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MyPlanIQ Major Brokerage Investor Copy of Washington University St. Louis 403B Vanguard test

Copy of Washington University St. Louis 403B Vanguard test

This Plan is unrated.
Investment Options
Total Available Funds: 70
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE VALUE VEIPX Vanguard Equity-Income Inv
Total Available Funds: 70
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VBINX Vanguard Balanced Index Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Conservative Allocation VWINX Vanguard Wellesley Income Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VGSTX Vanguard STAR Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv
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
ROOT CASH Vanguard Prime Money Mkt Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Inv
EUROPE STOCK VEURX Vanguard European Stock Index Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE VALUE VEIPX Vanguard Equity-Income Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
LARGE BLEND VQNPX Vanguard Growth & Income Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE GROWTH VIGRX Vanguard Growth Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
LARGE BLEND VLACX Vanguard Large Cap Index Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
Small Growth VEXPX Vanguard Explorer Inv
LARGE BLEND VDEQX Vanguard Diversified Equity Inv
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity
LARGE VALUE VUVLX Vanguard US Value Inv
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv
LARGE GROWTH VGEQX Vanguard Growth Equity Inv
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
LARGE BLEND VDAIX Vanguard Dividend Appreciation Idx Inv
LARGE BLEND VCVLX Vanguard Capital Value Inv
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index Inv
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
Total Available Funds: 70
  • 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 Target Retirement 2025 Inv 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 3.22%
Moderate Allocation VBINX Vanguard Balanced Index Inv 92% 1 60 0 0.07% 5.81%
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv 91% 1 60 0 0.11% 4.32%
Conservative Allocation VWINX Vanguard Wellesley Income Inv 90% 1 60 0 0.16% 7.95%
Moderate Allocation VWELX Vanguard Wellington Inv 89% 1 60 0 0.17% 11.73%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 1 60 0 0.14% 4.48%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 1 60 0 0.12% 5.71%
Moderate Allocation VGSTX Vanguard STAR Inv 83% 1 60 0 0.31% 9.34%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 83% 1 60 0 0.13% 5.55%
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 2.35%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 1 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 8.19%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 2.53%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv 100% 1 60 0 0.42% 12.71%
Foreign Large Value VTRIX Vanguard International Value Inv 99% 2 60 0 0.39% 17.69%
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Inv 89% 2 60 0 0.41% 4.47%
EUROPE STOCK VEURX Vanguard European Stock Index Inv 89% 2 60 0 0.09% 3.05%
Foreign Large Blend VWIGX Vanguard International Growth Inv 82% 2 60 0 0.45% 6.78%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv 19% 2 60 0 0.08% 3.94%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 2 60 0 0.08% 3.29%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv 0% 2 60 0 0.2% 3.08%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv 0% 2 60 0 0.2% 2.88%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 1 60 0 0.06% 2.04%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 1 60 0 0.07% 0.46%
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 1 60 0 0.27% 11.26%
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 1 60 0 0.03% 1.39%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 1 60 0 0.26% 11.96%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 1 60 0 0.19% 0.56%
LARGE BLEND VQNPX Vanguard Growth & Income Inv 98% 1 60 0 0.22% 11.29%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 1 60 0 0.04% 1.46%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 1 60 0 0.14% 1.19%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 1 60 0 0.06% 1.16%
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 1 60 0 0.32% 8.22%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 1 60 0 0.04% 0.33%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 1 60 0 0.19% 2.14%
LARGE VALUE VIVAX Vanguard Value Index Inv 95% 1 60 0 0.05% 2.18%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 1 60 0 0.03% 1.2%
LARGE BLEND VDIGX Vanguard Dividend Growth Inv 90% 1 60 0 0.3% 20.88%
LARGE BLEND VLACX Vanguard Large Cap Index Inv 81% 1 60 0 0.04% 1.1%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 1 60 0 0.37% 16.44%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 7.81%
LARGE BLEND VDEQX Vanguard Diversified Equity Inv 73% 1 60 0 0.35% 9.67%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 1 60 0 0.33% 11.8%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity 55% 1 60 0 0.26% 8.51%
LARGE VALUE VUVLX Vanguard US Value Inv 0% 1 60 0 0.22% 3.63%
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv 0% 1 60 0 0.42% 0%
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv 0% 1 60 0 0.14% 3.22%
LARGE GROWTH VGEQX Vanguard Growth Equity Inv 0% 1 60 0 0.52% 0.43%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 1 60 0 0.18% 1.64%
LARGE BLEND VDAIX Vanguard Dividend Appreciation Idx Inv 0% 1 60 0 0.14% 1.9%
LARGE BLEND VCVLX Vanguard Capital Value Inv 0% 1 60 0 0.29% 3.31%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv 100% 1 60 0 0.1% 3.76%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 1 60 0 0.15% 3.9%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv 100% 1 60 0 0.07% 3.87%
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index Inv 100% 1 60 0 0.07% 4.13%
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv 99% 1 60 0 0.2% 5.05%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 1 60 0 0.1% 4.6%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 1 60 0 0.07% 4.41%
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 1 60 0 0.2% 3.96%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv 96% 1 60 0 0.1% 4.46%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv 95% 1 60 0 0.1% 3.86%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv 83% 1 60 0 0.22% 5.18%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv 0% 1 60 0 0.15% 3.98%
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*
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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*
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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*
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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 70 funds. It covers 4 major asset classes and 36 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.



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