MyPlanIQ 401k Investor Washington State University Voluntary Investment TIAA-CREF Plan

Washington State University Voluntary Investment TIAA-CREF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Fund TRRSX
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund,TRIEX
Foreign Large Blend TRERX TIAA-CREF International Equity Fund,TRERX
Others
Moderate Allocation TITRX TIAA-CREF Managed Allocation Fund,TITRX
ROOT CASH CREF Money Market Account
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth and Income Fund,TRGIX
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Fund,TRVRX
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Fund,TRBIX
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Fund TRRSX
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund,TRIEX
Foreign Large Blend TRERX TIAA-CREF International Equity Fund,TRERX
Others
Moderate Allocation TITRX TIAA-CREF Managed Allocation Fund,TITRX
ROOT CASH CREF Money Market Account
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth and Income Fund,TRGIX
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Fund,TRVRX
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Fund,TRBIX
LARGE BLEND TIEIX CREF Equity Index Account
LARGE GROWTH TRIRX TIAA-CREF Large-Cap Growth Index Fund,TRIRX
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index Fund,TRCVX
LARGE BLEND TRSCX TIAA-CREF Social Choice Equity Fund,TRSCX,
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Fund,TRGMX
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Fund,TRSPX
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Fund,TRLCX
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Fund,TRSEX
LARGE BLEND TIQRX TIAA-CREF Equity Index Fund,TIQRX
Total Available Funds: 20
  • 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
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account 68% 3 60 0 0.72% 2.73%
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Fund TRRSX 67% 3 60 0 0.72% 2.36%
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund,TRIEX 83% 3 60 0 0.34% 2.9%
Foreign Large Blend TRERX TIAA-CREF International Equity Fund,TRERX 79% 3 60 0 0.81% 2.19%
Others
Moderate Allocation TITRX TIAA-CREF Managed Allocation Fund,TITRX 64% 3 60 0 0.7% 1.21%
ROOT CASH CREF Money Market Account 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account 90% 3 60 0 0.29% 4%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account 89% 3 60 0 0.4% 3.39%
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth and Income Fund,TRGIX 93% 3 60 0 0.5% 23.36%
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Fund,TRVRX 82% 3 60 0 0.45% 1.41%
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Fund,TRBIX 81% 3 60 0 0.06% 2.88%
LARGE BLEND TIEIX CREF Equity Index Account 80% 3 60 0 0.15% 1.38%
LARGE GROWTH TRIRX TIAA-CREF Large-Cap Growth Index Fund,TRIRX 79% 3 60 0 0.16% 1.68%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index Fund,TRCVX 76% 3 60 0 0.19% 4.62%
LARGE BLEND TRSCX TIAA-CREF Social Choice Equity Fund,TRSCX, 73% 3 60 0 0.27% 5.34%
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Fund,TRGMX 73% 3 60 0 0.56% 0%
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Fund,TRSPX 73% 3 60 0 0.05% 1.28%
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Fund,TRLCX 73% 3 60 0 0.56% 8.46%
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Fund,TRSEX 72% 3 60 0 0.42% 0.83%
LARGE BLEND TIQRX TIAA-CREF Equity Index Fund,TIQRX 59% 3 60 0 0.3% 1.23%
Average Expense Ratio: 0.4%
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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 0.7% 10.7% 2.0% 6.3% 5.2% 7.6%

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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 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.

Washington State University Voluntary Investment Plan is provided by TIAA-CREF.  The following are the investment options:

CREF Equity Index Account
CREF Global Equities Account
CREF Growth Account
CREF Stock Account
TIAA-CREF Equity Index Fund  TIRQX
TIAA-CREF Growth and Income Fund  TRGIX
TIAA-CREF International Equity Fund  TRERX
TIAA-CREF International Equity Index Fund  TRIEX
TIAA-CREF Large-Cap Growth Index Fund  TRIRX
TIAA-CREF Large-Cap Value Fund  TRLCX
TIAA-CREF Large-Cap Value Index Fund  TRCVX
TIAA-CREF Mid-Cap Growth Fund  TRGMX
TIAA-CREF Mid-Cap Value Fund  TRVRX
TIAA-CREF Real Estate Securities Fund  TRRSX
TIAA-CREF S&P 500 Index Fund  TRSPX
TIAA-CREF Small-Cap Blend Index Fund  TRBIX
TIAA-CREF Small-Cap Equity Fund  TRSEX
TIAA-CREF Social Choice Equity Fund  TRSCX   
TIAA Real Estate Account
CREF Bond Market Account
CREF Inflation-Linked Bond Account
CREF Money Market Account
TIAA-CREF Managed Allocation Fund  TITRX

 



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