MyPlanIQ Major Brokerage Investor Vanguard All Index and Active Funds Investor Class

Vanguard All Index and Active Funds Investor Class

This Plan is unrated.
Investment Options
Total Available Funds: 86
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
REAL ESTATE
REAL ESTATE VGSIX VGSIX
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VTRIX
Foreign Large Blend VTMGX VTMGX
FOREIGN SMALL/MID GROWTH VINEX VINEX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Health VGHCX VGHCX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
LARGE VALUE VEIPX VEIPX
Total Available Funds: 86
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
REAL ESTATE
REAL ESTATE VGSIX VGSIX
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VTRIX
Foreign Large Blend VTMGX VTMGX
FOREIGN SMALL/MID GROWTH VINEX VINEX
EUROPE STOCK VEURX VEURX
Foreign Large Blend VWIGX VWIGX
DIVERSIFIED PACIFIC/ASIA VPACX VPACX
Foreign Large Blend VGTSX VGTSX
WORLD STOCK VTWSX VTWSX
Foreign Large Blend VFWIX VFWIX
Foreign Large Blend VDMIX VDMIX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Health VGHCX VGHCX
Equity Energy VGENX VGENX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Moderate Allocation VBINX VBINX
Conservative Allocation VASIX VASIX
Conservative Allocation VWINX VWINX
Moderate Allocation VWELX VWELX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
Conservative Allocation VTMFX TMFX,60
Moderate Allocation VGSTX VGSTX
Moderate Allocation VSMGX VSMGX
Market Neutral VMNFX VMNFX
Target Date 2050+ VFIFX VFIFX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2016-2020 VTWNX VTWNX
Natural Resources VGPMX VGPMX
Convertibles VCVSX VCVSX; 12
Retirement Income VPGFX VPGFX
Retirement Income VPGDX VPGDX
Retirement Income VPDFX VPDFX
Target Date 2011-2015 VTXVX VTXVX
Target Date 2000-2010 VTENX VTENX
Target Date 2000-2010 VTOVX VTOVX
Moderate Allocation VAAPX VAAPX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
LARGE VALUE VEIPX VEIPX
SMALL BLEND NAESX NAESX
LARGE VALUE VWNFX VWNFX
LARGE GROWTH VWUSX VWUSX
Mid-Cap Growth VMGIX VMGIX
LARGE BLEND VQNPX VQNPX
LARGE BLEND VFINX VFINX
MID-CAP BLEND VIMSX VIMSX
LARGE VALUE VWNDX VWNDX
LARGE GROWTH VIGRX VIGRX
MID-CAP BLEND VEXMX VEXMX
MID-CAP VALUE VMVIX VMVIX
LARGE VALUE VIVAX VIVAX
LARGE GROWTH VPMCX VPMCX
LARGE BLEND VTSMX VTSMX
LARGE GROWTH VHCOX VHCOX
LARGE BLEND VDIGX VDIGX
LARGE GROWTH VPCCX VPCCX
MID-CAP VALUE VASVX VASVX
LARGE BLEND VLACX VLACX
Mid-Cap Growth VMGRX VMGRX
SMALL BLEND VTMSX VTMSX
Small Growth VEXPX VEXPX
LARGE BLEND VDEQX VDEQX
MID-CAP BLEND VSEQX VSEQX
LARGE GROWTH VGEQX VGEQX
LARGE BLEND VCVLX VCVLX
LARGE VALUE VUVLX VUVLX
LARGE BLEND VMCAX VMCAX
LARGE VALUE VHDYX VHDYX
LARGE GROWTH VFTSX VFTSX
LARGE BLEND VDAIX VDAIX
FIXED INCOME
Muni National Interm VWITX VWITX
Muni Massachusetts VMATX VMATX
Muni National Interm VWAHX VWAHX
Muni Ohio VOHIX VOHIX
High Yield Bond VWEHX VWEHX; 12
Muni New Jersey VNJTX VNJTX
Muni Pennsylvania VPAIX VPAIX
Muni California Long VCITX VCITX
Muni New York Long VNYTX VNYTX
Muni National Long VWLTX VWLTX
Muni Single State Interm VFLTX VFLTX
Total Available Funds: 86
  • 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 VEIEX VEIEX 99% 1 60 0 0.08% 3.29%
REAL ESTATE
REAL ESTATE VGSIX VGSIX 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VTRIX 99% 1 60 0 0.39% 2.76%
Foreign Large Blend VTMGX VTMGX 98% 1 60 0 0.05% 3.09%
FOREIGN SMALL/MID GROWTH VINEX VINEX 89% 1 60 0 0.41% 4.16%
EUROPE STOCK VEURX VEURX 87% 1 60 0 0.09% 2.98%
Foreign Large Blend VWIGX VWIGX 83% 1 60 0 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPACX VPACX 19% 1 60 0 0.08% 2.88%
Foreign Large Blend VGTSX VGTSX 16% 1 60 0 0.08% 3.12%
WORLD STOCK VTWSX VTWSX 0% 1 60 0 0.17% 2.2%
Foreign Large Blend VFWIX VFWIX 0% 1 60 0 0.2% 2.84%
Foreign Large Blend VDMIX VDMIX 0% 1 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VTIVX 97% 1 60 0 0.08% 2.34%
Health VGHCX VGHCX 97% 1 60 0 0.34% 0.76%
Equity Energy VGENX VGENX 97% 1 60 0 0.46% 4.14%
Retirement Income VTINX VTINX 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VTTHX 96% 1 60 0 0.08% 2.34%
Moderate Allocation VBINX VBINX 93% 1 60 0 0.07% 1.83%
Conservative Allocation VASIX VASIX 91% 1 60 0 0.11% 3.18%
Conservative Allocation VWINX VWINX 90% 1 60 0 0.16% 3.39%
Moderate Allocation VWELX VWELX 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX VASGX 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX VSCGX 89% 1 60 0 0.12% 2.84%
Conservative Allocation VTMFX TMFX,60 88% 1 60 0 0.09% 1.88%
Moderate Allocation VGSTX VGSTX 84% 1 60 0 0.31% 7.45%
Moderate Allocation VSMGX VSMGX 84% 1 60 0 0.13% 2.53%
Market Neutral VMNFX VMNFX 80% 1 60 0 1.83% 0.68%
Target Date 2050+ VFIFX VFIFX 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VFORX 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VTHRX 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VTWNX 66% 1 60 0 0.08% 4.48%
Natural Resources VGPMX VGPMX 64% 1 60 0 0.36% 3%
Convertibles VCVSX VCVSX; 12 0% 1 60 0 0.59% 0%
Retirement Income VPGFX VPGFX 0% 1 60 0 0.22% 2.21%
Retirement Income VPGDX VPGDX 0% 1 60 0 0.27% 3.22%
Retirement Income VPDFX VPDFX 0% 1 60 0 0.21% 6.64%
Target Date 2011-2015 VTXVX VTXVX 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VTENX 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX VTOVX 0% 1 60 0 NA 2.78%
Moderate Allocation VAAPX VAAPX 0% 1 60 0 NA 1.02%
US EQUITY
SMALL VALUE VISVX VISVX 100% 1 60 0 0.06% 1.97%
Small Growth VISGX VISGX 100% 1 60 0 0.07% 0.54%
LARGE VALUE VEIPX VEIPX 99% 1 60 0 0.27% 2.74%
SMALL BLEND NAESX NAESX 99% 1 60 0 0.03% 1.4%
LARGE VALUE VWNFX VWNFX 99% 1 60 0 0.26% 1.52%
LARGE GROWTH VWUSX VWUSX 99% 1 60 0 0.3% 0.25%
Mid-Cap Growth VMGIX VMGIX 98% 1 60 0 0.19% 0.58%
LARGE BLEND VQNPX VQNPX 98% 1 60 0 0.22% 1.03%
LARGE BLEND VFINX VFINX 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX VIMSX 97% 1 60 0 0.04% 1.35%
LARGE VALUE VWNDX VWNDX 97% 1 60 0 0.32% 1.77%
LARGE GROWTH VIGRX VIGRX 97% 1 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX VEXMX 97% 1 60 0 0.06% 1.11%
MID-CAP VALUE VMVIX VMVIX 96% 1 60 0 0.19% 2.11%
LARGE VALUE VIVAX VIVAX 96% 1 60 0 0.05% 2.23%
LARGE GROWTH VPMCX VPMCX 95% 1 60 0 0.31% 7.81%
LARGE BLEND VTSMX VTSMX 94% 1 60 0 0.03% 1.26%
LARGE GROWTH VHCOX VHCOX 91% 1 60 0 0.43% 7.5%
LARGE BLEND VDIGX VDIGX 90% 1 60 0 0.3% 1.6%
LARGE GROWTH VPCCX VPCCX 85% 1 60 0 0.46% 1.14%
MID-CAP VALUE VASVX VASVX 84% 1 60 0 0.43% 1.58%
LARGE BLEND VLACX VLACX 81% 1 60 0 0.04% 1.21%
Mid-Cap Growth VMGRX VMGRX 80% 1 60 0 0.37% 0.36%
SMALL BLEND VTMSX VTMSX 80% 1 60 0 0.06% 1.49%
Small Growth VEXPX VEXPX 76% 1 60 0 0.45% 4.34%
LARGE BLEND VDEQX VDEQX 73% 1 60 0 0.35% 10.28%
MID-CAP BLEND VSEQX VSEQX 65% 1 60 0 0.33% 0%
LARGE GROWTH VGEQX VGEQX 0% 1 60 0 0.52% 0.34%
LARGE BLEND VCVLX VCVLX 0% 1 60 0 0.29% 2.23%
LARGE VALUE VUVLX VUVLX 0% 1 60 0 0.22% 2.51%
LARGE BLEND VMCAX VMCAX 0% 1 60 0 NA NA
LARGE VALUE VHDYX VHDYX 0% 1 60 0 0.14% 3.05%
LARGE GROWTH VFTSX VFTSX 0% 1 60 0 0.18% 1.44%
LARGE BLEND VDAIX VDAIX 0% 1 60 0 0.14% 1.69%
FIXED INCOME
Muni National Interm VWITX VWITX 97% 1 60 0 0.17% 2.7%
Muni Massachusetts VMATX VMATX 97% 1 60 0 0.13% 3.05%
Muni National Interm VWAHX VWAHX 97% 1 60 0 0.09% 3.51%
Muni Ohio VOHIX VOHIX 95% 1 60 0 0.13% 3.06%
High Yield Bond VWEHX VWEHX; 12 95% 1 60 0 0.13% 5.68%
Muni New Jersey VNJTX VNJTX 95% 1 60 0 0.09% 3.25%
Muni Pennsylvania VPAIX VPAIX 93% 1 60 0 0.09% 3.25%
Muni California Long VCITX VCITX 86% 1 60 0 0.09% 2.98%
Muni New York Long VNYTX VNYTX 85% 1 60 0 0.09% 2.83%
Muni National Long VWLTX VWLTX 73% 1 60 0 0.17% 3.09%
Muni Single State Interm VFLTX VFLTX 0% 1 60 0 0.2% 0.65%
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 16.7% 20.0% 7.7% 4.8% 6.2% 6.0%

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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 10.8% 7.9% 5.3% 7.4% 8.0%

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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 88 funds. It covers 5 major asset classes and 47 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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