71% 5.35%
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%