MyPlanIQ 401k Investor Barry University 401k RC Plan

Barry University 401k RC Plan

This Plan is unrated.
Investment Options
Total Available Funds: 41
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Account
REAL ESTATE TRRSX TIAA-CREF Real Estate Sec Retire
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX CREF Global Equity Account
Foreign Large Blend TRIEX TIAA-CREF International Eq Idx Retire
Foreign Large Blend TRERX TIAA-CREF International Eq Retire
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retire
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retire
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
High Yield Bond TIHRX TIAA-CREF High-Yield R
Total Available Funds: 41
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Account
REAL ESTATE TRRSX TIAA-CREF Real Estate Sec Retire
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX CREF Global Equity Account
Foreign Large Blend TRIEX TIAA-CREF International Eq Idx Retire
Foreign Large Blend TRERX TIAA-CREF International Eq Retire
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retire
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retire
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Retire
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Retire
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Retire
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Retirement
Target Date 2046-2050 TLFRX TIAA-CREF Lifecycle 2050 Retire
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Retirement
Moderate Allocation TITRX TIAA-CREF Managed Allc R
Retirement Income TLIRX TIAA-CREF Lifecycle Retire Inc Retire
Target Date 2051+ TTRLX TIAA-CREF Lifecycle 2055 Retire
ROOT CASH TIAA-CREF Money Market TIEXX
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
High Yield Bond TIHRX TIAA-CREF High-Yield R
Intermediate-Term Bond TCBRX TIAA-CREF Bond Plus R
Short-Term Bond TISRX TIAA-CREF Short-Term Bond R
Intermediate-Term Bond TIDRX TIAA-CREF Bond R
Inflation-Protected Bond TIKRX TIAA-CREF Inflation Link Bd R
SHORT GOVERNMENT STABLEVALUE TIAA Tradtional Annuity
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth & Income Retire
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Retire
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Idx Retire
LARGE BLEND TIEIX CREF Equity Index Account
LARGE GROWTH TRIRX TIAA-CREF Large-Cap Gr Idx Retire
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Idx Retire
LARGE BLEND TISCX CREF Social Choice Account
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Retire
LARGE BLEND TRSCX TIAA-CREF Social Choice Eq Retire
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retire
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Retire
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Retire
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth R
LARGE BLEND TIQRX TIAA-CREF Equity Index R
LARGE GROWTH TIEQX CREF Growth Account
Total Available Funds: 41
  • 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% 3 60 0 0.72% 2.36%
REAL ESTATE TRRSX TIAA-CREF Real Estate Sec Retire 67% 3 60 0 0.72% 2.36%
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX CREF Global Equity Account 84% 3 60 0 0.3% 3.22%
Foreign Large Blend TRIEX TIAA-CREF International Eq Idx Retire 82% 3 60 0 0.34% 2.9%
Foreign Large Blend TRERX TIAA-CREF International Eq Retire 79% 3 60 0 0.81% 2.19%
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retire 96% 3 60 0 0.38% 0%
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retire 94% 3 60 0 0.39% 2.34%
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement 92% 3 60 0 0.41% 0%
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Retire 92% 3 60 0 0.43% 1.55%
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Retire 91% 3 60 0 0.44% 1.32%
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Retire 90% 3 60 0 0.37% 0%
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Retirement 88% 3 60 0 0.42% 1.8%
Target Date 2046-2050 TLFRX TIAA-CREF Lifecycle 2050 Retire 79% 3 60 0 0.6% 0%
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Retirement 71% 3 60 0 0.7% 0%
Moderate Allocation TITRX TIAA-CREF Managed Allc R 64% 3 60 0 0.7% 1.21%
Retirement Income TLIRX TIAA-CREF Lifecycle Retire Inc Retire 57% 3 60 0 0.45% 1.68%
Target Date 2051+ TTRLX TIAA-CREF Lifecycle 2055 Retire 52% 3 60 0 0.6% 0%
ROOT CASH TIAA-CREF Money Market TIEXX 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market Account 90% 3 60 0 0.29% 4%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account 89% 3 60 0 0.4% 3.39%
High Yield Bond TIHRX TIAA-CREF High-Yield R 80% 3 60 0 0.66% 5.38%
Intermediate-Term Bond TCBRX TIAA-CREF Bond Plus R 67% 3 60 0 0.55% 3.6%
Short-Term Bond TISRX TIAA-CREF Short-Term Bond R 67% 3 60 0 0.51% 3.2%
Intermediate-Term Bond TIDRX TIAA-CREF Bond R 67% 3 60 0 0.54% 3.31%
Inflation-Protected Bond TIKRX TIAA-CREF Inflation Link Bd R 66% 3 60 0 0.4% 3.09%
SHORT GOVERNMENT STABLEVALUE TIAA Tradtional Annuity 16% 3 60 0 NA 27.03%
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth & Income Retire 93% 3 60 0 0.5% 23.36%
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Retire 82% 3 60 0 0.45% 1.41%
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Idx Retire 81% 3 60 0 0.06% 2.88%
LARGE BLEND TIEIX CREF Equity Index Account 80% 3 60 0 0.15% 1.38%
LARGE GROWTH TRIRX TIAA-CREF Large-Cap Gr Idx Retire 79% 3 60 0 0.16% 1.68%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Idx Retire 76% 3 60 0 0.19% 4.62%
LARGE BLEND TISCX CREF Social Choice Account 75% 3 60 0 0.46% 1.43%
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Retire 73% 3 60 0 0.56% 0%
LARGE BLEND TRSCX TIAA-CREF Social Choice Eq Retire 73% 3 60 0 0.27% 5.34%
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retire 73% 3 60 0 0.05% 1.28%
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Retire 73% 3 60 0 0.56% 8.46%
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Retire 72% 3 60 0 0.42% 0.83%
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth R 64% 3 60 0 0.48% 0.02%
LARGE BLEND TIQRX TIAA-CREF Equity Index R 59% 3 60 0 0.3% 1.23%
LARGE GROWTH TIEQX CREF Growth Account 0% 3 60 0 0.84% 25.83%
Average Expense Ratio: 0.44%
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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 1.2% 15.9% 8.9% 10.0% 6.8% 8.2%

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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 42 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity and REITs.

See TIAA-CREF site for more details.



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