It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor University of Pennsylvania Basic Plan Vanguard

University of Pennsylvania Basic Plan Vanguard

Investment Menu Rating:

Investment Options
Total Available Funds: 88
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Health VGHCX Vanguard Health Care
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
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VEIPX Vanguard Equity Income
Total Available Funds: 88
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Health VGHCX Vanguard Health Care
Equity Energy VGENX Vanguard Energy
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VASIX Vanguard LifeStrategy Income
Conservative Allocation VWIAX Vanguard Wellesley Income
Moderate Allocation VWENX Vanguard Wellington
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
Natural Resources VGPMX Vanguard Precious Metals and Mining
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
ROOT CASH Vanguard Prime Money Market
ROOT CASH Vanguard Federal Money Market
Convertibles VCVSX Vanguard Convertible Securities
Moderate Allocation VAARX Vanguard Asset Allocation
ROOT CASH Vanguard Admiral Treasury Money Market
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
Foreign Large Blend VWIGX Vanguard International Growth
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index
Foreign Large Blend VGTSX Vanguard Total International Stock Index
FOREIGN SMALL/MID GROWTH VFSVX Vanguard FTSE All-World ex-US Small-Cap Index
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index
Foreign Large Blend VDMIX Vanguard Developed Markets Index
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VEIPX Vanguard Equity Income
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE VALUE VWNFX Vanguard Windsor II
LARGE GROWTH VWUSX Vanguard U.S. Growth
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth
LARGE BLEND VQNPX Vanguard Growth and Income
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
MID-CAP BLEND VEXMX Vanguard Extended Market Index
LARGE VALUE VWNDX Vanguard Windsor
LARGE GROWTH VIGRX Vanguard Growth Index
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index
LARGE GROWTH VPMCX Vanguard PRIMECAP
LARGE BLEND VTSMX Vanguard Total Stock Market Index
LARGE GROWTH VHCAX Vanguard Capital Opportunity
LARGE BLEND VDIGX Vanguard Dividend Growth
LARGE GROWTH VPCCX Vanguard PRIMECAP Core
MID-CAP VALUE VASVX Vanguard Selected Value
LARGE BLEND VLCAX Vanguard Large-Cap Index
LARGE VALUE VVIAX Vanguard Value Index
Small Growth VEXPX Vanguard Explorer
LARGE BLEND VDEQX Vanguard Diversified Equity
LARGE GROWTH VFTNX Vanguard FTSE Social Index
MID-CAP BLEND VSEQX Vanguard Strategic Equity
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity
LARGE VALUE VUVLX Vanguard U.S. Value
LARGE BLEND VTSSX Vanguard Total Stock Market Index Signal
LARGE GROWTH VMRAX Vanguard Morgan Growth
LARGE VALUE VHDYX Vanguard High Dividend Yield Index
LARGE GROWTH VGEQX Vanguard Growth Equity
LARGE BLEND VDAIX Vanguard Dividend Appreciation Index
LARGE BLEND VCVLX Vanguard Capital Value
LARGE BLEND VIFSX Vanguard 500 Index Signal
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment Grade
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities
Intermediate Government VFIIX Vanguard GNMA
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
High Yield Bond VWEHX Vanguard High-Yield Corporate
Long-Term Bond VWESX Vanguard Long-Term Investment Grade
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
Total Available Funds: 88
  • 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 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 97% 3 60 0 0.34% 7.62%
Equity Energy VGENX Vanguard Energy 97% 3 60 0 0.46% 8.91%
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 92% 3 60 0 0.07% 5.81%
Conservative Allocation VASIX Vanguard LifeStrategy Income 91% 3 60 0 0.11% 4.32%
Conservative Allocation VWIAX Vanguard Wellesley Income 91% 3 60 0 0.16% 8.02%
Moderate Allocation VWENX Vanguard Wellington 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%
Natural Resources VGPMX Vanguard Precious Metals and Mining 64% 3 60 0 0.36% 5.24%
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%
ROOT CASH Vanguard Prime Money Market 0% 3 60 0 NA 2.53%
ROOT CASH Vanguard Federal Money Market 0% 0 60 0 NA 2.53%
Convertibles VCVSX Vanguard Convertible Securities 0% 3 60 0 0.59% 0%
Moderate Allocation VAARX Vanguard Asset Allocation 0% 3 60 0 NA 1.84%
ROOT CASH Vanguard Admiral Treasury Money Market 0% 0 60 0 NA 2.53%
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 89% 3 60 0 0.09% 3.05%
Foreign Large Blend VWIGX Vanguard International Growth 82% 3 60 0 0.45% 6.78%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index 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 SMALL/MID GROWTH VFSVX Vanguard FTSE All-World ex-US Small-Cap Index 0% 3 60 0 0.22% 2.87%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index 0% 3 60 0 0.2% 3.08%
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%
Small Growth VISGX Vanguard Small-Cap Growth Index 100% 3 60 0 0.07% 0.46%
LARGE VALUE VEIPX Vanguard Equity Income 99% 3 60 0 0.27% 11.26%
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.39%
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 11.96%
LARGE GROWTH VWUSX Vanguard U.S. Growth 99% 3 60 0 0.3% 9.76%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index 98% 3 60 0 0.19% 0.56%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth 98% 3 60 0 0.19% 0.56%
LARGE BLEND VQNPX Vanguard Growth and Income 98% 3 60 0 0.22% 11.29%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index 98% 3 60 0 0.04% 1.46%
MID-CAP BLEND VEXMX Vanguard Extended Market Index 97% 3 60 0 0.06% 1.16%
LARGE VALUE VWNDX Vanguard Windsor 97% 3 60 0 0.32% 8.22%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 3 60 0 0.04% 0.33%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index 96% 3 60 0 0.19% 2.14%
LARGE GROWTH VPMCX Vanguard PRIMECAP 95% 3 60 0 0.31% 17.92%
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 3 60 0 0.03% 1.2%
LARGE GROWTH VHCAX Vanguard Capital Opportunity 91% 3 60 0 0.43% 11.12%
LARGE BLEND VDIGX Vanguard Dividend Growth 90% 3 60 0 0.3% 20.88%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core 85% 3 60 0 0.46% 18.76%
MID-CAP VALUE VASVX Vanguard Selected Value 84% 3 60 0 0.43% 13.09%
LARGE BLEND VLCAX Vanguard Large-Cap Index 82% 3 60 0 0.04% 1.23%
LARGE VALUE VVIAX Vanguard Value Index 78% 3 60 0 0.05% 2.31%
Small Growth VEXPX Vanguard Explorer 76% 3 60 0 0.45% 7.81%
LARGE BLEND VDEQX Vanguard Diversified Equity 73% 3 60 0 0.35% 9.67%
LARGE GROWTH VFTNX Vanguard FTSE Social Index 70% 3 60 0 0.14% 1.09%
MID-CAP BLEND VSEQX Vanguard Strategic Equity 65% 3 60 0 0.33% 11.8%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity 55% 3 60 0 0.26% 8.51%
LARGE VALUE VUVLX Vanguard U.S. Value 0% 3 60 0 0.22% 3.63%
LARGE BLEND VTSSX Vanguard Total Stock Market Index Signal 0% 3 60 0 0.06% 1.97%
LARGE GROWTH VMRAX Vanguard Morgan Growth 0% 3 60 0 0.3% 0%
LARGE VALUE VHDYX Vanguard High Dividend Yield Index 0% 3 60 0 0.14% 3.22%
LARGE GROWTH VGEQX Vanguard Growth Equity 0% 3 60 0 0.52% 0.43%
LARGE BLEND VDAIX Vanguard Dividend Appreciation Index 0% 3 60 0 0.14% 1.9%
LARGE BLEND VCVLX Vanguard Capital Value 0% 3 60 0 0.29% 3.31%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index 81% 3 60 0 0.12% 3.76%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury 100% 3 60 0 0.1% 3.76%
Short-Term Bond VBISX Vanguard Short-Term Bond Index 100% 3 60 0 0.07% 3.87%
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index 100% 3 60 0 0.07% 4.13%
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment Grade 99% 3 60 0 0.2% 5.05%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade 99% 3 60 0 0.1% 4.6%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities 98% 3 60 0 0.07% 4.41%
Intermediate Government VFIIX Vanguard GNMA 98% 3 60 0 0.11% 3.77%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund 97% 3 60 0 0.2% 3.96%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury 96% 3 60 0 0.1% 4.46%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal 95% 3 60 0 0.1% 3.86%
High Yield Bond VWEHX Vanguard High-Yield Corporate 95% 3 60 0 0.13% 6.32%
Long-Term Bond VWESX Vanguard Long-Term Investment Grade 83% 3 60 0 0.22% 5.18%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.71%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index 0% 3 60 0 0.15% 3.98%
Average Expense Ratio: 0.19%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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% 5.4% -0.2% 4.9% 5.3% 6.3%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 -0.1% 9.2% 0.0% 3.2% 3.2% 4.8%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 88 funds. It covers 5 major asset classes and 43 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.

This plan is available to University of Pennsylvania Employees on Vanguard platform.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.