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MyPlanIQ
401k Investor
Retirement Plan of the State of South Carolina offered by TIAA/CREF
Investment Options
| Total Available Funds: | 23 |
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| Total Available Funds: | 23 |
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| Total Available Funds: | 23 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.41%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
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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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| 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* |
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Click for Portfolio Details or Follow | -0.3% | 15.4% | 6.7% | 8.5% | 5.6% | 7.0% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| 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* |
|
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Click for Portfolio Details or Follow | 5.5% | 31.6% | 22.1% | 14.1% | 12.5% | 10.1% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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.
The plan consists of 23 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
The State of South Carolina has a contract with TIAA/CREF to offer retirement program. This plan is created under a user's request. There are no specific holding requirements, so we set 30-day minimum holding period for each fund in the plan.
The following is the list of funds:
Guaranteed · % TIAA Traditional Equities · %CREF Stock · %TIAA-CREF Small-Cap Blend Index Fund - Retirement Class · %Vanguard Mid Cap Index Fund · %American Funds EuroPacific Growth Fund · %American Funds Growth Fund of America Real Estate Fixed Income Money Market Multi-Asset · %TIAA-CREF Lifecycle 2010 Fund - Retirement Class · %TIAA-CREF Lifecycle 2015 Fund - Retirement Class · %TIAA-CREF Lifecycle 2020 Fund - Retirement Class · %TIAA-CREF Lifecycle 2025 Fund - Retirement Class · %TIAA-CREF Lifecycle 2030 Fund - Retirement Class · %TIAA-CREF Lifecycle 2035 Fund - Retirement Class · %TIAA-CREF Lifecycle 2040 Fund - Retirement Class · %TIAA-CREF Lifecycle 2045 Fund - Retirement Class
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