NISSAN EMPLOYEE 401K PLAN
Investment Model Portfolios

Investment options of NISSAN EMPLOYEE 401K PLAN

Total Available Funds: 24
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Value DODFX Dodge & Cox International Stock Fund
US EQUITY
Mid-Cap Growth ARTMX Artisan Mid-Cap Fund
MID-CAP BLEND CRIMX CRM Mid-Cap Value Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund Institutional Class
Small Growth HASGX Harbor Small Cap Growth Fund Institutional Class
Small Growth HASGX Harbor Small-Cap Growth Fund
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund Class I
SMALL BLEND LRSYX Lord Abbett Small-Cap Value Fund
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE Stable Value Fund
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund

Investment model portfolios

We provide two types of investment model portfolios for NISSAN EMPLOYEE 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: 07/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 26.31% 14.16% 13.03% 8.71% 8.67% 7.48% 7.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.98% 9.50% 14.93% 13.04% 14.22% 10.40% 8.53%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.97% 2.24% 6.79% 6.03% 7.43% 6.20% 5.72%

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
NISSAN EMPLOYEE 401K PLAN Tactical Asset Allocation Moderate NA 33.19% 7.63% 8.33% 4.99% 5.07% 6.06% 7.01%
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%