MyPlanIQ 401k Investor THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN

THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,
Retirement Income VTINX Vanguard Target Retirement Income,
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor,
MID-CAP BLEND VXF Vanguard Extended Market Index Fund Investor,
LARGE GROWTH VIGIX Vanguard Growth Index Fund Investor,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Securities Fund Investor Shares,-,
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,
Retirement Income VTINX Vanguard Target Retirement Income,
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund,
Moderate Allocation VWELX Vanguard Wellington Fund Investor
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund,
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund,
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund,
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund,
ROOT CASH Vanguard Prime Money Market Fund,
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund,
Moderate Allocation VIFS Vanguard 500 Index Fund Signal Shares,
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor,
MID-CAP BLEND VXF Vanguard Extended Market Index Fund Investor,
LARGE GROWTH VIGIX Vanguard Growth Index Fund Investor,
LARGE VALUE VIVIX Vanguard Value Index Fund Investor
Small Growth VEXPX Vanguard Explorer Fund Investor,
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Securities Fund Investor Shares,-,
Total Available Funds: 24
  • 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 Vanguard REIT Index Fund Investor 81% 3 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund, 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund, 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income, 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund, 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Investor 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund, 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund, 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund, 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund, 66% 3 60 0 0.08% 4.48%
ROOT CASH Vanguard Prime Money Market Fund, 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund, 0% 3 60 0 NA 2.78%
Moderate Allocation VIFS Vanguard 500 Index Fund Signal Shares, 0% 3 60 0 NA NA
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor, 99% 3 60 0 0.03% 1.4%
MID-CAP BLEND VXF Vanguard Extended Market Index Fund Investor, 93% 3 60 0 0.06% 1.22%
LARGE GROWTH VIGIX Vanguard Growth Index Fund Investor, 83% 3 60 0 0.04% 0.54%
LARGE VALUE VIVIX Vanguard Value Index Fund Investor 79% 3 60 0 0.04% 2.48%
Small Growth VEXPX Vanguard Explorer Fund Investor, 76% 3 60 0 0.45% 4.34%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.15%
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Securities Fund Investor Shares,-, 91% 3 60 0 0.1% 4.92%
Average Expense Ratio: 0.12%
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
Related Retirement Plans
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 3.4% 18.6% 1.8% 6.9% 6.2% 8.7%

Sign up or Login first to get rebalance emails for this portfolio

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(Ticker:TCO)
The plan consists of 25 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

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.