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% 2.37%
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets - Class 1 79% 1 60 0 1.14% 2.89%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA VA International Small 100% 1 60 0 0.39% 2.36%
WORLD STOCK MWEIX MFS Global Equity-Initial Class 89% 1 60 0 0.9% 1.01%
Foreign Large Blend TIIEX TIAA-CREF Life International Equity 80% 1 60 0 0.81% 2.41%
FOREIGN SMALL/MID GROWTH WSCAX Wanger International 60% 1 60 0 1.02% 0.48%
Foreign Large Growth JIGRX Janus Aspen Overseas-Inst. Shares 28% 1 60 0 2.06% 1.23%
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% 6.29%
Aggressive Allocation CGIIX Calamos Growth & Income4 95% 1 60 0 1.06% 5.35%
Conservative Allocation IIFSX Franklin Income Securities - Class 1 69% 1 60 0 1.22% 0.55%
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% 1.16%
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% 4%
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income-Std Class 89% 1 60 0 0.45% 3.61%
WORLD BOND DFGBX DFA VA Global Bond 89% 1 60 0 0.2% 3.75%
Inflation-Protected Bond PRRIX PIMCO Real Return-Institutional Class 80% 1 60 0 1.37% 2.82%
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed 65% 1 60 0 0.17% 3.31%
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% 11.2%
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% 0.85%
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% 12.57%
MID-CAP BLEND PCBIX PVC Mid-Cap Blend Account - Class 1 90% 1 60 0 0.94% 3.41%
LARGE GROWTH MFEJX MFS Investors Growth-Initial Class 90% 1 60 0 0.5% 12.96%
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% 8.73%
LARGE BLEND TIEIX TIAA-CREF Life Stock Index 79% 1 60 0 0.15% 1.76%
SMALL VALUE DFFVX DFA VA US Targeted Value 78% 1 60 0 0.29% 1.59%
SMALL VALUE DEVIX Delaware VIP Small-Cap Value-Std Class 77% 1 60 0 1.36% 10.74%
LARGE VALUE TILVX TIAA-CREF Life Large-Cap Value 76% 1 60 0 0.19% 3.08%
LARGE BLEND TISCX TIAA-CREF Life Social Choice 75% 1 60 0 0.46% 1.32%
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% 11.52%
LARGE GROWTH SAGYX Legg Mason ClearBridge Variable Aggressive Growth Portfolio 70% 1 60 0 1.24% 14.35%
LARGE BLEND NBPIX Neuberger Berman AMT Large-Cap Value Portfolio - Class I2 63% 1 60 0 0.51% 2.27%
LARGE BLEND PBEAX Prudential Series Fund-Value Portfolio-Class II 43% 1 60 0 1.4% 1.74%
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 0.96%
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%
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% 2.2% -1.3% 2.0% 3.1% 4.3%

Sign up or Login first to get rebalance emails for this portfolio

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%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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%

Sign up or Login and subscribe 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 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.

 



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

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.