MyPlanIQ 401k Investor The University of Pittsburgh Retirement Vanguard Plan

The University of Pittsburgh Retirement Vanguard Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 71
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity
Foreign Large Value VTRIX Vanguard International Value
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer
Others
Health VGHCX Vanguard Health Care
Equity Energy VGENX Vanguard Energy
Moderate Allocation VBINX Vanguard Balanced Index
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VEIPX Vanguard Equity Income
Total Available Funds: 71
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity
Foreign Large Value VTRIX Vanguard International Value
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer
FOREIGN SMALL/MID GROWTH VINEX Vanguard Explorer
EUROPE STOCK VEURX Vanguard European Stock Index
Foreign Large Blend VWILX Vanguard International Growth
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index
Foreign Large Blend VGTSX Vanguard Total International Stock Index
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index
Foreign Large Blend VDMIX Vanguard Developed Markets Index
Others
Health VGHCX Vanguard Health Care
Equity Energy VGENX Vanguard Energy
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VASIX Vanguard LifeStrategy Income
Conservative Allocation VWIAX Vanguard Wellesley Income
Moderate Allocation VWENX Vanguard Wellington
Aggressive Allocation VASGX Vanguard LifeStrategy Growth
Aggressive Allocation VASGX Vanguard LifeStrategy Conservative Growth
Moderate Allocation VGSTX Vanguard STAR
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth
Natural Resources VGPMX Vanguard Precious Metals and Mining
Convertibles VCVSX Vanguard Convertible Securities
Moderate Allocation VAARX Vanguard Asset Allocation
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VEIPX Vanguard Equity Income
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE VALUE VWNFX Vanguard Windsor
LARGE GROWTH VWUSX Vanguard U.S. Growth
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index
LARGE BLEND VQNPX Vanguard Growth and Income
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP BLEND VEXMX Vanguard Extended Market Index
LARGE VALUE VWNDX Vanguard Windsor Investor
LARGE GROWTH VIGRX Vanguard Growth Index
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index
LARGE VALUE VIVAX Vanguard Value Index
LARGE GROWTH VPMCX Vanguard PRIMECAP
LARGE BLEND VTSMX Vanguard Total Stock Market Index
LARGE GROWTH VHCAX Vanguard Capital Opportunity
LARGE BLEND VDIGX Vanguard Dividend Growth
LARGE GROWTH VPCCX Vanguard PRIMECAP Core
MID-CAP VALUE VASVX Vanguard Selected Value
LARGE BLEND VLCAX Vanguard Large-Cap Index
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth
LARGE BLEND VDEQX Vanguard Diversified Equity
LARGE GROWTH VFTNX Vanguard FTSE Social Index
MID-CAP BLEND VSEQX Vanguard Strategic Equity
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity
LARGE BLEND VCVLX Vanguard Capital Value
LARGE VALUE VUVLX Vanguard U.S. Value
LARGE GROWTH VMRAX Vanguard Morgan Growth
LARGE GROWTH VGEQX Vanguard Growth Equity
LARGE BLEND VDAIX Vanguard Dividend Appreciation
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment-Grade
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities
Intermediate Government VFIIX Vanguard GNMA
Intermediate Government VFITX Vanguard Intermediate-Term Treasury
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
High Yield Bond VWEAX Vanguard High-Yield Corporate
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
Total Available Funds: 71
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index 81% 3 60 0 0.12% 2.22%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index 99% 3 60 0 0.08% 0.61%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity 100% 3 60 0 0.42% 4.44%
Foreign Large Value VTRIX Vanguard International Value 99% 3 60 0 0.39% 2.62%
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer 89% 3 60 0 0.41% 4.11%
FOREIGN SMALL/MID GROWTH VINEX Vanguard Explorer 89% 3 60 0 0.41% 4.11%
EUROPE STOCK VEURX Vanguard European Stock Index 89% 3 60 0 0.09% 1.74%
Foreign Large Blend VWILX Vanguard International Growth 83% 3 60 0 0.45% 0.93%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index 19% 3 60 0 0.08% 0.9%
Foreign Large Blend VGTSX Vanguard Total International Stock Index 16% 3 60 0 0.08% 1.23%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index 0% 3 60 0 0.2% 3.08%
Foreign Large Blend VDMIX Vanguard Developed Markets Index 0% 3 60 0 0.2% 2.88%
Others
Health VGHCX Vanguard Health Care 97% 3 60 0 0.34% 0.82%
Equity Energy VGENX Vanguard Energy 97% 3 60 0 0.46% 0%
Moderate Allocation VBINX Vanguard Balanced Index 92% 3 60 0 0.07% 1.1%
Conservative Allocation VASIX Vanguard LifeStrategy Income 91% 3 60 0 0.11% 5.05%
Conservative Allocation VWIAX Vanguard Wellesley Income 91% 3 60 0 0.16% 2.98%
Moderate Allocation VWENX Vanguard Wellington 89% 3 60 0 0.17% 11.04%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth 89% 3 60 0 0.14% 1.03%
Aggressive Allocation VASGX Vanguard LifeStrategy Conservative Growth 89% 3 60 0 0.14% 1.03%
Moderate Allocation VGSTX Vanguard STAR 83% 3 60 0 0.31% 6.63%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth 83% 3 60 0 0.13% 7.29%
Natural Resources VGPMX Vanguard Precious Metals and Mining 64% 3 60 0 0.36% 0%
Convertibles VCVSX Vanguard Convertible Securities 0% 3 60 0 0.59% 0%
Moderate Allocation VAARX Vanguard Asset Allocation 0% 3 60 0 NA 1.84%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index 100% 3 60 0 0.06% 0.97%
Small Growth VISGX Vanguard Small-Cap Growth Index 100% 3 60 0 0.07% 0.22%
LARGE VALUE VEIPX Vanguard Equity Income 99% 3 60 0 0.27% 2.25%
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.04%
LARGE VALUE VWNFX Vanguard Windsor 99% 3 60 0 0.26% 1.63%
LARGE GROWTH VWUSX Vanguard U.S. Growth 99% 3 60 0 0.3% 0.23%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index 98% 3 60 0 0.19% 0.48%
LARGE BLEND VQNPX Vanguard Growth and Income 98% 3 60 0 0.22% 1.01%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index 98% 3 60 0 0.04% 0.71%
LARGE BLEND VFINX Vanguard 500 Index 97% 3 60 0 0.14% 1.38%
MID-CAP BLEND VEXMX Vanguard Extended Market Index 97% 3 60 0 0.06% 0.56%
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 3 60 0 0.32% 2.08%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 3 60 0 0.04% 0.2%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index 96% 3 60 0 0.19% 1.06%
LARGE VALUE VIVAX Vanguard Value Index 95% 3 60 0 0.05% 1.74%
LARGE GROWTH VPMCX Vanguard PRIMECAP 95% 3 60 0 0.31% 6.73%
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 3 60 0 0.03% 0.67%
LARGE GROWTH VHCAX Vanguard Capital Opportunity 91% 3 60 0 0.43% 8.37%
LARGE BLEND VDIGX Vanguard Dividend Growth 90% 3 60 0 0.3% 10.31%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core 85% 3 60 0 0.46% 1.08%
MID-CAP VALUE VASVX Vanguard Selected Value 84% 3 60 0 0.43% 1.83%
LARGE BLEND VLCAX Vanguard Large-Cap Index 82% 3 60 0 0.04% 0.71%
Mid-Cap Growth VMGRX Vanguard Mid-Cap Growth 80% 3 60 0 0.37% 1.99%
LARGE BLEND VDEQX Vanguard Diversified Equity 73% 3 60 0 0.35% 0%
LARGE GROWTH VFTNX Vanguard FTSE Social Index 70% 3 60 0 0.14% 0.63%
MID-CAP BLEND VSEQX Vanguard Strategic Equity 65% 3 60 0 0.33% 1.3%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity 55% 3 60 0 0.26% 1.07%
LARGE BLEND VCVLX Vanguard Capital Value 0% 3 60 0 0.29% 3.31%
LARGE VALUE VUVLX Vanguard U.S. Value 0% 3 60 0 0.22% 12.25%
LARGE GROWTH VMRAX Vanguard Morgan Growth 0% 3 60 0 0.3% 0%
LARGE GROWTH VGEQX Vanguard Growth Equity 0% 3 60 0 0.52% 0.43%
LARGE BLEND VDAIX Vanguard Dividend Appreciation 0% 3 60 0 0.14% 1.9%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury 100% 3 60 0 0.1% 2.99%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 2.45%
Short-Term Bond VBISX Vanguard Short-Term Bond Index 100% 3 60 0 0.07% 2.6%
Intermediate-Term Bond VBIIX Vanguard Intermediate-Term Bond Index 100% 3 60 0 0.07% 2.56%
Intermediate-Term Bond VFICX Vanguard Intermediate-Term Investment-Grade 99% 3 60 0 0.2% 3.17%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade 99% 3 60 0 0.1% 2.82%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities 98% 3 60 0 0.07% 3.94%
Intermediate Government VFIIX Vanguard GNMA 98% 3 60 0 0.11% 2.46%
Intermediate Government VFITX Vanguard Intermediate-Term Treasury 97% 3 60 0 0.2% 3.11%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury 96% 3 60 0 0.1% 3.1%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal 95% 3 60 0 0.1% 2.37%
High Yield Bond VWEAX Vanguard High-Yield Corporate 85% 3 60 0 0.13% 4.8%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade 83% 3 60 0 0.22% 3.82%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index 0% 3 60 0 0.15% 3.98%
Average Expense Ratio: 0.21%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.3% 8.3% 1.7% 5.1% 4.3% 5.7%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.1% 9.1% 0.0% 3.2% 3.2% 4.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 71 funds. It covers 5 major asset classes and 32 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.

This plan is created upon a user's request. This plan covers the following three plans:

Qualified 401(a) Retirement Plan

University of Pittsburgh 403(b) Defined Contribution Program

University of Pittsburgh Supplemental TDA Plan

See this link for more detail.



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