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MyPlanIQ HSA Investment Portfolio - HealthEquity

HSA Investment Portfolio - HealthEquity

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX VEMIX
Others
Retirement Income VTINX VTINX
Conservative Allocation VWIAX VWIAX
Target Date 2046-2050 VFIFX VFIFX
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX VTPSX
US EQUITY
LARGE GROWTH VIGIX VIGIX
SMALL BLEND VSMAX VSMAX
LARGE VALUE VVIAX VVIAX
REAL ESTATE
REAL ESTATE VGSNX VGSNX
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX VEMIX
Others
Retirement Income VTINX VTINX
Conservative Allocation VWIAX VWIAX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2051 VTTSX VTTSX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2036-2040 VFORX VFORX
Target Date 2016-2020 VTWNX VTWNX
Natural Resources VMIAX VMIAX
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX VTPSX
US EQUITY
LARGE GROWTH VIGIX VIGIX
SMALL BLEND VSMAX VSMAX
LARGE VALUE VVIAX VVIAX
LARGE BLEND VIIIX VIIIX
SMALL VALUE VSIAX VSIAX
MID-CAP VALUE VMVAX VMVAX
MID-CAP BLEND VEMPX VEMPX
REAL ESTATE
REAL ESTATE VGSNX VGSNX
FIXED INCOME
Inflation-Protected Bond VIPSX VTAPX
Short-Term Bond VBIRX VBIRX
Inflation-Protected Bond VIPIX VIPIX
Intermediate-Term Bond VBMPX VBMPX
WORLD BOND VTABX VTABX
Total Available Funds: 23
  • 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 VEMIX VEMIX 87% 3 60 0 0.08% 3.04%
Others
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 5.14%
Conservative Allocation VWIAX VWIAX 91% 3 60 0 0.16% 8.02%
Target Date 2046-2050 VFIFX VFIFX 75% 3 60 0 0.08% 2.36%
Target Date 2051 VTTSX VTTSX 72% 3 60 0 0.08% 2.32%
Target Date 2026-2030 VTHRX VTHRX 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX VFORX 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX VTWNX 66% 3 60 0 0.08% 8.19%
Natural Resources VMIAX VMIAX 60% 3 60 0 0.1% 1.67%
INTERNATIONAL EQUITY
Foreign Large Blend VTPSX VTPSX 3% 3 60 0 0.07% 3.42%
US EQUITY
LARGE GROWTH VIGIX VIGIX 83% 3 60 0 0.04% 0.48%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.52%
LARGE VALUE VVIAX VVIAX 78% 3 60 0 0.05% 2.31%
LARGE BLEND VIIIX VIIIX 78% 3 60 0 0.02% 3.05%
SMALL VALUE VSIAX VSIAX 30% 3 60 0 0.07% 2.18%
MID-CAP VALUE VMVAX VMVAX 26% 3 60 0 0.07% 2.27%
MID-CAP BLEND VEMPX VEMPX 4% 3 60 0 0.06% 1.33%
REAL ESTATE
REAL ESTATE VGSNX VGSNX 79% 3 60 0 0.12% 3.93%
FIXED INCOME
Inflation-Protected Bond VIPSX VTAPX 98% 3 60 0 0.07% 4.41%
Short-Term Bond VBIRX VBIRX 97% 3 60 0 0.04% 3.97%
Inflation-Protected Bond VIPIX VIPIX 90% 3 60 0 0.1% 4.54%
Intermediate-Term Bond VBMPX VBMPX 35% 3 60 0 0.03% 4.04%
WORLD BOND VTABX VTABX 4% 3 60 0 0.07% 4.34%
Average Expense Ratio: 0.07%
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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*
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
This plan consists of 23 funds, some of them are: VSIAX, VBMPX, VTTSX, VIGIX, VTWNX, VWIAX.


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