MyPlanIQ 401k Investor TIAA-CREF Intelligent Life Variable Universal Life Insurance

TIAA-CREF Intelligent Life Variable Universal Life Insurance

Investment Menu Rating:

Investment Options
Total Available Funds: 51
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate
REAL ESTATE TIREX TIAA-CREF Life Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets - Class 1
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small
WORLD STOCK MWEIX MFS Global Equity-Initial Class
Foreign Large Blend TIIEX TIAA-CREF Life International Equity
Others
World Allocation PAAIX PIMCO All Asset-Institutional Class
Aggressive Allocation CGIIX Calamos Growth & Income4
Conservative Allocation IIFSX Franklin Income Securities - Class 1
Total Available Funds: 51
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate
REAL ESTATE TIREX TIAA-CREF Life Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets - Class 1
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small
WORLD STOCK MWEIX MFS Global Equity-Initial Class
Foreign Large Blend TIIEX TIAA-CREF Life International Equity
FOREIGN SMALL/MID GROWTH WSCAX Wanger International
Foreign Large Growth JIGRX Janus Aspen Overseas-Inst. Shares
Foreign Large Value DFVFX DFA VA International Value
Others
World Allocation PAAIX PIMCO All Asset-Institutional Class
Aggressive Allocation CGIIX Calamos Growth & Income4
Conservative Allocation IIFSX Franklin Income Securities - Class 1
Utilities IMUSX MFS Utilities-Initial Class
Natural Resources PNRZX Prudential Series Fund- Natural Resources
ROOT CASH TIAA-CREF Life Money Market
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Limited-Term Bond
Intermediate-Term Bond TIBDX TIAA-CREF Life Bond
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income-Std Class
WORLD BOND DFGBX DFA VA Global Bond
Inflation-Protected Bond PRRIX PIMCO Real Return-Institutional Class
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed
High Yield Bond SIHYX Legg Mason Western Asset Variable GL High Yield Bond
WORLD BOND PIGLX PIMCO Global Bond-Unhedged-Institutional Class
WORLD BOND DPIFX Delaware VIP International Value Equity-Std Class
US EQUITY
SMALL BLEND RMCFX Royce Capital Fund Micro-Cap Portfolio-Investment Class
LARGE GROWTH JACAX Janus Aspen Forty-Inst. Shares
LARGE BLEND TIGRX TIAA-CREF Life Growth & Income
Small Growth SBPYX Legg Mason ClearBridge Variable Small-Cap Growth
LARGE GROWTH MFEIX MFS Growth-Initial Class
MID-CAP BLEND PCBIX PVC Mid-Cap Blend Account - Class 1
LARGE GROWTH MFEJX MFS Investors Growth-Initial Class
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid-Cap Value-Inst. Shares
LARGE VALUE MUTHX Mutual Shares Securities-Class 1
LARGE BLEND TIEIX TIAA-CREF Life Stock Index
SMALL VALUE DFFVX DFA VA US Targeted Value
SMALL VALUE DEVIX Delaware VIP Small-Cap Value-Std Class
LARGE VALUE TILVX TIAA-CREF Life Large-Cap Value
LARGE BLEND TISCX TIAA-CREF Life Social Choice
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth-Class 1
SMALL BLEND TRSEX TIAA-CREF Life Small-Cap Equity
LARGE GROWTH SAGYX Legg Mason ClearBridge Variable Aggressive Growth Portfolio
LARGE BLEND NBPIX Neuberger Berman AMT Large-Cap Value Portfolio - Class I2
LARGE BLEND PBEAX Prudential Series Fund-Value Portfolio-Class II
Small Growth WUSAX Wanger U.S.A.
SMALL BLEND RCSSX Royce Capital Fund Small-Cap Portfolio-Investment Class
LARGE VALUE PIEMX PVC Equity Income Account - Class 1
SMALL BLEND NINLX Neuberger Berman AMT Mid-Cap Intrinsic Value I3
Mid-Cap Growth WATWX Wanger Select
LARGE VALUE DFCVX DFA VA US Large Value
LARGE GROWTH TIEQX TIAA-CREF Life Growth Equity
LARGE GROWTH PTWZX Prudential Series Fund-Jennison 20/20 Focus Portfolio-Class II
Total Available Funds: 51
  • 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
Global Real Estate IRGIX ING Clarion Global Real Estate 94% 1 60 0 1.47% 0%
REAL ESTATE TIREX TIAA-CREF Life Real Estate 67% 1 60 0 0.72% 2.33%
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets - Class 1 79% 1 60 0 1.14% 2.8%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small 100% 1 60 0 0.39% 2.32%
WORLD STOCK MWEIX MFS Global Equity-Initial Class 89% 1 60 0 0.9% 1%
Foreign Large Blend TIIEX TIAA-CREF Life International Equity 80% 1 60 0 0.81% 2.35%
FOREIGN SMALL/MID GROWTH WSCAX Wanger International 60% 1 60 0 1.02% 0.47%
Foreign Large Growth JIGRX Janus Aspen Overseas-Inst. Shares 28% 1 60 0 2.06% 1.21%
Foreign Large Value DFVFX DFA VA International Value 0% 1 60 0 0.28% 4.12%
Others
World Allocation PAAIX PIMCO All Asset-Institutional Class 96% 1 60 0 1.84% 6.23%
Aggressive Allocation CGIIX Calamos Growth & Income4 95% 1 60 0 1.06% 5.23%
Conservative Allocation IIFSX Franklin Income Securities - Class 1 69% 1 60 0 1.22% 0.54%
Utilities IMUSX MFS Utilities-Initial Class 68% 1 60 0 1.03% 2.07%
Natural Resources PNRZX Prudential Series Fund- Natural Resources 65% 1 60 0 0.9% 1.13%
ROOT CASH TIAA-CREF Life Money Market 0% 1 60 0 NA 2.6%
FIXED INCOME
Short-Term Bond PRWBX T. Rowe Price Limited-Term Bond 92% 1 60 0 0.46% 3.86%
Intermediate-Term Bond TIBDX TIAA-CREF Life Bond 90% 1 60 0 0.29% 3.98%
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income-Std Class 89% 1 60 0 0.45% 3.6%
WORLD BOND DFGBX DFA VA Global Bond 89% 1 60 0 0.2% 3.76%
Inflation-Protected Bond PRRIX PIMCO Real Return-Institutional Class 80% 1 60 0 1.37% 2.8%
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed 65% 1 60 0 0.17% 3.32%
High Yield Bond SIHYX Legg Mason Western Asset Variable GL High Yield Bond 0% 1 60 0 NA 9.56%
WORLD BOND PIGLX PIMCO Global Bond-Unhedged-Institutional Class 0% 1 60 0 0.57% 86.49%
WORLD BOND DPIFX Delaware VIP International Value Equity-Std Class 0% 1 60 0 1.1% 2.02%
US EQUITY
SMALL BLEND RMCFX Royce Capital Fund Micro-Cap Portfolio-Investment Class 96% 1 60 0 2.24% 11.26%
LARGE GROWTH JACAX Janus Aspen Forty-Inst. Shares 95% 1 60 0 0.55% 0%
LARGE BLEND TIGRX TIAA-CREF Life Growth & Income 93% 1 60 0 0.5% 0.83%
Small Growth SBPYX Legg Mason ClearBridge Variable Small-Cap Growth 91% 1 60 0 0.9% 7.22%
LARGE GROWTH MFEIX MFS Growth-Initial Class 90% 1 60 0 0.5% 12.2%
MID-CAP BLEND PCBIX PVC Mid-Cap Blend Account - Class 1 90% 1 60 0 0.94% 3.43%
LARGE GROWTH MFEJX MFS Investors Growth-Initial Class 90% 1 60 0 0.5% 12.57%
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid-Cap Value-Inst. Shares 89% 1 60 0 0.91% 0.48%
LARGE VALUE MUTHX Mutual Shares Securities-Class 1 80% 1 60 0 1.25% 8.63%
LARGE BLEND TIEIX TIAA-CREF Life Stock Index 79% 1 60 0 0.15% 1.72%
SMALL VALUE DFFVX DFA VA US Targeted Value 78% 1 60 0 0.29% 1.61%
SMALL VALUE DEVIX Delaware VIP Small-Cap Value-Std Class 77% 1 60 0 1.36% 10.78%
LARGE VALUE TILVX TIAA-CREF Life Large-Cap Value 76% 1 60 0 0.19% 3.05%
LARGE BLEND TISCX TIAA-CREF Life Social Choice 75% 1 60 0 0.46% 1.29%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth-Class 1 72% 1 60 0 0.85% 0.01%
SMALL BLEND TRSEX TIAA-CREF Life Small-Cap Equity 72% 1 60 0 0.42% 11.6%
LARGE GROWTH SAGYX Legg Mason ClearBridge Variable Aggressive Growth Portfolio 70% 1 60 0 1.24% 14%
LARGE BLEND NBPIX Neuberger Berman AMT Large-Cap Value Portfolio - Class I2 63% 1 60 0 0.51% 2.26%
LARGE BLEND PBEAX Prudential Series Fund-Value Portfolio-Class II 43% 1 60 0 1.4% 1.72%
Small Growth WUSAX Wanger U.S.A. 24% 1 60 0 0.94% 0%
SMALL BLEND RCSSX Royce Capital Fund Small-Cap Portfolio-Investment Class 20% 1 60 0 NA 0.98%
LARGE VALUE PIEMX PVC Equity Income Account - Class 1 9% 1 60 0 1.62% 1.49%
SMALL BLEND NINLX Neuberger Berman AMT Mid-Cap Intrinsic Value I3 7% 1 60 0 2.12% 0.94%
Mid-Cap Growth WATWX Wanger Select 0% 1 60 0 0.92% 0%
LARGE VALUE DFCVX DFA VA US Large Value 0% 1 60 0 0.17% 54.69%
LARGE GROWTH TIEQX TIAA-CREF Life Growth Equity 0% 1 60 0 0.84% 24.43%
LARGE GROWTH PTWZX Prudential Series Fund-Jennison 20/20 Focus Portfolio-Class II 0% 1 60 0 0.89% 34.12%
Average Expense Ratio: 0.88%
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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 0.1% 2.2% -1.3% 2.0% 3.1% 4.3%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -16.6% -15.1% 1.7% 2.2% 4.2% 3.7%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% -0.8% -4.6% 3.1% 2.3% 4.2%

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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 51 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.

 



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