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MyPlanIQ 401k Investor The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan

The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 68
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX American Funds Washington Mutual Investors Fund
DIVERSIFIED EMERGING MKTS TEQLX TIAA-CREF Emerging Markets Equity Index Fund
Others
Moderate Allocation RIDFX American Funds Income Fund of America
World Allocation RIRFX American Funds Capital Income Builder Fund
Moderate Allocation PACLX T. Rowe Price Capital Appreciation Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Blend TIVRX Thornburg International Value Fund
WORLD STOCK RWIFX American Funds Capital World Growth and Income Fund
US EQUITY
MID-CAP BLEND RPFIX Royce Premier Fund
SMALL BLEND RYOTX Royce Micro-Cap Fund
LARGE BLEND TIGRX Sentinel Small Company Fund
Total Available Funds: 68
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX American Funds Washington Mutual Investors Fund
DIVERSIFIED EMERGING MKTS TEQLX TIAA-CREF Emerging Markets Equity Index Fund
Others
Moderate Allocation RIDFX American Funds Income Fund of America
World Allocation RIRFX American Funds Capital Income Builder Fund
Moderate Allocation PACLX T. Rowe Price Capital Appreciation Fund
Target Date 2050+ TLLIX TIAA-CREF Lifecycle Index 2050 Fund
Target Date 2041-2045 TLXIX TIAA-CREF Lifecycle Index 2045 Fund
Target Date 2031-2035 TLYIX TIAA-CREF Lifecycle Index 2035 Fund
Target Date 2021-2025 TLQIX TIAA-CREF Lifecycle Index 2025 Fundnt
Target Date 2011-2015 TLFIX TIAA-CREF Lifecycle Index 2015 Fund
Target Date 2000-2010 TLTIX TIAA-CREF Lifecycle Index 2010 Fund
Target Date 2036-2040 TLZIX TIAA-CREF Lifecycle Index 2040 Fund
Target Date 2026-2030 TLHIX TIAA-CREF Lifecycle Index 2030 Fund
Target Date 2016-2020 TLWIX TIAA-CREF Lifecycle Index 2020 Fund
Retirement Income TRILX TIAA-CREF Lifecycle Index Retirement Income Fund
ROOT CASH TIAA Traditional Account
ROOT CASH CREF Money Market Account
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Blend TIVRX Thornburg International Value Fund
WORLD STOCK RWIFX American Funds Capital World Growth and Income Fund
WORLD STOCK RNPFX American Funds New Perspective Fund
Foreign Large Blend TCIEX TIAA-CREF International Equity Index Fund
Foreign Large Blend TIIEX TIAA-CREF International Equity Fund
Foreign Large Blend TIIEX CREF Global Equities Account
Foreign Large Blend HRINX Harbor International Fund
Foreign Large Blend VIDMX TIAA-CREF Mid-Cap Value Fund
FOREIGN SMALL/MID GROWTH PISRX Forward International Small Companies Fund
US EQUITY
MID-CAP BLEND RPFIX Royce Premier Fund
SMALL BLEND RYOTX Royce Micro-Cap Fund
LARGE BLEND TIGRX Sentinel Small Company Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund
LARGE BLEND RFNFX American Funds Fundamental Investors Fund
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Fund
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Index Fund
Mid-Cap Growth MGOYX Columbia Mid Cap Value Fund
LARGE GROWTH TILIX TIAA-CREF Large-Cap Growth Index Fund
LARGE GROWTH TILIX CREF Growth Account
LARGE BLEND TIEIX TIAA-CREF Equity Index Fund
LARGE BLEND TIEIX CREF Stock Account
LARGE BLEND TIEIX CREF Equity Index Account
LARGE BLEND TISPX TIAA-CREF S&P 500 Index Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE VALUE TILVX TIAA-CREF Large-Cap Value Index Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE BLEND TISCX CREF Social Choice Account
LARGE BLEND TISCX TIAA-CREF Mid-Cap Growth Fund
Mid-Cap Growth TRPWX TIAA-CREF Mid-Cap Growth Fund
SMALL BLEND TISEX TIAA-CREF Small-Cap Equity Fund
LARGE VALUE TRLIX TIAA-CREF Large-Cap Value Fund
LARGE GROWTH TILGX TIAA-CREF Large-Cap Growth Fund
Small Growth SIGWX Sentinel Small Company Fund
LARGE VALUE EHSTX Eaton Vance Large-Cap Value Fund
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Fund
SMALL BLEND VSISX Vanguard Small-Cap Index Fund
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account
REAL ESTATE TIREX TIAA-CREF Real Estate Securities Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Portfolio
Intermediate Government GSOIX Goldman Sachs Government Income Fund
High Yield Bond TIHYX TIAA Real Estate Account
Short-Term Bond TISIX TIAA-CREF Short-Term Bond Fund
High Yield Bond MHCAX MainStay High-Yield Corporate Bond Fund
Total Available Funds: 68
  • 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 LZOEX American Funds Washington Mutual Investors Fund 60% 3 60 0 1.07% 2.1%
DIVERSIFIED EMERGING MKTS TEQLX TIAA-CREF Emerging Markets Equity Index Fund 40% 3 60 0 0.33% 3.35%
Others
Moderate Allocation RIDFX American Funds Income Fund of America 86% 3 60 0 0.58% 10.23%
World Allocation RIRFX American Funds Capital Income Builder Fund 86% 3 60 0 0.6% 8.26%
Moderate Allocation PACLX T. Rowe Price Capital Appreciation Fund 59% 3 60 0 0.98% 8.73%
Target Date 2050+ TLLIX TIAA-CREF Lifecycle Index 2050 Fund 57% 3 60 0 0.35% 3.48%
Target Date 2041-2045 TLXIX TIAA-CREF Lifecycle Index 2045 Fund 47% 3 60 0 0.1% 3.58%
Target Date 2031-2035 TLYIX TIAA-CREF Lifecycle Index 2035 Fund 44% 3 60 0 0.1% 3.99%
Target Date 2021-2025 TLQIX TIAA-CREF Lifecycle Index 2025 Fundnt 42% 3 60 0 0.2% 6.35%
Target Date 2011-2015 TLFIX TIAA-CREF Lifecycle Index 2015 Fund 41% 3 60 0 0.2% 8.07%
Target Date 2000-2010 TLTIX TIAA-CREF Lifecycle Index 2010 Fund 37% 3 60 0 0.25% 6.55%
Target Date 2036-2040 TLZIX TIAA-CREF Lifecycle Index 2040 Fund 36% 3 60 0 0.1% 4.17%
Target Date 2026-2030 TLHIX TIAA-CREF Lifecycle Index 2030 Fund 36% 3 60 0 0.2% 4.48%
Target Date 2016-2020 TLWIX TIAA-CREF Lifecycle Index 2020 Fund 26% 3 60 0 0.2% 7.53%
Retirement Income TRILX TIAA-CREF Lifecycle Index Retirement Income Fund 20% 3 60 0 0.35% 3.16%
ROOT CASH TIAA Traditional Account 0% 3 60 0 NA 2.53%
ROOT CASH CREF Money Market Account 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 14.02%
Foreign Large Blend TIVRX Thornburg International Value Fund 93% 3 60 0 1.16% 3.91%
WORLD STOCK RWIFX American Funds Capital World Growth and Income Fund 92% 3 60 0 0.75% 11.38%
WORLD STOCK RNPFX American Funds New Perspective Fund 91% 3 60 0 1.47% 7.23%
Foreign Large Blend TCIEX TIAA-CREF International Equity Index Fund 84% 3 60 0 0.3% 4.2%
Foreign Large Blend TIIEX TIAA-CREF International Equity Fund 80% 3 60 0 0.81% 12.17%
Foreign Large Blend TIIEX CREF Global Equities Account 80% 3 60 0 0.81% 12.17%
Foreign Large Blend HRINX Harbor International Fund 59% 3 60 0 0.69% 3.58%
Foreign Large Blend VIDMX TIAA-CREF Mid-Cap Value Fund 0% 3 60 0 0.08% 3.03%
FOREIGN SMALL/MID GROWTH PISRX Forward International Small Companies Fund 0% 3 60 0 1.55% 6.38%
US EQUITY
MID-CAP BLEND RPFIX Royce Premier Fund 96% 3 60 0 2.24% 11.86%
SMALL BLEND RYOTX Royce Micro-Cap Fund 94% 3 60 0 2.24% 16.15%
LARGE BLEND TIGRX Sentinel Small Company Fund 93% 3 60 0 0.5% 14.21%
SMALL VALUE CSCZX Columbia Small Cap Value Fund 89% 3 60 0 1.24% 13%
LARGE BLEND RFNFX American Funds Fundamental Investors Fund 87% 3 60 0 0.6% 9.54%
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Fund 83% 3 60 0 0.77% 8.52%
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund 83% 3 60 0 0.26% 10.54%
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Index Fund 83% 3 60 0 0.06% 4.78%
Mid-Cap Growth MGOYX Columbia Mid Cap Value Fund 82% 3 60 0 1.57% 14.67%
LARGE GROWTH TILIX TIAA-CREF Large-Cap Growth Index Fund 81% 3 60 0 0.16% 5.02%
LARGE GROWTH TILIX CREF Growth Account 81% 3 60 0 0.16% 5.02%
LARGE BLEND TIEIX TIAA-CREF Equity Index Fund 79% 3 60 0 0.15% 2.72%
LARGE BLEND TIEIX CREF Stock Account 79% 3 60 0 0.15% 2.72%
LARGE BLEND TIEIX CREF Equity Index Account 79% 3 60 0 0.15% 2.72%
LARGE BLEND TISPX TIAA-CREF S&P 500 Index Fund 78% 3 60 0 0% 2.68%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 3.04%
LARGE VALUE TILVX TIAA-CREF Large-Cap Value Index Fund 76% 3 60 0 0.19% 6.36%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 7.15%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 11.46%
LARGE BLEND TISCX CREF Social Choice Account 75% 3 60 0 0.46% 8.12%
LARGE BLEND TISCX TIAA-CREF Mid-Cap Growth Fund 75% 3 60 0 0.46% 8.12%
Mid-Cap Growth TRPWX TIAA-CREF Mid-Cap Growth Fund 74% 3 60 0 0.56% 10.21%
SMALL BLEND TISEX TIAA-CREF Small-Cap Equity Fund 73% 3 60 0 0.42% 10.19%
LARGE VALUE TRLIX TIAA-CREF Large-Cap Value Fund 72% 3 60 0 0.56% 9.25%
LARGE GROWTH TILGX TIAA-CREF Large-Cap Growth Fund 64% 3 60 0 0.48% 14.2%
Small Growth SIGWX Sentinel Small Company Fund 62% 3 60 0 0.81% 5.33%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value Fund 47% 3 60 0 1.27% 6.34%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Fund 36% 3 60 0 0.93% 14.56%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund 0% 3 60 0 0.16% 1.34%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund 0% 3 60 0 0.14% 1.15%
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account 67% 3 60 0 0.72% 2.71%
REAL ESTATE TIREX TIAA-CREF Real Estate Securities Fund 67% 3 60 0 0.72% 2.71%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund 94% 3 60 0 0.15% 4.03%
Intermediate-Term Bond TIBDX CREF Bond Market Account 90% 3 60 0 0.29% 4.11%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account 88% 3 60 0 0.4% 3.14%
Intermediate-Term Bond WACPX Western Asset Core Plus Bond Portfolio 78% 3 60 0 0.82% 4.85%
Intermediate Government GSOIX Goldman Sachs Government Income Fund 73% 3 60 0 1.06% 3.22%
High Yield Bond TIHYX TIAA Real Estate Account 67% 3 60 0 0% 6.12%
Short-Term Bond TISIX TIAA-CREF Short-Term Bond Fund 67% 3 60 0 0.51% 3.99%
High Yield Bond MHCAX MainStay High-Yield Corporate Bond Fund 53% 3 60 0 1.09% 5.95%
Average Expense Ratio: 0.61%
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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*
Click for Portfolio Details or Follow 0.0% 7.0% 1.3% 4.8% 4.8% 6.0%

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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 for Portfolio Details or Follow -0.4% 4.9% -2.5% 2.3% 2.7% 4.8%

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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
The plan consists of 68 funds. It covers 5 major asset classes and 32 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.

 

This plan is created upon a user's request. The other plan The University of Iowa Defined Contribution Retirement TIAA-CREF Plan has the similar investment choices. See this link for more detail. 



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