MyPlanIQ 401k Investor TELEPHONE AND DATA SYSTEMS INC. TAX-DEFERRED SAVINGS PLAN

TELEPHONE AND DATA SYSTEMS INC. TAX-DEFERRED SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Total Available Funds: 10
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 1 60 0 0.08% 3.12%
Others
Retirement Income VTINX Vanguard Chester Funds: Vanguard Target Retirement Income Fund; Investor Class Shares 97% 1 60 0 0.08% 2.93%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 0%
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares 100% 1 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares 100% 1 60 0 0.07% 0.54%
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares 97% 1 60 0 0.04% 0.43%
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares 96% 1 60 0 0.05% 2.23%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 1 60 0 0.02% 1.36%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 1 60 0 0.15% 3.15%
Average Expense Ratio: 0.08%
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Related Retirement Plans
TELEPHONE AND DATA SYSTEMS, INC. TAX-DEFERRED SAVINGS PLAN
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(Ticker:TDS-S)
The plan consists of 10 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
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