Purdue University 403B Plan TIAA-CREF
Investment Model Portfolios
Investment options of Purdue University 403B Plan TIAA-CREF
Total Available Funds: 46
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| SHORT GOVERNMENT |
STABLEVALUE |
TIAA Traditional Guaranteed Contract |
| Intermediate-Term Bond |
TIBDX |
CREF Bond Market |
| Inflation-Protected Bond |
TIKRX |
CREF Inflation-Linked Bond |
| Intermediate-Term Bond |
WAPSX |
Western Asset Core Plus Bond Portfolio |
| High Yield Bond |
MHCAX |
MainStay High Yield Corporate Bond A |
| Intermediate-Term Bond |
VBTSX |
Vanguard Total Bond Market Index Signal Shares |
|
| US EQUITY |
|
|
| LARGE BLEND |
TISPX |
CREF Stock |
| LARGE BLEND |
TIEIX |
CREF Equity Index |
| LARGE BLEND |
TRGIX |
TIAA-CREF Growth & Income Retirement |
| LARGE BLEND |
TRSCX |
TIAA-CREF Social Choice Equity Retirement |
| LARGE VALUE |
TRCVX |
TIAA-CREF Large-Cap Value Retirement |
| Mid-Cap Growth |
TRGMX |
TIAA-CREF Mid-Cap Growth Retirement |
| MID-CAP VALUE |
TRVRX |
TIAA-CREF Mid-Cap Value Retirement |
| LARGE BLEND |
TRSPX |
TIAA-CREF S&P 500 Index Retirement |
| LARGE GROWTH |
TILRX |
TIAA-CREF Large-Cap Growth Index Retirement |
| LARGE VALUE |
TRLCX |
TIAA-CREF Large-Cap Value Index Retirement |
| SMALL BLEND |
TRBIX |
TIAA-CREF Small-Cap Blend Index Retirement |
| SMALL BLEND |
TRSEX |
TIAA-CREF Small-Cap Equity Retirement |
| LARGE VALUE |
RWMFX |
American Funds Washington Mutual Investors R5 |
| LARGE BLEND |
TIQRX |
TIAA-CREF Equity Index Retirement |
| LARGE GROWTH |
TRSAX |
T. Rowe Price Growth Stock Adv |
| SMALL VALUE |
CSCZX |
Columbia Small Cap Value I Z |
| Small Growth |
MNSCX |
Wells Fargo Advantage Small Cap Growth A |
| LARGE BLEND |
VIFSX |
Vanguard 500 Index Signal Shares |
| SMALL BLEND |
VSISX |
Vanguard Small Cap Index Signal Shares |
| LARGE BLEND |
TISCX |
CREF Social Choice |
|
| Others |
|
|
| ROOT |
TIGEX |
CREF Growth |
| ROOT |
CASH |
CREF Money Market |
| Target Date 2000-2010 |
TCLEX |
TIAA-CREF Lifecycle 2010 Retirement |
| 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 2026-2030 |
TCLNX |
TIAA-CREF Lifecycle 2030 Retirement |
| Target Date 2031-2035 |
TCLRX |
TIAA-CREF Lifecycle 2035 Retirement |
| Target Date 2036-2040 |
TCLOX |
TIAA-CREF Lifecycle 2040 Retirement |
| Target Date 2041-2045 |
TTFRX |
TIAA-CREF Lifecycle 2045 Retirement |
| Target Date 2050+ |
TLFRX |
TIAA-CREF Lifecycle 2050 Retirement |
| Retirement Income |
TLIRX |
TIAA-CREF Lifecycle Retirement Income Rtmt Retirement |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
TRIEX |
CREF Global Equities |
| Foreign Large Blend |
TRERX |
TIAA-CREF International Equity Retirement |
| Foreign Large Blend |
TRIEX |
TIAA-CREF International Equity Index Retirement |
| Foreign Large Blend |
CEUFX |
American Funds EuroPacific Growth |
| FOREIGN SMALL/MID GROWTH |
PISRX |
Forward International Small Co Inv |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
TRRSX |
TIAA-CREF Real Estate Securities Retirement |
| REAL ESTATE |
TCREX |
TIAA Real Estate |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
LZOEX |
Lazard Emerging Markets Open |
|
Investment model portfolios
We provide two types of investment model portfolios for Purdue University 403B Plan TIAA-CREF participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
Purdue Univer... Moderate
|
-0.32 |
17.42 |
11.54 |
9.31 |
6.03 |
7.95 |
8.12 |
8.07 |
NA |
-0.33 |
28.50 |
-8.73 |
15.56 |
14.21 |
14.28 |
-6.57 |
11.04 |
4.44 |
-2.46 |
2.70 |
11.79 |
10.32 |
-2.93 |
14.22 |
26.78 |
-7.75 |
17.23 |
14.37 |
15.14 |
6.36 |
22.76 |
0.32 |
-2.23 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.25 |
9.98 |
9.75 |
10.95 |
11.06 |
12.38 |
9.19 |
7.54 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-0.67 |
6.25 |
1.68 |
4.40 |
4.69 |
6.67 |
5.54 |
5.08 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
Purdue Univer... Moderate
|
NA |
2.33 |
0.89 |
1.09 |
0.75 |
NA |
NA |
0.90 |
NA |
-0.08 |
3.38 |
-1.03 |
1.52 |
1.29 |
2.25 |
-1.06 |
1.89 |
0.75 |
-0.37 |
0.44 |
1.68 |
2.36 |
-0.26 |
1.19 |
2.87 |
-1.31 |
1.25 |
1.27 |
2.05 |
0.67 |
4.75 |
-0.18 |
-1.86 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.62 |
0.74 |
0.50 |
0.48 |
NA |
NA |
0.51 |
0.88 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Purdue Univer... Moderate
|
NA |
7.28 |
9.09 |
9.01 |
7.76 |
NA |
NA |
7.89 |
NA |
8.19 |
7.18 |
9.81 |
10.21 |
10.79 |
5.72 |
7.42 |
5.50 |
5.68 |
6.78 |
6.10 |
7.00 |
4.35 |
11.29 |
11.83 |
9.29 |
6.63 |
11.36 |
8.72 |
6.33 |
8.12 |
4.65 |
4.51 |
2.44 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.45 |
10.08 |
10.06 |
10.41 |
NA |
NA |
11.48 |
11.95 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
Purdue Univer... Moderate
|
NA |
3.00 |
15.29 |
15.48 |
15.48 |
NA |
NA |
15.48 |
NA |
1.98 |
3.00 |
15.28 |
4.42 |
15.48 |
2.92 |
12.69 |
2.01 |
6.15 |
8.88 |
5.86 |
6.42 |
2.99 |
12.13 |
8.82 |
4.64 |
13.40 |
9.17 |
11.28 |
4.71 |
10.03 |
1.84 |
6.48 |
3.78 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
Purdue Univer... Moderate
|
NA |
14.19 |
9.25 |
7.98 |
5.47 |
NA |
NA |
4.29 |
NA |
0.91 |
14.60 |
7.84 |
4.65 |
7.93 |
4.33 |
2.73 |
0.47 |
3.85 |
3.77 |
4.11 |
2.98 |
3.55 |
0.59 |
2.76 |
3.03 |
2.24 |
10.55 |
5.45 |
5.51 |
0.64 |
1.82 |
0.22 |
4.23 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2023, AR inception is 12/31/2000
