Caltech Institute Base Plan TIAA-CREF
Investment Model Portfolios
Caltech provides two plans on TIAA-CREF platform. See this link for more detail.
Total Available Funds: 40
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 |
Inflation-Protected Bond |
PRRIX |
PIMCO Real Return Instl |
Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Instl |
WORLD BOND |
TGBAX |
Templeton Global Bond Adv |
Short-Term Bond |
VBSSX |
Vanguard Short-Term Bond Index Signal |
Intermediate-Term Bond |
VBTIX |
Vanguard Total Bond Market Index Inst |
|
US EQUITY |
|
|
LARGE BLEND |
TISPX |
CREF Stock |
LARGE BLEND |
TIEIX |
CREF Equity Index |
LARGE BLEND |
TISCX |
CREF Social Choice |
LARGE GROWTH |
RGAGX |
American Funds Growth Fund of Amer R6 |
SMALL VALUE |
CSCZX |
Columbia Small Cap Value I Z |
LARGE VALUE |
EILVX |
Eaton Vance Large-Cap Value I |
LARGE GROWTH |
PJFZX |
Prudential Jennison Growth Z |
Mid-Cap Growth |
PEGZX |
Prudential Jennison Mid Cap Growth Z |
MID-CAP VALUE |
TRVPX |
TIAA-CREF Mid-Cap Value Premier |
LARGE BLEND |
TRPSX |
TIAA-CREF Social Choice Eq Premier |
LARGE BLEND |
VIFSX |
Vanguard 500 Index Signal |
MID-CAP BLEND |
VIEIX |
Vanguard Extended Market Idx Instl |
Small Growth |
WFSIX |
Wells Fargo Advantage Small Cap Growth I |
|
Others |
|
|
ROOT |
TIGEX |
CREF Growth |
ROOT |
CASH |
CREF Money Market |
Target Date 2000-2010 |
TCTIX |
TIAA-CREF Lifecycle 2010 Instl |
Target Date 2011-2015 |
TCNIX |
TIAA-CREF Lifecycle 2015 Instl |
Target Date 2016-2020 |
TCWIX |
TIAA-CREF Lifecycle 2020 Instl |
Target Date 2021-2025 |
TCYIX |
TIAA-CREF Lifecycle 2025 Instl |
Target Date 2026-2030 |
TCRIX |
TIAA-CREF Lifecycle 2030 Instl |
Target Date 2031-2035 |
TCIIX |
TIAA-CREF Lifecycle 2035 Instl |
Target Date 2036-2040 |
TCOIX |
TIAA-CREF Lifecycle 2040 Instl |
Target Date 2041-2045 |
TTFIX |
TIAA-CREF Lifecycle 2045 Instl |
Target Date 2050+ |
TFTIX |
TIAA-CREF Lifecycle 2050 Instl |
Retirement Income |
TLRIX |
TIAA-CREF Lifecycle Retire Inc Instl |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
TRIEX |
CREF Global Equities |
WORLD STOCK |
RNPGX |
American Funds New Perspective R6 |
Foreign Large Value |
DODFX |
Dodge & Cox International Stock |
DIVERSIFIED PACIFIC/ASIA |
MPACX |
Matthews Asia Pacific Investor |
WORLD STOCK |
OGLYX |
Oppenheimer Global Y |
Foreign Large Blend |
VGTSX |
Vanguard Total Intl Stock Index Inv |
|
REAL ESTATE |
|
|
REAL ESTATE |
TCREX |
TIAA Real Estate |
|
The following is a moderate-risk model portfolio constructed from the investment options of Caltech Institute Base Plan TIAA-CREF.
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