MyPlanIQ Santa Monica City College 403(b)

Santa Monica City College 403(b)

This Plan is unrated.
Investment Options
Total Available Funds: 62
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
DIVERSIFIED EMERGING MKTS VMMSX VMMSX
REAL ESTATE
US Real Estate VGSLX VGSLX
Global Real Estate VGRLX VGRLX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
Foreign Large Value VTRIX VTRIX
Foreign Large Blend VTMGX VTMGX
Others
Conservative Allocation VASIX VASIX
Conservative Allocation VWIAX VWIAX
Moderate Allocation VWENX VWENX
Total Available Funds: 62
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
DIVERSIFIED EMERGING MKTS VMMSX VMMSX
REAL ESTATE
US Real Estate VGSLX VGSLX
Global Real Estate VGRLX VGRLX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
Foreign Large Value VTRIX VTRIX
Foreign Large Blend VTMGX VTMGX
Foreign Small/Mid Blend VINEX VINEX
Foreign Large Growth VWILX VWILX
Foreign Large Blend VTIAX VTIAX
Foreign Small/Mid Blend VFSVX VFSVX
WORLD STOCK VTWSX VTWSX
Others
Conservative Allocation VASIX VASIX
Conservative Allocation VWIAX VWIAX
Moderate Allocation VWENX VWENX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
Moderate Allocation VGSTX VGSTX
Moderate Allocation VSMGX VSMGX
Health VGHAX VGHAX
EQUITY VCOBX VCOBX
ROOT CASH CASH
Moderate Allocation VBIAX VBIAX
FIXED INCOME
Intermediate-Term Bond VFIDX VFIDX
Short-Term Bond VBIRX VBIRX
Intermediate-Term Bond VBILX VBILX
Inflation-Protected Bond VAIPX VAIPX
Intermediate Government VFIJX VFIJX
High Yield Bond VWEAX VWEAX
Short-Term Bond VFSUX VFSUX
Long-Term Bond VWETX VWETX
Muni National Interm VWALX VWALX
WORLD BOND VTABX VTABX
Intermediate-Term Bond VBTLX VBTLX
US EQUITY
LARGE BLEND VDIGX VDIGX
LARGE VALUE VEIRX VEIRX
MID-CAP VALUE VASVX VASVX
LARGE GROWTH VIGAX VIGAX
LARGE BLEND VLCAX VLCAX
LARGE VALUE VWNAX VWNAX
LARGE BLEND VTSAX VTSAX
Mid-Cap Growth VMGRX VMGRX
SMALL BLEND VSMAX VSMAX
LARGE VALUE VVIAX VVIAX
LARGE BLEND VFIAX VFIAX
Small Growth VEXRX VEXRX
MID-CAP BLEND VEXAX VEXAX
MID-CAP BLEND VIMAX VIMAX
LARGE BLEND VGIAX VGIAX
LARGE GROWTH VWUAX VWUAX
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 BLEND VDADX VDADX
LARGE GROWTH VFTSX VFTSX
LARGE VALUE VHDYX VHDYX
LARGE BLEND VCVLX VCVLX
LARGE VALUE VUVLX VUVLX
Total Available Funds: 62
  • 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 VEMAX VEMAX 66% 3 60 0 0.08% 3.55%
DIVERSIFIED EMERGING MKTS VMMSX VMMSX 36% 3 60 0 0.78% 3.09%
REAL ESTATE
US Real Estate VGSLX VGSLX 51% 3 60 0 0.12% 4.19%
Global Real Estate VGRLX VGRLX 3% 3 60 0 0.12% 3.77%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX 100% 3 60 0 0.42% 2.53%
Foreign Large Value VTRIX VTRIX 99% 3 60 0 0.39% 2.86%
Foreign Large Blend VTMGX VTMGX 98% 3 60 0 0.05% 3.5%
Foreign Small/Mid Blend VINEX VINEX 89% 3 60 0 0.41% 2.5%
Foreign Large Growth VWILX VWILX 83% 3 60 0 0.45% 1.94%
Foreign Large Blend VTIAX VTIAX 29% 3 60 0 0.07% 3.47%
Foreign Small/Mid Blend VFSVX VFSVX 0% 3 60 0 0.22% 2.87%
WORLD STOCK VTWSX VTWSX 0% 3 60 0 0.17% 2.42%
Others
Conservative Allocation VASIX VASIX 91% 3 60 0 0.11% 3.39%
Conservative Allocation VWIAX VWIAX 91% 3 60 0 0.16% 4.93%
Moderate Allocation VWENX VWENX 90% 3 60 0 0.17% 6.33%
Aggressive Allocation VASGX VASGX 89% 3 60 0 0.14% 3.22%
Conservative Allocation VSCGX VSCGX 89% 3 60 0 0.12% 5.47%
Moderate Allocation VGSTX VGSTX 84% 3 60 0 0.31% 5.57%
Moderate Allocation VSMGX VSMGX 84% 3 60 0 0.13% 4.19%
Health VGHAX VGHAX 62% 3 60 0 0.3% 6.69%
EQUITY VCOBX VCOBX 44% 3 60 0 NA 4.33%
ROOT CASH CASH 0% 3 60 0 NA 2.66%
Moderate Allocation VBIAX VBIAX 0% 3 60 0 0.06% 4.89%
FIXED INCOME
Intermediate-Term Bond VFIDX VFIDX 98% 3 60 0 0.1% 4.26%
Short-Term Bond VBIRX VBIRX 97% 3 60 0 0.04% 2.78%
Intermediate-Term Bond VBILX VBILX 92% 3 60 0 0.07% 3.33%
Inflation-Protected Bond VAIPX VAIPX 91% 3 60 0 0.07% 3.97%
Intermediate Government VFIJX VFIJX 88% 3 60 0 0.11% 3.41%
High Yield Bond VWEAX VWEAX 86% 3 60 0 0.13% 6.19%
Short-Term Bond VFSUX VFSUX 83% 3 60 0 0.2% 3.6%
Long-Term Bond VWETX VWETX 80% 3 60 0 0.12% 4.79%
Muni National Interm VWALX VWALX 70% 3 60 0 0.09% 3.74%
WORLD BOND VTABX VTABX 3% 3 60 0 0.07% 4.62%
Intermediate-Term Bond VBTLX VBTLX 0% 3 60 0 0.15% 3.19%
US EQUITY
LARGE BLEND VDIGX VDIGX 90% 3 60 0 0.3% 3.47%
LARGE VALUE VEIRX VEIRX 85% 3 60 0 0.28% 8.13%
MID-CAP VALUE VASVX VASVX 85% 3 60 0 0.43% 18.4%
LARGE GROWTH VIGAX VIGAX 84% 3 60 0 0.04% 0.72%
LARGE BLEND VLCAX VLCAX 82% 3 60 0 0.04% 1.69%
LARGE VALUE VWNAX VWNAX 81% 3 60 0 0.26% 10.52%
LARGE BLEND VTSAX VTSAX 81% 3 60 0 0.03% 1.72%
Mid-Cap Growth VMGRX VMGRX 80% 3 60 0 0.37% 0.45%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.75%
LARGE VALUE VVIAX VVIAX 79% 3 60 0 0.05% 2.78%
LARGE BLEND VFIAX VFIAX 78% 3 60 0 0.14% 1.68%
Small Growth VEXRX VEXRX 76% 3 60 0 0.34% 1.01%
MID-CAP BLEND VEXAX VEXAX 75% 3 60 0 0.06% 1.54%
MID-CAP BLEND VIMAX VIMAX 72% 3 60 0 0.04% 1.8%
LARGE BLEND VGIAX VGIAX 71% 3 60 0 0.23% 18.01%
LARGE GROWTH VWUAX VWUAX 71% 3 60 0 0.33% 0.45%
MID-CAP BLEND VSEQX VSEQX 65% 3 60 0 0.33% 13.64%
SMALL BLEND VSTCX VSTCX 54% 3 60 0 0.26% 5.9%
SMALL VALUE VSIAX VSIAX 30% 3 60 0 0.07% 2.51%
MID-CAP VALUE VMVAX VMVAX 26% 3 60 0 0.07% 2.51%
Small Growth VSGAX VSGAX 24% 3 60 0 0.07% 0.8%
Mid-Cap Growth VMGMX VMGMX 23% 3 60 0 0.07% 0.84%
SMALL BLEND VEVFX VEVFX 18% 3 60 0 0.53% 0.88%
LARGE BLEND VDADX VDADX 1% 3 60 0 0.06% 2.05%
LARGE GROWTH VFTSX VFTSX 0% 3 60 0 0.18% 1.64%
LARGE VALUE VHDYX VHDYX 0% 3 60 0 0.14% 3.22%
LARGE BLEND VCVLX VCVLX 0% 3 60 0 0.29% 3.31%
LARGE VALUE VUVLX VUVLX 0% 3 60 0 0.22% 12.25%
Average Expense Ratio: 0.19%
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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 62 funds, some of them are: VGRLX, VGSLX, VMMSX, VEMAX, VWILX, VTRIX.


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