MyPlanIQ 401k Investor Deloitte's 401(k) Plan

Deloitte's 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 131
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Fund Institutional Shares
REAL ESTATE TRREX T. Rowe Price Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Markets Stock Index Fund Institutional Shares
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS DRFMX Dreyfus Emerging Markets A
INTERNATIONAL EQUITY
JAPAN STOCK PRJPX T. Rowe Price Japan
Foreign Large Growth PRITX T. Rowe Price International Stock
WORLD STOCK VHGEX Vanguard Global Equity Fund
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Total Available Funds: 131
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Fund Institutional Shares
REAL ESTATE TRREX T. Rowe Price Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Markets Stock Index Fund Institutional Shares
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS DRFMX Dreyfus Emerging Markets A
INTERNATIONAL EQUITY
JAPAN STOCK PRJPX T. Rowe Price Japan
Foreign Large Growth PRITX T. Rowe Price International Stock
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Small/Mid Blend VINEX Vanguard International Explorer Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Foreign Large Blend DIISX Dreyfus Intl Stock Index
Foreign Large Value TRIGX T. Rowe Price International Growth and Income Fund
PACIFIC/ASIA EX-JAPAN STK PRASX T. Rowe Price New Asia Fund
EUROPE STOCK PRESX T. Rowe Price European Stock
EUROPE STOCK VESIX Vanguard European Stock Index Fund Institutional Shares
DIVERSIFIED PACIFIC/ASIA VPKIX Vanguard Pacific Stock Index Fund Institutional Shares
WORLD STOCK PGROX Dreyfus Worldwide Growth Fund Class A
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares
Foreign Large Value DVLAX Dreyfus International Value A
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II
Health VGHCX Vanguard Health Care Fund Investor Shares
Equity Energy VGENX Vanguard Energy Fund Investor Shares
Retirement Income VTINX Target Retirement Income Trust II
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II
Conservative Allocation PRSIX T. Rowe Price Personal Strat Income
Conservative Allocation VWIAX Vanguard Wellesley Income Fund Admiral Shares
Moderate Allocation VWELX Vanguard Wellington Fund Inv
Aggressive Allocation TRSGX T. Rowe Price Personal Strat Growth
Moderate Allocation RPBAX T. Rowe Price Balanced
Moderate Allocation VBAIX Vanguard Balanced Index Fund Institutional Shares
Moderate Allocation TRPBX T. Rowe Price Personal Strat Balanced
Moderate Allocation VGSTX Vanguard STAR Fund
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II
Health PRHSX T. Rowe Price Health Sciences Fund
Natural Resources PRNEX T. Rowe Price New Era Fund
Communications PRMTX T. Rowe Price Media and Telecommunications Fund
Technology PRSCX T. Rowe Price Science and Technology Fund
Financial PRISX T. Rowe Price Financial Services
Technology DTGRX Dreyfus Technology Growth A
ROOT CASH Vanguard Prime Money Market Fund Institutional Shares
Convertibles VCVSX Vanguard Convertible Securities
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares
Short-Term Bond VFSTX Vanguard S-T Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
WORLD BOND RPIBX T. Rowe Price International Bond Fund
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund Investor Shares
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund Basic Class
Intermediate-Term Bond DRGMX Dreyfus GNMA Z
Short-Term Bond PRWBX T. Rowe Price Short Term Bond Fund
Intermediate-Term Bond VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares
Intermediate Government PRTIX T. Rowe Price US Treasury Interm
Intermediate-Term Bond PRCIX T. Rowe Price New Income
Emerging Markets Bond PREMX T. Rowe Price Emerging Markets Bond
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Long-Term Bond VWESX Vanguard Long-Term Invest-Gr Inv
Short-Term Bond DSTIX Dreyfus Short Term Income D
Intermediate Government PRGMX T. Rowe Price GNMA
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Fund Institutional Shares
High Yield Bond DPLTX Dreyfus High Yld A
SHORT GOVERNMENT IPFIX Victory Fund for Income A
Intermediate-Term Bond GPGAX Dreyfus GNMA A
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
Short-Term Bond VBITX Vanguard S-Term Bond Index Inst
SHORT GOVERNMENT DSIGX Dreyfus Short-Intermediate Government
Intermediate-Term Bond DRITX Dreyfus Intermediate Term Inc A
Intermediate-Term Bond DIGFX Dreyfus Basic US Mortgage Securities
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE VEIPX Vanguard Equity Income Fund Investor Shares
LARGE BLEND PRSGX T. Rowe Price Spectrum Growth
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor
LARGE BLEND PRDGX T. Rowe Price Dividend Growth Fund
LARGE VALUE TRVLX T. Rowe Price Value
LARGE BLEND DREVX Dreyfus Fund Incorporated
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
LARGE BLEND DGAGX Dreyfus Appreciation
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE BLEND VDIGX Vanguard Dividend Growth Fund
LARGE GROWTH PRWAX T. Rowe Price New America Growth Fund
SMALL BLEND DSCVX Dreyfus Opportunistic Small Cap
Small Growth VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
LARGE GROWTH VIGIX Vanguard Growth Index Fund Inst
LARGE BLEND VITSX Vanguard Total Stock Market Index Fund Institutional Shares
LARGE BLEND VLISX Vanguard Large-Cap Index Fund Inst
SMALL VALUE VSIIX Vanguard Small-Cap Value Index Fund Institutional Shares
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund
LARGE BLEND POMIX T. Rowe Price Total Equity Market Idx
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
LARGE VALUE VIVIX Vanguard Value Index Fund Institutional Shares
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares
LARGE BLEND DSPIX Dreyfus Basic SAndP 500 Stock Index
Small Growth VEXPX Vanguard Explorer Fund Investor
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares
LARGE BLEND PREIX T. Rowe Price Equity Index 500
LARGE BLEND VDEQX Vanguard Diversified Equity Inv
LARGE BLEND PEOPX Dreyfus SAndP 500 Index
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund Institutional Shares
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
MID-CAP VALUE VETAX Victory Established Value A
LARGE GROWTH DTCAX Dreyfus Third Century A
LARGE BLEND SRVEX Victory Diversified Stock A
MID-CAP BLEND DMCVX Dreyfus Opportunistic Midcap Value Fund Class A
LARGE VALUE DAGVX Dreyfus Strategic Value A
LARGE GROWTH DWOAX Dreyfus Research Growth A
LARGE VALUE VUVLX Vanguard U.S. Value Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
LARGE GROWTH VGEQX Vanguard Growth Equity Fund
LARGE BLEND PRGIX T. Rowe Price Growth & Income
MID-CAP BLEND PESPX Dreyfus MidCap Index
LARGE GROWTH DGRIX Dreyfus Growth & Income
LARGE BLEND DDSTX Dreyfus Disciplined Stock
Total Available Funds: 131
  • 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 VGSNX Vanguard REIT Index Fund Institutional Shares 80% 1 60 0 0.12% 4.1%
REAL ESTATE TRREX T. Rowe Price Real Estate Fund 67% 1 60 0 1.09% 11.77%
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Markets Stock Index Fund Institutional Shares 87% 1 60 0 0.08% 3.49%
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock 82% 1 60 0 0% 1.1%
DIVERSIFIED EMERGING MKTS DRFMX Dreyfus Emerging Markets A 0% 1 60 0 2.5% 3.64%
INTERNATIONAL EQUITY
JAPAN STOCK PRJPX T. Rowe Price Japan 100% 1 60 0 1.02% 1.78%
Foreign Large Growth PRITX T. Rowe Price International Stock 100% 1 60 0 1.4% 1.08%
WORLD STOCK VHGEX Vanguard Global Equity Fund 100% 1 60 0 0.42% 1.09%
Foreign Large Value VTRIX Vanguard International Value Fund 99% 1 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX Vanguard International Explorer Fund 89% 1 60 0 0.41% 4.16%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 83% 1 60 0 0.45% 1.84%
Foreign Large Blend DIISX Dreyfus Intl Stock Index 81% 1 60 0 0.6% 3.09%
Foreign Large Value TRIGX T. Rowe Price International Growth and Income Fund 77% 1 60 0 0% 2.64%
PACIFIC/ASIA EX-JAPAN STK PRASX T. Rowe Price New Asia Fund 77% 1 60 0 0.84% 1.82%
EUROPE STOCK PRESX T. Rowe Price European Stock 76% 1 60 0 0% 1.73%
EUROPE STOCK VESIX Vanguard European Stock Index Fund Institutional Shares 67% 1 60 0 0.11% 3.22%
DIVERSIFIED PACIFIC/ASIA VPKIX Vanguard Pacific Stock Index Fund Institutional Shares 48% 1 60 0 0.08% 3.22%
WORLD STOCK PGROX Dreyfus Worldwide Growth Fund Class A 46% 1 60 0 1.9% 1.91%
Foreign Large Blend VTSNX Vanguard Total International Stock Index Fund Institutional Shares 29% 1 60 0 0.07% 3.33%
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares 0% 1 60 0 0.08% 2.74%
Foreign Large Value DVLAX Dreyfus International Value A 0% 1 60 0 1.54% 1.87%
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund 99% 1 60 0 0.98% 2%
Target Date 2021-2025 VTTVX Target Retirement 2025 Trust II 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Target Retirement 2045 Trust II 97% 1 60 0 0.08% 2.34%
Health VGHCX Vanguard Health Care Fund Investor Shares 97% 1 60 0 0.34% 0.76%
Equity Energy VGENX Vanguard Energy Fund Investor Shares 97% 1 60 0 0.46% 4.14%
Retirement Income VTINX Target Retirement Income Trust II 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Target Retirement 2035 Trust II 96% 1 60 0 0.08% 2.34%
Conservative Allocation PRSIX T. Rowe Price Personal Strat Income 92% 1 60 0 0.67% 3.7%
Conservative Allocation VWIAX Vanguard Wellesley Income Fund Admiral Shares 91% 1 60 0 0.16% 3.46%
Moderate Allocation VWELX Vanguard Wellington Fund Inv 90% 1 60 0 0.17% 12.31%
Aggressive Allocation TRSGX T. Rowe Price Personal Strat Growth 88% 1 60 0 0.76% 6.57%
Moderate Allocation RPBAX T. Rowe Price Balanced 86% 1 60 0 0.47% 1.96%
Moderate Allocation VBAIX Vanguard Balanced Index Fund Institutional Shares 85% 1 60 0 0.06% 2.62%
Moderate Allocation TRPBX T. Rowe Price Personal Strat Balanced 84% 1 60 0 0.71% 7.06%
Moderate Allocation VGSTX Vanguard STAR Fund 84% 1 60 0 0.31% 7.45%
Target Date 2046-2050 VFIFX Target Retirement 2050 Trust II 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Target Retirement 2040 Trust II 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Target Retirement 2030 Trust II 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Target Retirement 2020 Trust II 66% 1 60 0 0.08% 4.48%
Health PRHSX T. Rowe Price Health Sciences Fund 63% 1 60 0 0.8% 5.33%
Natural Resources PRNEX T. Rowe Price New Era Fund 63% 1 60 0 0.74% 11.63%
Communications PRMTX T. Rowe Price Media and Telecommunications Fund 62% 1 60 0 0.77% 0.16%
Technology PRSCX T. Rowe Price Science and Technology Fund 58% 1 60 0 0.84% 0%
Financial PRISX T. Rowe Price Financial Services 54% 1 60 0 0.98% 2.02%
Technology DTGRX Dreyfus Technology Growth A 38% 1 60 0 0.77% 0%
ROOT CASH Vanguard Prime Money Market Fund Institutional Shares 0% 1 60 0 NA 4.14%
Convertibles VCVSX Vanguard Convertible Securities 0% 1 60 0 0.59% 0%
Target Date 2011-2015 VTXVX Target Retirement 2015 Trust II 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Target Retirement 2010 Trust II 0% 1 60 0 0.17% 0%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX Vanguard S-T Investment-Grade Inv 99% 1 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 1 60 0 0.07% 4.24%
WORLD BOND RPIBX T. Rowe Price International Bond Fund 98% 1 60 0 0.67% 2.72%
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares 98% 1 60 0 0.11% 3.24%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury Fund Investor Shares 97% 1 60 0 0.2% 3.38%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv 96% 1 60 0 0.1% 3.55%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv 95% 1 60 0 0.1% 3.28%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares 95% 1 60 0 0.13% 5.68%
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund Basic Class 95% 1 60 0 0.4% 3.44%
Intermediate-Term Bond DRGMX Dreyfus GNMA Z 94% 1 60 0 0.8% 2.81%
Short-Term Bond PRWBX T. Rowe Price Short Term Bond Fund 93% 1 60 0 0.46% 3.32%
Intermediate-Term Bond VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares 92% 1 60 0 0.07% 3.31%
Intermediate Government PRTIX T. Rowe Price US Treasury Interm 91% 1 60 0 0.27% 3.44%
Intermediate-Term Bond PRCIX T. Rowe Price New Income 90% 1 60 0 1.08% 4.01%
Emerging Markets Bond PREMX T. Rowe Price Emerging Markets Bond 87% 1 60 0 0.99% 5.13%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 85% 1 60 0 0.62% 4.4%
Long-Term Bond VWESX Vanguard Long-Term Invest-Gr Inv 83% 1 60 0 0.22% 4.15%
Short-Term Bond DSTIX Dreyfus Short Term Income D 77% 1 60 0 0.4% 3.35%
Intermediate Government PRGMX T. Rowe Price GNMA 74% 1 60 0 0% 3.25%
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Fund Institutional Shares 63% 1 60 0 0.04% 4.09%
High Yield Bond DPLTX Dreyfus High Yld A 55% 1 60 0 0.95% 6.5%
SHORT GOVERNMENT IPFIX Victory Fund for Income A 49% 1 60 0 0.63% 5.38%
Intermediate-Term Bond GPGAX Dreyfus GNMA A 35% 1 60 0 0.8% 2.73%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares 35% 1 60 0 0.03% 2.81%
Short-Term Bond VBITX Vanguard S-Term Bond Index Inst 4% 1 60 0 0.04% 2.34%
SHORT GOVERNMENT DSIGX Dreyfus Short-Intermediate Government 0% 1 60 0 0.47% 0%
Intermediate-Term Bond DRITX Dreyfus Intermediate Term Inc A 0% 1 60 0 0.88% 3.1%
Intermediate-Term Bond DIGFX Dreyfus Basic US Mortgage Securities 0% 1 60 0 0.65% 0%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 1 60 0 0% 0%
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 1 60 0 1.23% 0%
LARGE VALUE VEIPX Vanguard Equity Income Fund Investor Shares 99% 1 60 0 0.27% 2.74%
LARGE BLEND PRSGX T. Rowe Price Spectrum Growth 99% 1 60 0 0.73% 0.83%
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 1 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor 99% 1 60 0 0.3% 0.25%
LARGE BLEND PRDGX T. Rowe Price Dividend Growth Fund 98% 1 60 0 0.64% 1.09%
LARGE VALUE TRVLX T. Rowe Price Value 98% 1 60 0 0.57% 1.23%
LARGE BLEND DREVX Dreyfus Fund Incorporated 98% 1 60 0 0.71% 0.32%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 1 60 0 1.23% 1.94%
LARGE BLEND DGAGX Dreyfus Appreciation 97% 1 60 0 0.66% 0.57%
LARGE VALUE VWNDX Vanguard Windsor Fund Investor 97% 1 60 0 0.32% 1.77%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 1 60 0 0.31% 7.81%
LARGE BLEND VDIGX Vanguard Dividend Growth Fund 90% 1 60 0 0.3% 1.6%
LARGE GROWTH PRWAX T. Rowe Price New America Growth Fund 90% 1 60 0 1.06% 5.16%
SMALL BLEND DSCVX Dreyfus Opportunistic Small Cap 90% 1 60 0 0.93% 1.41%
Small Growth VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares 87% 1 60 0 0.07% 0.65%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Fund 85% 1 60 0 0.46% 1.14%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 1 60 0 0.43% 1.58%
LARGE GROWTH VIGIX Vanguard Growth Index Fund Inst 83% 1 60 0 0.04% 0.54%
LARGE BLEND VITSX Vanguard Total Stock Market Index Fund Institutional Shares 82% 1 60 0 0.03% 1.35%
LARGE BLEND VLISX Vanguard Large-Cap Index Fund Inst 82% 1 60 0 0.04% 1.32%
SMALL VALUE VSIIX Vanguard Small-Cap Value Index Fund Institutional Shares 80% 1 60 0 0.07% 2.12%
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund Institutional Shares 80% 1 60 0 0.05% 1.55%
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund 80% 1 60 0 0.37% 0.36%
LARGE BLEND POMIX T. Rowe Price Total Equity Market Idx 80% 1 60 0 0.21% 1.12%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund 79% 1 60 0 0.5% 12.27%
LARGE VALUE VIVIX Vanguard Value Index Fund Institutional Shares 79% 1 60 0 0.04% 2.48%
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares 78% 1 60 0 0.02% 1.37%
LARGE BLEND DSPIX Dreyfus Basic SAndP 500 Stock Index 77% 1 60 0 0.2% 1.31%
Small Growth VEXPX Vanguard Explorer Fund Investor 76% 1 60 0 0.45% 4.34%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Fund Institutional Shares 74% 1 60 0 0.06% 1.29%
LARGE BLEND PREIX T. Rowe Price Equity Index 500 74% 1 60 0 0.3% 1.34%
LARGE BLEND VDEQX Vanguard Diversified Equity Inv 73% 1 60 0 0.35% 10.28%
LARGE BLEND PEOPX Dreyfus SAndP 500 Index 72% 1 60 0 0.5% 9.47%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares 71% 1 60 0 0.04% 1.5%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund Institutional Shares 70% 1 60 0 0.14% 1.13%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 1 60 0 0.33% 0%
MID-CAP VALUE VETAX Victory Established Value A 64% 1 60 0 1.65% 5.83%
LARGE GROWTH DTCAX Dreyfus Third Century A 51% 1 60 0 0.7% 3.41%
LARGE BLEND SRVEX Victory Diversified Stock A 51% 1 60 0 0.78% 10.64%
MID-CAP BLEND DMCVX Dreyfus Opportunistic Midcap Value Fund Class A 50% 1 60 0 1.14% 4.05%
LARGE VALUE DAGVX Dreyfus Strategic Value A 48% 1 60 0 0.63% 5.16%
LARGE GROWTH DWOAX Dreyfus Research Growth A 11% 1 60 0 0.78% 3.78%
LARGE VALUE VUVLX Vanguard U.S. Value Fund 0% 1 60 0 0.22% 2.51%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 1 60 0 0.42% 0%
LARGE GROWTH VGEQX Vanguard Growth Equity Fund 0% 1 60 0 0.52% 0.34%
LARGE BLEND PRGIX T. Rowe Price Growth & Income 0% 1 60 0 0.64% 0%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 1 60 0 0.51% 15.85%
LARGE GROWTH DGRIX Dreyfus Growth & Income 0% 1 60 0 1.03% 0%
LARGE BLEND DDSTX Dreyfus Disciplined Stock 0% 1 60 0 1% 0.68%
Average Expense Ratio: 0.46%
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Model Portfolios

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*
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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 133 funds. It covers 5 major asset classes and 52 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

This plan is based on a user's  information.



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