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Arizona Board of Regents Optional Retirement Plan TIAA-CREF
Investment Model Portfolios

This plan was created based on Arizona Board of Regents Optional Retiremetn Plan performance evaluation report.  The Arizona Board of Regents is the governing board for the state’s public universities: Arizona State University, Northern Arizona University, and the University of Arizona.

 

Investment options of Arizona Board of Regents Optional Retirement Plan TIAA-CREF

Total Available Funds: 25
Asset Class Ticker Description
Others
ROOT CASH CREF Money Market
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle Fund 2010
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle Fund 2015
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle Fund 2020
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle Fund 2025
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle Fund 2030
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle Fund 2035
Target Date 2036-2040 TCOIX TIAA-CREF Lifecycle Fund 2040
FIXED INCOME
ULTRASHORT BOND NVSIX Wells Fargo Galliard Stable Return Fund
Intermediate Government GSOIX Goldman Sachs Government Income Fund
Intermediate-Term Bond TIBDX CREF Bond Market
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFIAX Vanguard 500 Index Fund - Admiral Shares
LARGE BLEND LMVTX Legg Mason Value Fund $
LARGE BLEND NBSRX Neuberger Berman Socially Responsible Fund
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
MID-CAP VALUE VASVX Vanguard Selected Value Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
Mid-Cap Growth FISGX First American Mid-Cap Growth Opportunity Fund
SMALL VALUE ROFIX Royce Opportunity Fund
Small Growth LSBYX Lord Abbett Small-Cap Blend Fund
Small Growth VEXRX Vanguard Explorer Fund - Admiral Shares
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
WORLD STOCK RWIFX American Funds Capital World Growth & Income Fund

Investment model portfolios

We provide two types of investment model portfolios for Arizona Board of Regents Optional Retirement Plan TIAA-CREF participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Arizona Board of Regents Optional Retirement Plan TIAA-CREF Strategic Asset Allocation - Optimal Moderate -0.50% 4.84% 4.43% 8.92% 5.40% 6.72% 6.22% 6.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Arizona Board of Regents Optional Retirement Plan TIAA-CREF Tactical Asset Allocation Moderate NA 2.46% -0.57% 0.32% 1.72% 3.72% 4.80% 5.35%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000