MyPlanIQ 401k Investor ONEBEACON 401(k) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

ONEBEACON 401(k) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
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 Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund Investor Shares
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Fund Investor Shares
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
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 Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund
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
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
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Dreyfus Treasury Prime Money Market Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund Investor Shares
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Fund Investor Shares
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE VALUE VWNDX Vanguard Windsor Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund
Mid-Cap Growth BARAX Baron Asset Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
Total Available Funds: 28
  • 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 Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 2.76%
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares 83% 3 60 0 0.45% 1.84%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.12%
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 Fund 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 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%
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%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH Dreyfus Treasury Prime Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund Investor Shares 99% 3 60 0 0.1% 3.28%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares 95% 3 60 0 0.13% 5.68%
Long-Term Bond VWESX Vanguard Long-Term Investment Grade Fund Investor Shares 83% 3 60 0 0.22% 4.15%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 3 60 0 0.14% 1.27%
LARGE VALUE VWNDX Vanguard Windsor Fund 97% 3 60 0 0.32% 1.77%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares 97% 3 60 0 0.04% 1.35%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 3 60 0 0.43% 1.58%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 3.55%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.22%
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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(Ticker:OC)
The plan consists of 29 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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