MyPlanIQ 401k Investor THE CONSOLIDATED EDISON THRIFT SAVINGS PLAN

THE CONSOLIDATED EDISON THRIFT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Others
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
LARGE GROWTH FOCPX Fidelity Securities Fund: Fidelity OTC Portfolio
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Others
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
LARGE GROWTH FOCPX Fidelity Securities Fund: Fidelity OTC Portfolio
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Shares
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares
Total Available Funds: 14
  • 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
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 2.87%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares 16% 3 60 0 0.08% 3.43%
Others
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 3 60 0 0.08% 2.39%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 3 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 3 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 3 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 3 60 0 0.1% 2.71%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 2.38%
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares 95% 3 60 0 0.31% 7.91%
LARGE GROWTH FOCPX Fidelity Securities Fund: Fidelity OTC Portfolio 94% 3 60 0 0.81% 0.07%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Shares 91% 3 60 0 0.43% 2.69%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal Shares 0% 3 60 0 0.14% 1.15%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares 0% 3 60 0 0.05% 2.09%
Average Expense Ratio: 0.2%
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Related Retirement Plans
THE CONSOLIDATED EDISON THRIFT SAVINGS PLAN
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 7.2% 15.4% 5.0% 8.6% 6.4% 8.0%

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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 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 14 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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