MyPlanIQ 401k Investor Eastern Michigan University Retirement Plan

Eastern Michigan University Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund R5
Foreign Large Blend TIIEX TIAA-CREF International Equity Index Fund - Instl Class
Foreign Large Blend TRERX CREF Global Equities
Others
Target Date 2046-2050 TFTIX TIAA-CREF Lifecycle 2050 Fund - Institutional Class
Target Date 2026-2030 TCRIX TIAA-CREF Lifecycle 2030 Fund - Institutional Class
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle 2040 Fund - Institutional Class
US EQUITY
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Fund - Institutional Class
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund R5
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Index Fund - Institutional Class
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TIREX TIAA Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund R5
Foreign Large Blend TIIEX TIAA-CREF International Equity Index Fund - Instl Class
Foreign Large Blend TRERX CREF Global Equities
Others
Target Date 2046-2050 TFTIX TIAA-CREF Lifecycle 2050 Fund - Institutional Class
Target Date 2026-2030 TCRIX TIAA-CREF Lifecycle 2030 Fund - Institutional Class
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle 2040 Fund - Institutional Class
Target Date 2041-2045 TTFIX TIAA-CREF Lifecycle 2045 Fund - Institutional Class
Target Date 2000-2010 TCTIX TIAA-CREF Lifecycle 2010 Fund - Institutional Class
Target Date 2031-2035 TCIIX TIAA-CREF Lifecycle 2035 Fund - Institutional Class
Target Date 2016-2020 TCWIX TIAA-CREF Lifecycle 2020 Fund - Institutional Class
Target Date 2021-2025 TCYIX TIAA-CREF Lifecycle 2025 Fund - Institutional Class
Target Date 2011-2015 TCNIX TIAA-CREF Lifecycle 2015 Fund - Institutional Class
Retirement Income TLRIX TIAA-CREF Lifecycle Retirement Income Fund - Instl Class
Target Date 2051+ TTRIX TIAA-CREF Lifecycle 2055 Fund - Institutional Class
Moderate Allocation VBASX Vanguard Balanced Index Fund Signal Class Shares
ROOT CASH CREF Money Market
US EQUITY
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Fund - Institutional Class
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund R5
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Index Fund - Institutional Class
LARGE BLEND TIEIX CREF Equity Index
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares
LARGE BLEND TISCX CREF Social Choice
Mid-Cap Growth TRPWX TIAA-CREF Mid-Cap Growth Fund - Institutional Class
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Index Fund - Institutional Class
LARGE GROWTH TILGX CREF Growth
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond
SHORT GOVERNMENT STABLEVALUE TIAA Traditional
Total Available Funds: 29
  • 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 Real Estate 67% 3 60 0 0.72% 2.47%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund R5 94% 3 60 0 0.84% 6.96%
Foreign Large Blend TIIEX TIAA-CREF International Equity Index Fund - Instl Class 80% 3 60 0 0.81% 2.36%
Foreign Large Blend TRERX CREF Global Equities 79% 3 60 0 0.81% 2.01%
Others
Target Date 2046-2050 TFTIX TIAA-CREF Lifecycle 2050 Fund - Institutional Class 80% 3 60 0 0.6% 2%
Target Date 2026-2030 TCRIX TIAA-CREF Lifecycle 2030 Fund - Institutional Class 72% 3 60 0 0.5% 3.03%
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle 2040 Fund - Institutional Class 72% 3 60 0 0.44% 2.44%
Target Date 2041-2045 TTFIX TIAA-CREF Lifecycle 2045 Fund - Institutional Class 71% 3 60 0 0.7% 2.08%
Target Date 2000-2010 TCTIX TIAA-CREF Lifecycle 2010 Fund - Institutional Class 71% 3 60 0 0.37% 3.75%
Target Date 2031-2035 TCIIX TIAA-CREF Lifecycle 2035 Fund - Institutional Class 69% 3 60 0 0.52% 2.75%
Target Date 2016-2020 TCWIX TIAA-CREF Lifecycle 2020 Fund - Institutional Class 68% 3 60 0 0.47% 3.61%
Target Date 2021-2025 TCYIX TIAA-CREF Lifecycle 2025 Fund - Institutional Class 68% 3 60 0 0.41% 3.34%
Target Date 2011-2015 TCNIX TIAA-CREF Lifecycle 2015 Fund - Institutional Class 67% 3 60 0 0.38% 3.71%
Retirement Income TLRIX TIAA-CREF Lifecycle Retirement Income Fund - Instl Class 55% 3 60 0 0.45% 2.5%
Target Date 2051+ TTRIX TIAA-CREF Lifecycle 2055 Fund - Institutional Class 34% 3 60 0 0.6% 1.94%
Moderate Allocation VBASX Vanguard Balanced Index Fund Signal Class Shares 0% 3 60 0 0.1% 2.02%
ROOT CASH CREF Money Market 0% 3 60 0 NA 2.61%
US EQUITY
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Fund - Institutional Class 83% 3 60 0 0.77% 1.72%
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund R5 83% 3 60 0 0.26% 1.28%
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Index Fund - Institutional Class 83% 3 60 0 0.06% 1.9%
LARGE BLEND TIEIX CREF Equity Index 79% 3 60 0 0.15% 1.73%
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares 77% 3 60 0 0.34% 6.67%
LARGE BLEND TISCX CREF Social Choice 75% 3 60 0 0.46% 1.3%
Mid-Cap Growth TRPWX TIAA-CREF Mid-Cap Growth Fund - Institutional Class 74% 3 60 0 0.56% 0%
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Index Fund - Institutional Class 72% 3 60 0 0.56% 3.87%
LARGE GROWTH TILGX CREF Growth 64% 3 60 0 0.48% 0.28%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market 90% 3 60 0 0.29% 4.02%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond 88% 3 60 0 0.4% 2.03%
SHORT GOVERNMENT STABLEVALUE TIAA Traditional 16% 0 60 0 NA 28.04%
Average Expense Ratio: 0.48%
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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 1.1% 18.7% 8.3% 9.6% 6.8% 8.7%

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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 0.7% 20.0% 10.9% 11.1% 7.9% 8.0%

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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 2.9% 24.6% 11.9% 13.4% 9.8% 11.1%

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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 30 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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