MyPlanIQ Major Brokerage Investor Vanguard Select Mutual Funds

Vanguard Select Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Growth VWIGX Vanguard International Growth Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Growth VWIGX Vanguard International Growth Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
Small Growth VEXPX Vanguard Explorer Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
WORLD BOND VTIBX Vanguard Total Intl Bd Idx Investor
Inflation-Protected Bond VTIPX Vanguard Shrt-Term Infl-Prot Sec Idx Inv
Total Available Funds: 15
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv 99% 1 60 0 0.39% 2.76%
Foreign Large Growth VWIGX Vanguard International Growth Inv 83% 1 60 0 0.45% 1.84%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 1 60 0 0.08% 3.12%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 1 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 1 60 0 0.26% 1.52%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 97% 1 60 0 0.04% 1.35%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 1 60 0 0.03% 1.26%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 4.34%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 1 60 0 0.1% 3.28%
WORLD BOND VTIBX Vanguard Total Intl Bd Idx Investor 3% 1 60 0 0.07% 2.01%
Inflation-Protected Bond VTIPX Vanguard Shrt-Term Infl-Prot Sec Idx Inv 3% 1 60 0 0.04% 3.73%
Average Expense Ratio: 0.17%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.8% 5.6% 0.3% 5.3% 4.7% 7.3%

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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 for Portfolio Details or Follow -1.3% 5.8% -3.2% 3.1% 4.0% 7.2%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Vanguard Select Mutual Funds Tactical Asset Allocation Most Aggressive -2.6% 7.5% -2.3% 4.1% 3.7%
Description
The plan consists of 15 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.
The plan consists of all of Vanguard Select Funds Investor Class and Vanguard REIT Index Inv (VGSIX) fund. Investors who are qualified should invest in lower cost Admiral class shares instead. 


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