MyPlanIQ 401k Investor Arizona Board of Regents Optional Retirement Plan TIAA-CREF

Arizona Board of Regents Optional Retirement Plan TIAA-CREF

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK RWIFX American Funds Capital World Growth & Income Fund
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle Fund 2015
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle Fund 2020
US EQUITY
LARGE BLEND LMVTX Legg Mason Value Fund $
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE BLEND NBSRX Neuberger Berman Socially Responsible Fund
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market
Intermediate Government GSOIX Goldman Sachs Government Income Fund
ULTRASHORT BOND NVSIX Wells Fargo Galliard Stable Return Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK RWIFX American Funds Capital World Growth & Income Fund
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle Fund 2015
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle Fund 2020
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle Fund 2025
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle Fund 2035
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle Fund 2010
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle Fund 2030
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle Fund 2040
ROOT CASH CREF Money Market
US EQUITY
LARGE BLEND LMVTX Legg Mason Value Fund $
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE BLEND NBSRX Neuberger Berman Socially Responsible Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
SMALL VALUE ROFIX Royce Opportunity Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
LARGE BLEND VFIAX Vanguard 500 Index Fund - Admiral Shares
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares
Mid-Cap Growth FISGX First American Mid-Cap Growth Opportunity Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
Small Growth LSBYX Lord Abbett Small-Cap Blend Fund
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market
Intermediate Government GSOIX Goldman Sachs Government Income Fund
ULTRASHORT BOND NVSIX Wells Fargo Galliard Stable Return Fund
Total Available Funds: 25
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.9% 3.89%
WORLD STOCK RWIFX American Funds Capital World Growth & Income Fund 92% 3 60 0 0.75% 1.99%
Others
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund 99% 3 60 0 0.98% 2%
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle Fund 2015 96% 3 60 0 0.38% 0%
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle Fund 2020 94% 3 60 0 0.39% 2.34%
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle Fund 2025 92% 3 60 0 0.41% 0%
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle Fund 2035 92% 3 60 0 0.43% 1.55%
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle Fund 2010 90% 3 60 0 0.37% 0%
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle Fund 2030 88% 3 60 0 0.42% 1.8%
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle Fund 2040 72% 3 60 0 0.44% 0%
ROOT CASH CREF Money Market 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND LMVTX Legg Mason Value Fund $ 100% 3 60 0 1.02% 0.54%
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
LARGE BLEND NBSRX Neuberger Berman Socially Responsible Fund 99% 3 60 0 1.06% 0.22%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
SMALL VALUE ROFIX Royce Opportunity Fund 96% 3 60 0 1.85% 4.81%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 3 60 0 0.43% 1.58%
LARGE BLEND VFIAX Vanguard 500 Index Fund - Admiral Shares 78% 3 60 0 0.14% 1.35%
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares 76% 3 60 0 0.34% 0.59%
Mid-Cap Growth FISGX First American Mid-Cap Growth Opportunity Fund 72% 3 60 0 0.92% 0%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 0%
Small Growth LSBYX Lord Abbett Small-Cap Blend Fund 0% 3 60 0 0.98% 0%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market 90% 3 60 0 0.29% 4%
Intermediate Government GSOIX Goldman Sachs Government Income Fund 73% 3 60 0 1.06% 2.58%
ULTRASHORT BOND NVSIX Wells Fargo Galliard Stable Return Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.62%
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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 1.6% 11.9% 4.1% 8.3% 6.2% 8.6%

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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 25 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan was created based on Arizona Board of Regents Optional Retiremetn Plan performance evaluation report.  The Arizona Board of Regents is the governing board for the state’s public universities: Arizona State University, Northern Arizona University, and the University of Arizona.

 



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