Washington University St. Louis 403B Vanguard
Investment Model Portfolios

Investment options of Washington University St. Louis 403B Vanguard

Total Available Funds: 70
Asset Class Ticker Description
Others
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Moderate Allocation VBINX Vanguard Balanced Index Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Moderate Allocation VGSTX Vanguard STAR Inv
Conservative Allocation VWINX Vanguard Wellesley Income Inv
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate-Term Bond VBIIX Vanguard Interm-Term Bond Index Inv
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE BLEND VCVLX Vanguard Capital Value Inv
LARGE BLEND VDEQX Vanguard Diversified Equity Inv
LARGE BLEND VDAIX Vanguard Dividend Appreciation Idx Inv
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
LARGE VALUE VEIPX Vanguard Equity-Income Inv
Small Growth VEXPX Vanguard Explorer Inv
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
LARGE BLEND VQNPX Vanguard Growth & Income Inv
LARGE GROWTH VGEQX Vanguard Growth Equity Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv
LARGE BLEND VLACX Vanguard Large Cap Index Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity
LARGE VALUE VUVLX Vanguard US Value Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE VALUE VWNFX Vanguard Windsor II Investor
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
EUROPE STOCK VEURX Vanguard European Stock Index Inv
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Value VTRIX Vanguard International Value Inv
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv

Investment model portfolios

We provide two types of investment model portfolios for Washington University St. Louis 403B Vanguard 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.

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
Washington University St. Louis 403B Vanguard Strategic Asset Allocation - Optimal Moderate NA 24.82% 3.44% 8.46% 6.84% 8.14% 7.26% 7.61%
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%

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
Washington University St. Louis 403B Vanguard Tactical Asset Allocation Moderate NA 20.40% -0.39% 4.35% 3.88% 4.76% 5.58% 6.47%
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%