MyPlanIQ NOVO NORDISK INC. 401K SAVINGS PLAN

NOVO NORDISK INC. 401K SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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NOVO NORDISK INC. 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA Investment Dimensions Group Inc: International Small Company Portfolio; Institutional Class Shares
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
US EQUITY
SMALL VALUE RYPNX Royce Fund: Royce Opportunity Fund; Investment Class Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
MID-CAP BLEND NMPAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class Z Shares
FIXED INCOME
Intermediate Government FKUSX Franklin Custodian Funds
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA Investment Dimensions Group Inc: International Small Company Portfolio; Institutional Class Shares
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
US EQUITY
SMALL VALUE RYPNX Royce Fund: Royce Opportunity Fund; Investment Class Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
MID-CAP BLEND NMPAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class Z Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE VALUE KDHSX DWS Value Series
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares
Mid-Cap Growth RAISX Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Institutional Shares
FIXED INCOME
Intermediate Government FKUSX Franklin Custodian Funds
Total Available Funds: 11
  • 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
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA Investment Dimensions Group Inc: International Small Company Portfolio; Institutional Class Shares 100% 3 60 0 0.39% 3.3%
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 1.45%
US EQUITY
SMALL VALUE RYPNX Royce Fund: Royce Opportunity Fund; Investment Class Shares 95% 3 60 0 1.85% 0%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 1.09%
MID-CAP BLEND NMPAX Columbia Funds Series Trust: Columbia Mid Cap Index Fund; Class Z Shares 81% 3 60 0 0.2% 1.48%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.74%
LARGE VALUE KDHSX DWS Value Series 68% 3 60 0 0.8% 2.14%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 0%
Small Growth BSFIX Baron Investment Funds Trust: Baron Small Cap Fund; Institutional Class Shares 6% 3 60 0 1.04% 0%
Mid-Cap Growth RAISX Rainier Investment Management Mutual Funds: Small/Mid Cap Equity Fund; Institutional Shares 0% 3 60 0 1.01% 12.96%
FIXED INCOME
Intermediate Government FKUSX Franklin Custodian Funds 56% 3 60 0 1.12% 2.35%
Average Expense Ratio: 0.94%
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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*
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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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