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WILLIAMS COLLEGE RETIREMENT INCOME PLAN
Investment Model Portfolios

Investment options of WILLIAMS COLLEGE RETIREMENT INCOME PLAN

Total Available Funds: 23
Asset Class Ticker Description
REAL ESTATE
REAL ESTATE TRRSX tiaa real estate account
US EQUITY
LARGE BLEND TIEIX cref stock account
LARGE GROWTH TILRX cref growth account
LARGE BLEND TIQRX cref equity index account
LARGE VALUE TRLCX tiaa-cref large cap value fund
SMALL BLEND TRSEX tiaa-cref small cap equity fund
Mid-Cap Growth TRGMX TIAA-CREF Mid-Cap Growth Retire
MID-CAP VALUE TRVRX TIAA-CREF Mid-Cap Value Retire
Others
ROOT CASH cref money market account
Moderate Allocation TITRX cref social choice account
Target Date 2000-2010 TCLEX tiaa-cref lifecycle 2010 fund
Target Date 2011-2015 TCLIX tiaa-cref lifecycle 2015 fund
Target Date 2016-2020 TCLTX tiaa-cref lifecycle 2020 fund
Target Date 2021-2025 TCLFX tiaa-cref lifecycle 2025 fund
Target Date 2026-2030 TCLNX tiaa-cref lifecycle 2030 fund
Target Date 2031-2035 TCLRX tiaa-cref lifecycle 2035 fund
Target Date 2000-2010 TCLEX tiaa-cref lifecycle 2040 fund
Target Date 2041-2045 TTFRX tiaa-cref lifecycle 2045 fund
Target Date 2050+ TLFRX tiaa-cref lifecycle 2050 fund
FIXED INCOME
Intermediate-Term Bond TIBDX cref bond market account
Inflation-Protected Bond TIILX cref inflation-liked bond account
INTERNATIONAL EQUITY
Foreign Large Blend TFIIX cref global equities account
Foreign Large Blend TRERX tiaa-cref international equity fund

Investment model portfolios

We provide two types of investment model portfolios for WILLIAMS COLLEGE RETIREMENT INCOME 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.

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
WILLIAMS COLLEGE RETIREMENT INCOME PLAN Tactical Asset Allocation Moderate NA 10.79% 5.74% 6.86% 7.07% 7.00% NA 6.65%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 18.81% 13.17% 13.92% 14.07% 9.51% 7.18% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 12.87% 7.50% 8.01% 7.51% 6.12% 5.82% 5.99%
Data as of 11/30/2020, AR inception is 12/31/2000