EQUI-VEST 403(b)TSA Plan Investment Model Portfolios

Investment options of EQUI-VEST 403(b)TSA Plan

Total Available Funds: 77

Asset Class

Ticker

Description

Others
not found	not found	AXA Tactical Manager 500
not found	not found	AXA Tactical Manager 400
not found	not found	Equity Growth PLUS
Moderate Allocation	FBLAX	Franklin Core Balanced
not found	gamco m	GAMCO Mergers and Acquisitions
not found	not found	Boston Advisors Equity Income
not found	not found	Multimanager Mid Cap Value
Equity Energy	IVEIX	Ivy Funds VIP Energy
not found	not found	AXA Tactical Manager 2000
Technology	MTCIX	MFS Technology
Utilities	MMUIX	MFS Utilities
not found	not found	Capital Guardian Research
EQUITY	not found	Multimanager Technology
Natural Resources	GHAIX	Van Eck VIP Global Hard Assets
not found	not found	Common Stock Index
not found	not found	Small Company Index
not found	not found	Large Cap Value PLUS
not found	not found	Multimanager Small Cap Value
not found	not found	Mutual Large Cap Equity
not found	not found	Quality Bond PLUS
not found	not found	AXA Tactical Manager International
not found	not found	International Core PLUS
Aggressive Allocation	VBINX	Multimanager Aggressive Equity
not found	not found	International Value Plus
not found	not found	Fixed Maturity Options
not found	not found	Guaranteed Interest Option
not found	not found	Multimanager Large Cap Value
ROOT	CASH	money market

INTERNATIONAL EQUITY
Foreign Large Value	MINIX	MFS International Value
Foreign Large Growth	IIGIX	Multimanager International Equity
WORLD STOCK	OGLYX	Oppenheimer Global
WORLD STOCK	TGESX	Templeton Global Equity
Foreign Large Growth	AWPAX	AllianceBernstein International
Foreign Large Value	MAIVX	BlackRock International Value
Foreign Large Blend	NOINX	International Equity Index
Foreign Large Growth	MQGIX	MFS International Growth
Foreign Large Growth	AIEVX	Invesco V.I. International Growth

US EQUITY
LARGE BLEND	SVSPX	Equity 500 Index
MID-CAP BLEND	VIMSX	Mid Cap Index
MID-CAP VALUE	VMVIX	Mid Cap Value PLUS
LARGE VALUE	JVOIX	JPMorgan Value Opportunities
Mid-Cap Growth	DGRDX	Morgan Stanley Mid Cap Growth
LARGE BLEND	JCPRX	Large Cap Core PLUS
MID-CAP BLEND	GTAVX	Invesco V.I. Mid Cap Core Equity
LARGE VALUE	MABAX	BlackRock Basic Value Equity
Mid-Cap Growth	VMGIX	Multimanager Mid Cap Growth
LARGE GROWTH	CISIX	Calvert Socially Responsible
LARGE GROWTH	ALLIX	Large Cap Growth Index
Small Growth	QUASX	AllianceBernstein Small Cap Growth
SMALL VALUE	FRVLX	AXA Franklin Small Cap Value Core
LARGE GROWTH	VWUSX	Large Cap Growth PLUS
SMALL BLEND	GACIX	GAMCO Small Company Value
LARGE BLEND	ISFIX	Davis New York Venture
SMALL BLEND	SMEAX	Invesco V.I. Small Cap Equity
LARGE VALUE	VIVAX	Large Cap Value Index
Small Growth	VISGX	Multimanager Small Cap Growth
LARGE VALUE	LLCYX	Lord Abbett Large Cap Core
LARGE GROWTH	MCGIX	Montag & Caldwell Growth
LARGE GROWTH	PRGFX	T.Rowe Price Growth Stock
LARGE VALUE	not found	UBS Growth and Income
LARGE VALUE	ACSDX	Van Kampen Comstock
LARGE GROWTH	EKONX	Wells Fargo Omega Growth
LARGE BLEND	VPCSX	Fidelity VIP Contrafund
LARGE GROWTH	MIGFX	MFS Investors Growth Stock
LARGE GROWTH	MITIX	MFS Investors Trust
LARGE VALUE	HMCFX	Multimanager Large Cap Core Equity

REAL ESTATE
Global Real Estate	ARGYX	Invesco V.I. Global Real Estate

FIXED INCOME
Intermediate-Term Bond	BFMCX	Core Bond Index
FIXED INCOME	not found	Global Bond PLUS
Intermediate Government	VFITX	Intermediate Government Bond
Multisector Bond	WALCX	Global Multi-Sector Equity
ULTRASHORT BOND	PTSHX	PIMCO Ultra Short Bond
High Yield Bond	AHHYX	Invesco V.I. High Yield
High Yield Bond	IVHIX	Ivy Funds VIP High Income
Intermediate-Term Bond	JCBUX	Multimanager Core Bond
Multisector Bond	BMSIX	Multimanager Multi-Sector Bond

Emerging Market
DIVERSIFIED EMERGING MKTS	LZEMX	Lazard Retirement Emerging Markets Equity

Investment model portfolios

We provide two types of investment model portfolios for EQUI-VEST 403(b)TSA 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
EQUI-VEST 403(b)TSA Plan Strategic Asset Allocation – Optimal Moderate	NA	20.44%	3.79%	5.88%	5.31%	6.46%	6.51%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	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 (%)	EQUI-VEST 403… Moderate	-1.01	20.44	3.79	5.88	5.31	6.46	6.51	…	…	NA	0.15	7.06	12.50	-11.37	4.35	12.80	18.02	-3.71	9.35	5.03	-0.44	2.88	15.03	13.68	-3.48	11.14	25.46	-23.86	11.87	11.85	13.81	13.48	23.48	-3.84	1.73	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)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	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)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	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	EQUI-VEST 403… Moderate	NA	0.19	-0.18	0.20	0.36	NA	NA	…	…	NA	0.02	0.06	1.21	-1.14	0.49	0.74	2.56	-0.53	1.75	0.58	-0.05	0.41	2.28	1.93	-0.25	0.98	1.59	-1.21	0.96	1.03	1.89	1.69	2.95	-0.54	-0.06	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(%)	EQUI-VEST 403… Moderate	NA	7.53	8.77	10.97	9.49	NA	NA	…	…	NA	3.56	7.64	6.83	11.20	8.91	17.05	6.50	9.43	4.99	8.39	8.68	6.96	6.57	7.08	14.30	11.28	15.91	20.55	9.26	8.31	6.14	7.43	7.72	9.14	9.57	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(%)	EQUI-VEST 403… Moderate	NA	5.53	17.89	26.80	26.80	NA	NA	…	…	NA	0.28	5.46	5.85	18.14	6.06	26.80	3.40	10.43	3.43	7.13	8.46	6.23	6.21	5.73	14.90	8.77	17.08	34.28	6.59	11.13	4.92	7.07	7.39	16.11	14.72	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(%)	EQUI-VEST 403… Moderate	NA	4.85	5.92	5.32	4.58	NA	NA	…	…	NA	NA	0.92	4.62	6.00	5.93	5.60	2.94	4.76	0.53	2.11	4.37	7.82	4.52	5.08	2.02	1.74	2.91	4.88	8.42	5.06	3.15	1.24	2.17	2.34	4.56	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	1.17	1.57	1.51	2.82	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 10/31/2024, 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
EQUI-VEST 403(b)TSA Plan Tactical Asset Allocation Moderate	NA	21.89%	5.58%	7.41%	5.29%	6.39%	8.79%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	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 (%)	EQUI-VEST 403… Moderate	-1.22	21.89	5.58	7.41	5.29	6.39	8.79	…	…	NA	0.63	7.94	14.67	-8.81	6.76	7.76	17.22	-10.34	10.57	5.87	0.57	2.51	16.57	9.43	1.52	10.56	12.63	10.56	17.81	18.63	17.70	15.51	21.02	3.17	1.91	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)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	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)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	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	EQUI-VEST 403… Moderate	NA	0.28	0.12	0.23	0.30	NA	NA	…	…	NA	0.05	0.14	1.24	-0.83	0.65	0.38	1.98	-1.02	1.72	0.62	0.06	0.27	2.24	1.20	0.12	1.03	1.16	1.32	1.31	1.58	2.40	1.82	3.10	0.33	-0.05	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(%)	EQUI-VEST 403… Moderate	NA	9.75	10.33	12.87	11.04	NA	NA	…	…	NA	12.46	9.82	8.42	12.34	10.42	19.95	7.98	11.40	5.79	9.16	9.08	9.24	7.39	7.78	12.89	10.19	10.84	7.29	11.30	9.72	6.49	8.03	6.56	6.27	7.27	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(%)	EQUI-VEST 403… Moderate	NA	6.19	14.06	27.22	27.22	NA	NA	…	…	NA	1.06	6.19	6.04	16.17	4.85	27.22	4.52	17.93	2.73	8.65	7.19	8.36	6.88	6.30	11.55	8.41	8.43	4.95	8.32	13.30	5.39	9.45	5.61	5.45	7.21	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(%)	EQUI-VEST 403… Moderate	NA	5.20	4.91	5.98	5.55	NA	NA	…	…	NA	NA	1.39	4.94	3.50	5.84	4.66	11.25	3.92	2.77	5.24	5.72	8.31	7.52	3.90	5.57	2.81	4.99	5.93	9.41	8.10	5.43	1.67	4.91	4.90	5.44	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)	0.00	1.17	1.57	1.51	2.82	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 10/31/2024, Common starting date is 12/31/2000

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