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MyPlanIQ TIAA CODE SECTION 401K PLAN

TIAA CODE SECTION 401K PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEMRX TIAA-CREF Funds: Emerging Markets Equity Fund; Retail Class Shares
Others
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares
Target Date 2021-2025 TCLFX TIAA-CREF Funds: Lifecycle Funds 2025 Fund; Retirement Class Shares
Target Date 2031-2035 TCLRX TIAA-CREF Funds: Lifecycle Funds 2035 Fund; Retirement Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX TIAA-CREF Funds: International Equity Index Fund; Institutional Class Shares
Foreign Large Blend TRIEX TIAA-CREF Funds: International Equity Index Fund; Retirement Class Shares
Foreign Large Blend TRERX TIAA-CREF Funds: International Equity Fund; Retirement Class Shares
US EQUITY
LARGE BLEND TIGRX TIAA-CREF Funds: Growth & Income Fund; Institutional Class Shares
LARGE BLEND TRGIX TIAA-CREF Funds: Growth & Income Fund; Retirement Class Shares
MID-CAP VALUE TRVRX TIAA-CREF Funds: Mid-Cap Value Fund; Retirement Class Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEMRX TIAA-CREF Funds: Emerging Markets Equity Fund; Retail Class Shares
Others
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares
Target Date 2021-2025 TCLFX TIAA-CREF Funds: Lifecycle Funds 2025 Fund; Retirement Class Shares
Target Date 2031-2035 TCLRX TIAA-CREF Funds: Lifecycle Funds 2035 Fund; Retirement Class Shares
Target Date 2026-2030 TCLNX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Retirement Class Shares
Target Date 2000-2010 TCTIX TIAA-CREF Funds: Lifecycle Funds 2010 Fund; Institutional Class Shares
Target Date 2011-2015 TCNIX TIAA-CREF Funds: Lifecycle Funds 2015 Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX TIAA-CREF Funds: International Equity Index Fund; Institutional Class Shares
Foreign Large Blend TRIEX TIAA-CREF Funds: International Equity Index Fund; Retirement Class Shares
Foreign Large Blend TRERX TIAA-CREF Funds: International Equity Fund; Retirement Class Shares
Foreign Large Blend TIERX TIAA-CREF Funds: International Equity Fund; Retail Class Shares
US EQUITY
LARGE BLEND TIGRX TIAA-CREF Funds: Growth & Income Fund; Institutional Class Shares
LARGE BLEND TRGIX TIAA-CREF Funds: Growth & Income Fund; Retirement Class Shares
MID-CAP VALUE TRVRX TIAA-CREF Funds: Mid-Cap Value Fund; Retirement Class Shares
LARGE GROWTH TRIRX TIAA-CREF Funds: Large-Cap Growth Index Fund; Retirement Class Shares
LARGE VALUE TRCVX TIAA-CREF Funds: Large-Cap Value Index Fund; Retirement Class Shares
Mid-Cap Growth TRGMX TIAA-CREF Funds: Mid-Cap Growth Fund; Retirement Class Shares
LARGE VALUE TRLCX TIAA-CREF Funds: Large-Cap Value Fund; Retirement Class Shares
LARGE GROWTH TILRX TIAA-CREF Funds: Large-Cap Growth Fund; Retirement Class Shares
REAL ESTATE
REAL ESTATE TRRSX TIAA-CREF Funds: Real Estate Securities Fund; Retirement Class Shares
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS TEMRX TIAA-CREF Funds: Emerging Markets Equity Fund; Retail Class Shares 7% 3 60 0 1.34% 3.79%
Others
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares 94% 3 60 0 0.39% 4.67%
Target Date 2021-2025 TCLFX TIAA-CREF Funds: Lifecycle Funds 2025 Fund; Retirement Class Shares 92% 3 60 0 0.41% 5.02%
Target Date 2031-2035 TCLRX TIAA-CREF Funds: Lifecycle Funds 2035 Fund; Retirement Class Shares 92% 3 60 0 0.43% 5.15%
Target Date 2026-2030 TCLNX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Retirement Class Shares 88% 3 60 0 0.42% 4.98%
Target Date 2000-2010 TCTIX TIAA-CREF Funds: Lifecycle Funds 2010 Fund; Institutional Class Shares 71% 3 60 0 0.37% 7.36%
Target Date 2011-2015 TCNIX TIAA-CREF Funds: Lifecycle Funds 2015 Fund; Institutional Class Shares 67% 3 60 0 0.38% 6.28%
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX TIAA-CREF Funds: International Equity Index Fund; Institutional Class Shares 84% 3 60 0 0.3% 4.2%
Foreign Large Blend TRIEX TIAA-CREF Funds: International Equity Index Fund; Retirement Class Shares 83% 3 60 0 0.34% 3.86%
Foreign Large Blend TRERX TIAA-CREF Funds: International Equity Fund; Retirement Class Shares 79% 3 60 0 0.81% 11.37%
Foreign Large Blend TIERX TIAA-CREF Funds: International Equity Fund; Retail Class Shares 62% 3 60 0 0.8% 20.45%
US EQUITY
LARGE BLEND TIGRX TIAA-CREF Funds: Growth & Income Fund; Institutional Class Shares 93% 3 60 0 0.5% 14.21%
LARGE BLEND TRGIX TIAA-CREF Funds: Growth & Income Fund; Retirement Class Shares 93% 3 60 0 0.5% 13.62%
MID-CAP VALUE TRVRX TIAA-CREF Funds: Mid-Cap Value Fund; Retirement Class Shares 82% 3 60 0 0.45% 8.33%
LARGE GROWTH TRIRX TIAA-CREF Funds: Large-Cap Growth Index Fund; Retirement Class Shares 80% 3 60 0 0.16% 4.73%
LARGE VALUE TRCVX TIAA-CREF Funds: Large-Cap Value Index Fund; Retirement Class Shares 75% 3 60 0 0.19% 5.95%
Mid-Cap Growth TRGMX TIAA-CREF Funds: Mid-Cap Growth Fund; Retirement Class Shares 73% 3 60 0 0.56% 10.79%
LARGE VALUE TRLCX TIAA-CREF Funds: Large-Cap Value Fund; Retirement Class Shares 72% 3 60 0 0.56% 8.99%
LARGE GROWTH TILRX TIAA-CREF Funds: Large-Cap Growth Fund; Retirement Class Shares 64% 3 60 0 0.48% 14.33%
REAL ESTATE
REAL ESTATE TRRSX TIAA-CREF Funds: Real Estate Securities Fund; Retirement Class Shares 67% 3 60 0 0.72% 2.39%
Average Expense Ratio: 0.51%
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Model Portfolios

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 to Create Model Portfolio

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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
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