MyPlanIQ 401k Investor VHA 401K SAVINGS PLAN

VHA 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Health VGHCX Vanguard Health Care Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE VALUE VIVAX Vanguard Value Index Fund
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Health VGHCX Vanguard Health Care Fund Investor Shares
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 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
NOT FOUND NO TICKER Vanguard Retirement Savings Trust
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Vanguard Fed Money Market Fund
Moderate Allocation VAAPX Vanguard Asset Allocation Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE BLEND VTSMX Vanguard Total Stock Market Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
Total Available Funds: 33
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 83% 1 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.34%
Health VGHCX Vanguard Health Care Fund Investor Shares 97% 1 60 0 0.34% 0.76%
Retirement Income VTINX Vanguard Target Retirement Income 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 2.34%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 1 60 0 0.11% 3.18%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth 89% 1 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 84% 1 60 0 0.13% 2.53%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 1 60 0 0.17% 0%
NOT FOUND NO TICKER Vanguard Retirement Savings Trust 0% 1 60 0 NA NA
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Fed Money Market Fund 0% 1 60 0 NA 4.14%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund 0% 1 60 0 NA 1.02%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 1 60 0 0.07% 4.24%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 1 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 1 60 0 0.14% 1.27%
LARGE VALUE VIVAX Vanguard Value Index Fund 96% 1 60 0 0.05% 2.23%
LARGE BLEND VTSMX Vanguard Total Stock Market Fund 94% 1 60 0 0.03% 1.26%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 78% 1 60 0 0.02% 1.36%
Small Growth VEXPX Vanguard Explorer Fund 76% 1 60 0 0.45% 4.34%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 1 60 0 0.42% 0%
Average Expense Ratio: 0.14%
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Related Retirement Plans
VHA RETIREMENT 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 0.0% 6.2% -0.9% 5.5% 5.0% 7.2%

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


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