MyPlanIQ 401k Investor Temple Inland Savings Plan

Temple Inland Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Moderate Allocation VWELX Vanguard/Wellington Fund, Inc; Investor Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
FIXED INCOME
LONG GOVERNMENT VUSTX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Treasury Fund; Investor Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Moderate Allocation VWELX Vanguard/Wellington Fund, Inc; Investor Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
FIXED INCOME
LONG GOVERNMENT VUSTX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Treasury Fund; Investor Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
Total Available Funds: 12
  • 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 World Funds: Vanguard International Growth Fund; Investor Shares 83% 3 60 0 0.45% 1.84%
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%
Moderate Allocation VWELX Vanguard/Wellington Fund, Inc; Investor Shares 90% 3 60 0 0.17% 12.31%
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares 0% 3 60 0 NA 4.14%
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares 0% 3 60 0 NA 4.14%
FIXED INCOME
LONG GOVERNMENT VUSTX Vanguard Fixed Income Securities Funds: Vanguard Long-Term Treasury Fund; Investor Shares 96% 3 60 0 0.1% 3.55%
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares 100% 3 60 0 0.06% 1.97%
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
LARGE VALUE VWNDX Vanguard Windsor Funds: Vanguard Windsor Fund; Investor Shares 97% 3 60 0 0.32% 1.77%
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares 95% 3 60 0 0.31% 7.81%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 4.34%
Average Expense Ratio: 0.23%
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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 2.7% 9.3% 0.4% 8.0% 7.1% 8.4%

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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 12 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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