MyPlanIQ 401k Investor Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund

Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund

This Plan is unrated.
Investment Options
Total Available Funds: 50
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Intenational Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Fund Signal Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund Investor Shares
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Total Available Funds: 50
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Intenational Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Fund Signal Shares
EUROPE STOCK VESSX Vanguard European Stock Index Fund Signal Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VGSTX Vanguard STAR Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
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 Market Fund
Convertibles VCVSX Vanguard Convertible Securities Fund
Moderate Allocation VAAPX Vanguard Asset Allocation Fund
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund Investor Shares
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
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 Fund Investor Shares
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Fund
Intermediate-Term Bond VBTSX Vanguard Total Stock Market Index Fund Signal Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor Shares
LARGE BLEND VQNPX Vanguard Growth and Income Fund Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Fund
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
LARGE GROWTH VFTSX Vanguard FTSE Social Index Fund Investor Shares
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares
Total Available Funds: 50
  • 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 Investor Shares 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares 0% 1 60 0 0.2% 0%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Intenational Value Fund 99% 1 60 0 0.39% 2.76%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 83% 1 60 0 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPASX Vanguard Pacific Stock Index Fund Signal Shares 0% 1 60 0 0.14% 3.07%
EUROPE STOCK VESSX Vanguard European Stock Index Fund Signal Shares 0% 1 60 0 0.14% 3.32%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 2.34%
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 1 60 0 0.11% 3.18%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares 90% 1 60 0 0.16% 3.39%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 1 60 0 0.12% 2.84%
Moderate Allocation VGSTX Vanguard STAR Fund 84% 1 60 0 0.31% 7.45%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 84% 1 60 0 0.13% 2.53%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 1 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
Convertibles VCVSX Vanguard Convertible Securities Fund 0% 1 60 0 0.59% 0%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund 0% 1 60 0 NA 1.02%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund Investor Shares 100% 1 60 0 0.1% 4.13%
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund 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%
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 Fund Investor Shares 96% 1 60 0 0.1% 3.55%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares 95% 1 60 0 0.13% 5.68%
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Fund 83% 1 60 0 0.22% 4.15%
Intermediate-Term Bond VBTSX Vanguard Total Stock Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.96%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 1 60 0 0.1% 2.96%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income Fund 99% 1 60 0 0.27% 2.74%
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 Shares 99% 1 60 0 0.3% 0.25%
LARGE BLEND VQNPX Vanguard Growth and Income Fund Investor Shares 98% 1 60 0 0.22% 1.03%
LARGE VALUE VWNDX Vanguard Windsor Fund 97% 1 60 0 0.32% 1.77%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 97% 1 60 0 0.06% 1.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 1 60 0 0.31% 7.81%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 1 60 0 0.31% 7.81%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 1 60 0 0.45% 4.34%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares 0% 1 60 0 0.16% 1.67%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 1 60 0 0.42% 0%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Fund Investor Shares 0% 1 60 0 0.18% 1.44%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares 0% 1 60 0 0.05% 2.03%
Average Expense Ratio: 0.18%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
THE BOSTON CONSULTING GROUP, INC. EMPLOYEES' SAVINGS PLAN AND PROFIT SHARING RETIREMENT FUND
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 -1.4% 5.6% 1.3% 6.7% 5.4% 7.0%

Sign up or Login first to get rebalance emails for this portfolio

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

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
The plan consists of 51 funds. It covers 5 major asset classes and 36 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.