Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) TIAA-CREF Plan
Investment Model Portfolios
Kansas Board of Regents Voluntary Tax Defferred Plan (TDA) has two plan providers: ING and TIAA-CREF. This plan is suitable to faculties and staff at the University of Kansas and other state univerisities. The investment choices are based on the information provided by this web page.
Total Available Funds: 55
Asset Class |
Ticker
| Description |
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
REREX |
REREX,American Funds EuroPacific Growth Fund |
Foreign Small/Mid Value |
ARTKX |
ARTKX,Artisan International Value |
Foreign Small/Mid Value |
DFISX |
DFISX,DFA International Small Company Portfolio |
Foreign Large Value |
DODFX |
DODFX,Dodge & Cox International Stock Fund |
Foreign Large Blend |
HRINX |
HRINX,Harbor International |
Foreign Large Blend |
TIIEX |
TREPX,TIAA-CREF International Equity Fund |
Foreign Large Blend |
TCIEX |
TRIPX,TIAA-CREF International Equity Index Fund |
|
US EQUITY |
|
|
LARGE GROWTH |
RGAEX |
RGAEX,American Funds Growth Fund of America |
MID-CAP BLEND |
NMPAX |
NMPAX,Columbia Mid Cap Index Fund |
SMALL VALUE |
CSCZX |
CSCZX,Columbia Small Cap Value Fund |
LARGE BLEND |
NYVTX |
NYVTX,Davis NY Venture |
LARGE VALUE |
EHSTX |
EHSTX,Eaton Vance Large-Cap Value |
Small Growth |
LAGWX |
LAGWX,Lord Abbett Developing Growth Fund |
MID-CAP VALUE |
MMCAX |
MMCAX,Morgan Stanley Inst Fund Trust U.S. Mid Cap |
SMALL VALUE |
NOSGX |
NOSGX,Northern Small Cap Value Fund |
Mid-Cap Growth |
PEGZX |
PEGZX,Prudential Jennison Mid-Cap Growth Fund |
SMALL BLEND |
PENNX |
PENNX,Royce Pennsylvania Mutual Fund |
Small Growth |
SIGWX |
SIGWX,Sentinel Small Company Fund |
LARGE BLEND |
TIEIX |
TCEPX,TIAA-CREF Equity Index Fund |
LARGE BLEND |
TIGRX |
TRPGX,TIAA-CREF Growth & Income Fund |
LARGE GROWTH |
TILGX |
TILPX,TIAA-CREF Large-Cap Growth Fund |
LARGE VALUE |
TRLIX |
TRCPX,TIAA-CREF Large-Cap Value Fund |
MID-CAP VALUE |
TIMVX |
TRVPX,TIAA-CREF Mid-Cap Value Fund |
LARGE BLEND |
TRSPX |
TRSPX,TIAA-CREF S&P 500 Index |
SMALL BLEND |
TRBIX |
TRBIX,TIAA-CREF Small-Cap Blend Index Fund |
SMALL BLEND |
TRSEX |
TSRPX,TIAA-CREF Small-Cap Equity Fund |
LARGE BLEND |
TISCX |
TRPSX,TIAA-CREF Social Choice Equity Fund |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
DFEMX |
DFEMX,DFA Emerging Markets Portfolio |
DIVERSIFIED EMERGING MKTS |
LZOEX |
LZOEX,Lazard Emerging Markets |
|
REAL ESTATE |
|
|
Global Real Estate |
IGLAX |
IGLAX,ING Global Real Estate Fund |
REAL ESTATE |
TCREX |
TRRPX,TIAA-CREF Real Estate Securities Fund |
|
Others |
|
|
Moderate Allocation |
PACLX |
PACLX,T. Rowe Price Capital Appreciation Fund |
ROOT |
TIMGX |
TRGPX,TIAA-CREF Mid-Cap Growth Fund |
ROOT |
CASH |
TPPXX,TIAA-CREF Money Market Fund |
World Allocation |
RIREX |
RIREX,American Funds Capital Income Builder Fund |
Target Date 2000-2010 |
TCLEX |
TCTPX,TIAA-CREF Lifecycle 2010 Fund |
Target Date 2011-2015 |
TCNIX |
TCFPX,TIAA-CREF Lifecycle 2015 Fund |
Target Date 2016-2020 |
TCWIX |
TCWPX,TIAA-CREF Lifecycle 2020 Fund |
Target Date 2021-2025 |
TCYIX |
TCQPX,TIAA-CREF Lifecycle 2025 Fund |
Target Date 2026-2030 |
TCRIX |
TCHPX,TIAA-CREF Lifecycle 2030 Fund |
Target Date 2031-2035 |
TCIIX |
TCYPX,TIAA-CREF Lifecycle 2035 Fund |
Target Date 2036-2040 |
TCOIX |
TCZPX,TIAA-CREF Lifecycle 2040 Fund |
Target Date 2041-2045 |
TTFIX |
TTFPX,TIAA-CREF Lifecycle 2045 Fund |
Target Date 2050+ |
TFTIX |
TCLPX,TIAA-CREF Lifecycle 2050 Fund |
Retirement Income |
TLRIX |
TPILX,TIAA-CREF Lifecycle Retirement Income Fund |
Moderate Allocation |
TITRX |
TITRX,TIAA-CREF Managed Allocation Fund |
|
FIXED INCOME |
|
|
Intermediate Government |
GSOIX |
GSOIX,Goldman Sachs Government Income Fund |
Intermediate-Term Bond |
PTRAX |
PTRAX,PIMCO Total Return Fund |
WORLD BOND |
TGBAX |
TGBAX,Templeton Global Bond Fund |
Intermediate-Term Bond |
TIBDX |
TIDPX,TIAA-CREF Bond Fund |
Intermediate-Term Bond |
TIBDX |
TBIPX,TIAA-CREF Bond Index Fund |
Intermediate-Term Bond |
TIBFX |
TBPPX,TIAA-CREF Bond Plus Fund |
High Yield Bond |
TIHYX |
TIHPX,TIAA-CREF High-Yield Fund |
Inflation-Protected Bond |
TIILX |
TIKPX,TIAA-CREF Inflation-Linked Bond Fund |
Short-Term Bond |
TCTRX |
TSTPX,TIAA-CREF Short-Term Bond Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of Kansas Board of Regents Voluntary Tax Deferred Annuity (TDA) TIAA-CREF Plan.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies