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MyPlanIQ 401k Investor The Vanguard Nevada 529 College Savings Plan

The Vanguard Nevada 529 College Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Conservative Allocation VSCGX Vanguard Conserv Growth
Moderate Allocation VGSTX Vanguard STAR Portfolio
Moderate Allocation VSMGX Vanguard Moderate Growth
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Totl Int Stk Idx
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index
LARGE VALUE VWNDX Vanguard Windsor Port
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Ttl Bond Mkt Idx
Inflation-Protected Bond VIPIX Vanguard Infla-Prtd Secur
High Yield Bond VWEAX Vanguard Hi Yield Bd Port
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Conservative Allocation VSCGX Vanguard Conserv Growth
Moderate Allocation VGSTX Vanguard STAR Portfolio
Moderate Allocation VSMGX Vanguard Moderate Growth
ROOT CASH Vanguard Int Accum Port
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Totl Int Stk Idx
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index
LARGE VALUE VWNDX Vanguard Windsor Port
LARGE GROWTH VIGRX Vanguard Growth Index
LARGE VALUE VIVAX Vanguard Value Index
LARGE BLEND VTSMX Vanguard Totl Stk Mkt Idx
LARGE BLEND VFIAX Vanguard 500 Index
LARGE GROWTH VMRGX Vanguard Morgan Growth
LARGE GROWTH VGEQX Vanguard Growth
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Ttl Bond Mkt Idx
Inflation-Protected Bond VIPIX Vanguard Infla-Prtd Secur
High Yield Bond VWEAX Vanguard Hi Yield Bd Port
Total Available Funds: 17
  • 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
Conservative Allocation VSCGX Vanguard Conserv Growth 89% 1 60 0 0.12% 5.71%
Moderate Allocation VGSTX Vanguard STAR Portfolio 83% 1 60 0 0.31% 9.34%
Moderate Allocation VSMGX Vanguard Moderate Growth 83% 1 60 0 0.13% 5.55%
ROOT CASH Vanguard Int Accum Port 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Totl Int Stk Idx 16% 1 60 0 0.08% 3.29%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 1 60 0 0.03% 1.39%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index 98% 1 60 0 0.19% 0.56%
LARGE VALUE VWNDX Vanguard Windsor Port 97% 1 60 0 0.32% 8.22%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 1 60 0 0.04% 0.33%
LARGE VALUE VIVAX Vanguard Value Index 95% 1 60 0 0.05% 2.18%
LARGE BLEND VTSMX Vanguard Totl Stk Mkt Idx 94% 1 60 0 0.03% 1.2%
LARGE BLEND VFIAX Vanguard 500 Index 78% 1 60 0 0.14% 1.3%
LARGE GROWTH VMRGX Vanguard Morgan Growth 0% 1 60 0 0.42% 0%
LARGE GROWTH VGEQX Vanguard Growth 0% 1 60 0 0.52% 0.43%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Ttl Bond Mkt Idx 100% 1 60 0 0.15% 3.9%
Inflation-Protected Bond VIPIX Vanguard Infla-Prtd Secur 90% 1 60 0 0.1% 4.54%
High Yield Bond VWEAX Vanguard Hi Yield Bd Port 85% 1 60 0 0.13% 6.41%
Average Expense Ratio: 0.17%
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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 4.1% 8.9% 7.1% 7.8% 6.8% 7.8%

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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 0.7% 15.0% 3.8% 7.7% 7.3% 7.9%

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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 19 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The Vanguard Nevada College Fund 529 plan, sponsored by the State of Nevada. is provided by Vanguard. It provides two  ways to invest: Age-based Portfolios, and individual portfolios. With the individual portfolio option, the assets in your Vanguard Nevada 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs individual 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.  

Asset Class              Portfolio Name

LARGE BLEND                 Vanguard 500 Index
Unknown                           Vanguard Aggress Growth
Conservative Allocation  Vanguard Conserv Growth
LARGE GROWTH             Vanguard Growth Index
LARGE GROWTH             Vanguard Growth
High Yield Bond                Vanguard Hi Yield Bd Port
known                                Vanguard Income
Inflation-Protected Bond Vanguard Infla-Prtd Secur
ROOT                                Vanguard Int Accum Port
Mid-Cap Growth                Vanguard Mid-Cap Index
Moderate Allocation         Vanguard Moderate Growth
LARGE GROWTH              Vanguard Morgan Growth
SMALL BLEND                  Vanguard Small-Cap Index
Moderate Allocation         Vanguard STAR Portfolio
Intermediate-Term Bond  Vanguard Ttl Bond Mkt Idx
Foreign Large Blend          Vanguard Totl Int Stk Idx
LARGE BLEND                  Vanguard Totl Stk Mkt Idx
LARGE VALUE                  Vanguard Value Index
LARGE VALUE                  Vanguard Windsor Port

For further information, please visit the Vanguard Nevada 529 plan official website 



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