MyPlanIQ Vanguard Funds

Vanguard Funds

This Plan is unrated.
Investment Options
Total Available Funds: 90
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX veiex
DIVERSIFIED EMERGING MKTS VMMSX vmmsx
REAL ESTATE
US Real Estate VGSIX vgsix
Global Real Estate VGXRX vgxrx
INTERNATIONAL EQUITY
WORLD STOCK VHGEX vhgex
Foreign Large Value VTRIX vtrix
Foreign Small/Mid Blend VINEX vinex
Others
Target Date 2021-2025 VTTVX vttvx
Target Date 2041-2045 VTIVX vtivx
Health VGHCX vghcx
Total Available Funds: 90
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX veiex
DIVERSIFIED EMERGING MKTS VMMSX vmmsx
REAL ESTATE
US Real Estate VGSIX vgsix
Global Real Estate VGXRX vgxrx
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 VPACX vpacx
Foreign Large Blend VDVIX vdvix
WORLD STOCK VMVFX vmvfx
WORLD STOCK VTWSX vtwsx
Foreign Small/Mid Blend VFSVX vfsvx
Foreign Large Blend VFWIX vfwix
Others
Target Date 2021-2025 VTTVX vttvx
Target Date 2041-2045 VTIVX vtivx
Health VGHCX vghcx
Equity Energy VGENX vgenx
Retirement Income VTINX vtinx
Target Date 2031-2035 VTTHX vtthx
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
Target Date 2051 VFFVX vffvx
Market Neutral VMNFX vmnfx
Target Date 2046-2050 VFIFX vfifx
Target Date 2051 VTTSX vttsx
Target Date 2036-2040 VFORX vforx
Target Date 2026-2030 VTHRX vthrx
Target Date 2016-2020 VTWNX vtwnx
EQUITY PRECIOUS METALS VGPMX vgpmx
Retirement Income VPGDX vpgdx
Target Date 2011-2015 VTXVX vtxvx
Target Date 2000-2010 VTENX vtenx
Convertibles VCVSX vcvsx
ROOT CASH vmmxx
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
MID-CAP VALUE VASVX vasvx
LARGE BLEND VLACX vlacx
Mid-Cap Growth VMGRX vmgrx
Small Growth VEXPX vexpx
LARGE GROWTH VDEQX vdeqx
MID-CAP BLEND VSEQX vseqx
SMALL BLEND VSTCX vstcx
SMALL BLEND VEVFX vevfx
LARGE BLEND VCVLX vcvlx
LARGE GROWTH VMRGX vmrgx
LARGE GROWTH VFTSX vftsx
LARGE BLEND VDAIX vdaix
LARGE VALUE VUVLX vuvlx
LARGE VALUE VHDYX vhdyx
FIXED INCOME
SHORT GOVERNMENT VFISX vfisx
Intermediate-Term Bond VBMFX vbmfx
Short-Term Bond VBISX vbisx
Intermediate-Term Bond VBIIX vbiix
Intermediate-Term Bond VFICX vficx
Short-Term Bond VFSTX vfstx
Inflation-Protected Bond VIPSX vipsx
Intermediate Government VFIIX vfiix
Intermediate Government VFITX vfitx
LONG GOVERNMENT VUSTX vustx
SHORT GOVERNMENT VSGBX vsgbx
High Yield Fixed Income VWEHX vwehx
Long-Term Bond VWESX vwesx
WORLD BOND VTIBX vtibx
Inflation-Protected Bond VTIPX vtipx
Long-Term Bond VBLTX vbltx
Emerging Markets Bond BEGBX vgovx
Total Available Funds: 90
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX veiex 99% 1 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS VMMSX vmmsx 36% 1 60 0 0.78% 6.73%
REAL ESTATE
US Real Estate VGSIX vgsix 81% 1 60 0 0.12% 3.94%
Global Real Estate VGXRX vgxrx 0% 1 60 0 0.31% 3.62%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX vhgex 100% 1 60 0 0.42% 1.09%
Foreign Large Value VTRIX vtrix 99% 1 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX vinex 89% 1 60 0 0.41% 4.16%
EUROPE STOCK VEURX veurx 87% 1 60 0 0.09% 2.98%
Foreign Large Growth VWIGX vwigx 83% 1 60 0 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPACX vpacx 19% 1 60 0 0.08% 2.88%
Foreign Large Blend VDVIX vdvix 2% 1 60 0 0.05% 3.14%
WORLD STOCK VMVFX vmvfx 1% 1 60 0 0.14% 3.1%
WORLD STOCK VTWSX vtwsx 0% 1 60 0 0.17% 2.2%
Foreign Small/Mid Blend VFSVX vfsvx 0% 1 60 0 0.22% 2.73%
Foreign Large Blend VFWIX vfwix 0% 1 60 0 0.2% 2.84%
Others
Target Date 2021-2025 VTTVX vttvx 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX vtivx 97% 1 60 0 0.08% 2.34%
Health VGHCX vghcx 97% 1 60 0 0.34% 0.76%
Equity Energy VGENX vgenx 97% 1 60 0 0.46% 4.14%
Retirement Income VTINX vtinx 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX vtthx 96% 1 60 0 0.08% 2.34%
Moderate Allocation VBINX vbinx 93% 1 60 0 0.07% 1.83%
Conservative Allocation VASIX vasix 91% 1 60 0 0.11% 3.18%
Conservative Allocation VWINX vwinx 90% 1 60 0 0.16% 3.39%
Moderate Allocation VWELX vwelx 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX vasgx 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX vscgx 89% 1 60 0 0.12% 2.84%
Moderate Allocation VGSTX vgstx 84% 1 60 0 0.31% 7.45%
Moderate Allocation VSMGX vsmgx 83% 1 60 0 0.13% 2.53%
Target Date 2051 VFFVX vffvx 80% 1 60 0 0.08% 1.85%
Market Neutral VMNFX vmnfx 80% 1 60 0 1.83% 0.68%
Target Date 2046-2050 VFIFX vfifx 75% 1 60 0 0.08% 2.02%
Target Date 2051 VTTSX vttsx 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX vforx 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX vthrx 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX vtwnx 66% 1 60 0 0.08% 4.48%
EQUITY PRECIOUS METALS VGPMX vgpmx 64% 1 60 0 0.36% 3%
Retirement Income VPGDX vpgdx 0% 1 60 0 0.27% 3.22%
Target Date 2011-2015 VTXVX vtxvx 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX vtenx 0% 1 60 0 0.17% 0%
Convertibles VCVSX vcvsx 0% 1 60 0 0.59% 0%
ROOT CASH vmmxx 0% 3 60 0 NA 4.14%
US EQUITY
SMALL VALUE VISVX visvx 100% 1 60 0 0.06% 1.97%
Small Growth VISGX visgx 100% 1 60 0 0.07% 0.54%
LARGE VALUE VEIPX veipx 99% 1 60 0 0.27% 2.74%
SMALL BLEND NAESX naesx 99% 1 60 0 0.03% 1.4%
LARGE VALUE VWNFX vwnfx 99% 1 60 0 0.26% 1.52%
LARGE GROWTH VWUSX vwusx 99% 1 60 0 0.3% 0.25%
Mid-Cap Growth VMGIX vmgix 98% 1 60 0 0.19% 0.58%
LARGE BLEND VQNPX vqnpx 98% 1 60 0 0.22% 1.03%
LARGE BLEND VFINX vfinx 98% 1 60 0 0.14% 1.27%
LARGE VALUE VWNDX vwndx 97% 1 60 0 0.32% 1.77%
MID-CAP BLEND VIMSX vimsx 97% 1 60 0 0.04% 1.35%
LARGE GROWTH VIGRX vigrx 97% 1 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX vexmx 97% 1 60 0 0.06% 1.11%
MID-CAP VALUE VMVIX vmvix 96% 1 60 0 0.19% 2.11%
LARGE VALUE VIVAX vivax 96% 1 60 0 0.05% 2.23%
LARGE BLEND VTSMX vtsmx 94% 1 60 0 0.03% 1.26%
LARGE BLEND VDIGX vdigx 90% 1 60 0 0.3% 1.6%
MID-CAP VALUE VASVX vasvx 84% 1 60 0 0.43% 1.58%
LARGE BLEND VLACX vlacx 81% 1 60 0 0.04% 1.21%
Mid-Cap Growth VMGRX vmgrx 80% 1 60 0 0.37% 0.36%
Small Growth VEXPX vexpx 76% 1 60 0 0.45% 4.34%
LARGE GROWTH VDEQX vdeqx 73% 1 60 0 0.35% 10.28%
MID-CAP BLEND VSEQX vseqx 65% 1 60 0 0.33% 0%
SMALL BLEND VSTCX vstcx 54% 1 60 0 0.26% 0%
SMALL BLEND VEVFX vevfx 18% 1 60 0 0.53% 0%
LARGE BLEND VCVLX vcvlx 0% 1 60 0 0.29% 2.23%
LARGE GROWTH VMRGX vmrgx 0% 1 60 0 0.42% 0%
LARGE GROWTH VFTSX vftsx 0% 1 60 0 0.18% 1.44%
LARGE BLEND VDAIX vdaix 0% 1 60 0 0.14% 1.69%
LARGE VALUE VUVLX vuvlx 0% 1 60 0 0.22% 2.51%
LARGE VALUE VHDYX vhdyx 0% 1 60 0 0.14% 3.05%
FIXED INCOME
SHORT GOVERNMENT VFISX vfisx 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VBMFX vbmfx 100% 1 60 0 0.15% 3.15%
Short-Term Bond VBISX vbisx 100% 1 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX vbiix 100% 1 60 0 0.07% 3.21%
Intermediate-Term Bond VFICX vficx 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX vfstx 99% 1 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX vipsx 98% 1 60 0 0.07% 4.24%
Intermediate Government VFIIX vfiix 98% 1 60 0 0.11% 3.24%
Intermediate Government VFITX vfitx 97% 1 60 0 0.2% 3.38%
LONG GOVERNMENT VUSTX vustx 96% 1 60 0 0.1% 3.55%
SHORT GOVERNMENT VSGBX vsgbx 95% 3 60 0 0.1% 3.28%
High Yield Fixed Income VWEHX vwehx 95% 1 60 0 0.13% 5.68%
Long-Term Bond VWESX vwesx 83% 1 60 0 0.22% 4.15%
WORLD BOND VTIBX vtibx 3% 1 60 0 0.07% 2.01%
Inflation-Protected Bond VTIPX vtipx 3% 1 60 0 0.04% 3.73%
Long-Term Bond VBLTX vbltx 0% 1 60 0 0.15% 3.31%
Emerging Markets Bond BEGBX vgovx 0% 1 60 0 0.6% 0%
Average Expense Ratio: 0.22%
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
This plan consists of 90 funds, some of them are: CASH, VBISX, VSGBX, VTIPX, VFISX, VFSTX.
VG 


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.