Page 85 - NovDefComp
P. 85

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
   80   81   82   83   84   85   86   87   88   89   90