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WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

Total Available Funds: 22
Investment Description
VANGUARD SMALL CAP INDEX INSTITUTIONAL
VANGUARD REAL ESTATE TIAA POOLED SEPARATE ACCOUNT
CREF STOCK R3 COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES
CREF MONEY MARKET R3 COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES
CREF SOCIAL CHOICE R3 COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES
CREF GLOBAL EQUITIES R3 COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES
VANGUARD WELLINGTON ADM
VANGUARD HIGH-YIELD CORP ADM
VANGUARD INTL GROWTH ADM
VANGUARD REAL ESTATE IDX INST
AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND
JPM SMALL CAP VALUE FUND R6 MUTUAL FUND
MASSMUTUAL MID CAP GROWTH I MUTUAL FUND
VICTORY SYCAMORE ESTAB VAL R6 MUTUAL FUND
WESTERN ASSET CORE PLUS BND IS MUTUAL FUND
VANGUARD TTL BD MKT IDX INSTPL
VANGUARD SM CAP IDX INST PLUS
VANGUARD MCAP IDX INSTIT PLUS
VANGUARD TARGET RETIRE 2065
VANGUARD TARGET RETIRE 2060
VANGUARD TARGET RET 2070 INV
VANGUARD PRIMECAP ADM

Investment model portfolios

We provide two types of investment model portfolios for WASHINGTON UNIVERSITY RETIREMENT SAVINGS 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA 13.71% 6.81% 4.91% 7.40% 6.83% NA 7.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39% 5.56%
Data as of 10/31/2019, AR inception 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 Inception
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 19.49% 2.75% 7.61% 6.38% 7.83% 9.60% 9.99%
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%
Data as of 10/31/2024, AR inception is 12/31/2000