It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor CLAREMONT MCKENNA COLLEGE ACADEMIC RETIREMENT PLAN

CLAREMONT MCKENNA COLLEGE ACADEMIC RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CLAREMONT MCKENNA COLLEGE ACADEMIC RETIREMENT PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 TCLIX tiaa-cref lifecycle 2015 fund
Target Date 2016-2020 TCLTX tiaa-cref lifecycle 2020 fund
Target Date 2021-2025 TCLFX tiaa-cref lifecycle 2025 fund
INTERNATIONAL EQUITY
Foreign Large Blend TRERX tiaa-cref international equity fund
Foreign Large Blend TFIIX cref global equities account
REAL ESTATE
REAL ESTATE TRRSX tiaa real estate account
US EQUITY
LARGE GROWTH PRGFX t. rowe price growth stock fund
LARGE BLEND TIEIX tiaa-cref equity index fund
LARGE BLEND TIEIX cref stock account
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 TCLIX tiaa-cref lifecycle 2015 fund
Target Date 2016-2020 TCLTX tiaa-cref lifecycle 2020 fund
Target Date 2021-2025 TCLFX tiaa-cref lifecycle 2025 fund
Target Date 2031-2035 TCLRX tiaa-cref lifecycle 2035 fund
Target Date 2000-2010 TCLEX tiaa-cref lifecycle 2040 fund
Target Date 2000-2010 TCLEX tiaa-cref lifecycle 2010 fund
Target Date 2026-2030 TCLNX tiaa-cref lifecycle 2030 fund
Target Date 2050+ TLFRX tiaa-cref lifecycle 2050 fund
Target Date 2041-2045 TTFRX tiaa-cref lifecycle 2045 fund
Moderate Allocation TITRX cref social choice account
INTERNATIONAL EQUITY
Foreign Large Blend TRERX tiaa-cref international equity fund
Foreign Large Blend TFIIX cref global equities account
REAL ESTATE
REAL ESTATE TRRSX tiaa real estate account
US EQUITY
LARGE GROWTH PRGFX t. rowe price growth stock fund
LARGE BLEND TIEIX tiaa-cref equity index fund
LARGE BLEND TIEIX cref stock account
LARGE GROWTH RGAFX europacific growth fund
SMALL BLEND TRSEX tiaa-cref small cap equity fund
LARGE VALUE TRLCX tiaa-cref large cap value fund
LARGE GROWTH TILRX cref growth account
LARGE BLEND TIQRX cref equity index account
FIXED INCOME
Intermediate-Term Bond TIBDX cref bond market account
Inflation-Protected Bond TIILX cref inflation-liked bond account
Intermediate-Term Bond WACPX western asset core plus bond fund
Total Available Funds: 24
  • 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 2011-2015 TCLIX tiaa-cref lifecycle 2015 fund 96% 3 60 0 0.38% 4.33%
Target Date 2016-2020 TCLTX tiaa-cref lifecycle 2020 fund 94% 3 60 0 0.39% 4.65%
Target Date 2021-2025 TCLFX tiaa-cref lifecycle 2025 fund 92% 3 60 0 0.41% 4.99%
Target Date 2031-2035 TCLRX tiaa-cref lifecycle 2035 fund 92% 3 60 0 0.43% 5.11%
Target Date 2000-2010 TCLEX tiaa-cref lifecycle 2040 fund 89% 3 60 0 0.37% 5.44%
Target Date 2000-2010 TCLEX tiaa-cref lifecycle 2010 fund 89% 3 60 0 0.37% 5.44%
Target Date 2026-2030 TCLNX tiaa-cref lifecycle 2030 fund 88% 3 60 0 0.42% 4.95%
Target Date 2050+ TLFRX tiaa-cref lifecycle 2050 fund 78% 3 60 0 0.6% 7.55%
Target Date 2041-2045 TTFRX tiaa-cref lifecycle 2045 fund 70% 3 60 0 0.7% 7.99%
Moderate Allocation TITRX cref social choice account 64% 3 60 0 0.7% 6.87%
INTERNATIONAL EQUITY
Foreign Large Blend TRERX tiaa-cref international equity fund 79% 3 60 0 0.81% 11.29%
Foreign Large Blend TFIIX cref global equities account 0% 3 60 0 0.4% 12.88%
REAL ESTATE
REAL ESTATE TRRSX tiaa real estate account 67% 3 60 0 0.72% 2.39%
US EQUITY
LARGE GROWTH PRGFX t. rowe price growth stock fund 100% 3 60 0 0% 13.74%
LARGE BLEND TIEIX tiaa-cref equity index fund 79% 3 60 0 0.15% 2.7%
LARGE BLEND TIEIX cref stock account 79% 3 60 0 0.15% 2.7%
LARGE GROWTH RGAFX europacific growth fund 75% 3 60 0 0.63% 11.32%
SMALL BLEND TRSEX tiaa-cref small cap equity fund 72% 3 60 0 0.42% 10.28%
LARGE VALUE TRLCX tiaa-cref large cap value fund 72% 3 60 0 0.56% 8.95%
LARGE GROWTH TILRX cref growth account 64% 3 60 0 0.48% 14.16%
LARGE BLEND TIQRX cref equity index account 59% 3 60 0 0.3% 2.4%
FIXED INCOME
Intermediate-Term Bond TIBDX cref bond market account 90% 3 60 0 0.29% 3.74%
Inflation-Protected Bond TIILX cref inflation-liked bond account 88% 3 60 0 0.4% 3.14%
Intermediate-Term Bond WACPX western asset core plus bond fund 78% 3 60 0 0.82% 4.42%
Average Expense Ratio: 0.47%
Sign up to get fund ranking change alerts

* 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*
Click for Portfolio Details or Follow 2.8% 18.0% 11.5% 10.9% 8.0% 6.4%

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*
Click for Portfolio Details or Follow 4.3% 7.3% 7.3% 7.7% 6.1% 7.4%

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*
Click to Create Model Portfolio

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.


Description(Ticker:)
The plan consists of 26 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are REITs, US Equity, Fixed Income and Foreign Equity.

Claremont McKenna College Academic Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.