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MyPlanIQ 401k Investor COX ENTERPRISES INC. SAVINGS and INVESTMENT PLAN

COX ENTERPRISES INC. SAVINGS and INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
ROOT VMRXX Vanguard Prime Money Market Fund Institutional Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares
Small Growth TSCIX TimesSquare Small Cap Growth Fund Class Institutional
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Fixed Income Securities Funds: Vanguard Intermediate-Term Investment-Grade Fund; Investor Shares
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares
Intermediate-Term Bond VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
ROOT VMRXX Vanguard Prime Money Market Fund Institutional Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Moderate Allocation VWENX Vanguard Wellington Fund Admiral Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares
Small Growth TSCIX TimesSquare Small Cap Growth Fund Class Institutional
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund Investor Shares
LARGE BLEND VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
LARGE BLEND VITSX Vanguard Total Stock Market Index Fund Institutional Shares
LARGE VALUE VIVIX Vanguard Value Index Fund Institutional Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund Admiral Shares
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Fixed Income Securities Funds: Vanguard Intermediate-Term Investment-Grade Fund; Investor Shares
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares
Intermediate-Term Bond VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares
Total Available Funds: 24
  • 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
ROOT VMRXX Vanguard Prime Money Market Fund Institutional Shares 100% 1 60 0 0.09% 0%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares 97% 1 60 0 0.08% 5.14%
Moderate Allocation VWENX Vanguard Wellington Fund Admiral Shares 89% 1 60 0 0.17% 11.82%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 89% 1 60 0 0.17% 11.73%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 4.31%
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 6.92%
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares 82% 1 60 0 0.45% 6.78%
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index Fund Investor Shares 95% 1 60 0 0.05% 2.18%
Small Growth TSCIX TimesSquare Small Cap Growth Fund Class Institutional 94% 1 60 0 1.19% 6.3%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund Investor Shares 94% 1 60 0 0.03% 1.2%
LARGE BLEND VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 82% 1 60 0 0.02% 2.85%
LARGE BLEND VITSX Vanguard Total Stock Market Index Fund Institutional Shares 82% 1 60 0 0.03% 1.3%
LARGE VALUE VIVIX Vanguard Value Index Fund Institutional Shares 78% 1 60 0 0.04% 2.32%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 1 60 0 0.45% 7.81%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 1 60 0 0.42% 0%
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund Admiral Shares 0% 1 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Fixed Income Securities Funds: Vanguard Intermediate-Term Investment-Grade Fund; Investor Shares 99% 1 60 0 0.2% 5.05%
Short-Term Bond VFSTX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Investor Shares 99% 1 60 0 0.1% 4.6%
Intermediate-Term Bond VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares 98% 1 60 0 0.1% 5.14%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 1 60 0 0.33% 4.35%
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares 83% 1 60 0 0.2% 4.71%
Average Expense Ratio: 0.22%
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* 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 0.6% 10.8% 3.3% 8.3% 7.7% 8.1%

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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 for Portfolio Details or Follow 0.6% 12.6% 7.3% 9.3% 7.7% 9.1%

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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
The plan consists of 24 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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