Investment Options
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
VGTSX
Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
16%
3
60
0
0.08%
3.12%
Others
Target Date 2021-2025
VTTVX
Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
97%
3
60
0
0.08%
2.62%
Retirement Income
VTINX
Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
97%
3
60
0
0.08%
2.93%
Target Date 2011-2015
VTXVX
Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
0%
3
60
0
0.08%
2.59%
Target Date 2000-2010
VTENX
Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
0%
3
60
0
0.17%
0%
FIXED INCOME
Intermediate-Term Bond
VBMFX
Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
100%
3
60
0
0.15%
3.15%
US EQUITY
SMALL BLEND
NAESX
Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
99%
3
60
0
0.03%
1.4%
LARGE BLEND
VINIX
Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
78%
3
60
0
0.02%
1.36%
MID-CAP BLEND
VMCIX
Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
72%
3
60
0
0.04%
1.5%
Average Expense Ratio: 0.08%
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Model Portfolios
Description
The investment options have not been imported yet.