401k Bond Investments
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Created by Nick G.
DESCRIPTION:

Date updated:11-13-2007

There is 1 stock and 74 equity & bond funds to choose from in this 401 K plan! 57 of them have symbols. Listed in this portfolio are the bond funds that have symbols. See the list of equity funds in the portfolio 401K Equity Investments. The YTD Return is the combined price appreciation and dividend payout. Information in the plan is typically updated quarterly. But as it becomes available I will update it here.

symbol name last price % change open
  • +
  • VFIUX
    Vanguard Intermed
  • $11.75
  • +0.43%
  • $N/A

Vanguard Intermediate-Term Treasury Fund Admiral Class YTD Return (10/02/2007) 5.49% Top Ten Holdings as of 03/31/2007 US Treasury Bond 8.75% - 05/15/17 US Treasury Note 4.5% - 11/30/11 US Treasury Note 3.625% - 05/15/13 US Treasury Note 4.25% - 08/15/13 US Treasury Note 4% - 11/15/12 US Treasury Note 4% - 02/15/14 US TREASURY NOTE - 10/31/11 US Treasury Note 3.875% - 02/15/13 Private Expt Fdg 7.25% - 06/15/10 US Treasury Bond 8.875% - 02/15/19 68.41% of the portfolio

People owning VFIUX also tend to own: CBDIXESICXFAGIXLSBDXPEBIXPGOVXPHIYX

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  • +
  • CBDIX
    Calvert Social In
  • $15.34
  • -0.13%
  • $N/A

Calvert Social Investment Bond Fund Institutional Class YTD Return (10/02/2007) 4.79% Top Ten Holdings as of 05/31/2007 Collegiate Fdg Ln Tr 2003-B FRN - 12/06/43 Collegiate Fdg Ln Tr 2003-B FRN - 12/17/43 Collegiate Fdg Ln Tr 2003-B FRN - 12/06/43 Pennsylvania St Higher Ed Assi Rams - 10/01/42 FHLMC CMO 5.125% - 12/15/13 Pennsylvania St Higher Ed Assi Rev Bds - 04/01/47 Alameda Corridor Transn Auth - 10/01/11 Alameda Corridor Transn Auth - 10/01/08 Toll Rd Invs Partnership Ii 144A - 02/15/45 Pioneer Nat Res 6.875% - 05/01/18 26.13% of the portfolio

People owning CBDIX also tend to own: ACVIXDPIEXFCNTXFLPSXGSMCXLSBDXLZOEX

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  • +
  • PTTRX
    Pimco Funds Total
  • $11.02
  • +0.18%
  • $N/A

PIMCO Total Return Inst CL YTD Return (10/02/2007) 5.20% Top Ten Holdings as of 03/31/2007 FNMA 6% - 05/14/37 FNMA - 03/01/36 FNMA 5.5% - 05/01/34 FNMA 5.5% - 01/01/36 FNMA - 03/01/36 FNMA 5% - 10/01/35 FNMA 5.5% - 11/01/34 FNMA 6% - 04/12/37 FNMA 5% - 05/14/37 FNMA 5.5% - 09/01/34 1.47% of the portfolio

People owning PTTRX also tend to own: CDBFXCFSGXCISFXCLCFXCSCFXGTSAXOPPAX

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  • +
  • FAGIX
    Fidelity Capital
  • $8.36
  • 0.00%
  • $N/A

Fidelity Capital & Income Fund YTD Return (10/02/2007) 5.51% Top Ten Holdings as of 06/30/2007 GMAC 8% 11/01/31 GLOBAL FORD MOTOR TERM 12/15/13 COMCAST CORP CL A FREESCALE SC 9.125% 12/14 144A GM GLBL 8.375 7/15/33 DT WILLIAMS COMPANIES INC CABLEVISION SYS CORP NY GRP A REALOGY CORP 10.5% 4/14 144A FREESCALE SC 10.125%12/16 144A CSC HLDGS INC 7.625% 7/15/18 10.50% of the portfolio

People owning FAGIX also tend to own: BHSDGFDCINTCJHMNIMPX

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  • +
  • LSBDX
    Loomis Sayles Fds
  • $13.21
  • -0.45%
  • $N/A

Loomis Sayles Bond Inst CL YTD Return (10/02/2007) 7.61% Top Ten Holdings as of 04/30/2007 US Treasury Bond 5.375% - 02/15/31 US Treasury Bond 4.5% - 02/15/36 Canada Govt 4.25% - 12/01/08 Canada Govt 4.25% - 09/01/08 Mexico (United Mexican States) 8% - 12/07/23 TELEFONICA EMISONES SA - 06/20/36 European Invt Bk Mtn 4.6% - 01/30/37 Gen Elec Cap 6.5% - 09/28/15 Tobacco Settlement Fing 6.706% - 06/01/46 Western Un 6.2% - 11/17/36 28.88% of the portfolio

People owning LSBDX also tend to own: ACVIXCBDIXDPIEXFCNTXFLPSXGSMCXLZOEX

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  • +
  • ESICX
    Evergreen Intern
  • $11.87
  • +0.17%
  • $N/A

Evergreen International Bond Fund Institutional Class YTD Return (10/02/2007) 6.63% Top Ten Holdings as of 03/31/2007 Sweden (Kingdom Of) 5.5% - 10/08/12 Canada Hsg Tr No 1 4.6% - 09/15/11 Australia 5.25% - 08/15/10 Sweden (Kingdom Of) 3% - 07/12/16 UNITED KINGDOM OF GREAT BRITAIN AND NORT - 11/22/17 Canada Govt 5% - 06/01/14 Norway(Kingdom Of) 4.25% - 05/19/17 Nykredit 5% - 07/01/35 Totalkredit FRN - 01/01/15 Realkredit Denmark As 4% - 10/01/35 40.14% of the portfolio

People owning ESICX also tend to own: AACFXAEPGXAIVBIKDODFXDPCAXDPCCX

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  • +
  • VIPIX
    Vanguard Inflatio
  • $10.38
  • +0.10%
  • $N/A

Vanguard Inflation-Protected Securities Fund Institutional Shares YTD Return (10/02/2007) 6.68% 30-Day Yield 2 (08/31/2007) 2.43% Top Ten Holdings as of 03/31/2007 US Treasury Bond 2.375% - 01/15/25 US Treasury Note 4.25% - 01/15/10 US Treasury Note 1.875% - 07/15/13 US Treasury Note 1.625% - 01/15/15 US Treasury Bond 3.625% - 04/15/28 US Treasury Note 3% - 07/15/12 US Treasury Note 2% - 07/15/14 US Treasury Note - 01/15/16 US Treasury Note 2.375% - 01/15/17 US Treasury Note 2% - 01/15/14 74.96% of the portfolio

People owning VIPIX also tend to own: CBDIXESICXFAGIXLSBDXPEBIXPGOVXPHIYX

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  • +
  • PHIYX
    Pimco Funds High
  • $8.65
  • +0.12%
  • $N/A

PIMCO High Yield Institutional CL YTD Return (10/02/2007) 3.57% Top Ten Holdings as of 03/31/2007 Ford Motor Credit 7.375% - 02/01/11 Qwest Comms Intl 7.5% - 02/15/14 Cco Hldgs 8.75% - 11/15/13 Williams Cos 7.875% - 09/01/21 Hca 144A 9.25% - 11/15/16 Midwest Gen Engy 2000 8.56% - 01/02/16 Wynn Las Vegas 6.625% - 12/01/14 Ford Motor Credit 8% - 12/15/16 Nrg Engy 7.375% - 02/01/16 Pseg Engy Hldgs 8.5% - 06/15/11 6.22% of the portfolio

People owning PHIYX also tend to own: ARTMXDODBXGOOGCBDIXESICXFAGIXLSBDX

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Start Price

Return Value

Start Date
VFIUX 10.70 +9.81% Aug 9th
CBDIX 15.74 -2.54% Aug 9th
PTTRX 10.25 +7.51% Aug 9th
FAGIX 8.80 -5.00% Aug 9th
LSBDX 14.32 -7.75% Aug 9th
ESICX 10.91 +8.80% Aug 9th
VIPIX 9.37 +10.78% Aug 9th
PHIYX 9.49 -8.85% Nov 2nd
PEBIX 10.80 -3.43% Nov 2nd
PGOVX 10.28 +14.11% Nov 2nd
VBLTX 11.10 +7.48% Nov 2nd

Average return:

 +2.81%

Success rate:

 54.55%

Tracking Started: 08-09-2007

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