MyPlanIQ 401k Investor State University of New York at Albany TIAA-CREF

State University of New York at Albany TIAA-CREF

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Variable Annuity Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth
INTERNATIONAL EQUITY VGTSX International Equity
Others
Retirement Income VTINX Lifecycle Retirement Income
Target Date 2011-2015 TCLIX Lifecycle Fund 2015
Target Date 2016-2020 TCLTX Lifecycle Fund 2020
FIXED INCOME
Intermediate-Term Bond WAPAX Western Asset Core Plus Bond Portfolio
US EQUITY
US Small Cap NAESX Small-­Cap Equity
SMALL BLEND NAESX Small-­Cap Blend Index
LARGE GROWTH VWUSX Large-­Cap Growth Index
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Variable Annuity Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth
INTERNATIONAL EQUITY VGTSX International Equity
Others
Retirement Income VTINX Lifecycle Retirement Income
Target Date 2011-2015 TCLIX Lifecycle Fund 2015
Target Date 2016-2020 TCLTX Lifecycle Fund 2020
Target Date 2021-2025 TCLFX Lifecycle Fund 2025
Target Date 2031-2035 TCLRX Lifecycle Fund 2035
Target Date 2036-2040 TCLOX Lifecycle Fund 2040
Target Date 2000-2010 TCLEX Lifecycle Fund 2010
Target Date 2026-2030 TCLNX Lifecycle Fund 2030
Target Date 2046-2050 TLFRX Lifecycle Fund 2050
Target Date 2041-2045 TTFRX Lifecycle Fund 2045
FIXED INCOME
Intermediate-Term Bond WAPAX Western Asset Core Plus Bond Portfolio
US EQUITY
US Small Cap NAESX Small-­Cap Equity
SMALL BLEND NAESX Small-­Cap Blend Index
LARGE GROWTH VWUSX Large-­Cap Growth Index
Mid-Cap Growth VMGIX Mid-­Cap Growth
LARGE BLEND VFINX S&P 500 Index
MID-CAP VALUE VMVIX Mid-­Cap Value
LARGE VALUE VIVAX Large-­Cap Value
US EQUITY VTSMX Equity Index
LARGE GROWTH TRLGX T. Rowe Price Institutional Large Cap Growth
LARGE VALUE AWSHX American Funds Washington Mutual Investors
LARGE GROWTH DGRIX Growth & Income
Total Available Funds: 25
  • 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 TIREX TIAA Variable Annuity Real Estate 67% 1 60 0 0.72% 2.37%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth 57% 1 60 0 0.9% 6.92%
INTERNATIONAL EQUITY VGTSX International Equity 16% 1 60 0 0.08% 3.13%
Others
Retirement Income VTINX Lifecycle Retirement Income 97% 1 60 0 0.08% 5.1%
Target Date 2011-2015 TCLIX Lifecycle Fund 2015 96% 1 60 0 0.38% 2.5%
Target Date 2016-2020 TCLTX Lifecycle Fund 2020 94% 1 60 0 0.39% 3.31%
Target Date 2021-2025 TCLFX Lifecycle Fund 2025 92% 1 60 0 0.41% 3.4%
Target Date 2031-2035 TCLRX Lifecycle Fund 2035 92% 1 60 0 0.43% 2.76%
Target Date 2036-2040 TCLOX Lifecycle Fund 2040 91% 1 60 0 0.44% 2.52%
Target Date 2000-2010 TCLEX Lifecycle Fund 2010 89% 1 60 0 0.37% 4.35%
Target Date 2026-2030 TCLNX Lifecycle Fund 2030 88% 1 60 0 0.42% 3.12%
Target Date 2046-2050 TLFRX Lifecycle Fund 2050 78% 1 60 0 0.6% 3.58%
Target Date 2041-2045 TTFRX Lifecycle Fund 2045 70% 1 60 0 0.7% 3.74%
FIXED INCOME
Intermediate-Term Bond WAPAX Western Asset Core Plus Bond Portfolio 4% 1 60 0 1.34% 4.03%
US EQUITY
US Small Cap NAESX Small-­Cap Equity 99% 1 60 0 0.03% 1.33%
SMALL BLEND NAESX Small-­Cap Blend Index 99% 1 60 0 0.03% 1.33%
LARGE GROWTH VWUSX Large-­Cap Growth Index 99% 1 60 0 0.3% 0.22%
Mid-Cap Growth VMGIX Mid-­Cap Growth 98% 1 60 0 0.19% 0.65%
LARGE BLEND VFINX S&P 500 Index 97% 1 60 0 0.14% 1.28%
MID-CAP VALUE VMVIX Mid-­Cap Value 96% 1 60 0 0.19% 2.26%
LARGE VALUE VIVAX Large-­Cap Value 95% 1 60 0 0.05% 2.21%
US EQUITY VTSMX Equity Index 94% 1 60 0 0.03% 1.27%
LARGE GROWTH TRLGX T. Rowe Price Institutional Large Cap Growth 77% 1 60 0 0.7% 5.25%
LARGE VALUE AWSHX American Funds Washington Mutual Investors 37% 1 60 0 0.26% 5.9%
LARGE GROWTH DGRIX Growth & Income 0% 1 60 0 1.03% 25.22%
Average Expense Ratio: 0.42%
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 0.2% 6.7% 2.9% 7.2% 5.9% 7.6%

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 0.1% 9.4% 1.6% 5.8% 6.0% 6.6%

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 2.7% 13.3% 6.1% 11.2% 9.1% 10.5%

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 27 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

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.