IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Investment Options
Available Funds in IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Below is the lineup of investment options available to participants in IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| 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 |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
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