MyPlanIQ 401k Investor JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN

JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
Mid-Cap Growth BRWIX Brandywine Fund
Small Growth VEXPX Vanguard Explorer Fund
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund
Total Available Funds: 22
  • 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 VWIGX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.15%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
Mid-Cap Growth BRWIX Brandywine Fund 87% 3 60 0 0.93% 0.65%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund 72% 3 60 0 0.04% 1.5%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.2%
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Related Retirement Plans
JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN
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*
Click for Portfolio Details or Follow 1.3% 8.4% -1.8% 4.4% 5.4% 7.6%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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(Ticker:JW/A)
The plan consists of 23 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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