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Barry University 401k RC Plan
Investment Model Portfolios

See TIAA-CREF site for more details.

Investment options of Barry University 401k RC Plan

Total Available Funds: 42
Asset Class Ticker Description
US EQUITY
LARGE BLEND TIQRX TIAA-CREF Equity Index R
LARGE BLEND TRGIX TIAA-CREF Growth & Income Retire
LARGE GROWTH TILRX TIAA-CREF Large-Cap Growth R
LARGE GROWTH TRIRX TIAA-CREF Large-Cap Gr Idx Retire
LARGE VALUE TRLCX TIAA-CREF Large-Cap Value Retire
LARGE VALUE TRCVX TIAA-CREF Large-Cap Value Idx Retire
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Retire
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Retire
LARGE BLEND TRSPX TIAA-CREF S&P 500 Index Retire
SMALL BLEND TRBIX TIAA-CREF Small-Cap Blend Idx Retire
SMALL BLEND TRSEX TIAA-CREF Small-Cap Equity Retire
LARGE BLEND TRSCX TIAA-CREF Social Choice Eq Retire
LARGE BLEND TIEIX CREF Equity Index Account
LARGE GROWTH TIEQX CREF Growth Account
LARGE BLEND TIEIX CREF Stock Account
LARGE BLEND TISCX CREF Social Choice Account
INTERNATIONAL EQUITY
Foreign Large Blend TRERX TIAA-CREF International Eq Retire
Foreign Large Blend TRIEX TIAA-CREF International Eq Idx Retire
Foreign Large Blend TCIEX CREF Global Equity Account
REAL ESTATE
REAL ESTATE TRRSX TIAA-CREF Real Estate Sec Retire
REAL ESTATE TRRSX TIAA Real Estate Account
FIXED INCOME
Intermediate-Term Bond TIDRX TIAA-CREF Bond R
Intermediate-Term Bond TCBRX TIAA-CREF Bond Plus R
High Yield Bond TIHRX TIAA-CREF High-Yield R
Inflation-Protected Bond TIKRX TIAA-CREF Inflation Link Bd R
Short-Term Bond TISRX TIAA-CREF Short-Term Bond R
SHORT GOVERNMENT STABLEVALUE TIAA Tradtional Annuity
Intermediate-Term Bond TIBDX CREF Bond Market Account
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Account
Others
Target Date 2000-2010 TCLEX TIAA-CREF Lifecycle 2010 Retire
Target Date 2011-2015 TCLIX TIAA-CREF Lifecycle 2015 Retire
Target Date 2016-2020 TCLTX TIAA-CREF Lifecycle 2020 Retire
Target Date 2021-2025 TCLFX TIAA-CREF Lifecycle 2025 Retirement
Target Date 2026-2030 TCLNX TIAA-CREF Lifecycle 2030 Retirement
Target Date 2031-2035 TCLRX TIAA-CREF Lifecycle 2035 Retire
Target Date 2036-2040 TCLOX TIAA-CREF Lifecycle 2040 Retire
Target Date 2041-2045 TTFRX TIAA-CREF Lifecycle 2045 Retirement
Target Date 2046-2050 TLFRX TIAA-CREF Lifecycle 2050 Retire
Target Date 2051+ TTRLX TIAA-CREF Lifecycle 2055 Retire
Retirement Income TLIRX TIAA-CREF Lifecycle Retire Inc Retire
Moderate Allocation TITRX TIAA-CREF Managed Allc R
ROOT CASH TIAA-CREF Money Market TIEXX

Investment model portfolios

We provide two types of investment model portfolios for Barry University 401k RC Plan 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
Barry University 401k RC Plan Strategic Asset Allocation - Optimal Moderate NA 32.66% 10.50% 11.38% 8.27% 8.73% 6.51% 6.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, 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
Barry University 401k RC Plan Tactical Asset Allocation Moderate NA 3.02% NA NA NA NA NA 3.02%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -9.49% -1.06% 10.66% 12.95% 13.43% 13.61% -9.49%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -3.55% 3.23% 9.54% NA NA NA -3.55%
Data as of 12/31/2001, AR inception is 12/31/2000