MyPlanIQ 401k Investor D.E. SHAW and CO. 401K PLAN

D.E. SHAW and CO. 401K PLAN Investment Model Portfolios

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D. E. SHAW & CO. 401(K) PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
US EQUITY
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
ROOT CASH Vanguard Prime Monkey Market Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
US EQUITY
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
LARGE VALUE VHYAX Vanguard High Dividend Yld Idx Adm
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
Intermediate Government VSIGX Vanguard Interm-Tm Govt Bd Idx Signal
Total Available Funds: 28
  • 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 VEMAX Vanguard Emerging Mkts Stock Idx Adm 65% 3 60 0 0.08% 3.01%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 3.22%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 69% 1 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 1 60 0 0.08% 8.19%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 1 60 0 0.17% 7.48%
ROOT CASH Vanguard Prime Monkey Market Fund Investor Shares 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 98% 3 60 0 0.05% 3.36%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 28% 3 60 0 0.07% 3.41%
US EQUITY
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 3 60 0 0.03% 1.3%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.54%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 3.04%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins 72% 3 60 0 0.04% 1.61%
LARGE VALUE VHYAX Vanguard High Dividend Yld Idx Adm 0% 3 60 0 0.06% 2.7%
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst 79% 3 60 0 0.12% 3.93%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 4.03%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.51%
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm 85% 3 60 0 0.13% 6.41%
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm 83% 3 60 0 0.2% 4.71%
LONG GOVERNMENT VLGSX Vanguard Long-Term Govt Bd Idx Signal 9% 3 60 0 0.04% 4.56%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 4% 3 60 0 0.07% 4.34%
Intermediate Government VSIGX Vanguard Interm-Tm Govt Bd Idx Signal 2% 3 60 0 0.04% 3.82%
Average Expense Ratio: 0.08%
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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*
Click for Portfolio Details or Follow -0.2% 6.0% 0.3% 4.0% 4.9% 6.0%

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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*
Click for Portfolio Details or Follow 0.1% 0.7% -0.5% 3.4% 2.9% 4.8%

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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 to Create Model Portfolio

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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 28 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, US Equity, REITs and Foreign Equity.


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