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MyPlanIQ 401k Investor TRANSUNION 401 K and SAVINGS PLAN

TRANSUNION 401 K and SAVINGS PLAN Investment Model Portfolios

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TRANSUNION 401K & SAVINGS PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
US EQUITY
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
SMALL BLEND RTRIX ROYCE TOTAL RETURN FD CL INSTL
Mid-Cap Growth HMDYX THE HARTFORD MID CAP FUND CL Y
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2031-2035 VTTHX VANGUARD 2035 TARGET RETIREMNT
Target Date 2046-2050 VFIFX VANGUARD 2050 TARGET RETIREMNT
Target Date 2036-2040 VFORX VANGUARD 2040 TARGET RETIREMNT
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
US EQUITY
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
SMALL BLEND RTRIX ROYCE TOTAL RETURN FD CL INSTL
Mid-Cap Growth HMDYX THE HARTFORD MID CAP FUND CL Y
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX
SMALL BLEND DFSTX DFA US SMALL CAP PRTL CL INSTL
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN PORT. INSTL
Total Available Funds: 16
  • 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
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX VANGUARD 2035 TARGET RETIREMNT 96% 3 60 0 0.08% 3.22%
Target Date 2046-2050 VFIFX VANGUARD 2050 TARGET RETIREMNT 75% 3 60 0 0.08% 2.36%
Target Date 2036-2040 VFORX VANGUARD 2040 TARGET RETIREMNT 69% 3 60 0 0.08% 3.05%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 14.02%
Foreign Large Blend RERGX AMERICAN EURO PACIFIC 32% 3 60 0 0.9% 14.04%
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.29%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares 97% 3 60 0 0.06% 1.16%
SMALL BLEND RTRIX ROYCE TOTAL RETURN FD CL INSTL 94% 3 60 0 1.95% 12.75%
Mid-Cap Growth HMDYX THE HARTFORD MID CAP FUND CL Y 90% 3 60 0 0.86% 15.91%
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX 77% 3 60 0 0.02% 3.04%
SMALL BLEND DFSTX DFA US SMALL CAP PRTL CL INSTL 71% 3 60 0 0.27% 1.22%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN PORT. INSTL 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.4%
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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 0.3% 10.1% 1.7% 5.7% 5.9% 7.0%

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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 0.4% 7.6% 2.8% 7.5% 7.5% 8.7%

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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
The plan consists of 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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