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MyPlanIQ 401k Investor Vanguard Group Retirement and Savings Plan

Vanguard Group Retirement and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 49
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Retirement Income VTINX Target Retirement Income Trust II
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Admiral Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund
Total Available Funds: 49
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Retirement Income VTINX Target Retirement Income Trust II
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund
Moderate Allocation VWENX Vanguard Wellington Fund Admiral Shares
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VBAIX Vanguard Balanced Index Fund Institutional Shares
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
Target Date 2051+ VFFVX Target Retirement 2055 Trust II
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II
Target Date 2051+ VTTSX Target Retirement 2060 Trust II
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II
ROOT CASH Vanguard Prime Money Market Fund
Moderate Allocation VAAPX Vanguard Asset Allocation Fund
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Institutional Plus Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Admiral Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund
LARGE BLEND VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares
Small Growth VEXRX Vanguard Explorer Fund Admiral Shares
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares
LARGE VALUE VWNEX Vanguard Windsor Fund Admiral Shares
LARGE BLEND VTSSX Vanguard Total Stock Market Index Fund Signal Shares
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
LARGE GROWTH VFTSX Vanguard FTSE Social Index Fund
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Admiral Shares
Intermediate Government VFIIX Vanguard GNMA Fund Admiral Shares
High Yield Bond VWEAX Vanguard High-Yield Corporate Fund Admiral Shares
Long-Term Bond VWESX Vanguard Long-Term Investment Grade
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Fund Admiral Shares
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
Total Available Funds: 49
  • 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 Target Retirement 2025 Trust II 97% 1 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II 97% 1 60 0 0.08% 2.76%
Retirement Income VTINX Target Retirement Income Trust II 97% 1 60 0 0.08% 5.13%
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II 96% 1 60 0 0.08% 3.2%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 1 60 0 0.11% 4.31%
Conservative Allocation VWINX Vanguard Wellesley Income Fund 90% 1 60 0 0.16% 7.9%
Moderate Allocation VWENX Vanguard Wellington Fund Admiral Shares 89% 1 60 0 0.17% 11.74%
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 VBAIX Vanguard Balanced Index Fund Institutional Shares 84% 1 60 0 0.06% 4.49%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 83% 1 60 0 0.13% 5.51%
Target Date 2051+ VFFVX Target Retirement 2055 Trust II 80% 1 60 0 0.08% 2.33%
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II 75% 1 60 0 0.08% 2.34%
Target Date 2051+ VTTSX Target Retirement 2060 Trust II 72% 1 60 0 0.08% 2.3%
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II 70% 1 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II 69% 1 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II 66% 1 60 0 0.08% 8.16%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 2.53%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund 0% 1 60 0 NA 1.61%
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II 0% 1 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 1 60 0 0.39% 17.6%
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 6.81%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 82% 1 60 0 0.45% 6.67%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Institutional Plus Shares 16% 1 60 0 0.08% 3.25%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 1 60 0 0.08% 3.25%
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund 99% 1 60 0 0.3% 9.6%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Admiral Shares 95% 1 60 0 0.31% 17.76%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 1 60 0 0.43% 13.05%
LARGE BLEND VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 82% 1 60 0 0.02% 2.83%
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares 81% 1 60 0 0.26% 11.95%
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares 80% 1 60 0 0.05% 1.53%
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares 78% 1 60 0 0.02% 3.04%
Small Growth VEXRX Vanguard Explorer Fund Admiral Shares 77% 1 60 0 0.34% 7.83%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares 75% 1 60 0 0.06% 1.3%
LARGE VALUE VWNEX Vanguard Windsor Fund Admiral Shares 71% 1 60 0 0.38% 8.29%
LARGE BLEND VTSSX Vanguard Total Stock Market Index Fund Signal Shares 0% 1 60 0 0.06% 1.97%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares 0% 1 60 0 0.16% 1.34%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 1 60 0 0.42% 0%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Fund 0% 1 60 0 0.18% 1.64%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares 0% 1 60 0 0.14% 1.15%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund 99% 1 60 0 0.1% 4.61%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Admiral Shares 98% 1 60 0 0.07% 4.41%
Intermediate Government VFIIX Vanguard GNMA Fund Admiral Shares 98% 1 60 0 0.11% 3.78%
High Yield Bond VWEAX Vanguard High-Yield Corporate Fund Admiral Shares 85% 1 60 0 0.13% 6.38%
Long-Term Bond VWESX Vanguard Long-Term Investment Grade 83% 1 60 0 0.22% 5.14%
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Fund Admiral Shares 80% 1 60 0 0.12% 4.78%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares 35% 1 60 0 0.03% 4.03%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.71%
Average Expense Ratio: 0.16%
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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*
Click for Portfolio Details or Follow 0.5% 9.8% 3.5% 8.9% 8.1% 8.5%

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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 8.1% 5.8% 6.7% 4.6% 7.8% 9.0%

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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 50 funds. It covers 3 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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