MyPlanIQ 401k Investor University of Illinois Supplemental 403(b) Retirement Plan TIAA-CREF

University of Illinois Supplemental 403(b) Retirement Plan TIAA-CREF

This Plan is unrated.
Investment Options
Total Available Funds: 43
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account (Variable Annuity)
REAL ESTATE TRRSX TRRSX
INTERNATIONAL EQUITY
Foreign Large Blend RERFX RERFX
Foreign Large Blend TCIEX CREF Global Equities Account (Variable Annuity)
Foreign Large Blend TRIEX TRIEX
Others
Target Date 2011-2015 TCLIX TCLIX
Target Date 2016-2020 TCLTX TCLTX
Target Date 2021-2025 TCLFX TCLFX
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account (Variable Annuity)
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account (Variable Annuity)
High Yield Bond TIHRX TIHRX
Total Available Funds: 43
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate Account (Variable Annuity)
REAL ESTATE TRRSX TRRSX
INTERNATIONAL EQUITY
Foreign Large Blend RERFX RERFX
Foreign Large Blend TCIEX CREF Global Equities Account (Variable Annuity)
Foreign Large Blend TRIEX TRIEX
Foreign Large Blend TRERX TRERX
Others
Target Date 2011-2015 TCLIX TCLIX
Target Date 2016-2020 TCLTX TCLTX
Target Date 2021-2025 TCLFX TCLFX
Target Date 2031-2035 TCLRX TCLRX
Target Date 2036-2040 TCLOX TCLOX
Target Date 2000-2010 TCLEX TCLEX
Target Date 2026-2030 TCLNX TCLNX
Target Date 2050+ TLFRX TLFRX
Target Date 2050+ TLFRX TLFRX
Moderate Allocation TITRX TITRX
Retirement Income TLIRX TLIRX
ROOT CASH TIAA-CREF Money Market Fund
ROOT CASH CREF Money Market Account (Variable Annuity)
ROOT TIGEX CREF Growth Account (Variable Annuity)
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account (Variable Annuity)
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account (Variable Annuity)
High Yield Bond TIHRX TIHRX
Intermediate-Term Bond TCBRX TCBRX
Short-Term Bond TISRX TISRX
Intermediate-Term Bond TIDRX TIDRX
Inflation-Protected Bond TIKRX TIKRX
Intermediate-Term Bond WACIX WACIX
US EQUITY
LARGE BLEND TRGIX TRGIX
MID-CAP VALUE TRVRX TRVRX
SMALL BLEND TRBIX TRBIX
LARGE BLEND TIEIX CREF Equity Index Account (Variable Annuity)
LARGE GROWTH TRIRX TRIRX
LARGE VALUE TRCVX TRCVX
LARGE BLEND TISCX CREF Social Choice Account (Variable Annuity)
LARGE BLEND TRSCX TRSCX
Mid-Cap Growth TRGMX TRGMX
LARGE BLEND TRSPX TRSPX
LARGE VALUE TRLCX TRLCX
SMALL BLEND TRSEX TRSEX
LARGE GROWTH TILRX TILRX
LARGE BLEND TIQRX TIQRX
LARGE GROWTH TRSAX TRSAX
Total Available Funds: 43
  • 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 (Variable Annuity) 68% 3 60 0 0.72% 2.73%
REAL ESTATE TRRSX TRRSX 67% 3 60 0 0.72% 2.36%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX RERFX 94% 3 60 0 0.84% 1.86%
Foreign Large Blend TCIEX CREF Global Equities Account (Variable Annuity) 84% 3 60 0 0.3% 3.22%
Foreign Large Blend TRIEX TRIEX 83% 3 60 0 0.34% 2.9%
Foreign Large Blend TRERX TRERX 79% 3 60 0 0.81% 2.19%
Others
Target Date 2011-2015 TCLIX TCLIX 96% 3 60 0 0.38% 0%
Target Date 2016-2020 TCLTX TCLTX 94% 3 60 0 0.39% 2.34%
Target Date 2021-2025 TCLFX TCLFX 92% 3 60 0 0.41% 0%
Target Date 2031-2035 TCLRX TCLRX 92% 3 60 0 0.43% 1.55%
Target Date 2036-2040 TCLOX TCLOX 91% 3 60 0 0.44% 1.32%
Target Date 2000-2010 TCLEX TCLEX 90% 3 60 0 0.37% 0%
Target Date 2026-2030 TCLNX TCLNX 88% 3 60 0 0.42% 1.8%
Target Date 2050+ TLFRX TLFRX 79% 3 60 0 0.6% 0%
Target Date 2050+ TLFRX TLFRX 79% 3 60 0 0.6% 0%
Moderate Allocation TITRX TITRX 64% 3 60 0 0.7% 1.21%
Retirement Income TLIRX TLIRX 57% 3 60 0 0.45% 1.68%
ROOT CASH TIAA-CREF Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH CREF Money Market Account (Variable Annuity) 0% 1 60 0 NA 4.14%
ROOT TIGEX CREF Growth Account (Variable Annuity) 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account (Variable Annuity) 90% 3 60 0 0.29% 4%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account (Variable Annuity) 89% 3 60 0 0.4% 3.39%
High Yield Bond TIHRX TIHRX 79% 3 60 0 0.66% 5.38%
Intermediate-Term Bond TCBRX TCBRX 67% 3 60 0 0.55% 3.6%
Short-Term Bond TISRX TISRX 67% 3 60 0 0.51% 3.2%
Intermediate-Term Bond TIDRX TIDRX 67% 3 60 0 0.54% 3.31%
Inflation-Protected Bond TIKRX TIKRX 66% 3 60 0 0.4% 3.09%
Intermediate-Term Bond WACIX WACIX 44% 3 60 0 1.34% 4.17%
US EQUITY
LARGE BLEND TRGIX TRGIX 93% 3 60 0 0.5% 23.36%
MID-CAP VALUE TRVRX TRVRX 82% 3 60 0 0.45% 1.41%
SMALL BLEND TRBIX TRBIX 81% 3 60 0 0.06% 2.88%
LARGE BLEND TIEIX CREF Equity Index Account (Variable Annuity) 80% 3 60 0 0.15% 1.38%
LARGE GROWTH TRIRX TRIRX 79% 3 60 0 0.16% 1.68%
LARGE VALUE TRCVX TRCVX 76% 3 60 0 0.19% 4.62%
LARGE BLEND TISCX CREF Social Choice Account (Variable Annuity) 75% 3 60 0 0.46% 1.43%
LARGE BLEND TRSCX TRSCX 73% 3 60 0 0.27% 5.34%
Mid-Cap Growth TRGMX TRGMX 73% 3 60 0 0.56% 0%
LARGE BLEND TRSPX TRSPX 73% 3 60 0 0.05% 1.28%
LARGE VALUE TRLCX TRLCX 73% 3 60 0 0.56% 8.46%
SMALL BLEND TRSEX TRSEX 72% 3 60 0 0.42% 0.83%
LARGE GROWTH TILRX TILRX 64% 3 60 0 0.48% 0.02%
LARGE BLEND TIQRX TIQRX 59% 3 60 0 0.3% 1.23%
LARGE GROWTH TRSAX TRSAX 36% 3 60 0 0.93% 3.49%
Average Expense Ratio: 0.48%
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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% 5.6% 2.7% 7.5% 5.7% 8.0%

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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 44 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

University of Illinois Supplemental 403(b) Retirement Plan is based this document. 



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