MyPlanIQ 401k Investor Utah Educational Savings Plan (UESP)

Utah Educational Savings Plan (UESP)

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMRX Vanguard Emerging Mkts Stk Idx InstlPlus
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
INTERNATIONAL EQUITY
WORLD STOCK DGEIX DFA Global Equity I
Foreign Large Blend VWILX Vanguard International Growth Adm
Foreign Large Value DFIVX DFA International Value I
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
Short-Term Bond VFSIX Vanguard Short-Term Investment-Grade Ins
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
US EQUITY
Small Growth VSGIX Vanguard Small Cap Growth Index Instl
LARGE GROWTH VIGIX Vanguard Growth Index Instl
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMRX Vanguard Emerging Mkts Stk Idx InstlPlus
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
INTERNATIONAL EQUITY
WORLD STOCK DGEIX DFA Global Equity I
Foreign Large Blend VWILX Vanguard International Growth Adm
Foreign Large Value DFIVX DFA International Value I
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
Short-Term Bond VFSIX Vanguard Short-Term Investment-Grade Ins
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx Instl Pls
US EQUITY
Small Growth VSGIX Vanguard Small Cap Growth Index Instl
LARGE GROWTH VIGIX Vanguard Growth Index Instl
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
SMALL VALUE VSIIX Vanguard Small Cap Value Index Instl
LARGE VALUE VIVIX Vanguard Value Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
LARGE VALUE DFLVX DFA US Large Cap Value I
SMALL VALUE DFSVX DFA US Small Cap Value I
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
Total Available Funds: 21
  • 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 VEMRX Vanguard Emerging Mkts Stk Idx InstlPlus 4% 1 60 0 0.08% 3.59%
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I 72% 1 60 0 0.18% 3.25%
INTERNATIONAL EQUITY
WORLD STOCK DGEIX DFA Global Equity I 83% 1 60 0 0.33% 3.88%
Foreign Large Blend VWILX Vanguard International Growth Adm 83% 1 60 0 0.45% 1.94%
Foreign Large Value DFIVX DFA International Value I 80% 1 60 0 0.52% 4.52%
Foreign Large Blend VTPSX Vanguard Total Intl Stock Idx Instl Pls 3% 1 60 0 0.07% 3.34%
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls 0% 1 60 0 0.06% 3.32%
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I 97% 1 60 0 0.12% 3.37%
Short-Term Bond VFSIX Vanguard Short-Term Investment-Grade Ins 84% 1 60 0 0.2% 3.09%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 1 60 0 0.03% 2.81%
Short-Term Bond VBIPX Vanguard Short-Term Bond Idx Instl Pls 4% 1 60 0 0.04% 2.35%
US EQUITY
Small Growth VSGIX Vanguard Small Cap Growth Index Instl 87% 1 60 0 0.07% 0.65%
LARGE GROWTH VIGIX Vanguard Growth Index Instl 83% 1 60 0 0.04% 0.54%
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls 83% 1 60 0 0.02% 1.36%
SMALL VALUE VSIIX Vanguard Small Cap Value Index Instl 80% 1 60 0 0.07% 2.12%
LARGE VALUE VIVIX Vanguard Value Index Instl 79% 1 60 0 0.04% 2.48%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 1 60 0 0.02% 1.37%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 1 60 0 0.21% 3.7%
SMALL VALUE DFSVX DFA US Small Cap Value I 75% 1 60 0 0.52% 3.75%
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus 20% 1 60 0 0.04% 1.52%
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus 15% 1 60 0 0.05% 1.56%
Average Expense Ratio: 0.15%
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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 0.4% 7.0% 0.9% 5.6% 5.1% 7.7%

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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
The plan consists of 22 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, REITs and Emerging Market Equity.

Utah Educational Savings Plan (UESP) , is offered by the state of Utah . This plan of Utah provides three types of investment solution: Age-based Portfolios, Static Portfolios and customized Portfolios. With the individual portfolio option, the assets in your Utah College Savings Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.

Vanguard Total Bond Market Index Fund
Vanguard Institutional Index Fund
Vanguard Mid-Cap Index Fund
Vanguard Small-Cap Index Fund
Vanguard International Growth Fund
Vanguard International Value Fund
Vanguard Total Stock Market Index Fund
Vanguard Developed Markets Index Fund

For further information, please visit the Utah official website



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