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MyPlanIQ THE NIELSEN COMPANY 401K SAVINGS PLAN

THE NIELSEN COMPANY 401K SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y
Others
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE BLEND OAKLX OAKMARK SELECT I
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
SMALL VALUE AVFIX ABF SM CAP VAL INST
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y
Others
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE BLEND OAKLX OAKMARK SELECT I
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
SMALL VALUE AVFIX ABF SM CAP VAL INST
LARGE VALUE ACGMX IVK GRTH & INC Y
LARGE GROWTH CGRIX CALAMOS GROWTH INST
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Mid-Cap Growth BGRIX BARON GROWTH INST
LARGE VALUE GIFFX INVS GRTH & INC R6
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Total Available Funds: 18
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y 37% 3 60 0 1.32% 2.27%
Others
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 3 60 0 0.62% 4.66%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 10.64%
US EQUITY
LARGE BLEND OAKLX OAKMARK SELECT I 92% 3 60 0 0.98% 0.44%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 83% 3 60 0 1.18% 14.13%
SMALL VALUE AVFIX ABF SM CAP VAL INST 81% 3 60 0 1.28% 11.12%
LARGE VALUE ACGMX IVK GRTH & INC Y 80% 3 60 0 0.79% 8.7%
LARGE GROWTH CGRIX CALAMOS GROWTH INST 76% 3 60 0 1.05% 5.84%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 2.26%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 5.93%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 13.08%
Mid-Cap Growth BGRIX BARON GROWTH INST 28% 3 60 0 1.3% 14.81%
LARGE VALUE GIFFX INVS GRTH & INC R6 2% 3 60 0 0.53% 8.77%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 3 60 0 0.15% 4.02%
Average Expense Ratio: 0.82%
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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 to Create Model Portfolio

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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 to Create Model Portfolio

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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*
Click to Create Model Portfolio

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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
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