MyPlanIQ 401k Investor WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 84
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Small/Mid Blend VINEX Vanguard Internatl Explorer Fund
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 Inv
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Total Available Funds: 84
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Small/Mid Blend VINEX Vanguard Internatl Explorer Fund
EUROPE STOCK VEURX Vanguard European Stock Index Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Inv
Foreign Large Blend VDMIX Vanguard Developed Markets Idx Inv
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 Inv
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund Inv
Moderate Allocation VWELX Vanguard Wellington Fund Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Consrv Grwth
Moderate Allocation VGSTX Vanguard STAR Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Mod Growth
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
ROOT CASH Vanguard Prime Money Mkt Fund
ROOT CASH Vanguard Federal Money Mkt Fund
Convertibles VCVSX Vanguard Convertible Securities
Moderate Allocation VAAPX Vanguard Asset Allocation Fund
ROOT CASH Vanguard Admiral Treasury Money Mkt
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Intermediate-Term Bond VBIIX Vanguard Inter-Term Bond Index Inv
Intermediate-Term Bond VFICX Vanguard I-T Investment-Grade Inv
Short-Term Bond VFSTX Vanguard S-T Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protect Sec Inv
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares
Intermediate Government VFITX Vanguard Inter-Term Treasury Inv
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
High Yield Bond VWEHX Vanguard High-Yield Corp Fund Inv
Long-Term Bond VWESX Vanguard Long-Term Invest-Gr Inv
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VEIPX Vanguard Equity Income Fund Inv
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Inv
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
LARGE BLEND VQNPX Vanguard Growth and Income Inv
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund Inv
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE VALUE VIVAX Vanguard Value Index Fund Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv
LARGE BLEND VDIGX Vanguard Dividend Growth Fund
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
LARGE BLEND VLACX Vanguard Large-Cap Index Fund Inv
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund
Small Growth VEXPX Vanguard Explorer Fund Investor
LARGE BLEND VDEQX Vanguard Diversified Equity Inv
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
SMALL BLEND VSTCX Vanguard Strategic Sm-Cap Equity
LARGE VALUE VUVLX Vanguard U.S. Value Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Inv
LARGE VALUE VHDYX Vanguard High Dividend Yld Idx Inv
LARGE GROWTH VGEQX Vanguard Growth Equity Fund
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
LARGE BLEND VDAIX Vanguard Dividend Apprec Idx Inv
LARGE BLEND VCVLX Vanguard Capital Value Fund
Total Available Funds: 84
  • 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 Inv 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Fund 100% 3 60 0 0.42% 1.09%
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX Vanguard Internatl Explorer Fund 89% 3 60 0 0.41% 4.16%
EUROPE STOCK VEURX Vanguard European Stock Index Inv 87% 3 60 0 0.09% 2.98%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 3 60 0 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv 19% 3 60 0 0.08% 2.88%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares 16% 3 60 0 0.08% 3.12%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Inv 0% 3 60 0 0.2% 2.84%
Foreign Large Blend VDMIX Vanguard Developed Markets Idx Inv 0% 3 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.34%
Health VGHCX Vanguard Health Care Fund Inv 97% 3 60 0 0.34% 0.76%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VBINX Vanguard Balanced Index Fund Inv 93% 3 60 0 0.07% 1.83%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 3 60 0 0.11% 3.18%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Inv 90% 3 60 0 0.16% 3.39%
Moderate Allocation VWELX Vanguard Wellington Fund Inv 90% 3 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Consrv Grwth 89% 3 60 0 0.12% 2.84%
Moderate Allocation VGSTX Vanguard STAR Fund 84% 3 60 0 0.31% 7.45%
Moderate Allocation VSMGX Vanguard LifeStrategy Mod Growth 83% 3 60 0 0.13% 2.53%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 4.14%
ROOT CASH Vanguard Federal Money Mkt Fund 0% 3 60 0 NA 4.14%
Convertibles VCVSX Vanguard Convertible Securities 0% 3 60 0 0.59% 0%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund 0% 3 60 0 NA 1.02%
ROOT CASH Vanguard Admiral Treasury Money Mkt 0% 3 60 0 NA 4.14%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv 100% 3 60 0 0.1% 4.13%
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv 100% 3 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv 100% 3 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX Vanguard Inter-Term Bond Index Inv 100% 3 60 0 0.07% 3.21%
Intermediate-Term Bond VFICX Vanguard I-T Investment-Grade Inv 99% 3 60 0 0.2% 4.04%
Short-Term Bond VFSTX Vanguard S-T Investment-Grade Inv 99% 3 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protect Sec Inv 98% 3 60 0 0.07% 4.24%
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares 98% 3 60 0 0.11% 3.24%
Intermediate Government VFITX Vanguard Inter-Term Treasury Inv 97% 3 60 0 0.2% 3.38%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv 96% 3 60 0 0.1% 3.55%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv 95% 3 60 0 0.1% 3.28%
High Yield Bond VWEHX Vanguard High-Yield Corp Fund Inv 95% 3 60 0 0.13% 5.68%
Long-Term Bond VWESX Vanguard Long-Term Invest-Gr Inv 83% 3 60 0 0.22% 4.15%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index 0% 3 60 0 0.15% 3.31%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 3 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Small-Cap Growth Index 100% 3 60 0 0.07% 0.54%
LARGE VALUE VEIPX Vanguard Equity Income Fund Inv 99% 3 60 0 0.27% 2.74%
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Inv 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor 99% 3 60 0 0.3% 0.25%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 3 60 0 0.19% 0.58%
LARGE BLEND VQNPX Vanguard Growth and Income Inv 98% 3 60 0 0.22% 1.03%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 3 60 0 0.14% 1.27%
LARGE VALUE VWNDX Vanguard Windsor Fund Investor 97% 3 60 0 0.32% 1.77%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares 97% 3 60 0 0.04% 1.35%
LARGE GROWTH VIGRX Vanguard Growth Index Fund Inv 97% 3 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Inv 97% 3 60 0 0.06% 1.11%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.11%
LARGE VALUE VIVAX Vanguard Value Index Fund Inv 96% 3 60 0 0.05% 2.23%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 3 60 0 0.03% 1.26%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv 91% 3 60 0 0.43% 7.5%
LARGE BLEND VDIGX Vanguard Dividend Growth Fund 90% 3 60 0 0.3% 1.6%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Fund 85% 3 60 0 0.46% 1.14%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 3 60 0 0.43% 1.58%
LARGE BLEND VLACX Vanguard Large-Cap Index Fund Inv 81% 3 60 0 0.04% 1.21%
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth Fund 80% 3 60 0 0.37% 0.36%
Small Growth VEXPX Vanguard Explorer Fund Investor 76% 3 60 0 0.45% 4.34%
LARGE BLEND VDEQX Vanguard Diversified Equity Inv 73% 3 60 0 0.35% 10.28%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 0%
SMALL BLEND VSTCX Vanguard Strategic Sm-Cap Equity 54% 3 60 0 0.26% 0%
LARGE VALUE VUVLX Vanguard U.S. Value Fund 0% 3 60 0 0.22% 2.51%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Inv 0% 3 60 0 0.42% 0%
LARGE VALUE VHDYX Vanguard High Dividend Yld Idx Inv 0% 3 60 0 0.14% 3.05%
LARGE GROWTH VGEQX Vanguard Growth Equity Fund 0% 3 60 0 0.52% 0.34%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 3 60 0 0.18% 1.44%
LARGE BLEND VDAIX Vanguard Dividend Apprec Idx Inv 0% 3 60 0 0.14% 1.69%
LARGE BLEND VCVLX Vanguard Capital Value Fund 0% 3 60 0 0.29% 2.23%
Average Expense Ratio: 0.19%
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Related Retirement Plans
WASHINGTON UNIVERSITY RETIREMENT SAVINGS 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 0.5% 7.9% -0.1% 5.3% 4.3% 6.5%

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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 84 funds. It covers 5 major asset classes and 42 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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