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MyPlanIQ 401k Investor The Vanguard Group Retirement and Savings Plan

The Vanguard Group Retirement and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Moderate Allocation VBAIX Vanguard Balanced Index Instl
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Adm
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
LARGE VALUE VWNAX Vanguard Windsor II Adm
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Moderate Allocation VBAIX Vanguard Balanced Index Instl
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Moderate Allocation VAAPX Vanguard Asset Allocation Inv
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Adm
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Small Growth VEXRX Vanguard Explorer Adm
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
LARGE VALUE VWNEX Vanguard Windsor Adm
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate Government VFIJX Vanguard GNMA Adm
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 25
  • 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
Moderate Allocation VWENX Vanguard Wellington Adm 89% 3 60 0 0.17% 11.82%
Moderate Allocation VBAIX Vanguard Balanced Index Instl 84% 3 60 0 0.06% 4.51%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 83% 3 60 0 0.13% 5.55%
Moderate Allocation VAAPX Vanguard Asset Allocation Inv 0% 3 60 0 NA 1.61%
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Adm 83% 3 60 0 0.45% 6.92%
Foreign Large Blend VWIGX Vanguard International Growth Inv 82% 3 60 0 0.45% 6.78%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.29%
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls 3% 3 60 0 0.07% 3.42%
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 88% 3 60 0 0.31% 34.89%
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls 82% 3 60 0 0.02% 2.85%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 12.05%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.54%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 3.05%
Small Growth VEXRX Vanguard Explorer Adm 77% 3 60 0 0.34% 7.97%
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl 75% 3 60 0 0.06% 1.32%
LARGE VALUE VWNEX Vanguard Windsor Adm 71% 3 60 0 0.38% 8.33%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 3 60 0 0.06% 1.97%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.15%
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.51%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 3 60 0 0.11% 3.88%
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm 85% 3 60 0 0.13% 6.41%
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm 80% 3 60 0 0.12% 5.24%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 3 60 0 0.03% 4.04%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 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 to Create Model Portfolio

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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 for Portfolio Details or Follow

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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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