GEORGETOWN RAIL EQUIPMENT CO. 401K PLAN Investment Model Portfolios

Investment options of GEORGETOWN RAIL EQUIPMENT CO. 401K PLAN

Total Available Funds: 72

Asset Class

Ticker

Description

Others
Target Date 2051	REKTX	REKTX
Target Date 2046-2050	REITX	REITX
Target Date 2041-2045	REHTX	REHTX
Target Date 2036-2040	REGTX	REGTX
Target Date 2031-2035	REFTX	REFTX
Target Date 2026-2030	REETX	REETX
Target Date 2021-2025	REDTX	REDTX
Target Date 2016-2020	RECTX	RECTX
Target Date 2011-2015	REJTX	REJTX
Target Date 2000-2010	REATX	REATX
Aggressive Allocation	JILGX	JILGX
Moderate Allocation	JILBX	JILBX
Conservative Allocation	JILMX	JILMX
Conservative Allocation	JILCX	JILCX
Financial	JEFSX	JEFSX
Technology	JESTX	JESTX
Technology	PASTX	PASTX
Equity Energy	VGELX	VGELX
World Allocation	MALOX	MALOX
Health	PRHSX	PRHSX
Utilities	JEUTX	JEUTX
Moderate Allocation	RLBEX	RLBEX
World Allocation	PAALX	PAALX

US EQUITY
LARGE BLEND	JILAX	JILAX
Mid-Cap Growth	TWHIX	TWHIX
SMALL BLEND	DFSTX	DFSTX
Mid-Cap Growth	FRSGX	FRSGX
Small Growth	GTSVX	GTSVX
MID-CAP VALUE	FLMVX	FLMVX
MID-CAP BLEND	JECIX	JECIX
Mid-Cap Growth	JIMSX	JIMSX
MID-CAP VALUE	JEMUX	JEMUX
SMALL BLEND	JISOX	JISOX
SMALL VALUE	RYPNX	RYPNX
Small Growth	JESGX	JESGX
SMALL BLEND	JESIX	JESIX
SMALL VALUE	JESVX	JESVX
Small Growth	VEXRX	VEXRX
Small Growth	VSGAX	VSGAX
LARGE GROWTH	JIBCX	JIBCX
LARGE GROWTH	JICPX	JICPX
LARGE GROWTH	SHRAX	SHRAX
LARGE BLEND	DIEQX	DIEQX
LARGE BLEND	BEGRX	BEGRX
LARGE BLEND	JEQAX	JEQAX
LARGE VALUE	JDVWX	JDVWX
LARGE BLEND	JUSRX	JUSRX
LARGE VALUE	PRFDX	PRFDX
LARGE GROWTH	RGAEX	RGAEX
LARGE BLEND	RICEX	RICEX
LARGE BLEND	JETSX	JETSX
LARGE BLEND	JHUPX	JHUPX
LARGE VALUE	VVIAX	VVIAX
LARGE VALUE	RWMFX	RWMFX

INTERNATIONAL EQUITY
Foreign Large Blend	RERFX	RERFX
INTERNATIONAL EQUITY	JIEQX	JIEQX
Foreign Small/Mid Value	JIIMX	JIIMX
Foreign Large Value	JIVIX	JIVIX
Foreign Large Growth	AIEVX	AIEVX
WORLD STOCK	MDISX	MDISX
WORLD STOCK	OPPAX	OPPAX
WORLD STOCK	TEMWX	TEMWX

Emerging Market
DIVERSIFIED EMERGING MKTS	ODVYX	ODVYX

REAL ESTATE
REAL ESTATE	JIREX	JIREX

FIXED INCOME
Bank Loan	JFIVX	JFIVX
High Yield Bond	JIHDX	JIHDX
WORLD BOND	PADMX	PADMX
Multisector Bond	JESNX	JESNX
Multisector Bond	RPSIX	RPSIX
Intermediate-Term Bond	FEPIX	FEPIX
Inflation-Protected Bond	PRTNX	PRTNX
SHORT GOVERNMENT	VSGDX	VSGDX

Investment model portfolios

We provide two types of investment model portfolios for GEORGETOWN RAIL EQUIPMENT CO. 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
GEORGETOWN RAIL EQUIPMENT CO. 401K PLAN Strategic Asset Allocation – Optimal Moderate	NA	-7.04%	5.98%	6.10%	5.81%	4.93%	6.75%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	-0.66%	13.89%	13.56%	13.55%	9.18%	9.04%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	-7.50%	6.02%	6.12%	6.38%	4.90%	6.01%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	GEORGETOWN RA… Moderate	-1.84	-7.04	5.98	6.10	5.81	4.93	6.75	…	…	NA	NA	NA	NA	-14.92	7.59	16.85	17.45	-6.54	12.35	5.18	-3.37	5.20	11.53	13.04	-2.75	19.04	29.08	-28.41	6.96	14.70	9.53	13.30	27.26	-1.67	4.69	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-3.26	-0.66	13.89	13.56	13.55	9.18	9.04	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.69	-7.50	6.02	6.12	6.38	4.90	6.01	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	GEORGETOWN RA… Moderate	NA	-1.25	0.20	0.32	0.52	NA	NA	…	…	NA	NA	NA	NA	-1.18	0.77	0.97	2.47	-0.82	2.87	0.58	-0.39	0.79	1.68	1.89	-0.19	1.57	1.48	-1.24	0.41	1.49	1.36	1.83	3.08	-0.26	0.28	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	GEORGETOWN RA… Moderate	NA	11.00	12.95	11.15	9.43	NA	NA	…	…	NA	NA	NA	NA	12.92	9.83	17.20	6.50	9.52	4.08	8.58	8.79	6.53	6.85	6.85	14.84	12.10	19.60	23.66	9.75	7.67	5.43	6.75	8.62	10.65	8.44	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	GEORGETOWN RA… Moderate	NA	16.77	21.77	21.77	21.77	NA	NA	…	…	NA	NA	NA	NA	15.95	6.10	21.77	3.56	13.38	1.52	8.46	9.89	5.33	7.32	5.49	16.11	9.45	18.36	38.19	7.21	8.80	4.01	6.81	5.99	15.48	10.51	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	GEORGETOWN RA… Moderate	NA	8.27	6.09	5.28	5.19	NA	NA	…	…	NA	NA	NA	NA	1.44	7.67	7.65	2.73	4.52	3.85	5.19	3.79	6.44	5.99	5.38	4.04	3.44	2.91	3.50	7.55	5.53	5.63	4.43	4.39	2.41	5.03	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.16	1.57	1.52	2.80	3.95	3.54	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.47	5.95	4.32	4.57	4.42	4.27	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 04/29/2022, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
GEORGETOWN RAIL EQUIPMENT CO. 401K PLAN Tactical Asset Allocation Moderate	NA	8.91%	3.23%	4.80%	4.14%	7.47%	6.81%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	13.68%	9.60%	12.45%	11.73%	14.30%	9.55%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	6.90%	1.73%	5.57%	5.32%	7.88%	5.81%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	GEORGETOWN RA… Moderate	0.53	8.91	3.23	4.80	4.14	7.47	6.81	…	…	NA	NA	1.16	15.05	-17.54	14.51	16.11	6.36	-3.39	9.43	6.31	-2.82	3.84	14.86	10.95	0.86	15.84	31.59	-18.42	14.62	14.29	4.65	12.06	27.39	11.49	-1.49	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.23	13.68	9.60	12.45	11.73	14.30	9.55	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	0.60	6.90	1.73	5.57	5.32	7.88	5.81	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	GEORGETOWN RA… Moderate	NA	1.01	0.00	0.44	0.39	NA	NA	…	…	NA	NA	0.06	1.29	-1.81	1.30	1.56	0.75	-0.57	1.23	1.03	-0.39	0.61	1.94	2.09	0.08	1.10	2.76	-1.62	0.85	1.18	0.40	1.37	3.51	2.17	-0.94	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	GEORGETOWN RA… Moderate	NA	8.68	9.84	9.66	8.38	NA	NA	…	…	NA	NA	9.84	8.40	10.43	11.13	10.18	6.65	8.25	7.13	5.94	7.37	6.22	7.64	5.20	9.75	14.27	11.40	11.96	13.68	9.34	6.14	8.09	7.60	4.79	4.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	GEORGETOWN RA… Moderate	NA	7.38	17.85	17.85	17.85	NA	NA	…	…	NA	NA	2.04	7.38	17.85	6.17	12.83	4.92	11.28	5.79	6.00	9.31	5.04	7.45	4.73	10.17	10.19	4.92	23.69	10.87	12.98	4.35	7.73	4.72	4.63	5.07	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	GEORGETOWN RA… Moderate	NA	5.13	5.03	5.50	4.69	NA	NA	…	…	NA	NA	0.15	5.32	2.55	7.48	7.66	4.51	2.18	1.89	4.32	4.80	6.33	2.77	4.52	5.30	4.31	3.47	2.72	5.51	17.01	2.95	4.16	6.30	3.81	3.47	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.16	1.57	1.52	2.80	3.95	3.54	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.47	5.95	4.32	4.57	4.42	4.27	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 11/30/2023, Common starting date is 12/31/2000

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