MyPlanIQ 401k Investor Purdue University 403B Plan TIAA-CREF

Purdue University 403B Plan TIAA-CREF

This Plan is unrated.
Investment Options
Total Available Funds: 46
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open
REAL ESTATE
REAL ESTATE TCREX TIAA Real Estate
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Retirement
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Retirement
Foreign Large Blend TRIEX CREF Global Equities
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retirement
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retirement
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement
Total Available Funds: 46
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open
REAL ESTATE
REAL ESTATE TCREX TIAA Real Estate
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Retirement
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Retirement
Foreign Large Blend TRIEX CREF Global Equities
Foreign Large Blend TRERX TIAA-CREF International Equity Retirement
FOREIGN SMALL/MID GROWTH PISRX Forward International Small Co Inv
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retirement
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retirement
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Retirement
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Retirement
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Retirement
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Retirement
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050 Retirement
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Retirement
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Income Rtmt Retirement
ROOT CASH CREF Money Market
ROOT TIGEX CREF Growth
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth & Income Retirement
SMALL VALUE CSCZX Columbia Small Cap Value I Z
LARGE VALUE RWMFX American Funds Washington Mutual Investors R5
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Retirement
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Retirement
LARGE BLEND TIEIX CREF Equity Index
LARGE BLEND TISPX CREF Stock
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Retirement
LARGE BLEND TISCX CREF Social Choice
LARGE BLEND TRSCX TIAA-CREF Social Choice Equity Retirement
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Retirement
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retirement
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Retirement
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Index Retirement
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth Index Retirement
LARGE BLEND TIQRX TIAA-CREF Equity Index Retirement
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv
SMALL BLEND VSISX Vanguard Small Cap Index Signal Shares
LARGE BLEND VIFSX Vanguard 500 Index Signal Shares
Small Growth MNSCX Wells Fargo Advantage Small Cap Growth A
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market
Intermediate-Term Bond WAPSX Western Asset Core Plus Bond Portfolio
Inflation-Protected Bond TIKRX CREF Inflation-Linked Bond
High Yield Bond MHCAX MainStay High Yield Corporate Bond A
SHORT GOVERNMENT STABLEVALUE TIAA Traditional Guaranteed Contract
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal Shares
Total Available Funds: 46
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open 60% 3 60 0 1.07% 2.56%
REAL ESTATE
REAL ESTATE TCREX TIAA Real Estate 68% 3 60 0 0.72% 2.13%
REAL ESTATE TRRSX TIAA-CREF Real Estate Securities Retirement 67% 3 60 0 0.72% 2.06%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth 94% 3 60 0 0.9% 0.9%
Foreign Large Blend TRIEX TIAA-CREF International Equity Index Retirement 83% 3 60 0 0.34% 2.63%
Foreign Large Blend TRIEX CREF Global Equities 83% 3 60 0 0.34% 2.63%
Foreign Large Blend TRERX TIAA-CREF International Equity Retirement 79% 3 60 0 0.81% 1.97%
FOREIGN SMALL/MID GROWTH PISRX Forward International Small Co Inv 0% 3 60 0 1.55% 6.38%
Others
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retirement 96% 3 60 0 0.38% 2.47%
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retirement 94% 3 60 0 0.39% 3.26%
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement 92% 3 60 0 0.41% 3.34%
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Retirement 92% 3 60 0 0.43% 2.69%
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Retirement 91% 3 60 0 0.44% 2.45%
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Retirement 89% 3 60 0 0.37% 4.3%
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Retirement 88% 3 60 0 0.42% 3.05%
Target Date 2050+ TLFRX TIAA-CREF Lifecycle 2050 Retirement 78% 3 60 0 0.6% 3.46%
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Retirement 70% 3 60 0 0.7% 3.63%
Retirement Income TLIRX TIAA-CREF Lifecycle Retirement Income Rtmt Retirement 56% 3 60 0 0.45% 2.55%
ROOT CASH CREF Money Market 0% 0 60 0 NA 2.6%
ROOT TIGEX CREF Growth 0% 3 60 0 NA 0%
US EQUITY
LARGE BLEND TRGIX TIAA-CREF Growth & Income Retirement 93% 3 60 0 0.5% 10.32%
SMALL VALUE CSCZX Columbia Small Cap Value I Z 89% 3 60 0 1.24% 0.63%
LARGE VALUE RWMFX American Funds Washington Mutual Investors R5 83% 3 60 0 0.26% 1.27%
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Retirement 82% 3 60 0 0.45% 6.74%
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Index Retirement 80% 3 60 0 0.06% 6.48%
LARGE BLEND TIEIX CREF Equity Index 79% 3 60 0 0.15% 1.71%
LARGE BLEND TISPX CREF Stock 78% 3 60 0 0% 1.31%
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Retirement 75% 3 60 0 0.19% 2.77%
LARGE BLEND TISCX CREF Social Choice 75% 3 60 0 0.46% 1.29%
LARGE BLEND TRSCX TIAA-CREF Social Choice Equity Retirement 73% 3 60 0 0.27% 14.42%
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Retirement 73% 3 60 0 0.56% 0%
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retirement 73% 3 60 0 0.05% 1.36%
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Retirement 72% 3 60 0 0.42% 11.87%
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Index Retirement 72% 3 60 0 0.56% 3.82%
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth Index Retirement 64% 3 60 0 0.48% 6.27%
LARGE BLEND TIQRX TIAA-CREF Equity Index Retirement 59% 3 60 0 0.3% 1.1%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv 36% 3 60 0 0.93% 6.81%
SMALL BLEND VSISX Vanguard Small Cap Index Signal Shares 0% 3 60 0 0.16% 1.34%
LARGE BLEND VIFSX Vanguard 500 Index Signal Shares 0% 3 60 0 0.05% 2.09%
Small Growth MNSCX Wells Fargo Advantage Small Cap Growth A 0% 3 60 0 NA 5.84%
FIXED INCOME
Intermediate-Term Bond TIBDX CREF Bond Market 90% 3 60 0 0.29% 3.98%
Intermediate-Term Bond WAPSX Western Asset Core Plus Bond Portfolio 67% 3 60 0 1.34% 3.97%
Inflation-Protected Bond TIKRX CREF Inflation-Linked Bond 65% 3 60 0 0.4% 1.8%
High Yield Bond MHCAX MainStay High Yield Corporate Bond A 53% 3 60 0 1.09% 5.39%
SHORT GOVERNMENT STABLEVALUE TIAA Traditional Guaranteed Contract 16% 0 60 0 NA 28.04%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal Shares 0% 3 60 0 0.1% 2.71%
Average Expense Ratio: 0.51%
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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 0.7% 17.5% 8.1% 8.6% 5.8% 8.2%

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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 to Create Model Portfolio

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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 -0.3% 21.3% 10.1% 11.3% 6.8% 8.4%

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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 46 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

 



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