Investment options of IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Total Available Funds: 56
| Investment Option List |
|---|
| CREF Stock R2 26,342 shares |
| CREF Global Equities R2 38,247 shares |
| CREF Growth R2 20,491 shares |
| CREF Equity Index R2 18,649 shares |
| CREF Social Choice R2 23,931 shares (TISCX) |
| CREF Core Bond R2 58,415 shares |
| CREF Inflation-Linked Bond R2 38,752 shares (TIILX) |
| TIAA-CREF Lg-Cap Val Idx-Rtmt 453,632 shares (TRSVX) |
| TIAA-CREF Lifecycle 2040-Prem 879,566 shares (TCLOX) |
| TIAA-CREF Intl Eq Idx-Prem 378,459 shares |
| TIAA-CREF Lifecycle 2035-Prem 573,230 shares (TCLRX) |
| TIAA-CREF Sm-Cap Bl Idx-Rtmt 225,920 shares (TRCGX) |
| TIAA-CREF Lifecycle 2045-Prem 325,318 shares (TTFIX) |
| TIAA-CREF Lifecycle 2050-Prem 303,839 shares (TFTIX) |
| TIAA-CREF Lifecycle 2030-Prem 390,601 shares (TCLNX) |
| TIAA-CREF Emerging Mkt Eq-Prem 507,463 shares |
| TIAA-CREF Mid-Cap Val-Prem 161,798 shares (TSMMX) |
| TIAA-CREF Lifecycle 2055-Prem104,690 shares (TTRLX) |
| TIAA-CREF Lifecycle 2025-Prem 154,479 shares (TCLFX) |
| TIAA-CREF Lifecycle 2020-Prem 157,536 shares (TCLTX) |
| TIAA-CREF Mid-Cap Gr-Prem 46,969 shares (TSMMX) |
| TIAA-CREF Lifecycle 2015-Prem 55,726 shares (TCLIX) |
| TIAA-CREF Lifecycle 2060-Prem 32,586 shares (TLXHX) |
| TIAA-CREF Lifecycle 2010-Prem 25,946 shares (TCLEX) |
| TIAA-CREF Lifecycle 2065-Prem 12,737 shares (TFIHX) |
| TIAA-CREF Lfcyle Rtmt Inc-Prem 3,771 shares |
| TIAA Traditional Benefit Responsive |
| TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities CREF Stock R2 |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 (TRSCX) |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 |
| College Retirement Equities Fund variable annuities CREF Growth R2 |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 (TIKRX) |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 |
| College Retirement Equities Fund variable annuities Nuveen Emerg Mkts Eq Premier |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx Prem |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle Ret Inc Prem |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx Rtmt |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2010 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2015 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2020 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2025 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2030 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2035 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2040 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2045 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2050 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2055 Premier |
| College Retirement Equities Fund variable annuities Nuveen Mid Cap Growth Premier (FISGX) |
| College Retirement Equities Fund variable annuities Nuveen Mid Cap Value Premier (FSEIX) |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx Rtmt |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2065 Premier |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2060 Premier |
Investment model portfolios
We provide two types of investment model portfolios for IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 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.
Retirement Plan (401(k)) Info for IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN