MyPlanIQ 401k Investor Pennsylvania Vanguard Investment Plan

Pennsylvania Vanguard Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Stock Maket Index portfolio
Others
Conservative Allocation JSPCX Vanguard Conservative Income Portfolio
Conservative Allocation VSCGX Vanguard Conservative Growth Portfolio
Conservative Allocation VASIX Vanguard Income Portfolio
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Portfolio
US EQUITY
Small Growth VEXRX Vanguard Aggressive Growth Portfolio
LARGE GROWTH VFTNX Vanguard Social Index Portfolio
LARGE BLEND VASGX Vanguard Growth Portfolio
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Stock Maket Index portfolio
Others
Conservative Allocation JSPCX Vanguard Conservative Income Portfolio
Conservative Allocation VSCGX Vanguard Conservative Growth Portfolio
Conservative Allocation VASIX Vanguard Income Portfolio
Moderate Allocation VSMGX Vanguard Moderate Growth Portfolio
ROOT CASH Vanguard Money Market Portfolio
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Portfolio
US EQUITY
Small Growth VEXRX Vanguard Aggressive Growth Portfolio
LARGE GROWTH VFTNX Vanguard Social Index Portfolio
LARGE BLEND VASGX Vanguard Growth Portfolio
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 Total Stock Maket Index portfolio 16% 1 60 0 0.22% 3%
Others
Conservative Allocation JSPCX Vanguard Conservative Income Portfolio 84% 1 60 0 0.95% 3.5%
Conservative Allocation VSCGX Vanguard Conservative Growth Portfolio 60% 1 60 0 0.15% 2.36%
Conservative Allocation VASIX Vanguard Income Portfolio 33% 1 60 0 0.13% 3.35%
Moderate Allocation VSMGX Vanguard Moderate Growth Portfolio 27% 1 60 0 0.16% 2.24%
ROOT CASH Vanguard Money Market Portfolio 0% 1 60 0 NA 1.27%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Portfolio 76% 1 60 0 0.2% 2.22%
US EQUITY
Small Growth VEXRX Vanguard Aggressive Growth Portfolio 60% 1 60 0 0.34% 10.87%
LARGE GROWTH VFTNX Vanguard Social Index Portfolio 41% 1 60 0 0.16% 1.64%
LARGE BLEND VASGX Vanguard Growth Portfolio 34% 1 60 0 0.17% 2.18%
Average Expense Ratio: 0.28%
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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 1.9% 8.5% 4.8% 7.0% 5.6% 4.8%

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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 for Portfolio Details or Follow 1.3% 7.4% 6.0% 7.9% 6.9% 5.7%

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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 10 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The Pennsylvania Vanguard Investment Plan is provided by The Vanguard Group®. This plan provides us with two ways to invest: Age-based Portfolios, Individual portfolios. With the Individual portfolios option, the assets in Pennsylvania Vanguard Investment  529 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-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.  

Pennsylvania portfolios                Multi-Fund Balanced Portfolios
                                    Vanguard Growth Portfolio
                                    Vanguard Moderate Growth Portfolio
                                    Vanguard Conservative Growth Portfolio
                                    Vanguard Income Portfolio
                                    Vanguard Aggressive Growth Portfolio
                                    
 
                                    Single-Fund Stock Portfolios
                                    Vanguard Total Stock Maket Index portfolio
                                    Vanguard Social Index Portfolio
                                   
                                  Bond and Short-Term Investment Portfolios
                                 Vanguard Conservative Income Portfolio
                                 Vanguard Inflation-Protected Securities Portfolio
                                 Vanguard Money Market Portfolio
                                   

For further information, please visit the Pennsylvania official website.

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