MyPlanIQ 401k Investor WRIGLEY SAVINGS PLAN

WRIGLEY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
DIVERSIFIED EMERGING MKTS VEMIX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Instl Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
SMALL BLEND VSCIX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Institutional Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares
DIVERSIFIED EMERGING MKTS VEMIX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Instl Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
SMALL BLEND VSCIX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Institutional Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares
Total Available Funds: 15
  • 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 Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Investor Class Shares 99% 1 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS VEMIX Vanguard International Equity Index Funds: Vanguard Emerging Markets Stock Index Fund; Instl Class Shares 87% 1 60 0 0.08% 3.49%
INTERNATIONAL EQUITY
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares 0% 1 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 2.34%
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares 99% 1 60 0 0.03% 1.4%
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 97% 1 60 0 0.04% 1.35%
SMALL BLEND VSCIX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Institutional Shares 80% 1 60 0 0.05% 1.55%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 1 60 0 0.02% 1.36%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 71% 1 60 0 0.04% 1.5%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VBTSX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Signal Shares 0% 1 60 0 0.1% 2.96%
Average Expense Ratio: 0.08%
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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 2.9% 10.3% 0.7% 5.6% 5.1% 6.9%

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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 15 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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