MyPlanIQ 401k Investor Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds

Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds

This Plan is unrated.
Investment Options
Total Available Funds: 4
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US
Others
ROOT CASH Vanguard Prime Money Market
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Total Available Funds: 4
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US
Others
ROOT CASH Vanguard Prime Money Market
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Total Available Funds: 4
  • 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 Blend VFWSX Vanguard FTSE All-World ex-US 61% 3 60 0 0.13% 3.12%
Others
ROOT CASH Vanguard Prime Money Market 0% 1 60 0 NA 1.27%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index 94% 3 60 0 0.28% 0.69%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 61% 3 60 0 0.2% 2.65%
Average Expense Ratio: 0.2%
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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 1.6% 7.0% 4.3% 6.4% 6.1% 5.5%

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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 1.8% 7.0% 5.5% 7.3% 7.4% 7.7%

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

Stanford University offers two tax deferred programs for employees: Tax-Deferred Annuity (TDA) and Stanford Contributory Retirement Plan (SCRP). For both plans, it offers 4 investment options. Option 1 includes Vanguard's 11 target retirement funds. This is the default option. Option 2 offers 4 Vanguard low-cost core funds. This core funds option is a simplistic design for a plan, similar to Federal Employee Thrifty Savings Plan (TSP). Option 3 consists of 3 TIAA-CREF fixed and variable annuities and Option 4 is called expanded option that allows employees to access a wide selection of funds through Fidelity BrokerageLink.

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