MyPlanIQ 401k Investor Georgia State University 403(b) Tax Deferred Annuity Plan

Georgia State University 403(b) Tax Deferred Annuity Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Account
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund
Foreign Large Blend TRIEX TIAA-CREF International Equity Fund
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Fund
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Fund
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Fund
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Account
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund
Foreign Large Blend TRIEX TIAA-CREF International Equity Fund
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Fund
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Fund
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Fund
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Fund
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Fund
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Fund
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Fund
ROOT CASH CREF Money Market Account
ROOT TIGEX CREF Global Equities Account
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth and Income Fund
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Fund
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Fund
LARGE BLEND TIEIX TIAA-CREF Equity Index Fund
LARGE BLEND TIEIX CREF Equity Index Account
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index Fund
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Fund
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Fund
LARGE BLEND TRSCX CREF Social Choice Account
LARGE BLEND TRSCX TIAA-CREF Social Choice Equity Fund
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Fund
LARGE BLEND TRSPX CREF Stock Account
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Fund
LARGE GROWTH TILGX TIAA-CREF Large-Cap Growth Index Fund
LARGE GROWTH TIEQX CREF Growth Account
Total Available Funds: 30
  • 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 TRRSX TIAA Real Estate Account 67% 2 60 0 0.72% 2.36%
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Fund 67% 2 60 0 0.72% 2.36%
INTERNATIONAL EQUITY
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Fund 82% 2 60 0 0.34% 2.9%
Foreign Large Blend TRIEX TIAA-CREF International Equity Fund 82% 2 60 0 0.34% 2.9%
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Fund 96% 2 60 0 0.38% 0%
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Fund 94% 2 60 0 0.39% 2.34%
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Fund 92% 2 60 0 0.41% 0%
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Fund 92% 2 60 0 0.43% 1.55%
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Fund 91% 2 60 0 0.44% 1.32%
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Fund 90% 2 60 0 0.37% 0%
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Fund 88% 2 60 0 0.42% 1.8%
ROOT CASH CREF Money Market Account 0% 1 60 0 NA 4.14%
ROOT TIGEX CREF Global Equities Account 0% 2 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account 90% 2 60 0 0.29% 4%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account 89% 2 60 0 0.4% 3.39%
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth and Income Fund 93% 2 60 0 0.5% 23.36%
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Fund 82% 2 60 0 0.45% 1.41%
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Fund 81% 2 60 0 0.06% 2.88%
LARGE BLEND TIEIX TIAA-CREF Equity Index Fund 80% 2 60 0 0.15% 1.38%
LARGE BLEND TIEIX CREF Equity Index Account 80% 2 60 0 0.15% 1.38%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index Fund 76% 2 60 0 0.19% 4.62%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Fund 76% 2 60 0 0.19% 4.62%
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Fund 73% 2 60 0 0.56% 0%
LARGE BLEND TRSCX CREF Social Choice Account 73% 2 60 0 0.27% 5.34%
LARGE BLEND TRSCX TIAA-CREF Social Choice Equity Fund 73% 2 60 0 0.27% 5.34%
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Fund 73% 2 60 0 0.05% 1.28%
LARGE BLEND TRSPX CREF Stock Account 73% 2 60 0 0.05% 1.28%
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Fund 72% 2 60 0 0.42% 0.83%
LARGE GROWTH TILGX TIAA-CREF Large-Cap Growth Index Fund 64% 2 60 0 0.48% 0.22%
LARGE GROWTH TIEQX CREF Growth Account 0% 2 60 0 0.84% 25.83%
Average Expense Ratio: 0.39%
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Model Portfolios

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 31 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

    This plan was created based on a document listed on TIAA-CREF website. The Plan is designed to provide you with income throughout your retirement. Leaving money in your account may allow the funds to grow on a tax-deferred basis. The detailed distribution information can be found on the plan website.

    You may voluntarily participate in this plan upon completion of a salary reduction agreement with your benefits office. And there are no employer matching contributions to this plan.

    For loan policy of the plan, please refer to the plan information website.



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