MyPlanIQ Vanguard All Active Funds Investor Class

Vanguard All Active Funds Investor Class

Investment Menu Rating:

Investment Options
Total Available Funds: 75
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX
Foreign Large Blend VWIGX VWIGX
Foreign Large Value VTRIX VTRIX
Others
Conservative Allocation VTMFX TMFX,60
Moderate Allocation VWELX VWELX
Target Date 2026-2030 VTHRX VTHRX
US EQUITY
LARGE BLEND VQNPX VQNPX
MID-CAP VALUE VASVX VASVX
LARGE VALUE VWNDX VWNDX
Total Available Funds: 75
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX VTMGX
Foreign Large Blend VWIGX VWIGX
Foreign Large Value VTRIX VTRIX
FOREIGN SMALL/MID GROWTH VINEX VINEX
Others
Conservative Allocation VTMFX TMFX,60
Moderate Allocation VWELX VWELX
Target Date 2026-2030 VTHRX VTHRX
Market Neutral VMNFX VMNFX
Target Date 2050+ VFIFX VFIFX
Natural Resources VGPMX VGPMX
Conservative Allocation VWINX VWINX
Conservative Allocation VSCGX VSCGX
Target Date 2021-2025 VTTVX VTTVX
Target Date 2031-2035 VTTHX VTTHX
Aggressive Allocation VASGX VASGX
Retirement Income VTINX VTINX
Health VGHCX VGHCX
Equity Energy VGENX VGENX
Target Date 2041-2045 VTIVX VTIVX
Target Date 2016-2020 VTWNX VTWNX
Moderate Allocation VGSTX VGSTX
Target Date 2036-2040 VFORX VFORX
Moderate Allocation VSMGX VSMGX
Conservative Allocation VASIX VASIX
Convertibles VCVSX VCVSX; 12
Retirement Income VPGFX VPGFX
Retirement Income VPGDX VPGDX
Retirement Income VPDFX VPDFX
Target Date 2011-2015 VTXVX VTXVX
Target Date 2000-2010 VTENX VTENX
Target Date 2000-2010 VTOVX VTOVX
Moderate Allocation VAAPX VAAPX
US EQUITY
LARGE BLEND VQNPX VQNPX
MID-CAP VALUE VASVX VASVX
LARGE VALUE VWNDX VWNDX
LARGE VALUE VWNFX VWNFX
MID-CAP BLEND VSEQX VSEQX
LARGE GROWTH VPCCX VPCCX
Small Growth VEXPX VEXPX
LARGE GROWTH VPMCX VPMCX
SMALL BLEND VTMSX VTMSX
LARGE VALUE VEIPX VEIPX
LARGE GROWTH VHCOX VHCOX
LARGE BLEND VDIGX VDIGX
LARGE BLEND VDEQX VDEQX
Mid-Cap Growth VMGRX VMGRX
LARGE GROWTH VWUSX VWUSX
LARGE GROWTH VGEQX VGEQX
LARGE BLEND VCVLX VCVLX
LARGE VALUE VUVLX VUVLX
LARGE BLEND VTGIX VTGIX
LARGE BLEND VMCAX VMCAX
FIXED INCOME
Muni Massachusetts VMATX VMATX
Muni National Interm VWAHX VWAHX
Muni Ohio VOHIX VOHIX
Muni California Intermediate VCAIX VCAIX
Muni California Long VCITX VCITX
Intermediate-Term Bond VFICX VFICX
Muni National Long VWLTX VWLTX
Muni New Jersey VNJTX VNJTX
Intermediate Government VFITX VFITX
Muni Pennsylvania VPAIX VPAIX
Muni New York Long VNYTX VNYTX
Muni Short VWSTX VWSTX
Muni National Interm VWITX VWITX
Intermediate Government VFIIX VFIIX
Muni Short VMLTX VMLTX
SHORT GOVERNMENT VSGBX VSGBX
SHORT GOVERNMENT VFISX VFISX
LONG GOVERNMENT VUSTX VUSTX
Short-Term Bond VFSTX VFSTX
Inflation-Protected Bond VIPSX VIPSX
High Yield Bond VWEHX VWEHX; 12
Long-Term Bond VWESX VWESX
Muni Single State Interm VFLTX VFLTX
Total Available Funds: 75
  • 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 VTMGX VTMGX 66% 2 60 0 0.05% 3.09%
Foreign Large Blend VWIGX VWIGX 45% 2 60 0 0.45% 1.84%
Foreign Large Value VTRIX VTRIX 38% 2 60 0 0.39% 2.76%
FOREIGN SMALL/MID GROWTH VINEX VINEX 8% 2 60 0 0.41% 4.16%
Others
Conservative Allocation VTMFX TMFX,60 99% 2 60 0 0.09% 1.88%
Moderate Allocation VWELX VWELX 87% 1 60 0 0.17% 12.31%
Target Date 2026-2030 VTHRX VTHRX 84% 1 60 0 0.08% 2.21%
Market Neutral VMNFX VMNFX 84% 12 60 0 1.83% 0.68%
Target Date 2050+ VFIFX VFIFX 75% 1 60 0 0.08% 2.02%
Natural Resources VGPMX VGPMX 75% 12 60 0 0.36% 3%
Conservative Allocation VWINX VWINX 73% 1 60 0 0.16% 3.39%
Conservative Allocation VSCGX VSCGX 71% 1 60 0 0.12% 2.84%
Target Date 2021-2025 VTTVX VTTVX 70% 1 60 0 0.08% 2.62%
Target Date 2031-2035 VTTHX VTTHX 67% 1 60 0 0.08% 2.34%
Aggressive Allocation VASGX VASGX 66% 1 60 0 0.14% 1.97%
Retirement Income VTINX VTINX 66% 1 60 0 0.08% 2.93%
Health VGHCX VGHCX 63% 12 60 0 0.34% 0.76%
Equity Energy VGENX VGENX 58% 12 60 0 0.46% 4.14%
Target Date 2041-2045 VTIVX VTIVX 58% 1 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX VTWNX 50% 1 60 0 0.08% 4.48%
Moderate Allocation VGSTX VGSTX 47% 1 60 0 0.31% 7.45%
Target Date 2036-2040 VFORX VFORX 45% 1 60 0 0.08% 2.23%
Moderate Allocation VSMGX VSMGX 39% 1 60 0 0.13% 2.53%
Conservative Allocation VASIX VASIX 17% 1 60 0 0.11% 3.18%
Convertibles VCVSX VCVSX; 12 0% 12 60 0 0.59% 0%
Retirement Income VPGFX VPGFX 0% 1 60 0 0.22% 2.21%
Retirement Income VPGDX VPGDX 0% 1 60 0 0.27% 3.22%
Retirement Income VPDFX VPDFX 0% 1 60 0 0.21% 6.64%
Target Date 2011-2015 VTXVX VTXVX 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VTENX 0% 1 60 0 0.17% 0%
Target Date 2000-2010 VTOVX VTOVX 0% 1 60 0 NA 2.78%
Moderate Allocation VAAPX VAAPX 0% 1 60 0 NA 1.02%
US EQUITY
LARGE BLEND VQNPX VQNPX 99% 1 60 0 0.22% 1.03%
MID-CAP VALUE VASVX VASVX 99% 12 60 0 0.43% 1.58%
LARGE VALUE VWNDX VWNDX 99% 1 60 0 0.32% 1.77%
LARGE VALUE VWNFX VWNFX 97% 1 60 0 0.26% 1.52%
MID-CAP BLEND VSEQX VSEQX 97% 1 60 0 0.33% 0%
LARGE GROWTH VPCCX VPCCX 87% 12 60 0 0.46% 1.14%
Small Growth VEXPX VEXPX 83% 1 60 0 0.45% 4.34%
LARGE GROWTH VPMCX VPMCX 71% 12 60 0 0.31% 7.81%
SMALL BLEND VTMSX VTMSX 46% 2 60 0 0.06% 1.49%
LARGE VALUE VEIPX VEIPX 45% 1 60 0 0.27% 2.74%
LARGE GROWTH VHCOX VHCOX 44% 12 60 0 0.43% 7.5%
LARGE BLEND VDIGX VDIGX 40% 1 60 0 0.3% 1.6%
LARGE BLEND VDEQX VDEQX 35% 1 60 0 0.35% 10.28%
Mid-Cap Growth VMGRX VMGRX 28% 1 60 0 0.37% 0.36%
LARGE GROWTH VWUSX VWUSX 23% 1 60 0 0.3% 0.25%
LARGE GROWTH VGEQX VGEQX 0% 1 60 0 0.52% 0.34%
LARGE BLEND VCVLX VCVLX 0% 1 60 0 0.29% 2.23%
LARGE VALUE VUVLX VUVLX 0% 1 60 0 0.22% 2.51%
LARGE BLEND VTGIX VTGIX 0% 2 60 0 0.2% 1.05%
LARGE BLEND VMCAX VMCAX 0% 2 60 0 NA NA
FIXED INCOME
Muni Massachusetts VMATX VMATX 100% 1 60 0 0.13% 3.05%
Muni National Interm VWAHX VWAHX 96% 1 60 0 0.09% 3.51%
Muni Ohio VOHIX VOHIX 95% 1 60 0 0.13% 3.06%
Muni California Intermediate VCAIX VCAIX 93% 1 60 0 0.09% 2.48%
Muni California Long VCITX VCITX 92% 1 60 0 0.09% 2.98%
Intermediate-Term Bond VFICX VFICX 92% 1 60 0 0.2% 4.04%
Muni National Long VWLTX VWLTX 91% 1 60 0 0.17% 3.09%
Muni New Jersey VNJTX VNJTX 90% 1 60 0 0.09% 3.25%
Intermediate Government VFITX VFITX 89% 1 60 0 0.2% 3.38%
Muni Pennsylvania VPAIX VPAIX 88% 1 60 0 0.09% 3.25%
Muni New York Long VNYTX VNYTX 85% 1 60 0 0.09% 2.83%
Muni Short VWSTX VWSTX 84% 1 60 0 0.09% 2.35%
Muni National Interm VWITX VWITX 82% 1 60 0 0.17% 2.7%
Intermediate Government VFIIX VFIIX 78% 1 60 0 0.11% 3.24%
Muni Short VMLTX VMLTX 76% 1 60 0 0.09% 2.26%
SHORT GOVERNMENT VSGBX VSGBX 70% 1 60 0 0.1% 3.28%
SHORT GOVERNMENT VFISX VFISX 66% 1 60 0 0.1% 4.13%
LONG GOVERNMENT VUSTX VUSTX 61% 1 60 0 0.1% 3.55%
Short-Term Bond VFSTX VFSTX 54% 1 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX VIPSX 53% 1 60 0 0.07% 4.24%
High Yield Bond VWEHX VWEHX; 12 48% 12 60 0 0.13% 5.68%
Long-Term Bond VWESX VWESX 33% 1 60 0 0.22% 4.15%
Muni Single State Interm VFLTX VFLTX 0% 1 60 0 0.2% 0.65%
Average Expense Ratio: 0.23%
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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 3.3% 12.1% 1.9% 8.3% 6.3% 8.2%

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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
The plan consists of 76 funds. It covers 3 major asset classes and 48 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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