MyPlanIQ 401k Investor Virginia Tech Services Inc. Tax Deferred Annuity TDA Plan

Virginia Tech Services Inc. Tax Deferred Annuity TDA Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities-RTMT
REAL ESTATE TRRSX TIAA Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value VCFVX VALIC Foreign Value Fund
FOREIGN SMALL/MID GROWTH VISEX VALIC International Small Cap Equity Fund
Foreign Large Blend TFIIX CREF Global Equities Fund
Others
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050-RTMT
Moderate Allocation TITRX CREF Social Choice Fund
Health VCHSX VALIC Health Sciences Fund
FIXED INCOME
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Fund
Intermediate-Term Bond TIDRX CREF Bond Market Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities-RTMT
REAL ESTATE TRRSX TIAA Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value VCFVX VALIC Foreign Value Fund
FOREIGN SMALL/MID GROWTH VISEX VALIC International Small Cap Equity Fund
Foreign Large Blend TFIIX CREF Global Equities Fund
Others
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050-RTMT
Moderate Allocation TITRX CREF Social Choice Fund
Health VCHSX VALIC Health Sciences Fund
FIXED INCOME
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Fund
Intermediate-Term Bond TIDRX CREF Bond Market Fund
US EQUITY
MID-CAP VALUE TRVRX TIAA-CREF Mid Cap Value-RTMT
LARGE BLEND TIEIX CREF Stock Fund
SMALL BLEND VCSLX VALIC Small Cap Index Fund
MID-CAP BLEND VMIDX VALIC Mid Cap Index Fund
LARGE BLEND TRSCX TIAA-CREF Social Choice Equities-RTMT
LARGE VALUE TRLCX TIAA-CREF Large Cap Value-RTMT
LARGE BLEND VSTIX VALIC Stock Index Fund
LARGE GROWTH TILRX CREF Growth Fund
LARGE BLEND TIQRX CREF Equity Index Fund
Total Available Funds: 19
  • 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-CREF Real Estate Securities-RTMT 67% 3 60 0 0.72% 2.36%
REAL ESTATE TRRSX TIAA Real Estate Fund 67% 3 60 0 0.72% 2.36%
INTERNATIONAL EQUITY
Foreign Large Value VCFVX VALIC Foreign Value Fund 75% 3 60 0 0.79% 3.69%
FOREIGN SMALL/MID GROWTH VISEX VALIC International Small Cap Equity Fund 0% 3 60 0 1.02% 0%
Foreign Large Blend TFIIX CREF Global Equities Fund 0% 3 60 0 0.4% 2.86%
Others
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050-RTMT 79% 3 60 0 0.6% 0%
Moderate Allocation TITRX CREF Social Choice Fund 64% 3 60 0 0.7% 1.21%
Health VCHSX VALIC Health Sciences Fund 61% 3 60 0 1.05% 0%
FIXED INCOME
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Fund 89% 3 60 0 0.4% 3.39%
Intermediate-Term Bond TIDRX CREF Bond Market Fund 67% 3 60 0 0.54% 3.31%
US EQUITY
MID-CAP VALUE TRVRX TIAA-CREF Mid Cap Value-RTMT 82% 3 60 0 0.45% 1.41%
LARGE BLEND TIEIX CREF Stock Fund 80% 3 60 0 0.15% 1.38%
SMALL BLEND VCSLX VALIC Small Cap Index Fund 78% 3 60 0 0.36% 27.08%
MID-CAP BLEND VMIDX VALIC Mid Cap Index Fund 77% 3 60 0 0.34% 14.1%
LARGE BLEND TRSCX TIAA-CREF Social Choice Equities-RTMT 73% 3 60 0 0.27% 5.34%
LARGE VALUE TRLCX TIAA-CREF Large Cap Value-RTMT 73% 3 60 0 0.56% 8.46%
LARGE BLEND VSTIX VALIC Stock Index Fund 71% 3 60 0 0.29% 7.84%
LARGE GROWTH TILRX CREF Growth Fund 64% 3 60 0 0.48% 0.02%
LARGE BLEND TIQRX CREF Equity Index Fund 59% 3 60 0 0.3% 1.23%
Average Expense Ratio: 0.52%
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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 1.7% 9.3% 0.3% 5.1% 5.1% 7.3%

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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 23 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are REITs, US Equity, Fixed Income and Foreign Equity.

Virginia Tech Services Inc. Tax Deferred Annuity TDA Plan is a defined contribution plan.



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