MyPlanIQ
401k Investor
Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds
Investment Options
| Total Available Funds: | 4 |
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| Total Available Funds: | 4 |
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| Total Available Funds: | 4 |
- 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 | ||||||||||||||||||
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Average Expense Ratio: 0.1%
* If you find the above investment options have changed, please
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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 | 1.0% | 5.7% | 6.0% | 8.4% | 5.2% | 6.1% |
| 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 | -0.6% | 6.3% | 5.0% | 7.0% | 4.8% | 6.2% |
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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 | -2.7% | 6.5% | 4.0% | 5.4% | 4.4% | 6.0% |
| 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* |
|
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Click for Portfolio Details or Follow | 1.8% | 6.1% | 2.5% | 5.4% | 5.1% | 6.5% |
| 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.
** 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 4 funds. It covers 3 major asset classes and 3 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
Stanford University offers two tax deferred programs for employees: Tax-Deferred Annuity (TDA) and Stanford Contributory Retirement Plan (SCRP). For both plans, it offers 4 investment options. Option 1 includes Vanguard's 11 target retirement funds. This is the default option. Option 2 offers 4 Vanguard low-cost core funds. This core funds option is a simplistic design for a plan, similar to Federal Employee Thrifty Savings Plan (TSP). Option 3 consists of 3 TIAA-CREF fixed and variable annuities and Option 4 is called expanded option that allows employees to access a wide selection of funds through Fidelity BrokerageLink.
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