Mapping – target date funds vanguard

mapping ? target date funds

Asset Class

Retirement Income Target Date 2000-2010 Target Date 2011-2015 Target Date 2016-2020 Target Date 2021-2025 Target Date 2026-2030 Target Date 2031-2035 Target Date 2036-2040 Target Date 2041-2045 Target Date 2046-2050 Target Date 2051+ Target Date 2051+

Current Investment

Vanguard Target Retirement Income Inv Vanguard Target Retirement 2010 Inv Vanguard Target Retirement 2015 Inv Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2060 Inv

Ticker

VTINX VTENX VTXVX VTWNX VTTVX VTHRX VTTHX VFORX VTIVX VFIFX VFFVX VTTSX

vanguard

New Investment

Vanguard Target Retirement Income Inst Vanguard Target Retirement 2010 Inst Vanguard Target Retirement 2015 Inst Vanguard Target Retirement 2020 Inst Vanguard Target Retirement 2025 Inst Vanguard Target Retirement 2030 Inst Vanguard Target Retirement 2035 Inst Vanguard Target Retirement 2040 Inst Vanguard Target Retirement 2045 Inst Vanguard Target Retirement 2050 Inst Vanguard Target Retirement 2055 Inst Vanguard Target Retirement 2060 Inst

Ticker

VITRX VIRTX VITVX VITWX VRIVX VTTWX VITFX VIRSX VITLX VTRLX VIVLX VILVX

mapping ? index funds

Asset Class

Short-Term Bond Intermediate-Term Bond Intermediate-Term Bond Long Term Bond Balanced Large Value Large Value Large Blend Large Blend Large Blend Large Blend Large Blend Large Growth Mid-Cap Value Mid-Cap Blend Mid-Cap Blend Mid-Cap Growth World Stock Foreign Large Blend Foreign Large Blend Foreign Large Blend Foreign Small/Mid Blend Small Value Small Blend Small Growth Diversified Pacific/Asia Europe Stock Diversified Emerging Mkts Real Estate

Current Investment

Ticker

Vanguard Short-Term Bond Index Inv

VBISX

Vanguard Interm-Term Bond Index Inv

VBIIX

Vanguard Total Bond Market Index Inv

VBMFX

Vanguard Long-Term Bond Index Inv

VBLTX

Vanguard Balanced Index Inv

VBINX

Vanguard High Dividend Yield Index Inv VHDYX

Vanguard Value Index Inv

VIVAX

Vanguard Dividend Appreciation Idx Inv

VDAIX

Vanguard 500 Index Inv

VFINX

Vanguard Large Cap Index Inv

VLACX

Vanguard Total Stock Mkt Idx Inv

VTSMX

Vanguard FTSE Social Index Inv

VFTSX

Vanguard Growth Index Inv

VIGRX

Vanguard Mid-Cap Value Index Inv

VMVIX

Vanguard Extended Market Idx Inv

VEXMX

Vanguard Mid Cap Index Inv

VIMSX

Vanguard Mid-Cap Growth Index Inv

VMGIX

Vanguard Total World Stock Index Inv

VTWSX

Vanguard Developed Markets Idx Investor VDVIX

Vanguard FTSE All-World ex-US Index Inv VFWIX

Vanguard Total Intl Stock Index Inv

VGTSX

Vanguard FTSE All-Wld ex-US SmCp Idx In VFSVX

Vanguard Small Cap Value Index Inv

VISVX

Vanguard Small Cap Index Inv

NAESX

Vanguard Small Cap Growth Index Inv

VISGX

Vanguard Pacific Stock Index Inv

VPACX

Vanguard European Stock Index Inv

VEURX

Vanguard Emerging Mkts Stock Idx Inv

VEIEX

Vanguard REIT Index Inv

VGSIX

vanguard

New Investment

Ticker

Wells Fargo Sh Dur Govt Bd R6 Vanguard Total Bond Market Index I Vanguard Total Bond Market Index I Age based Vanguard Target Retirement Fund Vanguard WellingtonTM AdmiralTM JHancock Disciplined Value R6 JHancock Disciplined Value R6 Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Vanguard FTSE Social Index Inv Vanguard Capital Opportunity Adm MFS? Mid Cap Value R5 Vanguard Mid Cap Index I Vanguard Mid Cap Index I Eagle Mid Cap Growth R6 Age based Vanguard Target Retirement Fund Vanguard Total Intl Stock Index I Vanguard Total Intl Stock Index I Vanguard Total Intl Stock Index I Vanguard Total Intl Stock Index I Goldman Sachs Small Cap Value Instl Vanguard Small Cap Index I Wells Fargo Small Co Growth I Age based Vanguard Target Retirement Fund Age based Vanguard Target Retirement Fund Vanguard Emerging Mkts Stock Idx I Principal Real Estate Securities Inst

MSDRX VBTIX VBTIX

VWENX JDVWX JDVWX

VINIX VINIX VINIX VINIX VFTSX VHCAX MVCKX VMCIX VMCIX HRAUX

VTSNX VTSNX VTSNX VTSNX GSSIX VSCIX WSCGX

VEMIX PIREX

mapping ? actively managed funds

Asset Class

Conservative Allocation Conservative Allocation Conservative Allocation Moderate Allocation Moderate Allocation Balanced Aggressive Allocation Money Market Money Market Money Market Short Government Short Government Short-Term Bond Intermediate Government Intermediate Government Intermediate-Term Bond Inflation-Protected Bond Long Government Long Term Bond High Yield Bond Convertibles Large Value Large Value

Current Investment

Ticker

Vanguard LifeStrategy Income Inv Vanguard LifeStrategy Cnsrv Gr Inv Vanguard Wellesley? Income Inv Vanguard STAR Inv Vanguard LifeStrategy Moderate Gr Inv Vanguard WellingtonTM Inv Vanguard LifeStrategy Growth Inv Vanguard Federal Money Market Inv Vanguard Prime Money Market Inv Vanguard Admiral Treasury Money Mkt Inv Vanguard Short-Term Treasury Inv Vanguard Short-Term Federal Inv Vanguard Short-Term Investment-Grade Inv Vanguard GNMA Inv Vanguard Interm-Term Treasury Inv Vanguard Interm-Term Invmt-Grade Inv Vanguard Inflation-Protected Secs Inv Vanguard Long-Term Treasury Inv Vanguard Long-Term Investment-Grade Inv Vanguard High-Yield Corporate Inv Vanguard Convertible Securities Inv Vanguard Equity-Income Inv Vanguard US Value Inv

VASIX VSCGX VWINX VGSTX VSMGX VWELX VASGX VMFXX VMMXX VUSXX VFISX VSGBX VFSTX

VFIIX VFITX VFICX VIPSX VUSTX VWESX VWEHX VCVSX VEIPX VUVLX

vanguard

New Investment

Age based Vanguard Target Retirement Fund Age based Vanguard Target Retirement Fund Age based Vanguard Target Retirement Fund Vanguard WellingtonTM AdmiralTM Age based Vanguard Target Retirement Fund Vanguard WellingtonTM AdmiralTM Age based Vanguard Target Retirement Fund Vanguard Federal Money Market Inv Vanguard Federal Money Market Inv Vanguard Federal Money Market Inv Wells Fargo Sh Dur Govt Bd R6 Wells Fargo Sh Dur Govt Bd R6 Wells Fargo Sh Dur Govt Bd R6 Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan Metropolitan West Total Return Bond Plan PIMCO Real Return Instl Age based Vanguard Target Retirement Fund Age based Vanguard Target Retirement Fund MainStay High Yield Corporate Bond R6 Age based Vanguard Target Retirement Fund JHancock Disciplined Value R6 JHancock Disciplined Value R6

Ticker

VWENX VWENX VMFXX VMFXX VMFXX MSDRX MSDRX MSDRX MWTSX MWTSX MWTSX PRRIX MHYSX JDVWX JDVWX

mapping ? actively managed funds continued

Asset Class

Large Value Large Value Large Blend Large Blend Large Blend Large Growth Large Growth Large Growth Large Growth Large Growth Large Growth Mid-Cap Value Mid-Cap Blend Mid-Cap Growth World Stock Foreign Large Value Foreign Large Growth Foreign Small/Mid Blend Small Blend Small Growth Equity Energy Equity Precious Metals Health

Current Investment

Ticker

Vanguard WindsorTM Inv

VWNDX

Vanguard WindsorTM II Inv

VWNFX

Vanguard Capital Value Inv

VCVLX

Vanguard Dividend Growth Inv

VDIGX

Vanguard Growth & Income Inv

VQNPX

Vanguard Diversified Equity Inv

VDEQX

Vanguard Capital Opportunity Inv

VHCOX

Vanguard MorganTM Growth Inv

VMRGX

Vanguard PRIMECAP Core Inv

VPCCX

Vanguard PRIMECAP Inv

VPMCX

Vanguard US Growth Inv

VWUSX

Vanguard Selected Value Inv

VASVX

Vanguard Strategic Equity Inv

VSEQX

Vanguard Mid Cap Growth Inv

VMGRX

Vanguard Global Equity Inv

VHGEX

Vanguard International Value Inv

VTRIX

Vanguard International Growth Inv

VWIGX

Vanguard International Explorer Inv

VINEX

Vanguard Strategic Small-Cap Equity Inv VSTCX

Vanguard Explorer Inv

VEXPX

Vanguard Energy Inv

VGENX

Vanguard Precious Metals and Mining Inv VGPMX

Vanguard Health Care Inv

VGHCX

vanguard

New Investment

Ticker

JHancock Disciplined Value R6 JHancock Disciplined Value R6 Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Institutional Index I Vanguard Capital Opportunity Adm Vanguard Capital Opportunity Adm Vanguard Capital Opportunity Adm Vanguard Capital Opportunity Adm Vanguard Capital Opportunity Adm Vanguard Capital Opportunity Adm MFS? Mid Cap Value R5 Vanguard Mid Cap Index I Eagle Mid Cap Growth R6 Age based Vanguard Target Retirement Fund MFS? International Value R5 American Funds Europacific Growth R6 American Funds Europacific Growth R6 Vanguard Small Cap Index I Wells Fargo Small Co Growth I Age based Vanguard Target Retirement Fund Age based Vanguard Target Retirement Fund Age based Vanguard Target Retirement Fund

JDVWX JDVWX

VINIX VINIX VINIX VHCAX VHCAX VHCAX VHCAX VHCAX VHCAX MVCKX VMCIX HRAUX

MINJX RERGX RERGX VSCIX WSCGX

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