MyPlanIQ DEH Vanguard all funds

DEH Vanguard all funds

This Plan is unrated.
Investment Options
Total Available Funds: 74
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX
US Real Estate VGSLX VGSLX
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
DIVERSIFIED EMERGING MKTS VMMSX VMMSX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
Foreign Large Value VTRIX VTRIX
Foreign Small/Mid Blend VINEX VINEX
Others
Moderate Allocation VBINX VBINX
Conservative Allocation VASIX VASIX
Conservative Allocation VWINX VWINX
Total Available Funds: 74
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX
US Real Estate VGSLX VGSLX
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
DIVERSIFIED EMERGING MKTS VMMSX VMMSX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
Foreign Large Value VTRIX VTRIX
Foreign Small/Mid Blend VINEX VINEX
EUROPE STOCK VEURX VEURX
Foreign Large Growth VWIGX VWIGX
DIVERSIFIED PACIFIC/ASIA VPADX VPADX
Foreign Large Blend VTIAX VTIAX
Foreign Large Blend VFWAX VFWAX
DIVERSIFIED PACIFIC/ASIA VPACX VPACX
Foreign Large Blend VGTSX VGTSX
Foreign Large Blend VDVIX VDVIX
WORLD STOCK VTWSX VTWSX
Foreign Small/Mid Blend VFSVX VFSVX
Foreign Large Blend VFWIX VFWIX
Others
Moderate Allocation VBINX VBINX
Conservative Allocation VASIX VASIX
Conservative Allocation VWINX VWINX
Moderate Allocation VWELX VWELX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
Moderate Allocation VGSTX VGSTX
Moderate Allocation VSMGX VSMGX
ROOT CASH VMMXX
FIXED INCOME
WORLD BOND VTIBX VTIBX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
LARGE VALUE VEIPX VEIPX
SMALL BLEND NAESX NAESX
LARGE VALUE VWNFX VWNFX
LARGE GROWTH VWUSX VWUSX
Mid-Cap Growth VMGIX VMGIX
LARGE BLEND VQNPX VQNPX
LARGE BLEND VFINX VFINX
LARGE VALUE VWNDX VWNDX
MID-CAP BLEND VIMSX VIMSX
LARGE GROWTH VIGRX VIGRX
MID-CAP BLEND VEXMX VEXMX
MID-CAP VALUE VMVIX VMVIX
LARGE VALUE VIVAX VIVAX
LARGE BLEND VTSMX VTSMX
LARGE BLEND VDIGX VDIGX
LARGE VALUE VEIRX VEIRX
MID-CAP VALUE VASVX VASVX
LARGE BLEND VLCAX VLCAX
LARGE BLEND VLACX VLACX
LARGE BLEND VTSAX VTSAX
Mid-Cap Growth VMGRX VMGRX
SMALL BLEND VSMAX VSMAX
LARGE VALUE VVIAX VVIAX
LARGE BLEND VFIAX VFIAX
Small Growth VEXPX VEXPX
MID-CAP BLEND VEXAX VEXAX
LARGE GROWTH VDEQX VDEQX
MID-CAP BLEND VIMAX VIMAX
MID-CAP BLEND VSEQX VSEQX
SMALL BLEND VSTCX VSTCX
SMALL VALUE VSIAX VSIAX
MID-CAP VALUE VMVAX VMVAX
Small Growth VSGAX VSGAX
Mid-Cap Growth VMGMX VMGMX
SMALL BLEND VEVFX VEVFX
LARGE GROWTH VRGWX VRGWX
LARGE BLEND VSMPX VSMPX
LARGE BLEND VCVLX VCVLX
LARGE VALUE VUVLX VUVLX
LARGE GROWTH VMRGX VMRGX
LARGE VALUE VHDYX VHDYX
LARGE GROWTH VFTSX VFTSX
LARGE BLEND VDAIX VDAIX
Total Available Funds: 74
  • 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 VGSIX 81% 1 60 30 0.12% 3.94%
US Real Estate VGSLX VGSLX 51% 1 60 30 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 99% 1 60 30 0.08% 3.29%
DIVERSIFIED EMERGING MKTS VEMAX VEMAX 66% 1 60 30 0.08% 3.53%
DIVERSIFIED EMERGING MKTS VMMSX VMMSX 36% 1 60 30 0.78% 6.73%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX 100% 1 60 30 0.42% 1.09%
Foreign Large Value VTRIX VTRIX 99% 1 60 30 0.39% 2.76%
Foreign Small/Mid Blend VINEX VINEX 89% 1 60 30 0.41% 4.16%
EUROPE STOCK VEURX VEURX 87% 1 60 30 0.09% 2.98%
Foreign Large Growth VWIGX VWIGX 83% 1 60 30 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPADX VPADX 38% 1 60 30 0.08% 3.2%
Foreign Large Blend VTIAX VTIAX 29% 1 60 30 0.07% 3.3%
Foreign Large Blend VFWAX VFWAX 28% 1 60 30 0.08% 3.37%
DIVERSIFIED PACIFIC/ASIA VPACX VPACX 19% 1 60 30 0.08% 2.88%
Foreign Large Blend VGTSX VGTSX 16% 1 60 30 0.08% 3.12%
Foreign Large Blend VDVIX VDVIX 2% 1 60 30 0.05% 3.14%
WORLD STOCK VTWSX VTWSX 0% 1 60 30 0.17% 2.2%
Foreign Small/Mid Blend VFSVX VFSVX 0% 1 60 30 0.22% 2.73%
Foreign Large Blend VFWIX VFWIX 0% 1 60 30 0.2% 2.84%
Others
Moderate Allocation VBINX VBINX 93% 1 60 30 0.07% 1.83%
Conservative Allocation VASIX VASIX 91% 1 60 30 0.11% 3.18%
Conservative Allocation VWINX VWINX 90% 1 60 30 0.16% 3.39%
Moderate Allocation VWELX VWELX 90% 1 60 30 0.17% 12.31%
Aggressive Allocation VASGX VASGX 89% 1 60 30 0.14% 1.97%
Conservative Allocation VSCGX VSCGX 89% 1 60 30 0.12% 2.84%
Moderate Allocation VGSTX VGSTX 84% 1 60 30 0.31% 7.45%
Moderate Allocation VSMGX VSMGX 83% 1 60 30 0.13% 2.53%
ROOT CASH VMMXX 0% 1 60 0 NA 4.14%
FIXED INCOME
WORLD BOND VTIBX VTIBX 3% 1 60 30 0.07% 2.01%
US EQUITY
SMALL VALUE VISVX VISVX 100% 1 60 30 0.06% 1.97%
Small Growth VISGX VISGX 100% 1 60 30 0.07% 0.54%
LARGE VALUE VEIPX VEIPX 99% 1 60 30 0.27% 2.74%
SMALL BLEND NAESX NAESX 99% 1 60 30 0.03% 1.4%
LARGE VALUE VWNFX VWNFX 99% 1 60 30 0.26% 1.52%
LARGE GROWTH VWUSX VWUSX 99% 1 60 30 0.3% 0.25%
Mid-Cap Growth VMGIX VMGIX 98% 1 60 30 0.19% 0.58%
LARGE BLEND VQNPX VQNPX 98% 1 60 30 0.22% 1.03%
LARGE BLEND VFINX VFINX 98% 1 60 30 0.14% 1.27%
LARGE VALUE VWNDX VWNDX 97% 1 60 30 0.32% 1.77%
MID-CAP BLEND VIMSX VIMSX 97% 1 60 30 0.04% 1.35%
LARGE GROWTH VIGRX VIGRX 97% 1 60 30 0.04% 0.43%
MID-CAP BLEND VEXMX VEXMX 97% 1 60 30 0.06% 1.11%
MID-CAP VALUE VMVIX VMVIX 96% 1 60 30 0.19% 2.11%
LARGE VALUE VIVAX VIVAX 96% 1 60 30 0.05% 2.23%
LARGE BLEND VTSMX VTSMX 94% 1 60 30 0.03% 1.26%
LARGE BLEND VDIGX VDIGX 90% 1 60 30 0.3% 1.6%
LARGE VALUE VEIRX VEIRX 85% 1 60 30 0.28% 1.95%
MID-CAP VALUE VASVX VASVX 84% 1 60 30 0.43% 1.58%
LARGE BLEND VLCAX VLCAX 82% 1 60 30 0.04% 1.31%
LARGE BLEND VLACX VLACX 81% 1 60 30 0.04% 1.21%
LARGE BLEND VTSAX VTSAX 81% 1 60 30 0.03% 1.34%
Mid-Cap Growth VMGRX VMGRX 80% 1 60 30 0.37% 0.36%
SMALL BLEND VSMAX VSMAX 80% 1 60 30 0.05% 1.54%
LARGE VALUE VVIAX VVIAX 78% 1 60 30 0.05% 2.35%
LARGE BLEND VFIAX VFIAX 78% 1 60 30 0.14% 1.35%
Small Growth VEXPX VEXPX 76% 1 60 30 0.45% 4.34%
MID-CAP BLEND VEXAX VEXAX 74% 1 60 30 0.06% 1.29%
LARGE GROWTH VDEQX VDEQX 73% 1 60 30 0.35% 10.28%
MID-CAP BLEND VIMAX VIMAX 72% 1 60 30 0.04% 1.5%
MID-CAP BLEND VSEQX VSEQX 65% 1 60 30 0.33% 0%
SMALL BLEND VSTCX VSTCX 54% 1 60 30 0.26% 0%
SMALL VALUE VSIAX VSIAX 30% 1 60 30 0.07% 2.12%
MID-CAP VALUE VMVAX VMVAX 26% 1 60 30 0.07% 2.27%
Small Growth VSGAX VSGAX 24% 1 60 30 0.07% 0.62%
Mid-Cap Growth VMGMX VMGMX 23% 1 60 30 0.07% 0.65%
SMALL BLEND VEVFX VEVFX 18% 1 60 30 0.53% 0%
LARGE GROWTH VRGWX VRGWX 2% 1 60 30 0.08% 0.51%
LARGE BLEND VSMPX VSMPX 0% 1 60 30 0.03% 1.42%
LARGE BLEND VCVLX VCVLX 0% 1 60 30 0.29% 2.23%
LARGE VALUE VUVLX VUVLX 0% 1 60 30 0.22% 2.51%
LARGE GROWTH VMRGX VMRGX 0% 1 60 30 0.42% 0%
LARGE VALUE VHDYX VHDYX 0% 1 60 30 0.14% 3.05%
LARGE GROWTH VFTSX VFTSX 0% 1 60 30 0.18% 1.44%
LARGE BLEND VDAIX VDAIX 0% 1 60 30 0.14% 1.69%
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
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

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 84 funds. It covers 5 major asset classes and 46 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market 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.