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MyPlanIQ MossAdams HSA Investment Plan

MossAdams HSA Investment Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX
WORLD STOCK DGEIX DGEIX
US EQUITY
LARGE GROWTH VIGAX VIGAX
SMALL BLEND VSMAX VSMAX
LARGE VALUE VVIAX VVIAX
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Conservative Allocation VASIX VASIX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
EQUITY DILRX DILRX
Moderate Allocation VSMGX VSMGX
Target Date 2051 VFFVX VFFVX
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
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX
WORLD STOCK DGEIX DGEIX
US EQUITY
LARGE GROWTH VIGAX VIGAX
SMALL BLEND VSMAX VSMAX
LARGE VALUE VVIAX VVIAX
LARGE BLEND VFIAX VFIAX
MID-CAP BLEND VIMAX VIMAX
SMALL VALUE VSIAX VSIAX
MID-CAP VALUE VMVAX VMVAX
Mid-Cap Growth VMGMX VMGMX
Small Growth VSGAX VSGAX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
FIXED INCOME
Intermediate-Term Bond VBIIX VBIIX
Intermediate Government VFIJX VFIJX
High Yield Bond VWEAX VWEAX
Long-Term Bond VBLTX VBLTX
Total Available Funds: 32
  • 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 VEMAX 65% 3 60 0 0.08% 3.01%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 3.22%
Conservative Allocation VASIX VASIX 91% 3 60 0 0.11% 4.32%
Aggressive Allocation VASGX VASGX 89% 3 60 0 0.14% 4.48%
Conservative Allocation VSCGX VSCGX 89% 3 60 0 0.12% 5.71%
EQUITY DILRX DILRX 87% 3 60 0 0.3% 1.94%
Moderate Allocation VSMGX VSMGX 83% 3 60 0 0.13% 5.55%
Target Date 2051 VFFVX VFFVX 80% 3 60 0 0.08% 2.35%
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%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX 98% 3 60 0 0.05% 3.36%
WORLD STOCK DGEIX DGEIX 83% 3 60 0 0.33% 3.42%
US EQUITY
LARGE GROWTH VIGAX VIGAX 84% 3 60 0 0.04% 0.36%
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 VFIAX VFIAX 78% 3 60 0 0.14% 1.3%
MID-CAP BLEND VIMAX VIMAX 73% 3 60 0 0.04% 1.59%
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 Growth VMGMX VMGMX 24% 3 60 0 0.07% 0.69%
Small Growth VSGAX VSGAX 23% 3 60 0 0.07% 0.59%
REAL ESTATE
REAL ESTATE VGSLX VGSLX 51% 3 60 0 0.12% 3.9%
FIXED INCOME
Intermediate-Term Bond VBIIX VBIIX 100% 3 60 0 0.07% 4.13%
Intermediate Government VFIJX VFIJX 88% 3 60 0 0.11% 3.88%
High Yield Bond VWEAX VWEAX 85% 3 60 0 0.13% 6.41%
Long-Term Bond VBLTX VBLTX 0% 3 60 0 0.15% 3.98%
Average Expense Ratio: 0.1%
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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 15.3% 18.9% 8.4% 6.5% 7.8% 6.6%

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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 4.0% 12.3% 10.8% 4.8% 6.5% 5.5%

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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 32 funds, some of them are: VFIAX, VIGAX, VVIAX, VIMAX, VMGMX, VMVAX.


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