It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor THE NASDAQ OMX GROUP INC. 401K SAVINGS PLAN

THE NASDAQ OMX GROUP INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Growth JAOSX Janus Overseas Fund Class T
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund A
LARGE BLEND NYVTX Davis New York Venture Fund Class A
LARGE VALUE VWNAX Vanguard Windsor II Fund Adm
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares
Total Available Funds: 34
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Technology DRGTX Allianz RCM Global Technology Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
not found no ticker Vanguard Retirement Savings Trust
ROOT CASH Vanguard Prime Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Growth JAOSX Janus Overseas Fund Class T
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund A
LARGE BLEND NYVTX Davis New York Venture Fund Class A
LARGE VALUE VWNAX Vanguard Windsor II Fund Adm
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund Adm
MID-CAP BLEND VMISX Vanguard Mid-Cap Index Fund Signal Shares
LARGE GROWTH JAVLX Janus Twenty Fund Class T
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares
FIXED INCOME
Long-Term Bond VWETX Vanguard Long-Term Invest-Gr Adm
LONG GOVERNMENT VUSUX Vanguard Long-Term Treasury Adm
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
Total Available Funds: 34
  • 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 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.76%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 5.13%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 3.2%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 1 60 0 0.11% 4.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 1 60 0 0.14% 4.44%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 1 60 0 0.12% 5.69%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 83% 1 60 0 0.13% 5.51%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 2.33%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 1 60 0 0.08% 2.34%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 72% 1 60 0 0.08% 2.3%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 1 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 8.16%
Technology DRGTX Allianz RCM Global Technology Fund 58% 1 60 0 1.17% 3%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 7.48%
not found no ticker Vanguard Retirement Savings Trust 0% 1 60 0 NA NA
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 1 60 0 0.39% 17.6%
Foreign Large Growth JAOSX Janus Overseas Fund Class T 95% 1 60 0 2.06% 1.32%
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund A 93% 1 60 0 1.15% 4.66%
LARGE BLEND NYVTX Davis New York Venture Fund Class A 92% 1 60 0 1.75% 12.2%
LARGE VALUE VWNAX Vanguard Windsor II Fund Adm 81% 1 60 0 0.26% 11.95%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 77% 1 60 0 0.02% 3.02%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 41% 1 60 0 0.85% 7.6%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares 0% 1 60 0 0.16% 1.34%
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund Adm 0% 1 60 0 0.3% 0%
MID-CAP BLEND VMISX Vanguard Mid-Cap Index Fund Signal Shares 0% 1 60 0 0.1% 1.21%
LARGE GROWTH JAVLX Janus Twenty Fund Class T 0% 1 60 0 0.94% 2.5%
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Fund Signal Shares 0% 1 60 0 0.1% 4%
FIXED INCOME
Long-Term Bond VWETX Vanguard Long-Term Invest-Gr Adm 80% 1 60 0 0.12% 4.78%
LONG GOVERNMENT VUSUX Vanguard Long-Term Treasury Adm 65% 1 60 0 0.1% 4.18%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.71%
Average Expense Ratio: 0.35%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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% 7.3% 2.9% 6.7% 6.2% 6.9%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 1.1% 16.6% 0.1% 6.0% 6.3% 6.3%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 34 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.