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MyPlanIQ 401k Investor The University of Pittsburgh Retirement TIAA-CREF Plan

The University of Pittsburgh Retirement TIAA-CREF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Others
Target Date 2050+ TCLPX TIAA-CREF Lifecycle 2050 Premier
Target Date 2041-2045 TTFPX TIAA-CREF Lifecycle 2045 Premier
Target Date 2031-2035 TCYPX TIAA-CREF Lifecycle 2035 Premier
INTERNATIONAL EQUITY
Foreign Large Blend TREPX TIAA-CREF International Eq Premier
US EQUITY
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retire
MID-CAP VALUE TRVPX TIAA-CREF Mid-Cap Value Premier
Mid-Cap Growth TRGPX TIAA-CREF Mid-Cap Growth Premier
REAL ESTATE
REAL ESTATE TRRPX TIAA-CREF Real Estate Sec Premier
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond FINPX CREF Inflation-Protected Bond Account
Total Available Funds: 23
Asset Class Ticker Description Rating
Others
Target Date 2050+ TCLPX TIAA-CREF Lifecycle 2050 Premier
Target Date 2041-2045 TTFPX TIAA-CREF Lifecycle 2045 Premier
Target Date 2031-2035 TCYPX TIAA-CREF Lifecycle 2035 Premier
Target Date 2021-2025 TCQPX TIAA-CREF Lifecycle 2025 Premier
Target Date 2011-2015 TCFPX TIAA-CREF Lifecycle 2015 Premier
Target Date 2036-2040 TCZPX TIAA-CREF Lifecycle 2040 Premier
Target Date 2026-2030 TCHPX TIAA-CREF Lifecycle 2030 Premier
Target Date 2000-2010 TCTPX TIAA-CREF Lifecycle 2010 Premier
Target Date 2016-2020 TCWPX TIAA-CREF Lifecycle 2020 Premier
Retirement Income TPILX TIAA-CREF Lifecycle Retire Inc Premier
Moderate Allocation VPTGX TIAA Traditional Account
ROOT CASH Money Market
INTERNATIONAL EQUITY
Foreign Large Blend TREPX TIAA-CREF International Eq Premier
US EQUITY
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retire
MID-CAP VALUE TRVPX TIAA-CREF Mid-Cap Value Premier
Mid-Cap Growth TRGPX TIAA-CREF Mid-Cap Growth Premier
LARGE BLEND TRPGX TIAA-CREF Growth & Income Premier
LARGE VALUE TRCPX TIAA-CREF Large-Cap Value Premier
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier
SMALL BLEND TSRPX TIAA-CREF Small-Cap Equity Premier
REAL ESTATE
REAL ESTATE TRRPX TIAA-CREF Real Estate Sec Premier
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond FINPX CREF Inflation-Protected Bond Account
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
Others
Target Date 2050+ TCLPX TIAA-CREF Lifecycle 2050 Premier 55% 3 60 0 0.6% 7.68%
Target Date 2041-2045 TTFPX TIAA-CREF Lifecycle 2045 Premier 45% 3 60 0 0.7% 8.13%
Target Date 2031-2035 TCYPX TIAA-CREF Lifecycle 2035 Premier 43% 3 60 0 0.52% 8.11%
Target Date 2021-2025 TCQPX TIAA-CREF Lifecycle 2025 Premier 41% 3 60 0 0.41% 7.44%
Target Date 2011-2015 TCFPX TIAA-CREF Lifecycle 2015 Premier 39% 3 60 0 0.38% 6.13%
Target Date 2036-2040 TCZPX TIAA-CREF Lifecycle 2040 Premier 35% 3 60 0 0.44% 8.7%
Target Date 2026-2030 TCHPX TIAA-CREF Lifecycle 2030 Premier 35% 3 60 0 0.5% 7.63%
Target Date 2000-2010 TCTPX TIAA-CREF Lifecycle 2010 Premier 34% 3 60 0 0.37% 7.2%
Target Date 2016-2020 TCWPX TIAA-CREF Lifecycle 2020 Premier 24% 3 60 0 0.47% 6.79%
Retirement Income TPILX TIAA-CREF Lifecycle Retire Inc Premier 19% 3 60 0 0.45% 4.63%
Moderate Allocation VPTGX TIAA Traditional Account 0% 3 60 0 0.88% 12.29%
ROOT CASH Money Market 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend TREPX TIAA-CREF International Eq Premier 28% 3 60 0 0.8% 12.02%
US EQUITY
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retire 73% 3 60 0 0.05% 2.45%
MID-CAP VALUE TRVPX TIAA-CREF Mid-Cap Value Premier 27% 3 60 0 0.45% 8.36%
Mid-Cap Growth TRGPX TIAA-CREF Mid-Cap Growth Premier 24% 3 60 0 0.56% 10.33%
LARGE BLEND TRPGX TIAA-CREF Growth & Income Premier 23% 3 60 0 0.5% 14.04%
LARGE VALUE TRCPX TIAA-CREF Large-Cap Value Premier 21% 3 60 0 0.56% 9.08%
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier 19% 3 60 0 0.27% 7.99%
SMALL BLEND TSRPX TIAA-CREF Small-Cap Equity Premier 19% 3 60 0 0.72% 10.12%
REAL ESTATE
REAL ESTATE TRRPX TIAA-CREF Real Estate Sec Premier 16% 3 60 0 0.72% 2.59%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account 90% 3 60 0 0.29% 4.11%
Inflation-Protected Bond FINPX CREF Inflation-Protected Bond Account 0% 3 60 0 0.45% 5.42%
Average Expense Ratio: 0.5%
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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 to Create Model Portfolio

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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 -0.6% 3.8% 1.7% 6.2% 4.6% 6.6%

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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 23 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

This plan is created upon a user's request. This plan covers the following three plans:

See this link for more detail. 



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