MyPlanIQ 401k Investor Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) TIAA-CREF Plan

Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) TIAA-CREF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 55
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TRRPX,TIAA-CREF Real Estate Securities Fund
Global Real Estate IGLAX IGLAX,ING Global Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFEMX,DFA Emerging Markets Portfolio
DIVERSIFIED EMERGING MKTS LZOEX LZOEX,Lazard Emerging Markets
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFISX,DFA International Small Company Portfolio
Foreign Large Value DODFX DODFX,Dodge & Cox International Stock Fund
Foreign Small/Mid Value ARTKX ARTKX,Artisan International Value
Others
Target Date 2000-2010 TCLEX TCTPX,TIAA-CREF Lifecycle 2010 Fund
Target Date 2050+ TFTIX TCLPX,TIAA-CREF Lifecycle 2050 Fund
Target Date 2036-2040 TCOIX TCZPX,TIAA-CREF Lifecycle 2040 Fund
Total Available Funds: 55
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TRRPX,TIAA-CREF Real Estate Securities Fund
Global Real Estate IGLAX IGLAX,ING Global Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFEMX,DFA Emerging Markets Portfolio
DIVERSIFIED EMERGING MKTS LZOEX LZOEX,Lazard Emerging Markets
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFISX,DFA International Small Company Portfolio
Foreign Large Value DODFX DODFX,Dodge & Cox International Stock Fund
Foreign Small/Mid Value ARTKX ARTKX,Artisan International Value
Foreign Large Blend TCIEX TRIPX,TIAA-CREF International Equity Index Fund
Foreign Large Blend TIIEX TREPX,TIAA-CREF International Equity Fund
Foreign Large Blend HRINX HRINX,Harbor International
Foreign Large Blend REREX REREX,American Funds EuroPacific Growth Fund
Others
Target Date 2000-2010 TCLEX TCTPX,TIAA-CREF Lifecycle 2010 Fund
Target Date 2050+ TFTIX TCLPX,TIAA-CREF Lifecycle 2050 Fund
Target Date 2036-2040 TCOIX TCZPX,TIAA-CREF Lifecycle 2040 Fund
Target Date 2026-2030 TCRIX TCHPX,TIAA-CREF Lifecycle 2030 Fund
Target Date 2041-2045 TTFIX TTFPX,TIAA-CREF Lifecycle 2045 Fund
Target Date 2031-2035 TCIIX TCYPX,TIAA-CREF Lifecycle 2035 Fund
Target Date 2021-2025 TCYIX TCQPX,TIAA-CREF Lifecycle 2025 Fund
Target Date 2016-2020 TCWIX TCWPX,TIAA-CREF Lifecycle 2020 Fund
Target Date 2011-2015 TCNIX TCFPX,TIAA-CREF Lifecycle 2015 Fund
Moderate Allocation TITRX TITRX,TIAA-CREF Managed Allocation Fund
World Allocation RIREX RIREX,American Funds Capital Income Builder Fund
Moderate Allocation PACLX PACLX,T. Rowe Price Capital Appreciation Fund
Retirement Income TLRIX TPILX,TIAA-CREF Lifecycle Retirement Income Fund
ROOT CASH TPPXX,TIAA-CREF Money Market Fund
ROOT TIMGX TRGPX,TIAA-CREF Mid-Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond TIBDX TBIPX,TIAA-CREF Bond Index Fund
Intermediate-Term Bond TIBDX TIDPX,TIAA-CREF Bond Fund
Inflation-Protected Bond TIILX TIKPX,TIAA-CREF Inflation-Linked Bond Fund
Intermediate Government GSOIX GSOIX,Goldman Sachs Government Income Fund
Short-Term Bond TCTRX TSTPX,TIAA-CREF Short-Term Bond Fund
High Yield Bond TIHYX TIHPX,TIAA-CREF High-Yield Fund
Intermediate-Term Bond TIBFX TBPPX,TIAA-CREF Bond Plus Fund
Intermediate-Term Bond PTRAX PTRAX,PIMCO Total Return Fund
WORLD BOND TGBAX TGBAX,Templeton Global Bond Fund
US EQUITY
SMALL BLEND PENNX PENNX,Royce Pennsylvania Mutual Fund
LARGE BLEND TIGRX TRPGX,TIAA-CREF Growth & Income Fund
LARGE BLEND NYVTX NYVTX,Davis NY Venture
Mid-Cap Growth PEGZX PEGZX,Prudential Jennison Mid-Cap Growth Fund
SMALL VALUE CSCZX CSCZX,Columbia Small Cap Value Fund
SMALL VALUE NOSGX NOSGX,Northern Small Cap Value Fund
MID-CAP VALUE TIMVX TRVPX,TIAA-CREF Mid-Cap Value Fund
SMALL BLEND TRBIX TRBIX,TIAA-CREF Small-Cap Blend Index Fund
MID-CAP BLEND NMPAX NMPAX,Columbia Mid Cap Index Fund
LARGE BLEND TIEIX TCEPX,TIAA-CREF Equity Index Fund
LARGE BLEND TISCX TRPSX,TIAA-CREF Social Choice Equity Fund
LARGE VALUE TRLIX TRCPX,TIAA-CREF Large-Cap Value Fund
LARGE BLEND TRSPX TRSPX,TIAA-CREF S&P 500 Index
SMALL BLEND TRSEX TSRPX,TIAA-CREF Small-Cap Equity Fund
LARGE GROWTH TILGX TILPX,TIAA-CREF Large-Cap Growth Fund
Small Growth SIGWX SIGWX,Sentinel Small Company Fund
Small Growth LAGWX LAGWX,Lord Abbett Developing Growth Fund
LARGE VALUE EHSTX EHSTX,Eaton Vance Large-Cap Value
LARGE GROWTH RGAEX RGAEX,American Funds Growth Fund of America
MID-CAP VALUE MMCAX MMCAX,Morgan Stanley Inst Fund Trust U.S. Mid Cap
Total Available Funds: 55
  • 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 TCREX TRRPX,TIAA-CREF Real Estate Securities Fund 69% 3 60 0 0.72% 2.49%
Global Real Estate IGLAX IGLAX,ING Global Real Estate Fund 0% 3 60 0 1.26% 4.98%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFEMX,DFA Emerging Markets Portfolio 91% 3 60 0 0.61% 3.43%
DIVERSIFIED EMERGING MKTS LZOEX LZOEX,Lazard Emerging Markets 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFISX,DFA International Small Company Portfolio 100% 3 60 0 0.39% 3.03%
Foreign Large Value DODFX DODFX,Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Small/Mid Value ARTKX ARTKX,Artisan International Value 93% 3 60 0 1.03% 2.91%
Foreign Large Blend TCIEX TRIPX,TIAA-CREF International Equity Index Fund 84% 3 60 0 0.3% 3.22%
Foreign Large Blend TIIEX TREPX,TIAA-CREF International Equity Fund 80% 3 60 0 0.81% 2.56%
Foreign Large Blend HRINX HRINX,Harbor International 60% 3 60 0 0.69% 2.68%
Foreign Large Blend REREX REREX,American Funds EuroPacific Growth Fund 57% 3 60 0 0.9% 3.74%
Others
Target Date 2000-2010 TCLEX TCTPX,TIAA-CREF Lifecycle 2010 Fund 90% 3 60 0 0.37% 0%
Target Date 2050+ TFTIX TCLPX,TIAA-CREF Lifecycle 2050 Fund 80% 3 60 0 0.6% 0%
Target Date 2036-2040 TCOIX TCZPX,TIAA-CREF Lifecycle 2040 Fund 72% 3 60 0 0.44% 0%
Target Date 2026-2030 TCRIX TCHPX,TIAA-CREF Lifecycle 2030 Fund 72% 3 60 0 0.5% 0%
Target Date 2041-2045 TTFIX TTFPX,TIAA-CREF Lifecycle 2045 Fund 72% 3 60 0 0.7% 0%
Target Date 2031-2035 TCIIX TCYPX,TIAA-CREF Lifecycle 2035 Fund 69% 3 60 0 0.52% 0%
Target Date 2021-2025 TCYIX TCQPX,TIAA-CREF Lifecycle 2025 Fund 68% 3 60 0 0.41% 0%
Target Date 2016-2020 TCWIX TCWPX,TIAA-CREF Lifecycle 2020 Fund 68% 3 60 0 0.47% 0%
Target Date 2011-2015 TCNIX TCFPX,TIAA-CREF Lifecycle 2015 Fund 67% 3 60 0 0.38% 0%
Moderate Allocation TITRX TITRX,TIAA-CREF Managed Allocation Fund 64% 3 60 0 0.7% 1.21%
World Allocation RIREX RIREX,American Funds Capital Income Builder Fund 61% 3 60 0 0.26% 1.98%
Moderate Allocation PACLX PACLX,T. Rowe Price Capital Appreciation Fund 59% 3 60 0 0.98% 8.01%
Retirement Income TLRIX TPILX,TIAA-CREF Lifecycle Retirement Income Fund 56% 3 60 0 0.45% 1.86%
ROOT CASH TPPXX,TIAA-CREF Money Market Fund 0% 1 60 0 NA 4.14%
ROOT TIMGX TRGPX,TIAA-CREF Mid-Cap Growth Fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond TIBDX TBIPX,TIAA-CREF Bond Index Fund 90% 3 60 0 0.29% 4%
Intermediate-Term Bond TIBDX TIDPX,TIAA-CREF Bond Fund 90% 3 60 0 0.29% 4%
Inflation-Protected Bond TIILX TIKPX,TIAA-CREF Inflation-Linked Bond Fund 89% 3 60 0 0.4% 3.39%
Intermediate Government GSOIX GSOIX,Goldman Sachs Government Income Fund 74% 3 60 0 1.06% 2.58%
Short-Term Bond TCTRX TSTPX,TIAA-CREF Short-Term Bond Fund 68% 3 60 0 0.51% 3.14%
High Yield Bond TIHYX TIHPX,TIAA-CREF High-Yield Fund 68% 3 60 0 0% 5.6%
Intermediate-Term Bond TIBFX TBPPX,TIAA-CREF Bond Plus Fund 67% 3 60 0 0.55% 3.82%
Intermediate-Term Bond PTRAX PTRAX,PIMCO Total Return Fund 66% 3 60 0 0.8% 4.94%
WORLD BOND TGBAX TGBAX,Templeton Global Bond Fund 52% 3 60 0 0.64% 4.14%
US EQUITY
SMALL BLEND PENNX PENNX,Royce Pennsylvania Mutual Fund 100% 3 60 0 0.96% 0.36%
LARGE BLEND TIGRX TRPGX,TIAA-CREF Growth & Income Fund 93% 3 60 0 0.5% 24.5%
LARGE BLEND NYVTX NYVTX,Davis NY Venture 92% 3 60 0 1.75% 8.07%
Mid-Cap Growth PEGZX PEGZX,Prudential Jennison Mid-Cap Growth Fund 89% 3 60 0 1.08% 3.11%
SMALL VALUE CSCZX CSCZX,Columbia Small Cap Value Fund 89% 3 60 0 1.24% 0.68%
SMALL VALUE NOSGX NOSGX,Northern Small Cap Value Fund 89% 3 60 0 1% 1.46%
MID-CAP VALUE TIMVX TRVPX,TIAA-CREF Mid-Cap Value Fund 83% 3 60 0 0.77% 1.58%
SMALL BLEND TRBIX TRBIX,TIAA-CREF Small-Cap Blend Index Fund 81% 3 60 0 0.06% 2.88%
MID-CAP BLEND NMPAX NMPAX,Columbia Mid Cap Index Fund 80% 3 60 0 0.2% 1.25%
LARGE BLEND TIEIX TCEPX,TIAA-CREF Equity Index Fund 80% 3 60 0 0.15% 1.38%
LARGE BLEND TISCX TRPSX,TIAA-CREF Social Choice Equity Fund 75% 3 60 0 0.46% 1.43%
LARGE VALUE TRLIX TRCPX,TIAA-CREF Large-Cap Value Fund 73% 3 60 0 0.56% 8.68%
LARGE BLEND TRSPX TRSPX,TIAA-CREF S&P 500 Index 73% 3 60 0 0.05% 1.28%
SMALL BLEND TRSEX TSRPX,TIAA-CREF Small-Cap Equity Fund 72% 3 60 0 0.42% 0.83%
LARGE GROWTH TILGX TILPX,TIAA-CREF Large-Cap Growth Fund 64% 3 60 0 0.48% 0.22%
Small Growth SIGWX SIGWX,Sentinel Small Company Fund 62% 3 60 0 0.81% 0.14%
Small Growth LAGWX LAGWX,Lord Abbett Developing Growth Fund 61% 3 60 0 0.59% 0%
LARGE VALUE EHSTX EHSTX,Eaton Vance Large-Cap Value 48% 3 60 0 1.27% 2.98%
LARGE GROWTH RGAEX RGAEX,American Funds Growth Fund of America 39% 3 60 0 0.3% 0%
MID-CAP VALUE MMCAX MMCAX,Morgan Stanley Inst Fund Trust U.S. Mid Cap 0% 3 60 0 NA 0%
Average Expense Ratio: 0.63%
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 - 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 -0.1% 7.9% 4.3% 6.3% 4.6% 7.0%

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*
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
The plan consists of 55 funds. It covers 5 major asset classes and 33 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, REITs and Fixed Income.

Kansas Board of Regents Voluntary Tax Defferred Plan (TDA) has two plan providers: ING and TIAA-CREF. This plan is suitable to faculties and staff at the University of Kansas and other state univerisities. The investment choices are based on the information provided by this web page.



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.