Vanderbilt University Retirement Plan And New Faculty Plan - Vanguard
Investment Model Portfolios
Investment options of Vanderbilt University Retirement Plan And New Faculty Plan - Vanguard
Total Available Funds: 74
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Inv |
| Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Inv |
| Moderate Allocation |
VBINX |
Vanguard Balanced Index Inv |
| Conservative Allocation |
VSCGX |
Vanguard LifeStrategy Cnsrv Gr Inv |
| Moderate Allocation |
VSMGX |
Vanguard LifeStrategy Moderate Gr Inv |
| Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Inv |
| Health |
VGHCX |
Vanguard Health Care Inv |
| Moderate Allocation |
VGSTX |
Vanguard STAR Inv |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Inv |
| Aggressive Allocation |
VASGX |
Vanguard LifeStrategy Growth Inv |
| ROOT |
- |
Vanguard Total Bond Market Index Fund Institutional Shares |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income Inv |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Inv |
| Conservative Allocation |
VWINX |
Vanguard Wellesley Income Inv |
| ROOT |
VMFXX |
|
| Conservative Allocation |
VASIX |
Vanguard LifeStrategy Income Inv |
| Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Inv |
| Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Inv |
| Moderate Allocation |
VWELX |
Vanguard Wellington Inv |
| Convertibles |
VCVSX |
Vanguard Convertible Securities Inv |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Inv |
| Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 Inv |
| ROOT |
VMMXX |
Vanguard Prime Money Market Fund Investor Shares |
|
| US EQUITY |
|
|
| LARGE BLEND |
VCVLX |
Vanguard Capital Value Inv |
| LARGE VALUE |
VEIPX |
Vanguard Equity-Income Inv |
| LARGE VALUE |
VWNFX |
Vanguard Windsor II Investor |
| LARGE GROWTH |
VIGRX |
Vanguard Growth Index Inv |
| Mid-Cap Growth |
VMGRX |
Vanguard Mid Cap Growth Inv |
| LARGE GROWTH |
VWUSX |
Vanguard US Growth Inv |
| LARGE GROWTH |
VHCOX |
Vanguard Capital Opportunity Inv |
| MID-CAP BLEND |
VIMSX |
Vanguard Mid Cap Index Inv |
| MID-CAP VALUE |
VASVX |
Vanguard Selected Value Inv |
| LARGE VALUE |
VWNDX |
Vanguard Windsor Investor |
| LARGE VALUE |
VUVLX |
Vanguard US Value Inv |
| LARGE BLEND |
VTSMX |
Vanguard Total Stock Mkt Idx Inv |
| LARGE GROWTH |
VPMCX |
Vanguard PRIMECAP Inv |
| LARGE BLEND |
VQNPX |
Vanguard Growth & Income Inv |
| SMALL BLEND |
NAESX |
Vanguard Small Cap Index Inv |
| Small Growth |
VEXPX |
Vanguard Explorer Inv |
| LARGE VALUE |
VHDYX |
Vanguard High Dividend Yield Index Inv |
| LARGE VALUE |
VIVAX |
Vanguard Value Index Inv |
| MID-CAP BLEND |
VSEQX |
Vanguard Strategic Equity Inv |
| LARGE GROWTH |
VFTSX |
Vanguard FTSE Social Index Inv |
| SMALL VALUE |
VISVX |
Vanguard Small Cap Value Index Inv |
| LARGE BLEND |
VDIGX |
Vanguard Dividend Growth Inv |
| MID-CAP BLEND |
VEXMX |
Vanguard Extended Market Idx Inv |
| LARGE BLEND |
VFINX |
Vanguard 500 Index Investor |
| LARGE GROWTH |
VMRGX |
Vanguard Morgan Growth Inv |
| LARGE GROWTH |
VGEQX |
Vanguard Growth Equity Inv |
| Small Growth |
VISGX |
Vanguard Small Cap Growth Index Inv |
|
| FIXED INCOME |
|
|
| Intermediate Government |
VFITX |
Vanguard Interm-Term Treasury Inv |
| Intermediate-Term Bond |
VBIIX |
Vanguard Interm-Term Bond Index Inv |
| Short-Term Bond |
VFSTX |
Vanguard Short-Term Investment-Grade Inv |
| Intermediate Government |
VFIIX |
Vanguard GNMA Inv |
| SHORT GOVERNMENT |
VSGBX |
Vanguard Short-Term Federal Inv |
| LONG GOVERNMENT |
VUSTX |
Vanguard Long-Term Treasury Inv |
| Short-Term Bond |
VBISX |
Vanguard Short-Term Bond Index Inv |
| Long-Term Bond |
VBLTX |
Vanguard Long-Term Bond Index Inv |
| High Yield Bond |
VWEHX |
Vanguard High-Yield Corporate Inv |
| SHORT GOVERNMENT |
VFISX |
Vanguard Short-Term Treasury Inv |
| Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Market Index Inv |
| Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Secs Inv |
| Long-Term Bond |
VWESX |
Vanguard Long-Term Investment-Grade Inv |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
VDMIX |
Vanguard Developed Markets Index Inv |
| Foreign Small/Mid Blend |
VINEX |
Vanguard International Explorer Inv |
| Foreign Large Blend |
VWIGX |
Vanguard International Growth Inv |
| Foreign Large Blend |
VFWIX |
Vanguard FTSE All-World ex-US Index Inv |
| Foreign Large Value |
VTRIX |
Vanguard International Value Inv |
| Foreign Large Blend |
VGTSX |
Vanguard Total Intl Stock Index Inv |
| WORLD STOCK |
VHGEX |
Vanguard Global Equity Inv |
| DIVERSIFIED PACIFIC/ASIA |
VPACX |
Vanguard Pacific Stock Index Inv |
| EUROPE STOCK |
VEURX |
Vanguard European Stock Index Inv |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VEIEX |
Vanguard Emerging Mkts Stock Idx |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
VGSIX |
Vanguard REIT Index Inv |
|
Investment model portfolios
We provide two types of investment model portfolios for Vanderbilt University Retirement Plan And New Faculty Plan - Vanguard 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.
