Vanguard All Index and Active Funds Investor Class
Investment Model Portfolios
Total Available Funds: 88
Asset Class |
Ticker
| Description |
FIXED INCOME |
|
|
Muni National Interm |
VWITX |
VWITX |
Muni California Long |
VCITX |
VCITX |
Muni Single State Interm |
VFLTX |
VFLTX |
Muni National Interm |
VWAHX |
VWAHX |
Muni National Long |
VWLTX |
VWLTX |
Muni Massachusetts |
VMATX |
VMATX |
Muni New Jersey |
VNJTX |
VNJTX |
Muni New York Long |
VNYTX |
VNYTX |
Muni Ohio |
VOHIX |
VOHIX |
Muni Pennsylvania |
VPAIX |
VPAIX |
High Yield Bond |
VWEHX |
VWEHX; 12 |
|
Others |
|
|
Moderate Allocation |
VAAPX |
VAAPX |
Moderate Allocation |
VBINX |
VBINX |
Moderate Allocation |
VGSTX |
VGSTX |
Conservative Allocation |
VWINX |
VWINX |
Moderate Allocation |
VWELX |
VWELX |
Conservative Allocation |
VSCGX |
VSCGX |
Aggressive Allocation |
VASGX |
VASGX |
Conservative Allocation |
VASIX |
VASIX |
Moderate Allocation |
VSMGX |
VSMGX |
Retirement Income |
VTINX |
VTINX |
Target Date 2000-2010 |
VTOVX |
VTOVX |
Target Date 2000-2010 |
VTENX |
VTENX |
Target Date 2011-2015 |
VTXVX |
VTXVX |
Target Date 2016-2020 |
VTWNX |
VTWNX |
Target Date 2021-2025 |
VTTVX |
VTTVX |
Target Date 2026-2030 |
VTHRX |
VTHRX |
Target Date 2031-2035 |
VTTHX |
VTTHX |
Target Date 2036-2040 |
VFORX |
VFORX |
Target Date 2041-2045 |
VTIVX |
VTIVX |
Target Date 2050+ |
VFIFX |
VFIFX |
Retirement Income |
VPDFX |
VPDFX |
Retirement Income |
VPGDX |
VPGDX |
Retirement Income |
VPGFX |
VPGFX |
Convertibles |
VCVSX |
VCVSX; 12 |
Conservative Allocation |
VTMFX |
TMFX,60 |
Market Neutral |
VMNFX |
VMNFX |
Equity Energy |
VGENX |
VGENX |
Health |
VGHCX |
VGHCX |
Natural Resources |
VGPMX |
VGPMX |
|
US EQUITY |
|
|
LARGE BLEND |
VFINX |
VFINX |
LARGE BLEND |
VDEQX |
VDEQX |
LARGE BLEND |
VDAIX |
VDAIX |
LARGE BLEND |
VDIGX |
VDIGX |
LARGE VALUE |
VEIPX |
VEIPX |
LARGE GROWTH |
VFTSX |
VFTSX |
LARGE BLEND |
VQNPX |
VQNPX |
LARGE GROWTH |
VIGRX |
VIGRX |
LARGE VALUE |
VHDYX |
VHDYX |
LARGE BLEND |
VLACX |
VLACX |
LARGE GROWTH |
VPCCX |
VPCCX |
LARGE BLEND |
VMCAX |
VMCAX |
LARGE BLEND |
VTSMX |
VTSMX |
LARGE GROWTH |
VWUSX |
VWUSX |
LARGE VALUE |
VUVLX |
VUVLX |
LARGE VALUE |
VIVAX |
VIVAX |
LARGE VALUE |
VWNDX |
VWNDX |
LARGE VALUE |
VWNFX |
VWNFX |
LARGE GROWTH |
VHCOX |
VHCOX |
LARGE BLEND |
VCVLX |
VCVLX |
Small Growth |
VEXPX |
VEXPX |
MID-CAP BLEND |
VEXMX |
VEXMX |
LARGE GROWTH |
VGEQX |
VGEQX |
Mid-Cap Growth |
VMGRX |
VMGRX |
Mid-Cap Growth |
VMGIX |
VMGIX |
MID-CAP BLEND |
VIMSX |
VIMSX |
MID-CAP VALUE |
VMVIX |
VMVIX |
LARGE GROWTH |
VPMCX |
VPMCX |
MID-CAP VALUE |
VASVX |
VASVX |
Small Growth |
VISGX |
VISGX |
SMALL BLEND |
NAESX |
NAESX |
SMALL VALUE |
VISVX |
VISVX |
MID-CAP BLEND |
VSEQX |
VSEQX |
SMALL BLEND |
VTMSX |
VTMSX |
|
REAL ESTATE |
|
|
REAL ESTATE |
VGSIX |
VGSIX |
Global Real Estate |
VGXRX |
VGXRX |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
VDMIX |
VDMIX |
EUROPE STOCK |
VEURX |
VEURX |
Foreign Large Blend |
VFWIX |
VFWIX |
FOREIGN SMALL/MID GROWTH |
VFSVX |
VFSVX |
FOREIGN SMALL/MID GROWTH |
VINEX |
VINEX |
Foreign Large Blend |
VWIGX |
VWIGX |
Foreign Large Value |
VTRIX |
VTRIX |
DIVERSIFIED PACIFIC/ASIA |
VPACX |
VPACX |
Foreign Large Blend |
VTMGX |
VTMGX |
Foreign Large Blend |
VGTSX |
VGTSX |
WORLD STOCK |
VTWSX |
VTWSX |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
VEIEX |
VEIEX |
|
The following is a moderate-risk model portfolio constructed from the investment options of Vanguard All Index and Active Funds Investor Class.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies