Major Asset Index Funds Plan
Investment Model Portfolios

 

This plan is setup as a template to illustrate that for a relatively complete major asset classes represented by index mutual funds or ETFs, how EvergreenPlans strategies perform. The redemption period for each fund in this plan is set to be one month. If investors want to mirror this plan, it is recommended that they should choose corresponding ETFs (most of them are provided by Vanguard, iShares and SPDR ETFs) to avoid the limitation of redemption fee.

Investment options of Major Asset Index Funds Plan

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
LARGE BLEND VFINX VFINX Vanguard 500 Index Investor
MID-CAP BLEND VIMSX VIMSX Vanguard Mid Capitalization Index
SMALL BLEND NAESX NAESX Vanguard Small Cap Index
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX Vanguard Total Intl Stock Index
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX Vanguard Emerging Mkts Stock Idx
REAL ESTATE
REAL ESTATE VGSIX VGSIX Vanguard REIT Index
Global Real Estate RWX RWX SPDR DJ Wilshire Intl Real Estate
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund
FIXED INCOME
LONG GOVERNMENT VUSTX VUSTX Vanguard Long-Term U.S. Treasury
Intermediate Government VFITX VFITX Vanguard Interm-Term Treasury
SHORT GOVERNMENT VFISX VFISX Vanguard Short-Term Treasury
Long-Term Bond VWESX VWESX Vanguard Long-Term Investment-Grade
Intermediate-Term Bond VFICX VFICX Vanguard Interm-Term Investment-Grade
Short-Term Bond VFSTX VFSTX Vanguard Short-Term Investment-Grade
Intermediate Government VFIIX VFIIX Vanguard GNMA
Inflation-Protected Bond VIPSX VIPSX Vanguard Inflation-Protected Secs
WORLD BOND WIP WIP SPDR DB Intl Govt Infl-Protected Bond
WORLD BOND BEGBX BEGBX American Century International Bd Inv
Emerging Markets Bond PCY PCY PowerShares Emerging Mkts Sovereign Debt
High Yield Bond VWEHX VWEHX Vanguard High-Yield Corporate
Others
Convertibles VCVSX VCVSX Vanguard Convertible Securities
ROOT CASH Money Market Cash

Investment model portfolios

We provide two types of investment model portfolios for Major Asset Index Funds Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

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.

Tactical Asset Allocation Model Portfolio

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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Major Asset Index Funds Plan Tactical Asset Allocation Moderate NA 14.62% 3.65% 4.93% 2.42% 4.60% 6.99% 8.25%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

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