MyPlanIQ 401k Investor Caltech Institute Base Plan TIAA-CREF

Caltech Institute Base Plan TIAA-CREF

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TIAA Real Estate
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Pacific Investor
WORLD STOCK OGLYX Oppenheimer Global Y
Others
Target Date 2050+ TFTIX TIAA-CREF Lifecycle 2050 Instl
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle 2040 Instl
Target Date 2026-2030 TCRIX TIAA-CREF Lifecycle 2030 Instl
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
SMALL VALUE CSCZX Columbia Small Cap Value I Z
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TIAA Real Estate
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Pacific Investor
WORLD STOCK OGLYX Oppenheimer Global Y
Foreign Large Blend TRIEX CREF Global Equities
WORLD STOCK RNPGX American Funds New Perspective R6
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Target Date 2050+ TFTIX TIAA-CREF Lifecycle 2050 Instl
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle 2040 Instl
Target Date 2026-2030 TCRIX TIAA-CREF Lifecycle 2030 Instl
Target Date 2041-2045 TTFIX TIAA-CREF Lifecycle 2045 Instl
Target Date 2000-2010 TCTIX TIAA-CREF Lifecycle 2010 Instl
Target Date 2031-2035 TCIIX TIAA-CREF Lifecycle 2035 Instl
Target Date 2021-2025 TCYIX TIAA-CREF Lifecycle 2025 Instl
Target Date 2016-2020 TCWIX TIAA-CREF Lifecycle 2020 Instl
Target Date 2011-2015 TCNIX TIAA-CREF Lifecycle 2015 Instl
Retirement Income TLRIX TIAA-CREF Lifecycle Retire Inc Instl
ROOT CASH CREF Money Market
ROOT TIGEX CREF Growth
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
SMALL VALUE CSCZX Columbia Small Cap Value I Z
LARGE BLEND TIEIX CREF Equity Index
LARGE BLEND TISPX CREF Stock
LARGE BLEND TISCX CREF Social Choice
LARGE GROWTH PJFZX Prudential Jennison Growth Z
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
MID-CAP VALUE TRVPX TIAA-CREF Mid-Cap Value Premier
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth I
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond TIBDX CREF Bond Market
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Inflation-Protected Bond TIKRX CREF Inflation-Linked Bond
WORLD BOND TGBAX Templeton Global Bond Adv
SHORT GOVERNMENT STABLEVALUE TIAA Traditional Guaranteed Contract
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal
Total Available Funds: 40
  • 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 Real Estate 69% 3 60 0 0.72% 2.49%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Pacific Investor 90% 3 60 0 1.07% 1.83%
WORLD STOCK OGLYX Oppenheimer Global Y 85% 3 60 0 1.31% 0%
Foreign Large Blend TRIEX CREF Global Equities 82% 3 60 0 0.34% 2.9%
WORLD STOCK RNPGX American Funds New Perspective R6 33% 3 60 0 1.47% 5.77%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.12%
Others
Target Date 2050+ TFTIX TIAA-CREF Lifecycle 2050 Instl 80% 3 60 0 0.6% 0%
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle 2040 Instl 72% 3 60 0 0.44% 0%
Target Date 2026-2030 TCRIX TIAA-CREF Lifecycle 2030 Instl 72% 3 60 0 0.5% 0%
Target Date 2041-2045 TTFIX TIAA-CREF Lifecycle 2045 Instl 72% 3 60 0 0.7% 0%
Target Date 2000-2010 TCTIX TIAA-CREF Lifecycle 2010 Instl 72% 3 60 0 0.37% 0%
Target Date 2031-2035 TCIIX TIAA-CREF Lifecycle 2035 Instl 69% 3 60 0 0.52% 0%
Target Date 2021-2025 TCYIX TIAA-CREF Lifecycle 2025 Instl 68% 3 60 0 0.41% 0%
Target Date 2016-2020 TCWIX TIAA-CREF Lifecycle 2020 Instl 68% 3 60 0 0.47% 0%
Target Date 2011-2015 TCNIX TIAA-CREF Lifecycle 2015 Instl 67% 3 60 0 0.38% 0%
Retirement Income TLRIX TIAA-CREF Lifecycle Retire Inc Instl 56% 3 60 0 0.45% 1.86%
ROOT CASH CREF Money Market 0% 0 60 0 NA 4.14%
ROOT TIGEX CREF Growth 0% 3 60 0 NA 0%
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 1.16%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 3.11%
SMALL VALUE CSCZX Columbia Small Cap Value I Z 89% 3 60 0 1.24% 0.68%
LARGE BLEND TIEIX CREF Equity Index 80% 3 60 0 0.15% 1.38%
LARGE BLEND TISPX CREF Stock 78% 3 60 0 0% 1.38%
LARGE BLEND TISCX CREF Social Choice 75% 3 60 0 0.46% 1.43%
LARGE GROWTH PJFZX Prudential Jennison Growth Z 74% 3 60 0 1.71% 0%
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl 74% 3 60 0 0.06% 1.29%
MID-CAP VALUE TRVPX TIAA-CREF Mid-Cap Value Premier 26% 3 60 0 0.45% 1.46%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 0%
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier 20% 3 60 0 0.27% 5.49%
Small Growth WFSIX Wells Fargo Advantage Small Cap Growth I 0% 3 60 0 NA 0%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
Intermediate-Term Bond TIBDX CREF Bond Market 90% 3 60 0 0.29% 4%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 4.44%
Inflation-Protected Bond TIKRX CREF Inflation-Linked Bond 66% 3 60 0 0.4% 3.09%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.14%
SHORT GOVERNMENT STABLEVALUE TIAA Traditional Guaranteed Contract 16% 0 60 0 NA 27.03%
Short-Term Bond VBSSX Vanguard Short-Term Bond Index Signal 0% 3 60 0 0.11% 1.67%
Average Expense Ratio: 0.57%
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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 1.5% 17.3% 7.8% 10.5% 7.7% 9.7%

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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 40 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

Caltech provides two plans on TIAA-CREF platform. See this link for more detail. 



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