MyPlanIQ 401k Investor TELCORDIA TECHNOLOGIES 401K SAVINGS PLAN

TELCORDIA TECHNOLOGIES 401K SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Institutional Emerging Markets Fund Class I
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Institutional Emerging Markets Fund Class I
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Institutional Emerging Markets Fund Class I
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Institutional Emerging Markets Fund Class I
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 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
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares
Total Available Funds: 32
  • 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 MGEMX Morgan Stanley Institutional Emerging Markets Fund Class I 89% 1 60 0 0.95% 0%
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Institutional Emerging Markets Fund Class I 89% 1 60 0 0.95% 0%
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 1.94%
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 1.94%
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares 0% 1 60 0 0.08% 2.74%
Foreign Large Blend VIDMX Vanguard Developed Markets Index Fund Institutional Shares 0% 1 60 0 0.08% 2.74%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 2.62%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 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 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%
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 2.34%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.02%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.23%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.21%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 4.48%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 0%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 94% 1 60 0 0.15% 3.27%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 94% 1 60 0 0.15% 3.27%
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares 88% 1 60 0 0.31% 7.88%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares 88% 1 60 0 0.31% 7.88%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 78% 1 60 0 0.02% 1.36%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares 78% 1 60 0 0.02% 1.36%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares 71% 1 60 0 0.04% 1.5%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares 71% 1 60 0 0.04% 1.5%
Average Expense Ratio: 0.18%
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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 5.0% 13.7% 0.7% 6.9% 6.1% 7.6%

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


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