MyPlanIQ 401k Investor VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN TIAA-CREF

VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN TIAA-CREF

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TIAA-CREF CREF Real Estate
REAL ESTATE TIREX TIAA-CREF Real Estate Securities
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX TIAA-CREF International Equity Index
Foreign Large Blend TCIEX TIAA-CREF CREF Global Equities
Foreign Large Blend TRERX TIAA-CREF International Equity
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025
FIXED INCOME
Intermediate-Term Bond TIBDX TIAA-CREF CREF Bond Market
Inflation-Protected Bond TIILX TIAA-CREF CREF Inflation-Linked Bond
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TIAA-CREF CREF Real Estate
REAL ESTATE TIREX TIAA-CREF Real Estate Securities
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX TIAA-CREF International Equity Index
Foreign Large Blend TCIEX TIAA-CREF CREF Global Equities
Foreign Large Blend TRERX TIAA-CREF International Equity
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Inc
FIXED INCOME
Intermediate-Term Bond TIBDX TIAA-CREF CREF Bond Market
Inflation-Protected Bond TIILX TIAA-CREF CREF Inflation-Linked Bond
US EQUITY
LARGE BLEND TIGRX TIAA-CREF Growth & Income
LARGE BLEND TIGRX TIAA-CREF CREF Growth
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value
SMALL BLEND TRBIX TIAA-CREF Small-Cap Balanced Index
LARGE BLEND TIEIX TIAA-CREF Equity Index
LARGE BLEND TIEIX TIAA-CREF CREF Equity Inde
LARGE BLEND TISPX TIAA-CREF S&P 500 Index
LARGE VALUE TILVX TIAA-CREF Large-Cap Value
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index
LARGE BLEND TISCX TIAA-CREF Social Choice Equity
Mid-Cap Growth TRPWX TIAA-CREF Mid-Cap Growth
SMALL BLEND TISEX TIAA-CREF Small-Cap Equity
LARGE BLEND TRSCX TIAA-CREF CREF Social Choice
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth Index
Total Available Funds: 31
  • 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 TCREX TIAA-CREF CREF Real Estate 69% 3 60 0 0.72% 2.49%
REAL ESTATE TIREX TIAA-CREF Real Estate Securities 68% 3 60 0 0.72% 2.73%
INTERNATIONAL EQUITY
Foreign Large Blend TCIEX TIAA-CREF International Equity Index 84% 3 60 0 0.3% 3.22%
Foreign Large Blend TCIEX TIAA-CREF CREF Global Equities 84% 3 60 0 0.3% 3.22%
Foreign Large Blend TRERX TIAA-CREF International Equity 79% 3 60 0 0.81% 2.19%
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 96% 3 60 0 0.38% 0%
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 94% 3 60 0 0.39% 2.34%
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 92% 3 60 0 0.41% 0%
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 92% 3 60 0 0.43% 1.55%
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 91% 3 60 0 0.44% 1.32%
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 90% 3 60 0 0.37% 0%
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 88% 3 60 0 0.42% 1.8%
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050 79% 3 60 0 0.6% 0%
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 71% 3 60 0 0.7% 0%
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Inc 57% 3 60 0 0.45% 1.68%
FIXED INCOME
Intermediate-Term Bond TIBDX TIAA-CREF CREF Bond Market 90% 3 60 0 0.29% 4%
Inflation-Protected Bond TIILX TIAA-CREF CREF Inflation-Linked Bond 89% 3 60 0 0.4% 3.39%
US EQUITY
LARGE BLEND TIGRX TIAA-CREF Growth & Income 94% 3 60 0 0.5% 24.5%
LARGE BLEND TIGRX TIAA-CREF CREF Growth 94% 3 60 0 0.5% 24.5%
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value 83% 3 60 0 0.77% 1.58%
SMALL BLEND TRBIX TIAA-CREF Small-Cap Balanced Index 81% 3 60 0 0.06% 2.88%
LARGE BLEND TIEIX TIAA-CREF Equity Index 80% 3 60 0 0.15% 1.38%
LARGE BLEND TIEIX TIAA-CREF CREF Equity Inde 80% 3 60 0 0.15% 1.38%
LARGE BLEND TISPX TIAA-CREF S&P 500 Index 79% 3 60 0 0% 1.38%
LARGE VALUE TILVX TIAA-CREF Large-Cap Value 77% 3 60 0 0.19% 4.97%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Index 76% 3 60 0 0.19% 4.62%
LARGE BLEND TISCX TIAA-CREF Social Choice Equity 75% 3 60 0 0.46% 1.43%
Mid-Cap Growth TRPWX TIAA-CREF Mid-Cap Growth 74% 3 60 0 0.56% 0.18%
SMALL BLEND TISEX TIAA-CREF Small-Cap Equity 74% 3 60 0 0.42% 1%
LARGE BLEND TRSCX TIAA-CREF CREF Social Choice 73% 3 60 0 0.27% 5.34%
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth Index 64% 3 60 0 0.48% 0.02%
Average Expense Ratio: 0.42%
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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 0.0% 7.9% 4.2% 7.4% 5.6% 7.9%

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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(Ticker:)
The plan consists of 32 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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