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TIAA-CREF Intelligent Life Variable Universal Life Insurance
Investment Model Portfolios

 

Investment options of TIAA-CREF Intelligent Life Variable Universal Life Insurance

Total Available Funds: 51
Asset Class Ticker Description
US EQUITY
LARGE VALUE MUTHX Mutual Shares Securities-Class 1
LARGE VALUE PIEMX PVC Equity Income Account - Class 1
LARGE BLEND PBEAX Prudential Series Fund-Value Portfolio-Class II
LARGE VALUE TILVX TIAA-CREF Life Large-Cap Value
LARGE GROWTH PTWZX Prudential Series Fund-Jennison 20/20 Focus Portfolio-Class II
LARGE BLEND NBPIX Neuberger Berman AMT Large-Cap Value Portfolio - Class I2
LARGE BLEND TIGRX TIAA-CREF Life Growth & Income
LARGE BLEND TISCX TIAA-CREF Life Social Choice
LARGE BLEND TIEIX TIAA-CREF Life Stock Index
LARGE GROWTH JACAX Janus Aspen Forty-Inst. Shares
LARGE GROWTH SAGYX Legg Mason ClearBridge Variable Aggressive Growth Portfolio
LARGE GROWTH MFEIX MFS Growth-Initial Class
LARGE GROWTH MFEJX MFS Investors Growth-Initial Class
LARGE GROWTH TIEQX TIAA-CREF Life Growth Equity
LARGE VALUE DFCVX DFA VA US Large Value
SMALL BLEND NINLX Neuberger Berman AMT Mid-Cap Intrinsic Value I3
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid-Cap Value-Inst. Shares
MID-CAP BLEND PCBIX PVC Mid-Cap Blend Account - Class 1
Small Growth WUSAX Wanger U.S.A.
Mid-Cap Growth WATWX Wanger Select
SMALL VALUE DEVIX Delaware VIP Small-Cap Value-Std Class
SMALL BLEND RMCFX Royce Capital Fund Micro-Cap Portfolio-Investment Class
SMALL BLEND RCSSX Royce Capital Fund Small-Cap Portfolio-Investment Class
SMALL BLEND TRSEX TIAA-CREF Life Small-Cap Equity
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth-Class 1
Small Growth SBPYX Legg Mason ClearBridge Variable Small-Cap Growth
SMALL VALUE DFFVX DFA VA US Targeted Value
FIXED INCOME
WORLD BOND DPIFX Delaware VIP International Value Equity-Std Class
Intermediate-Term Bond DPFFX Delaware VIP Diversified Income-Std Class
WORLD BOND PIGLX PIMCO Global Bond-Unhedged-Institutional Class
Intermediate-Term Bond TIBDX TIAA-CREF Life Bond
Inflation-Protected Bond PRRIX PIMCO Real Return-Institutional Class
High Yield Bond SIHYX Legg Mason Western Asset Variable GL High Yield Bond
Short-Term Bond PRWBX T. Rowe Price Limited-Term Bond
WORLD BOND DFGBX DFA VA Global Bond
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets - Class 1
INTERNATIONAL EQUITY
Foreign Large Blend TIIEX TIAA-CREF Life International Equity
Foreign Large Growth JIGRX Janus Aspen Overseas-Inst. Shares
WORLD STOCK MWEIX MFS Global Equity-Initial Class
Foreign Large Value DFVFX DFA VA International Value
FOREIGN SMALL/MID GROWTH WSCAX Wanger International
Foreign Small/Mid Blend DFISX DFA VA International Small
Others
Conservative Allocation IIFSX Franklin Income Securities - Class 1
Aggressive Allocation CGIIX Calamos Growth & Income4
World Allocation PAAIX PIMCO All Asset-Institutional Class
Utilities IMUSX MFS Utilities-Initial Class
Natural Resources PNRZX Prudential Series Fund- Natural Resources
ROOT CASH TIAA-CREF Life Money Market
REAL ESTATE
REAL ESTATE TIREX TIAA-CREF Life Real Estate
Global Real Estate IRGIX ING Clarion Global Real Estate

Investment model portfolios

We provide two types of investment model portfolios for TIAA-CREF Intelligent Life Variable Universal Life Insurance 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
TIAA-CREF Intelligent Life Variable Universal Life Insurance Strategic Asset Allocation - Optimal Moderate NA -9.53% 4.70% 3.80% 4.64% 4.37% 6.77% 6.85%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01% 5.43%
Data as of 04/29/2022, 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
TIAA-CREF Intelligent Life Variable Universal Life Insurance Tactical Asset Allocation Moderate NA 11.42% -2.54% 4.44% 3.17% 5.00% 6.89% 8.40%
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