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

Columbia University Retirement Plan Vanguard

Investment Menu Rating:

Investment Options
Total Available Funds: 63
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Markets Stock Index Fund
Others
Health VGHCX Vanguard Health Care Fund
Equity Energy VGENX Vanguard Energy Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Fund
EUROPE STOCK VEURX Vanguard European Stock Index Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
LARGE VALUE VEIPX Vanguard Equity Income Fund
Total Available Funds: 63
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Markets Stock Index Fund
Others
Health VGHCX Vanguard Health Care Fund
Equity Energy VGENX Vanguard Energy Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund
Moderate Allocation VWENX Vanguard Wellington Fund
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VGSTX Vanguard STAR Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
Natural Resources VGPMX Vanguard Precious Metals and Mining Fund
Convertibles VCVSX Vanguard Convertible Securities Fund
Moderate Allocation VAARX Vanguard Asset Allocation Fund
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Vanguard Federal Money Market Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Fund
EUROPE STOCK VEURX Vanguard European Stock Index Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Foreign Large Blend VDMIX Vanguard Developed Markets Index Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index Fund
LARGE VALUE VEIPX Vanguard Equity Income Fund
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Fund
LARGE BLEND VQNPX Vanguard Growth and Income Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund
LARGE VALUE VWNDX Vanguard Windsor Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund
LARGE BLEND VDIGX Vanguard Dividend Growth Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
LARGE BLEND VCVLX Vanguard Capital Value Fund
LARGE VALUE VUVLX Vanguard U.S. Value Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
LARGE GROWTH VGEQX Vanguard Growth Equity Fund
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Fund
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment-Grade Fund
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
Intermediate Government VFIIX Vanguard GNMA Fund
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Fund
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Fund
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Fund
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund
Total Available Funds: 63
  • 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 VEMIX Vanguard Emerging Markets Stock Index Fund 87% 3 60 0 0.08% 3.01%
Others
Health VGHCX Vanguard Health Care Fund 97% 3 60 0 0.34% 7.51%
Equity Energy VGENX Vanguard Energy Fund 97% 3 60 0 0.46% 8.88%
Moderate Allocation VBINX Vanguard Balanced Index Fund 92% 3 60 0 0.07% 5.78%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 3 60 0 0.11% 4.31%
Conservative Allocation VWINX Vanguard Wellesley Income Fund 90% 3 60 0 0.16% 7.9%
Moderate Allocation VWENX Vanguard Wellington Fund 89% 3 60 0 0.17% 11.74%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 4.44%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 3 60 0 0.12% 5.69%
Moderate Allocation VGSTX Vanguard STAR Fund 83% 3 60 0 0.31% 9.27%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 83% 3 60 0 0.13% 5.51%
Natural Resources VGPMX Vanguard Precious Metals and Mining Fund 64% 3 60 0 0.36% 5.1%
Convertibles VCVSX Vanguard Convertible Securities Fund 0% 3 60 0 0.59% 0%
Moderate Allocation VAARX Vanguard Asset Allocation Fund 0% 3 60 0 NA 1.84%
ROOT CASH Vanguard Prime Money Market Fund 0% 3 60 0 NA 2.53%
ROOT CASH Vanguard Federal Money Market Fund 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Fund 89% 3 60 0 0.41% 4.4%
EUROPE STOCK VEURX Vanguard European Stock Index Fund 89% 3 60 0 0.09% 3.01%
Foreign Large Blend VWIGX Vanguard International Growth Fund 82% 3 60 0 0.45% 6.67%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Fund 19% 3 60 0 0.08% 3.9%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.25%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Fund 0% 3 60 0 0.2% 2.88%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 2.05%
Small Growth VISGX Vanguard Small-Cap Growth Index Fund 100% 3 60 0 0.07% 0.45%
LARGE VALUE VEIPX Vanguard Equity Income Fund 99% 3 60 0 0.27% 11.19%
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.38%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 11.86%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund 99% 3 60 0 0.3% 9.6%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Fund 98% 3 60 0 0.19% 0.55%
LARGE BLEND VQNPX Vanguard Growth and Income Fund 98% 3 60 0 0.22% 11.17%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.04% 1.45%
LARGE BLEND VFINX Vanguard 500 Index Fund 97% 3 60 0 0.14% 1.18%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund 97% 3 60 0 0.06% 1.14%
LARGE VALUE VWNDX Vanguard Windsor Fund 97% 3 60 0 0.32% 8.18%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 3 60 0 0.04% 0.33%
LARGE VALUE VIVAX Vanguard Value Index Fund 95% 3 60 0 0.05% 2.18%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 17.76%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Fund 94% 3 60 0 0.03% 1.19%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund 91% 3 60 0 0.43% 10.89%
LARGE BLEND VDIGX Vanguard Dividend Growth Fund 90% 3 60 0 0.3% 20.75%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 3 60 0 0.43% 13.05%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 7.68%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund 70% 3 60 0 0.14% 1.08%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 11.72%
LARGE BLEND VCVLX Vanguard Capital Value Fund 0% 3 60 0 0.29% 3.31%
LARGE VALUE VUVLX Vanguard U.S. Value Fund 0% 3 60 0 0.22% 3.63%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 3 60 0 0.42% 0%
LARGE GROWTH VGEQX Vanguard Growth Equity Fund 0% 3 60 0 0.52% 0.43%
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 3 60 0 0.12% 3.76%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund 100% 3 60 0 0.1% 3.73%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.9%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund 100% 3 60 0 0.07% 3.88%
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index Fund 100% 3 60 0 0.07% 4.14%
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment-Grade Fund 99% 3 60 0 0.2% 5.05%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund 99% 3 60 0 0.1% 4.61%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund 98% 3 60 0 0.07% 4.41%
Intermediate Government VFIIX Vanguard GNMA Fund 98% 3 60 0 0.11% 3.78%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund 97% 3 60 0 0.2% 3.94%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Fund 96% 3 60 0 0.1% 4.46%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Fund 95% 3 60 0 0.1% 3.86%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund 95% 3 60 0 0.13% 6.31%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Fund 83% 3 60 0 0.22% 5.14%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Fund 0% 3 60 0 0.15% 3.98%
Average Expense Ratio: 0.2%
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 -0.1% 4.7% -0.5% 4.5% 5.3% 6.2%

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 -0.3% 8.3% 0.3% 3.6% 3.1% 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(Ticker:)
The plan consists of 63 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.
--


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.