MyPlanIQ 401k Investor Unisource Worldwide Inc. 401 K Plan

Unisource Worldwide Inc. 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE BLEND VFINX Vanguard 500 Index Investor
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
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 International Growth Inv 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
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 VSMGX Vanguard LifeStrategy Moderate Gr Inv 83% 3 60 0 0.13% 2.53%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.15%
US EQUITY
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 BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 97% 3 60 0 0.04% 1.35%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 7.81%
Average Expense Ratio: 0.16%
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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*
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 investment options have not been imported yet.


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