MyPlanIQ
401k Investor
The University of North Carolina System Optional Retirement Plan TIAA-CREF
Investment Options
| Total Available Funds: | 27 |
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| Total Available Funds: | 27 |
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| Total Available Funds: | 27 |
- 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: 0.49%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 0.2% | 10.2% | 2.9% | 7.2% | 5.8% | 8.0% |
| Sign up or Login first 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 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.
** 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 28 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, Fixed Income and US Equity.
The University of North Carolina System includes 17 institutions such as University of North Carolina at Chapel Hill and North Carolina State University. It's Optional Retirement Plan (OCP) has four providers: TIAA-CREF, Lincoln Financial, VALIC and Fidelity. The following are the TIAA-CREF plan investment options:
Variable Annuities
CREF Global Equities Account
CREF Stock Account
TIAA Real Estate Account
CREF Bond Market Account
CREF Inflation-Linked Bond Account
CREF Money Market Account
CREF Social Choice Account
Mutual Funds
American Funds EuroPacific Growth Fund RERFX
Artisan International Value ARTKX
Columbia Mid Cap Index Fund NMPAX
Royce Pennsylvania Mutual Fund PENNX
T. Rowe Price Institutional Large Cap Growth TRLGX
TIAA-CREF Large-Cap Growth Index Fund TRIRX
TIAA-CREF Large-Cap Value Fund TRLCX
TIAA-CREF Mid-Cap Growth Fund TRGMX
TIAA-CREF Mid-Cap Value Fund TRVRX
TIAA-CREF S&P 500 Index Fund TRSPX
TIAA-CREF Small-Cap Blend Index Fund TRBIX
TIAA-CREF Lifecycle 2010 TCLEX
TIAA-CREF Lifecycle 2015 TCLIX
TIAA-CREF Lifecycle 2020 TCLTX
TIAA-CREF Lifecycle 2025 TCLFX
TIAA-CREF Lifecycle 2030 TCLNX
TIAA-CREF Lifecycle 2035 TCLRX
TIAA-CREF Lifecycle 2040 TCLOX
TIAA-CREF Lifecycle 2045 TTFRX
TIAA-CREF Lifecycle 2050 TLFRX
TIAA-CREF Lifecycle Retirement Income TLIRX
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