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MyPlanIQ Major Brokerage Investor cschild Vanguard Select Mutual Funds

cschild Vanguard Select Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx
Others
Conservative Allocation VWINX Vanguard Wellesley Income Inv
Moderate Allocation VBIAX Vanguard Balanced Index Adm
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Growth VWIGX Vanguard International Growth Inv
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard US Growth Inv
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Inv
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx
Others
Conservative Allocation VWINX Vanguard Wellesley Income Inv
Moderate Allocation VBIAX Vanguard Balanced Index Adm
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Growth VWIGX Vanguard International Growth Inv
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard US Growth Inv
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Inv
SMALL BLEND VSMAX Vanguard Small Cap Index Inv
LARGE BLEND VFIAX Vanguard 500 Index Investor
Small Growth VEXPX Vanguard Explorer Inv
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Inv
REAL ESTATE
REAL ESTATE VGSLX Vanguard REIT Index Admiral
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Muni National Short VWSTX Vanguard Short-Term Tx-Ex
WORLD BOND VTABX Vanguard Total Intl Bd Idx Adm
Inflation-Protected Bond VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Inv
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx 65% 3 60 0 0.08% 3.01%
Others
Conservative Allocation VWINX Vanguard Wellesley Income Inv 90% 3 60 0 0.16% 7.95%
Moderate Allocation VBIAX Vanguard Balanced Index Adm 0% 3 60 0 0.06% 5.92%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv 99% 1 60 0 0.39% 17.69%
Foreign Large Growth VWIGX Vanguard International Growth Inv 82% 1 60 0 0.45% 6.78%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index 28% 3 60 0 0.07% 3.37%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 1 60 0 0.26% 11.96%
LARGE GROWTH VWUSX Vanguard US Growth Inv 99% 3 60 0 0.3% 9.76%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Inv 80% 3 60 0 0.03% 1.29%
SMALL BLEND VSMAX Vanguard Small Cap Index Inv 80% 3 60 0 0.05% 1.52%
LARGE BLEND VFIAX Vanguard 500 Index Investor 78% 3 60 0 0.14% 1.3%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 7.81%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Inv 73% 3 60 0 0.04% 1.59%
REAL ESTATE
REAL ESTATE VGSLX Vanguard REIT Index Admiral 51% 3 60 0 0.12% 3.9%
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv 99% 1 60 0 0.2% 5.05%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 1 60 0 0.1% 4.6%
Muni National Short VWSTX Vanguard Short-Term Tx-Ex 95% 3 60 0 0.09% 3.06%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Adm 4% 1 60 0 0.07% 4.34%
Inflation-Protected Bond VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Inv 1% 1 60 0 0.04% 3.55%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 0% 3 60 0 0.15% 4%
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*
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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*
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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*
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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 17 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, REITs and Foreign Equity.
The plan consists of all of Vanguard Select Funds Investor Class and Vanguard REIT Index Inv (VGSIX) fund. Investors who are qualified should invest in lower cost Admiral class shares instead. 


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