MyPlanIQ Vanguard-64

Vanguard-64

This Plan is unrated.
Investment Options
Total Available Funds: 64
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
REAL ESTATE
REAL ESTATE VNQ VNQ
Global Real Estate VNQI VNQI
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
EUROPE STOCK VGK VGK
Others
Natural Resources VAW VAW
Consumer Discretionary VCR VCR
Consumer Staples VDC VDC
Total Available Funds: 64
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
REAL ESTATE
REAL ESTATE VNQ VNQ
Global Real Estate VNQI VNQI
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Blend VEU VEU
EUROPE STOCK VGK VGK
WORLD STOCK VT VT
DIVERSIFIED PACIFIC/ASIA VPL VPL
FOREIGN SMALL/MID GROWTH VSS VSS
Foreign Large Blend VXUS VXUS
Others
Natural Resources VAW VAW
Consumer Discretionary VCR VCR
Consumer Staples VDC VDC
Equity Energy VDE VDE
Financial VFH VFH
Technology VGT VGT
Health VHT VHT
Communications VOX VOX
Utilities VPU VPU
Industrials VIS VIS
US EQUITY
LARGE VALUE VTV VTV
LARGE GROWTH VUG VUG
Small Growth VBK VBK
SMALL VALUE VBR VBR
Mid-Cap Growth VOT VOT
LARGE BLEND VTI VTI
LARGE GROWTH MGK MGK
SMALL BLEND VB VB
LARGE VALUE MGV MGV
MID-CAP VALUE VOE VOE
LARGE VALUE VYM VYM
LARGE BLEND MGC MGC
MID-CAP BLEND VXF VXF
LARGE BLEND VIG VIG
LARGE BLEND VV VV
SMALL VALUE VTWV VTWV
SMALL VALUE VIOV VIOV
MID-CAP VALUE IVOV IVOV
MID-CAP BLEND IVOO IVOO
Mid-Cap Growth IVOG IVOG
Small Growth VTWG VTWG
Small Growth VIOG VIOG
LARGE GROWTH VOOG VOOG
LARGE GROWTH VONG VONG
LARGE VALUE VOOV VOOV
LARGE VALUE VONV VONV
LARGE BLEND VONE VONE
LARGE BLEND VOO VOO
SMALL BLEND VTWO VTWO
LARGE BLEND VTHR VTHR
SMALL BLEND VIOO VIOO
MID-CAP BLEND VO VO
FIXED INCOME
Intermediate-Term Bond BIV BIV
Intermediate-Term Bond BND BND
Short-Term Bond BSV BSV
Long-Term Bond VCLT VCLT
Long-Term Bond BLV BLV
LONG GOVERNMENT EDV EDV
Short-Term Bond VCSH VCSH
Intermediate-Term Bond VCIT VCIT
Intermediate-Term Bond VMBS VMBS
LONG GOVERNMENT VGLT VGLT
SHORT GOVERNMENT VGSH VGSH
Intermediate Government VGIT VGIT
Total Available Funds: 64
  • 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 VWO VWO 97% 1 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE VNQ VNQ 95% 1 60 0 0.12% 4.08%
Global Real Estate VNQI VNQI 34% 1 60 0 0.12% 0.56%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 1 60 0 0.05% 3.11%
Foreign Large Blend VEU VEU 97% 1 60 0 0.08% 3.27%
EUROPE STOCK VGK VGK 96% 1 60 0 0.09% 3.12%
WORLD STOCK VT VT 95% 1 60 0 0.07% 1.99%
DIVERSIFIED PACIFIC/ASIA VPL VPL 43% 1 60 0 0.08% 3.03%
FOREIGN SMALL/MID GROWTH VSS VSS 41% 1 60 0 0.07% 4.8%
Foreign Large Blend VXUS VXUS 29% 1 60 0 0.07% 2.92%
Others
Natural Resources VAW VAW 80% 1 60 0 0.1% 1.69%
Consumer Discretionary VCR VCR 80% 1 60 0 0.1% 0.81%
Consumer Staples VDC VDC 80% 1 60 0 0.1% 2.55%
Equity Energy VDE VDE 80% 1 60 0 0.1% 2.43%
Financial VFH VFH 80% 1 60 0 0.1% 1.51%
Technology VGT VGT 80% 1 60 0 0.1% 0.6%
Health VHT VHT 80% 1 60 0 0.1% 1.03%
Communications VOX VOX 79% 1 60 0 0.1% 0.95%
Utilities VPU VPU 79% 1 60 0 0.1% 3.55%
Industrials VIS VIS 54% 1 60 0 0.1% 1.28%
US EQUITY
LARGE VALUE VTV VTV 100% 1 60 0 0.05% 2.35%
LARGE GROWTH VUG VUG 99% 1 60 0 0.04% 0.53%
Small Growth VBK VBK 98% 1 60 0 0.07% 0.64%
SMALL VALUE VBR VBR 98% 1 60 0 0.06% 2.08%
Mid-Cap Growth VOT VOT 97% 1 60 0 0.19% 0.68%
LARGE BLEND VTI VTI 96% 1 60 0 0.03% 1.35%
LARGE GROWTH MGK MGK 96% 1 60 0 0.06% 0.46%
SMALL BLEND VB VB 96% 1 60 0 0.03% 1.51%
LARGE VALUE MGV MGV 94% 1 60 0 0.06% 2.36%
MID-CAP VALUE VOE VOE 94% 1 60 0 0.19% 2.22%
LARGE VALUE VYM VYM 94% 1 60 0 0.08% 3.01%
LARGE BLEND MGC MGC 93% 1 60 0 0.06% 1.25%
MID-CAP BLEND VXF VXF 93% 1 60 0 0.06% 1.22%
LARGE BLEND VIG VIG 93% 1 60 0 0.08% 1.8%
LARGE BLEND VV VV 93% 1 60 0 0.04% 1.32%
SMALL VALUE VTWV VTWV 33% 1 60 0 0.15% 1.31%
SMALL VALUE VIOV VIOV 33% 1 60 0 0.15% 2.37%
MID-CAP VALUE IVOV IVOV 31% 1 60 0 0.15% 3.47%
MID-CAP BLEND IVOO IVOO 27% 1 60 0 0.1% 1.69%
Mid-Cap Growth IVOG IVOG 26% 1 60 0 0.15% 1.81%
Small Growth VTWG VTWG 26% 1 60 0 0.15% 0.54%
Small Growth VIOG VIOG 26% 1 60 0 0.15% 1.58%
LARGE GROWTH VOOG VOOG 25% 1 60 0 0.1% 1.01%
LARGE GROWTH VONG VONG 25% 1 60 0 0.08% 0.5%
LARGE VALUE VOOV VOOV 24% 1 60 0 0.1% 1.74%
LARGE VALUE VONV VONV 24% 1 60 0 0.08% 1.47%
LARGE BLEND VONE VONE 22% 1 60 0 0.08% 0.99%
LARGE BLEND VOO VOO 21% 1 60 0 0.03% 1.44%
SMALL BLEND VTWO VTWO 21% 1 60 0 0.1% 0.96%
LARGE BLEND VTHR VTHR 21% 1 60 0 0.1% 1.05%
SMALL BLEND VIOO VIOO 21% 1 60 0 0.1% 2.66%
MID-CAP BLEND VO VO 6% 1 60 0 0.04% 1.47%
FIXED INCOME
Intermediate-Term Bond BIV BIV 99% 1 60 0 0.07% 3.22%
Intermediate-Term Bond BND BND 99% 1 60 0 0.15% 3.19%
Short-Term Bond BSV BSV 99% 1 60 0 0.07% 2.56%
Long-Term Bond VCLT VCLT 91% 1 60 0 0.04% 4.62%
Long-Term Bond BLV BLV 84% 1 60 0 0.04% 4.3%
LONG GOVERNMENT EDV EDV 83% 1 60 0 0.06% 3.81%
Short-Term Bond VCSH VCSH 36% 1 60 0 0.04% 3.02%
Intermediate-Term Bond VCIT VCIT 35% 1 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS VMBS 35% 1 60 0 0.04% 3.31%
LONG GOVERNMENT VGLT VGLT 22% 1 60 0 0.04% 3.29%
SHORT GOVERNMENT VGSH VGSH 21% 1 60 0 0.04% 3.15%
Intermediate Government VGIT VGIT 17% 1 60 0 0.04% 2.67%
Average Expense Ratio: 0.08%
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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 2.1% 8.1% 0.8% 4.7% 4.6% 7.2%

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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(Ticker:Vanguard-64)
The plan consists of 64 funds. It covers 5 major asset classes and 33 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Emerging Market Equity and Foreign Equity.


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