MyPlanIQ 401k Investor Telephone And Data Systems Inc. Tax Deferred Savings Plan

Telephone And Data Systems Inc. Tax Deferred Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE BLEND VINIX Vanguard Institutional Index Instl
Total Available Funds: 10
  • 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 VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.12%
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.15%
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 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 BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
Average Expense Ratio: 0.08%
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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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