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MyPlanIQ 401k Investor THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

THE NATIONAL MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN Investment Model Portfolios

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THE NATIONAL MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Shares
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Total Available Funds: 14
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.78%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 89% 3 60 0 0.17% 11.73%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 3 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.36%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 69% 3 60 0 0.08% 3.05%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 82% 3 60 0 0.45% 6.78%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 11.96%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 3 60 0 0.14% 1.19%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 97% 3 60 0 0.06% 1.16%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 3 60 0 0.31% 17.92%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Shares 91% 3 60 0 0.43% 11.01%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 3 60 0 0.45% 7.81%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 11.8%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 3 60 0 0.15% 3.9%
Average Expense Ratio: 0.22%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 6.7% -0.1% 4.8% 5.9% 7.0%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 5.4% 2.2% 7.2% 7.1% 8.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 14 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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