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 62% 3 60 0 0.08% 3.4%
Others
ROOT CASH Vanguard Prime Money Market 0% 1 60 0 NA 4.14%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index 97% 3 60 0 0.06% 1.11%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.15%
Average Expense Ratio: 0.1%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 3.2% 16.0% 2.2% 7.1% 5.5% 8.3%

Sign up or Login first to get rebalance emails for this portfolio

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 3.4% 15.5% -0.1% 5.7% 5.4% 7.5%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.