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MyPlanIQ 401k Investor VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard

VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard

Investment Menu Rating:

Investment Options
Total Available Funds: 72
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Health VGHCX Vanguard Health Care Investor
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity
Foreign Large Value VTRIX Vanguard International Value
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
LARGE VALUE VEIPX Vanguard Equity Income Inv
SMALL BLEND NAESX Vanguard Small-Cap Index Investor
Total Available Funds: 72
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Health VGHCX Vanguard Health Care Investor
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Moderate Allocation VBINX Vanguard Balanced Index Inv
Conservative Allocation VASIX Vanguard Lifestrategy Income
Conservative Allocation VWINX Vanguard Wellesley Income Investor
Moderate Allocation VWENX Vanguard Wellington Investor
Aggressive Allocation VASGX Vanguard Lifestrategy Growth
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth
Moderate Allocation VGSTX Vanguard Star
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
Convertibles VCVSX Vanguard Convertible Securities
Moderate Allocation VAAPX Vanguard Asset Allocation Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity
Foreign Large Value VTRIX Vanguard International Value
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer
EUROPE STOCK VEURX Vanguard European Stock Index Inv
Foreign Large Blend VWILX Vanguard International Growth Investor Shares
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Investor
Foreign Large Blend VGTSX Vanguard Total International Stock Index
Foreign Large Blend VDMIX Vanguard Developed Markets Index
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
LARGE VALUE VEIPX Vanguard Equity Income Inv
SMALL BLEND NAESX Vanguard Small-Cap Index Investor
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard U.S. Growth Investor
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth
LARGE BLEND VFINX Vanguard Growth Index Investor
LARGE BLEND VFINX Vanguard 500 Index Fund Inv
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE VALUE VIVAX Vanguard Value Index Investor
LARGE GROWTH VPMCX Vanguard Primecap Investor
LARGE BLEND VTSMX Vanguard Total Stock Market Index Investor
MID-CAP BLEND VXF Vanguard Extended Market Index Investor
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv
LARGE BLEND VDIGX Vanguard Dividend Growth
Small Growth VSGIX Vanguard Small-Cap Growth Index
MID-CAP VALUE VASVX Vanguard Selected Value
Small Growth VEXPX Vanguard Explorer Investor
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Investor
LARGE GROWTH VFTNX Vanguard FTSE Social Index Investor
MID-CAP BLEND VSEQX Vanguard Strategic Equity
LARGE VALUE VUVLX Vanguard U.S. Value
LARGE GROWTH VMRAX Vanguard Morgan Growth Investor
LARGE BLEND ENDIX Vanguard Growth And Income Investor
LARGE GROWTH VGEQX Vanguard Growth Equity
LARGE BLEND VCVLX Vanguard Capital Value
REAL ESTATE
REAL ESTATE VGSIX Vanguard Reit Index Investor
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Investor
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Investor
Short-Term Bond VBISX Vanguard Short-Term Bond Index Investor
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Investor
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment Grade Investor
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Investor
Intermediate Government VFIIX Vanguard GNMA Investor
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Investor
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Investor
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Investor
High Yield Bond VWEHX Vanguard High-Yield Corporate Investor
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Inv
Inflation-Protected Bond DIPSX Vanguard Inflation-Protected SECurities Investor
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
Total Available Funds: 72
  • 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 VEIEX Vanguard Emerging Markets Stock Index Inv 99% 3 60 0 0.08% 2.88%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.78%
Health VGHCX Vanguard Health Care Investor 97% 3 60 0 0.34% 7.62%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 3.22%
Moderate Allocation VBINX Vanguard Balanced Index Inv 92% 3 60 0 0.07% 5.81%
Conservative Allocation VASIX Vanguard Lifestrategy Income 91% 3 60 0 0.11% 4.32%
Conservative Allocation VWINX Vanguard Wellesley Income Investor 90% 3 60 0 0.16% 7.95%
Moderate Allocation VWENX Vanguard Wellington Investor 89% 3 60 0 0.17% 11.82%
Aggressive Allocation VASGX Vanguard Lifestrategy Growth 89% 3 60 0 0.14% 4.48%
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth 89% 3 60 0 0.12% 5.71%
Moderate Allocation VGSTX Vanguard Star 83% 3 60 0 0.31% 9.34%
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth 83% 3 60 0 0.13% 5.55%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 8.19%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.94%
Convertibles VCVSX Vanguard Convertible Securities 0% 3 60 0 0.59% 0%
Moderate Allocation VAAPX Vanguard Asset Allocation Inv 0% 3 60 0 NA 1.61%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity 100% 3 60 0 0.42% 12.71%
Foreign Large Value VTRIX Vanguard International Value 99% 3 60 0 0.39% 17.69%
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer 89% 3 60 0 0.41% 4.47%
EUROPE STOCK VEURX Vanguard European Stock Index Inv 89% 3 60 0 0.09% 3.05%
Foreign Large Blend VWILX Vanguard International Growth Investor Shares 83% 3 60 0 0.45% 6.92%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Investor 19% 3 60 0 0.08% 3.94%
Foreign Large Blend VGTSX Vanguard Total International Stock Index 16% 3 60 0 0.08% 3.29%
Foreign Large Blend VDMIX Vanguard Developed Markets Index 0% 3 60 0 0.2% 2.88%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index 100% 3 60 0 0.06% 2.04%
LARGE VALUE VEIPX Vanguard Equity Income Inv 99% 3 60 0 0.27% 11.26%
SMALL BLEND NAESX Vanguard Small-Cap Index Investor 99% 3 60 0 0.03% 1.39%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 3 60 0 0.26% 11.96%
LARGE GROWTH VWUSX Vanguard U.S. Growth Investor 99% 3 60 0 0.3% 9.76%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth 98% 3 60 0 0.19% 0.56%
LARGE BLEND VFINX Vanguard Growth Index Investor 97% 3 60 0 0.14% 1.19%
LARGE BLEND VFINX Vanguard 500 Index Fund Inv 97% 3 60 0 0.14% 1.19%
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 3 60 0 0.32% 8.22%
LARGE VALUE VIVAX Vanguard Value Index Investor 95% 3 60 0 0.05% 2.18%
LARGE GROWTH VPMCX Vanguard Primecap Investor 95% 3 60 0 0.31% 17.92%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Investor 94% 3 60 0 0.03% 1.2%
MID-CAP BLEND VXF Vanguard Extended Market Index Investor 94% 3 60 0 0.06% 1.32%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv 91% 3 60 0 0.43% 11.01%
LARGE BLEND VDIGX Vanguard Dividend Growth 90% 3 60 0 0.3% 20.88%
Small Growth VSGIX Vanguard Small-Cap Growth Index 87% 3 60 0 0.07% 0.61%
MID-CAP VALUE VASVX Vanguard Selected Value 84% 3 60 0 0.43% 13.09%
Small Growth VEXPX Vanguard Explorer Investor 76% 3 60 0 0.45% 7.81%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Investor 72% 3 60 0 0.04% 1.61%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Investor 70% 3 60 0 0.14% 1.09%
MID-CAP BLEND VSEQX Vanguard Strategic Equity 65% 3 60 0 0.33% 11.8%
LARGE VALUE VUVLX Vanguard U.S. Value 0% 3 60 0 0.22% 3.63%
LARGE GROWTH VMRAX Vanguard Morgan Growth Investor 0% 3 60 0 0.3% 0%
LARGE BLEND ENDIX Vanguard Growth And Income Investor 0% 3 60 0 NA 1.75%
LARGE GROWTH VGEQX Vanguard Growth Equity 0% 3 60 0 0.52% 0.43%
LARGE BLEND VCVLX Vanguard Capital Value 0% 3 60 0 0.29% 3.31%
REAL ESTATE
REAL ESTATE VGSIX Vanguard Reit Index Investor 81% 3 60 0 0.12% 3.76%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Investor 100% 3 60 0 0.1% 3.76%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Investor 100% 3 60 0 0.15% 3.9%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Investor 100% 3 60 0 0.07% 3.87%
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Investor 100% 3 60 0 0.07% 4.13%
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment Grade Investor 99% 3 60 0 0.2% 5.05%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Investor 99% 3 60 0 0.1% 4.6%
Intermediate Government VFIIX Vanguard GNMA Investor 98% 3 60 0 0.11% 3.77%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Investor 97% 3 60 0 0.2% 3.96%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Investor 96% 3 60 0 0.1% 4.46%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Investor 95% 3 60 0 0.1% 3.86%
High Yield Bond VWEHX Vanguard High-Yield Corporate Investor 95% 3 60 0 0.13% 6.32%
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Inv 83% 3 60 0 0.22% 5.18%
Inflation-Protected Bond DIPSX Vanguard Inflation-Protected SECurities Investor 74% 3 60 0 0.11% 3.26%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index 0% 3 60 0 0.15% 3.98%
Average Expense Ratio: 0.19%
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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 -0.0% 7.5% 0.6% 5.2% 5.5% 6.1%

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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 -0.5% 8.4% 0.5% 3.4% 3.2% 4.7%

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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(Ticker:)
The plan consists of 72 funds. It covers 5 major asset classes and 40 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.
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