MyPlanIQ 401k Investor University of Washington Retirement Plan Vanguard

University of Washington Retirement Plan Vanguard

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value
Foreign Large Blend VWIGX Vanguard International Growth
Others
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VWINX Vanguard Wellesley Income
Moderate Allocation VWELX Vanguard Wellington
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE VALUE VWNFX Vanguard Windsor II
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value
Foreign Large Blend VWIGX Vanguard International Growth
Others
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VWINX Vanguard Wellesley Income
Moderate Allocation VWELX Vanguard Wellington
Moderate Allocation VGSTX Vanguard Star
Moderate Allocation VAAPX Vanguard Asset Allocation
ROOT CASH Vanguard Prime Money Market
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE VALUE VWNFX Vanguard Windsor II
LARGE GROWTH VWUSX Vanguard U.S. Growth
LARGE BLEND VQNPX Vanguard Growth & Income
LARGE BLEND VFINX Vanguard 500 Index
LARGE VALUE VWNDX Vanguard Windsor
LARGE GROWTH VIGRX Vanguard Growth Index
MID-CAP BLEND VEXMX Vanguard Extended Market Index
LARGE VALUE VIVAX Vanguard Value Index
LARGE GROWTH VPMCX Vanguard Primecap
LARGE BLEND VTSMX Vanguard Total Stock Market Index
LARGE GROWTH VMRGX Vanguard Morgan Growth
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment Grade Fund
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund
Intermediate Government VFITX Vanguard Intermediate-Term Treasury
High Yield Bond VWEHX Vanguard High-Yield Corporate Bonds
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Fund
Total Available Funds: 30
  • 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 Value VTRIX Vanguard International Value 99% 3 60 0 0.39% 2.76%
Foreign Large Blend VWIGX Vanguard International Growth 83% 3 60 0 0.45% 1.84%
Others
Moderate Allocation VBINX Vanguard Balanced Index 93% 3 60 0 0.07% 1.83%
Conservative Allocation VWINX Vanguard Wellesley Income 90% 3 60 0 0.16% 3.39%
Moderate Allocation VWELX Vanguard Wellington 90% 3 60 0 0.17% 12.31%
Moderate Allocation VGSTX Vanguard Star 84% 3 60 0 0.31% 7.45%
Moderate Allocation VAAPX Vanguard Asset Allocation 0% 3 60 0 NA 1.02%
ROOT CASH Vanguard Prime Money Market 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity Income 99% 3 60 0 0.27% 2.74%
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard U.S. Growth 99% 3 60 0 0.3% 0.25%
LARGE BLEND VQNPX Vanguard Growth & Income 98% 3 60 0 0.22% 1.03%
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.27%
LARGE VALUE VWNDX Vanguard Windsor 97% 3 60 0 0.32% 1.77%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 3 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX Vanguard Extended Market Index 97% 3 60 0 0.06% 1.11%
LARGE VALUE VIVAX Vanguard Value Index 96% 3 60 0 0.05% 2.23%
LARGE GROWTH VPMCX Vanguard Primecap 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 3 60 0 0.03% 1.26%
LARGE GROWTH VMRGX Vanguard Morgan Growth 0% 3 60 0 0.42% 0%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund 100% 3 60 0 0.1% 4.13%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-Term Bond Index 100% 3 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index 100% 3 60 0 0.07% 3.21%
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment Grade Fund 99% 3 60 0 0.2% 4.04%
Short-Term Bond VFSTX Vanguard Short-Term Investment Grade Fund 99% 3 60 0 0.1% 3.28%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury 97% 3 60 0 0.2% 3.38%
High Yield Bond VWEHX Vanguard High-Yield Corporate Bonds 95% 3 60 0 0.13% 5.68%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Fund 95% 3 60 0 0.1% 3.28%
Average Expense Ratio: 0.18%
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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 2.9% 9.0% 2.7% 9.8% 7.3% 8.7%

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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 31 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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