Mapping Charts -Vanguard - Emory University
Mapping Charts - Vanguard
The mapping table that follows shows the mapping of your investment options listed by Vanguard.
Vanguard:
ASSET CLASS
EXISTING INVESTMENT OPTION
ALLOCATION FUNDS
Allocation- Vanguard STAR?
50% to
Fund Investor
70% Equity Shares
??
VGSTX 0.31%
NEW INVESTMENT OPTION
??
Vanguard Institutional Various Target Retirement Fund by age.
0.09%
Allocation- Vanguard
VWELX
50% to
WellingtonTM
70% Equity Fund Investor
Shares
PASSIVELY MANAGED FUNDS
0.24%
Foreign Large Blend
Diversified Emerging Markets Mid-Cap Blend
Vanguard
VDVIX 0.16%
Developed
Markets Index
Fund Investor
Shares
Vanguard
VEIEX 0.29%
Emerging Markets
Stock Index Fund
Investor Shares
Vanguard
VEXMX 0.19%
Extended Market
Index Fund
Investor Shares l
l
Expense ratio as ofJune 30, 2021.
Vanguard Institutional
Various Target Retirement Fund by age.
0.09%
Vanguard Total International
Stock Index Fund Institutional Shares
VTSNX 0.08%
Vanguard Institutional Various
Target Retirement Fund by age.
0.09%
Vanguard Mid-
Cap Index Fund Institutional Shares
VMCIX 0.04%
l l
Vanguard:
ASSET CLASS
Large Growth
EXISTING INVESTMENT OPTION
Vanguard Growth Index Fund Investor Shares
TICKER SYMBOL
VIGRX
EXPENSE RATIO
0.17%
Small Growth
Vanguard SmallCap Growth Index Fund Investor Shares
VISGX
Small Value
Vanguard SmallCap Value Index Fund Investor Shares
VISVX
PASSIVELY MANAGED FUNDS
Large Blend
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
Large Value Vanguard Value Index Fund Investor Shares
VIVAX
0.19% 0.19%
0.14% 0.17%
ACTIVELY MANAGED FUNDS
Mid-Cap Growth
Vanguard Capital VHCOX Opportunity Fund Investor Shares
Large Blend
Vanguard Dividend Growth Fund Investor Shares
VDIGX
Large Value Vanguard Equity Income Fund Investor Shares
VEIPX
Small Growth
Vanguard ExplorerTM Fund
Investor Shares
VEXPX
World Large Vanguard Global VHGEX
Stock
Equity Fund
Investor Shares
0.44% 0.26%
0.28% 0.41% 0.45%
Large Blend Vanguard Growth VQNPX 0.32% and Income Fund Investor Shares
Foreign Large Growth
Foreign Large Value
Money Market
Vanguard International Growth Fund Investor Shares
Vanguard International Value Fund Investor Shares
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares*
Expense ratio as of June 30, 2021.
VWIGX 0.44% VTRIX 0.35% VMRXX 0.10%
NEW INVESTMENT OPTION
Vanguard Institutional Index Fund Institutional Plus Shares
Vanguard SmallCap Index Fund Institutional Shares
TICKER SYMBOL VIIIX
VSCIX
EXPENSE RATIO 0.02%
0.04%
Vanguard SmallCap Index Fund Institutional Shares
VSCIX 0.04%
Vanguard Institutional Index Fund Institutional Plus Shares
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX VIIIX
0.02% 0.02%
BlackRock MidCap Growth Equity Portfolio Class K
BMGKX
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
John Hancock Funds JDVWX Disciplined Value Fund Class R6
Loomis Sayles Small Cap Growth Fund Class N
LSSNX
Vanguard Institutional Various Target Retirement Fund by age.
0.73% 0.02%
0.70% 0.82% 0.09%
Vanguard Institutional Index Fund Institutional Plus Shares
American Funds EuroPacific Growth Fund? Class R-6
VIIIX RERGX
0.02% 0.46%
American Funds
EuroPacific Growth Fund? Class R-6
RERGX 0.46%
Vanguard Treasury Money Market Fund Investor Shares*
VUSXX
0.09%
Vanguard:
ASSET CLASS
Mid-Cap Value
Large Growth
Large Value
EXISTING
INVESTMENT
OPTION
Vanguard Selected Value Fund Investor Shares
Vanguard U.S. Growth Fund Investor Shares
Vanguard WindsorTM II Fund Investor Shares
TICKER SYMBOL VASVX
VWUSX
VWNFX
EXPENSE RATIO 0.31%
0.38%
0.34%
NEW INVESTMENT OPTION
MFS Mid Cap Value Fund Class R6
TICKER EXPENSE SYMBOL RATIO
MVCKX 0.68%
Harbor Capital Appreciation Fund Retirement Class
HNACX
John Hancock Funds JDVWX Disciplined Value Fund Class R6
0.64% 0.70%
Expense ratio as of June 30, 2021.
* You could lose money by investing in the fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The fund's sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
Effective October 1, the share classes of the investment options shown below will change.
As a result, the fund codes, ticker symbols, and expense ratios will change. The new share classes will offer you the same investment strategy and risk, but the overall expenses will be lower. The transfer of balances will appear as an exchange on your account history and quarterly statement.
ASSET CLASS
Large Blend
OLD SHARE CLASS
Vanguard 500 Index Fund Investor Shares
TICKER EXPENSE SYMBOL RATIO
VFINX 0.14%
Large Growth Mid-Cap Blend Small Blend
Target-Date 2000-2010
Target-Date 2015
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Vanguard PRIMECAP Fund Investor Shares
Vanguard Mid-Cap Index Fund Investor Shares
Vanguard Small-Cap Index Fund Investor Shares
Vanguard Target Retirement Income Fund Investor Shares
Vanguard Target Retirement 2015 Fund Investor Shares
Vanguard Target Retirement 2020 Fund Investor Shares
Vanguard Target Retirement 2025 Fund Investor Shares
Vanguard Target Retirement 2030 Fund Investor Shares
Vanguard Target Retirement 2035 Fund Investor Shares
Vanguard Target Retirement 2040 Fund Investor Shares
VPMCX 0.38% VIMSX 0.17% NAESX 0.17% VTINX 0.12% VTXVX 0.13% VTWNX 0.13% VTTVX 0.13% VTHRX 0.14% VTTHX 0.14% VFORX 0.14%
NEW SHARE CLASS
Vanguard Institutional Index Fund Institutional Plus Shares
Vanguard PRIMECAP Fund Admiral Shares
Vanguard Mid-Cap Index Fund Institutional Shares
Vanguard Small-Cap Index Fund Institutional Shares
Vanguard Institutional Target Retirement Income Fund Institutional Shares
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
TICKER EXPENSE SYMBOL RATIO VIIIX 0.02%
VPMAX 0.31% VMCIX 0.09% VSCIX 0.04%
VITRX 0.09%
VITVX 0.09%
VITWX 0.09%
VRIVX 0.09%
VTTWX 0.09%
VITFX 0.09%
VIRSX 0.09%
25
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