MyPlanIQ BenefitWallet

BenefitWallet

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
INTERNATIONAL EQUITY
Foreign Large Value MINIX MINIX
Foreign Large Blend VTIAX VTIAX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
FIXED INCOME
Intermediate-Term Bond DODIX DODIX
Multisector Bond PIMIX PIMIX
Short-Term Bond CDSIX CDSIX
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
INTERNATIONAL EQUITY
Foreign Large Value MINIX MINIX
Foreign Large Blend VTIAX VTIAX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
EQUITY BLPDX BLPDX
Target Date 2051 VFFVX VFFVX
EQUITY GAIHX GAIHX
Target Date 2046-2050 VFIFX VFIFX
EQUITY INPDX INPDX
Target Date 2051 VTTSX VTTSX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2016-2020 VTWNX VTWNX
EQUITY RCLIX RCLIX
Conservative Allocation PIRMX PIRMX
EQUITY VLXVX VLXVX
Target Date 2011-2015 VTXVX VTXVX
FIXED INCOME
Intermediate-Term Bond DODIX DODIX
Multisector Bond PIMIX PIMIX
Short-Term Bond CDSIX CDSIX
Intermediate-Term Bond VBTLX VBTLX
US EQUITY
LARGE BLEND VITSX VITSX
SMALL BLEND VSMAX VSMAX
MID-CAP BLEND VIMAX VIMAX
MID-CAP BLEND VSEQX VSEQX
SMALL BLEND GCSIX GCSIX
Total Available Funds: 29
  • 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 ODVIX ODVIX 69% 3 60 0 0.84% 0.92%
INTERNATIONAL EQUITY
Foreign Large Value MINIX MINIX 85% 3 60 0 1.03% 10.47%
Foreign Large Blend VTIAX VTIAX 29% 3 60 0 0.07% 3.3%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 3.84%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.16%
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 4.09%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 2.37%
EQUITY BLPDX BLPDX 94% 3 60 0 0.58% 5.7%
Target Date 2051 VFFVX VFFVX 80% 3 60 0 0.08% 1.85%
EQUITY GAIHX GAIHX 80% 3 60 0 0.4% 5.98%
Target Date 2046-2050 VFIFX VFIFX 75% 3 60 0 0.08% 2.09%
EQUITY INPDX INPDX 74% 3 60 0 1.39% 5.34%
Target Date 2051 VTTSX VTTSX 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX VFORX 70% 3 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX VTHRX 70% 3 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX VTWNX 66% 3 60 0 0.08% 6.08%
EQUITY RCLIX RCLIX 54% 3 60 0 0.58% 0.5%
Conservative Allocation PIRMX PIRMX 13% 3 60 0 0.71% 5.11%
EQUITY VLXVX VLXVX 0% 3 60 0 0.08% 1.7%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond DODIX DODIX 87% 3 60 0 0.33% 4.11%
Multisector Bond PIMIX PIMIX 72% 3 60 0 0.51% 6.29%
Short-Term Bond CDSIX CDSIX 63% 3 60 0 0.51% 4.56%
Intermediate-Term Bond VBTLX VBTLX 0% 3 60 0 0.15% 3.07%
US EQUITY
LARGE BLEND VITSX VITSX 82% 3 60 0 0.03% 1.38%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.46%
MID-CAP BLEND VIMAX VIMAX 72% 3 60 0 0.04% 1.53%
MID-CAP BLEND VSEQX VSEQX 65% 3 60 0 0.33% 11.5%
SMALL BLEND GCSIX GCSIX 64% 3 60 0 0.97% 0.71%
Average Expense Ratio: 0.33%
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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
This plan consists of 29 funds, some of them are: VTINX, VTXVX, VTWNX, VTTVX, VTHRX, VTTHX.
Investment Options for BenefitWallet HSA Investments


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