MyPlanIQ 401k Investor Vanderbilt University Retirement Plan And New Faculty Plan - Vanguard

Vanderbilt University Retirement Plan And New Faculty Plan - Vanguard

This Plan is unrated.
Investment Options
Total Available Funds: 72
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Health VGHCX Vanguard Health Care Inv
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Total Available Funds: 72
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
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 Intl Stock Index Inv
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Health VGHCX Vanguard Health Care Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VBINX Vanguard Balanced Index Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Conservative Allocation VWINX Vanguard Wellesley Income Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VGSTX Vanguard STAR Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Convertibles VCVSX Vanguard Convertible Securities Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
ROOT VMFXX
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate Government VFIIX Vanguard GNMA Inv
Intermediate Government VFITX Vanguard Interm-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 Corporate Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE VALUE VEIPX Vanguard Equity-Income Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard US Growth Inv
LARGE BLEND VQNPX Vanguard Growth & Income Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE VWNDX Vanguard Windsor Investor
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
MID-CAP VALUE VASVX Vanguard Selected Value Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
Small Growth VEXPX Vanguard Explorer Inv
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
LARGE GROWTH VGEQX Vanguard Growth Equity Inv
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv
LARGE VALUE VUVLX Vanguard US Value Inv
LARGE BLEND VCVLX Vanguard Capital Value Inv
Total Available Funds: 72
  • 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 Inv 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv 100% 3 60 0 0.42% 1.09%
Foreign Large Value VTRIX Vanguard International Value Inv 99% 3 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv 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 Intl Stock Index Inv 16% 3 60 0 0.08% 3.12%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv 0% 3 60 0 0.2% 2.84%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv 0% 3 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Health VGHCX Vanguard Health Care Inv 97% 3 60 0 0.34% 0.76%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Moderate Allocation VBINX Vanguard Balanced Index Inv 93% 3 60 0 0.07% 1.83%
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv 91% 3 60 0 0.11% 3.18%
Conservative Allocation VWINX Vanguard Wellesley Income Inv 90% 3 60 0 0.16% 3.39%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 3 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 3 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 3 60 0 0.12% 2.84%
Moderate Allocation VGSTX Vanguard STAR Inv 84% 3 60 0 0.31% 7.45%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 84% 3 60 0 0.13% 2.53%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
Convertibles VCVSX Vanguard Convertible Securities Inv 0% 3 60 0 0.59% 0%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
ROOT VMFXX 0% 3 60 0 0.19% NA
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
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 Market 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 Interm-Term Bond Index Inv 100% 3 60 0 0.07% 3.21%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 3 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 3 60 0 0.07% 4.24%
Intermediate Government VFIIX Vanguard GNMA Inv 98% 3 60 0 0.11% 3.24%
Intermediate Government VFITX Vanguard Interm-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 Corporate Inv 95% 3 60 0 0.13% 5.68%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv 83% 3 60 0 0.22% 4.15%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv 0% 3 60 0 0.15% 3.31%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.54%
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 3 60 0 0.27% 2.74%
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard US Growth Inv 99% 3 60 0 0.3% 0.25%
LARGE BLEND VQNPX Vanguard Growth & Income Inv 98% 3 60 0 0.22% 1.03%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 3 60 0 0.04% 1.35%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 3 60 0 0.32% 1.77%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 3 60 0 0.06% 1.11%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 3 60 0 0.04% 0.43%
LARGE VALUE VIVAX Vanguard Value Index Inv 96% 3 60 0 0.05% 2.23%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 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 Inv 90% 3 60 0 0.3% 1.6%
MID-CAP VALUE VASVX Vanguard Selected Value Inv 85% 3 60 0 0.43% 1.58%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 3 60 0 0.37% 0.36%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 4.34%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 3 60 0 0.33% 0%
LARGE GROWTH VGEQX Vanguard Growth Equity Inv 0% 3 60 0 0.52% 0.34%
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv 0% 3 60 0 0.42% 0%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 3 60 0 0.18% 1.44%
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv 0% 3 60 0 0.14% 3.05%
LARGE VALUE VUVLX Vanguard US Value Inv 0% 3 60 0 0.22% 2.51%
LARGE BLEND VCVLX Vanguard Capital Value Inv 0% 3 60 0 0.29% 2.23%
Average Expense Ratio: 0.19%
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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*
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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
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