MyPlanIQ Vanguard All Index Funds Investor Class

Vanguard All Index Funds Investor Class

This Plan is unrated.
Investment Options
Total Available Funds: 99
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
DIVERSIFIED EMERGING MKTS VMMSX Vanguard Emerg Mkts Sel Stk Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Health VGHCX Vanguard Health Care Inv
Total Available Funds: 99
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
DIVERSIFIED EMERGING MKTS VMMSX Vanguard Emerg Mkts Sel Stk Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend 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
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Health VGHCX Vanguard Health Care Inv
Equity Energy VGENX Vanguard Energy 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 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Market Neutral VMNFX Vanguard Market Neutral Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
EQUITY PRECIOUS METALS VGPMX Vanguard Precious Metals and Mining Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
Retirement Income VPGFX Vanguard Managed Payout Gr Focus Inv
Retirement Income VPGDX Vanguard Managed Payout Gr & Dis Inv
Retirement Income VPDFX Vanguard Managed Payout Dis Focus Inv
Convertibles VCVSX Vanguard Convertible Securities 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 VFIIX Vanguard GNMA Inv
Muni National Interm VWITX Vanguard Interm-Term Tx-Ex Inv
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Muni Massachusetts VMATX Vanguard MA Tax-Exempt Investor
Muni National Interm VWAHX Vanguard High-Yield Tax-Exempt
Muni California Intermediate VCAIX Vanguard CA Interm-Term Tax-Exempt Inv
Muni National Short VMLTX Vanguard Ltd-Term Tx-Ex
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv
Muni National Short VWSTX Vanguard Short-Term Tx-Ex
Muni Ohio VOHIX Vanguard OH Long-Term Tax-Exempt
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
Muni New Jersey VNJTX Vanguard NJ Long-Term Tax-Exempt Inv
Muni Pennsylvania VPAIX Vanguard PA Long-Term Tax-Exempt Inv
Muni California Long VCITX Vanguard CA Long-Term Tax-Exempt Inv
Muni New York Long VNYTX Vanguard NY Long-Term Tax-Exempt Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
Muni National Long VWLTX Vanguard Long-Term Tax-Exempt
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
Muni Single State Long VFLTX Vanguard FL Focused L/T Tax-Exempt 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
LARGE GROWTH VWUSX Vanguard US Growth Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
LARGE BLEND VQNPX Vanguard Growth & Income Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE GROWTH VIGRX Vanguard Growth Index Inv
MID-CAP BLEND VEXMX Vanguard Extended Market Idx 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
MID-CAP VALUE VASVX Vanguard Selected Value 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 Inv
SMALL BLEND VEVFX Vanguard Explorer Value Investor
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
Total Available Funds: 99
  • 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%
DIVERSIFIED EMERGING MKTS VMMSX Vanguard Emerg Mkts Sel Stk Inv 36% 1 60 0 0.78% 6.73%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv 100% 1 60 0 0.42% 1.09%
Foreign Large Value VTRIX Vanguard International Value Inv 99% 1 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv 89% 1 60 0 0.41% 4.16%
EUROPE STOCK VEURX Vanguard European Stock Index Inv 87% 1 60 0 0.09% 2.98%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 1 60 0 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv 19% 1 60 0 0.08% 2.88%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 1 60 0 0.08% 3.12%
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv 0% 1 60 0 0.17% 2.2%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv 0% 1 60 0 0.2% 2.84%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv 0% 1 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.34%
Health VGHCX Vanguard Health Care Inv 97% 1 60 0 0.34% 0.76%
Equity Energy VGENX Vanguard Energy Inv 97% 1 60 0 0.46% 4.14%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 2.34%
Moderate Allocation VBINX Vanguard Balanced Index Inv 93% 1 60 0 0.07% 1.83%
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv 91% 1 60 0 0.11% 3.18%
Conservative Allocation VWINX Vanguard Wellesley Income Inv 90% 1 60 0 0.16% 3.39%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 1 60 0 0.12% 2.84%
Moderate Allocation VGSTX Vanguard STAR Inv 84% 1 60 0 0.31% 7.45%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 84% 1 60 0 0.13% 2.53%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 1.85%
Market Neutral VMNFX Vanguard Market Neutral Inv 80% 1 60 0 1.83% 0.68%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 4.48%
EQUITY PRECIOUS METALS VGPMX Vanguard Precious Metals and Mining Inv 64% 1 60 0 0.36% 3%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 0%
Retirement Income VPGFX Vanguard Managed Payout Gr Focus Inv 0% 1 60 0 0.22% 2.21%
Retirement Income VPGDX Vanguard Managed Payout Gr & Dis Inv 0% 1 60 0 0.27% 3.22%
Retirement Income VPDFX Vanguard Managed Payout Dis Focus Inv 0% 1 60 0 0.21% 6.64%
Convertibles VCVSX Vanguard Convertible Securities Inv 0% 1 60 0 0.59% 0%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 1 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv 100% 1 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index Inv 100% 1 60 0 0.07% 3.21%
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%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 1 60 0 0.07% 4.24%
Intermediate Government VFIIX Vanguard GNMA Inv 98% 1 60 0 0.11% 3.24%
Muni National Interm VWITX Vanguard Interm-Term Tx-Ex Inv 97% 1 60 0 0.17% 2.7%
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 1 60 0 0.2% 3.38%
Muni Massachusetts VMATX Vanguard MA Tax-Exempt Investor 97% 1 60 0 0.13% 3.05%
Muni National Interm VWAHX Vanguard High-Yield Tax-Exempt 97% 1 60 0 0.09% 3.51%
Muni California Intermediate VCAIX Vanguard CA Interm-Term Tax-Exempt Inv 97% 1 60 0 0.09% 2.48%
Muni National Short VMLTX Vanguard Ltd-Term Tx-Ex 96% 1 60 0 0.09% 2.26%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv 96% 1 60 0 0.1% 3.55%
Muni National Short VWSTX Vanguard Short-Term Tx-Ex 95% 1 60 0 0.09% 2.35%
Muni Ohio VOHIX Vanguard OH Long-Term Tax-Exempt 95% 1 60 0 0.13% 3.06%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv 95% 1 60 0 0.1% 3.28%
Muni New Jersey VNJTX Vanguard NJ Long-Term Tax-Exempt Inv 95% 1 60 0 0.09% 3.25%
Muni Pennsylvania VPAIX Vanguard PA Long-Term Tax-Exempt Inv 93% 1 60 0 0.09% 3.25%
Muni California Long VCITX Vanguard CA Long-Term Tax-Exempt Inv 86% 1 60 0 0.09% 2.98%
Muni New York Long VNYTX Vanguard NY Long-Term Tax-Exempt Inv 85% 1 60 0 0.09% 2.83%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv 83% 1 60 0 0.22% 4.15%
Muni National Long VWLTX Vanguard Long-Term Tax-Exempt 73% 1 60 0 0.17% 3.09%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv 0% 1 60 0 0.15% 3.31%
Muni Single State Long VFLTX Vanguard FL Focused L/T Tax-Exempt Inv 0% 1 60 0 0.2% 0.65%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 1 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 1 60 0 0.07% 0.54%
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 1 60 0 0.27% 2.74%
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%
LARGE GROWTH VWUSX Vanguard US Growth Inv 99% 1 60 0 0.3% 0.25%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 1 60 0 0.19% 0.58%
LARGE BLEND VQNPX Vanguard Growth & Income Inv 98% 1 60 0 0.22% 1.03%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 97% 1 60 0 0.04% 1.35%
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 1 60 0 0.32% 1.77%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 1 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 1 60 0 0.06% 1.11%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 1 60 0 0.19% 2.11%
LARGE VALUE VIVAX Vanguard Value Index Inv 96% 1 60 0 0.05% 2.23%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 1 60 0 0.03% 1.26%
LARGE BLEND VDIGX Vanguard Dividend Growth Inv 90% 1 60 0 0.3% 1.6%
MID-CAP VALUE VASVX Vanguard Selected Value Inv 84% 1 60 0 0.43% 1.58%
LARGE BLEND VLACX Vanguard Large Cap Index Inv 81% 1 60 0 0.04% 1.21%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 1 60 0 0.37% 0.36%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 4.34%
LARGE BLEND VDEQX Vanguard Diversified Equity Inv 73% 1 60 0 0.35% 10.28%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 1 60 0 0.33% 0%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Inv 55% 1 60 0 0.26% 0%
SMALL BLEND VEVFX Vanguard Explorer Value Investor 19% 1 60 0 0.53% 0%
LARGE VALUE VUVLX Vanguard US Value Inv 0% 1 60 0 0.22% 2.51%
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% 3.05%
LARGE GROWTH VGEQX Vanguard Growth Equity Inv 0% 1 60 0 0.52% 0.34%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 1 60 0 0.18% 1.44%
LARGE BLEND VDAIX Vanguard Dividend Appreciation Idx Inv 0% 1 60 0 0.14% 1.69%
LARGE BLEND VCVLX Vanguard Capital Value Inv 0% 1 60 0 0.29% 2.23%
Average Expense Ratio: 0.21%
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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 0.4% 8.0% -1.3% 4.6% 4.5% 6.3%

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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 11.3% 8.3% 5.6% 8.1% 8.8%

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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 99 funds. It covers 5 major asset classes and 54 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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