Page 84 - NovDefComp
P. 84

Scorecard - 457(b) Plan








                                   continued


                                                                                                                Style                 Risk/Return          Peer Group     Qual      Score Components        Score
                                                                                Asset      Ticker/
                                         Asset Allocation          Assets
                                                                                Class        I D        Risk    Style            Risk/    Up/     Info   Return
                                                                                                                          R 2                                   SR Rank 2pt Max   Allocation  Selection    Q3 2020
                                                                                                        Level  Diversity        Return  Down     Ratio    Rank
                                    Vanguard Target                                                      1        1       1       1        1       0       1       1       2                                  9
                                    Retirement 2025 Inv        $37,213,196.00   MOD        VTTVX                65.5/            9.2/    95.3/                                       9           8.4
                                                                                                         9.2             99.5                    -0.16    18.0    18.0                                      MOD
                                    (Default)                                                                   34.5             8.6     93.0

                                                                                The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual
                                                                                funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2025 (the target year).
                                                   Strategy Review
                                                                                The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage
                                                                                of assets allocated to bonds and other fixed income investments will increase.


                                    Vanguard Target                                                      1        1       1       1        1       0       1       1       2                                  9
                                    Retirement 2035 Inv        $30,956,061.00    M  A      VTTHX                80.4/            11.3/   95.5/                                       9           8.4
                                                                                                        11.3             99.6                    -0.22    25.0    17.0                                       MA
                                    (Default)                                                                   19.6             9.5     94.3
                                                                                The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual
                                                                                funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2035 (the target year).
                                                   Strategy Review
                                                                                The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage
                                                                                of assets allocated to bonds and other fixed income investments will increase.


                                    Vanguard Target                                                      1        1       1       0        0       0       1       1       2                                  8
                                    Retirement 2045 Inv        $26,162,000.00   AGG        VTIVX                89.3/            13.2/   98.5/                                       7           8.4
                                                                                                        13.2             99.7                    -0.57    15.0    13.0                                       AGG
                                    (Default)                                                                   10.7             10.1    100.7
                                                                                The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual
                                                                                funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2045 (the target year).
                                                   Strategy Review
                                                                                The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage
                                                                                of assets allocated to bonds and other fixed income investments will increase.

                                    Vanguard Target                                                      1        1       1       0        0       0       1       1       2                                  8
                                    Retirement 2055 Inv        $17,455,396.00   AGG        VFFVX                89.1/            13.2/   98.5/                                       7           8.4
                                                                                                        13.2             99.7                    -0.58    17.0    14.0                                       AGG
                                    (Default)                                                                   10.9             10.1    100.8
                                                                                The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual
                                                                                funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2055 (the target year).
                                                   Strategy Review
                                                                                The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage
                                                                                of assets allocated to bonds and other fixed income investments will increase.














                                                                                                                                                                                                                      20
   79   80   81   82   83   84   85   86   87   88   89