MyPlanIQ 401k Investor THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN

THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Foreign Small/Mid Blend VFSVX Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares
Others
Health VGHCX Vanguard Health Care Fund Investor Shares
Equity Energy VGENX Vanguard Energy Fund Investor Shares
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund Investor Shares
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Foreign Small/Mid Blend VFSVX Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares
Others
Health VGHCX Vanguard Health Care Fund Investor Shares
Equity Energy VGENX Vanguard Energy Fund Investor Shares
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Fund Investor Shares
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Shares
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Fund
LARGE BLEND VTSSX Vanguard Total Stock Market Index Fund Signal Shares
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares
Total Available Funds: 18
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VERSX Vanguard Emerging Markets Stock Index Fund Signal Shares 0% 3 60 0 0.2% 0%
INTERNATIONAL EQUITY
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 Investor Shares 16% 3 60 0 0.08% 3.12%
Foreign Small/Mid Blend VFSVX Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 0% 3 60 0 0.22% 2.73%
Others
Health VGHCX Vanguard Health Care Fund Investor Shares 97% 3 60 0 0.34% 0.76%
Equity Energy VGENX Vanguard Energy Fund Investor Shares 97% 3 60 0 0.46% 4.14%
Target Date 2046-2050 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%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares 99% 3 60 0 0.1% 3.28%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Fund Signal Shares 0% 3 60 0 0.1% 2.96%
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Fund Investor Shares 98% 3 60 0 0.19% 0.58%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Fund Investor Shares 96% 3 60 0 0.19% 2.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 3 60 0 0.31% 7.81%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Fund Investor Shares 91% 3 60 0 0.43% 7.5%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Fund 85% 3 60 0 0.46% 1.14%
LARGE BLEND VTSSX Vanguard Total Stock Market Index Fund Signal Shares 0% 3 60 0 0.06% 1.99%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal Shares 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.22%
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Related Retirement Plans
THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN
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 -0.2% 9.7% 1.5% 7.3% 6.1% 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 18 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, US Equity, REITs and Foreign Equity.


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