MyPlanIQ Vanguard All Index Funds Investor Class Rebuild

Vanguard All Index Funds Investor Class Rebuild

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
REAL ESTATE
REAL ESTATE VGSIX VGSIX
INTERNATIONAL EQUITY
EUROPE STOCK VEURX VEURX
DIVERSIFIED PACIFIC/ASIA VPACX VPACX
Foreign Large Blend VGTSX VGTSX
Others
Moderate Allocation VBINX VBINX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
SMALL BLEND NAESX NAESX
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
REAL ESTATE
REAL ESTATE VGSIX VGSIX
INTERNATIONAL EQUITY
EUROPE STOCK VEURX VEURX
DIVERSIFIED PACIFIC/ASIA VPACX VPACX
Foreign Large Blend VGTSX VGTSX
WORLD STOCK VTWSX VTWSX
Foreign Large Blend VFWIX VFWIX
Foreign Large Blend VDMIX VDMIX
Others
Moderate Allocation VBINX VBINX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
SMALL BLEND NAESX NAESX
Mid-Cap Growth VMGIX VMGIX
LARGE BLEND VFINX VFINX
MID-CAP BLEND VIMSX VIMSX
LARGE GROWTH VIGRX VIGRX
MID-CAP BLEND VEXMX VEXMX
MID-CAP VALUE VMVIX VMVIX
LARGE VALUE VIVAX VIVAX
LARGE BLEND VTSMX VTSMX
LARGE BLEND VLACX VLACX
LARGE VALUE VHDYX VHDYX
LARGE GROWTH VFTSX VFTSX
LARGE BLEND VDAIX VDAIX
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
Short-Term Bond VBISX VBISX
Intermediate-Term Bond VBIIX VBIIX
Long-Term Bond VBLTX VBLTX
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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 99% 2 60 0 0.08% 3.29%
REAL ESTATE
REAL ESTATE VGSIX VGSIX 81% 12 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX VEURX 87% 2 60 0 0.09% 2.98%
DIVERSIFIED PACIFIC/ASIA VPACX VPACX 19% 2 60 0 0.08% 2.88%
Foreign Large Blend VGTSX VGTSX 16% 2 60 0 0.08% 3.12%
WORLD STOCK VTWSX VTWSX 0% 2 60 0 0.17% 2.2%
Foreign Large Blend VFWIX VFWIX 0% 2 60 0 0.2% 2.84%
Foreign Large Blend VDMIX VDMIX 0% 2 60 0 0.2% 0%
Others
Moderate Allocation VBINX VBINX 93% 1 60 0 0.07% 1.83%
US EQUITY
SMALL VALUE VISVX VISVX 100% 1 60 0 0.06% 1.97%
Small Growth VISGX VISGX 100% 1 60 0 0.07% 0.54%
SMALL BLEND NAESX NAESX 99% 1 60 0 0.03% 1.4%
Mid-Cap Growth VMGIX VMGIX 98% 1 60 0 0.19% 0.58%
LARGE BLEND VFINX VFINX 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX VIMSX 97% 1 60 0 0.04% 1.35%
LARGE GROWTH VIGRX VIGRX 97% 1 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX VEXMX 97% 1 60 0 0.06% 1.11%
MID-CAP VALUE VMVIX VMVIX 96% 1 60 0 0.19% 2.11%
LARGE VALUE VIVAX VIVAX 96% 1 60 0 0.05% 2.23%
LARGE BLEND VTSMX VTSMX 94% 1 60 0 0.03% 1.26%
LARGE BLEND VLACX VLACX 81% 1 60 0 0.04% 1.21%
LARGE VALUE VHDYX VHDYX 0% 1 60 0 0.14% 3.05%
LARGE GROWTH VFTSX VFTSX 0% 1 60 0 0.18% 1.44%
LARGE BLEND VDAIX VDAIX 0% 1 60 0 0.14% 1.69%
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX 100% 1 60 0 0.15% 3.15%
Short-Term Bond VBISX VBISX 100% 1 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX VBIIX 100% 1 60 0 0.07% 3.21%
Long-Term Bond VBLTX VBLTX 0% 1 60 0 0.15% 3.31%
Average Expense Ratio: 0.1%
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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 15.2% 17.8% 5.2% 3.1% 5.0% 5.4%

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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 29 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Foreign Equity and Emerging Market Equity.


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