COMPARABLE FUNDS - TIAA

COMPARABLE FUNDS - TIAA

Current Fund

Category

Fixed Account

TIAA Traditional Money Market

Fixed Account

CREF Money Market R2 Bond

Money Market

CREF Inflation-Linked Bond CREF Bond Market R2 TIAA Access Bond Plus T1 TIAA Access Bond Index T1 TIAA Access Short-Term Bond TIAA Access High-Yield T1 TIAA Access-WAM Core P1 Bd TIAA Access-VAN Int-Trm Trs Large Cap Equity U.S.

Inflation-Protected Bond Intermediate-Term Bond Intermediate-Term Bond Intermediate-Term Bond Short Term Bond High Yield Bond Intermediate-Term Bond Intermediate-Term Bond

TIAA Access Lg-Cap Val T1 Large Value

CREF Equity Index R2

Large Blend

TIAA Access Equity Index T1 Large Blend

TIAA Access Social Ch Eq T1 Large Blend

CREF Growth R2

Large Growth

TIAA Access Growth & Income Large Growth

TIAA Access Lg-Cap Gr T1

Large Growth

TIAA Access Lg-Cap Gr Idx T Large Growth

TIAA Access Lg-Cap Val Idx Large Value

TIAA Access-AF Wash Mut Inv Large Blend

TIAA Access S&P 500 Index T Large Blend

TIAA Access-TRP Inst LC Gr T Large Growth

Mid Cap Equity U.S.

TIAA Access Mid-Cap Gr T1 Mid-Cap Growth TIAA Access Mid-Cap Val T1 Mid-Cap Value TIAA Access-VAN Selected Val Mid-Cap Value

Potential Alternative (Comparable Fund)

Vanguard Federal Money Market

Vanguard Inflation-Protected Secs Adm Vanguard Total Bond Market Index Adm Western Asset Core Plus Bond Vanguard Total Bond Market Index Adm Vanguard Inflation-Protected Secs Adm Lord Abbett High Yield R2 Western Asset Core Plus Bond Vanguard Total Bond Market Index Adm

JPMorgan Equity Income Vanguard 500 Index Adm Vanguard 500 Index Adm Vanguard 500 Index Adm MFS Growth R6 MFS Growth R6 MFS Growth R6 Vanguard 500 Index Adm Vanguard 500 Index Adm Vanguard 500 Index Adm Vanguard 500 Index Adm MFS Growth R6

Pioneer Select Mid Cap Growth American Century Mid Cap Value Vanguard Mid Cap Index Admiral

Ticker

VMFXX

VAIPX VBTLX WAPSX VBTLX VAIPX LHYVX WAPSX VBTLX

OIEJX VFIAX VFIAX VFIAX MFEKX MFEKX MFEKX VFIAX VFIAX VFIAX VFIAX MFEKX

PSMKX AMDVX VIMAX

Cammack Retirement Group | ? 2019 All Rights Reserved | For Plan Sponsor Use Only

COMPARABLE FUNDS - TIAA

Current Fund Small Cap Equity U.S.

Category

Potential Alternative (ComparableFund)

TIAA Access Sm-Cap B1 Idx T TIAA Access Quant Sml Cp Eq TIAA Access-VAN SmCapVal IX TIAA Access-VAN Explorer T1 International Equity

Small Blend Small Cap Small Value Small Growth

Vanguard Small Cap Index Federated MDT Small Cap Growth R6 Wells Fargo Special Small Cap Value R6 Federated MDT Small Cap Growth R6

TIAA Access Intl Equity Idx TIAA Access Intl Equity T1 CREF Global Equities R2 TIAA Access Emg Mk Eq Idx T TIAA Access Emrg Mkts Eq T1 TIAA Access-AF Euro Pac Gr TIAA Access-DFA Emg Mkt Prt TIAA Access-D&C Intl Stock TIAA Access-VAN Em Mk St IX Specialty

Foreign Large Blend Foreign Large Blend World Large Stock Emerging Markets Emerging Markets Foreign Large Growth Emerging Markets Foreign Large Value Emerging Markets

Vanguard Total Intl Stock Index Vanguard Total Intl Stock Index Vanguard Total Intl Stock Index Vanguard Total Intl Stock Index American Funds New World R6 ClearBridge International Growth IS

AmericanFunds New World R6 ClearBridge International Growth IS

AmericanFunds New World R6

TIAA Access Real Est Secs T Real Estate

TIAA Real Estate

Miscellaneous Sector

Hybrid

TIAA-CREF Real Estate Sec Instl TIAA Real Estate Account

CREF Social Choice R2 CREF Stock R2 TIAA Access-VAN Wellington Target Dates

Allocation--50% to 70% E CREF Social Choice R2

Allocation--85%+ Equity CREF Stock R2

Moderate allocation

American Funds Trgt Date Retire R6 Series

TIAA Access Lfcyle Rtmt Inc TIAA Access Lifecycle 2010 TIAA Access Lifecycle 2015 TIAA Access Lifecycle 2025 TIAA Access Lifecycle 2030 TIAA Access Lifecycle 2035 TIAA Access Lifecycle 2040 TIAA Access Lifecycle 2045 TIAA Access Lifecycle 2050 TIAA Access Lifecycle 2055 TIAA Access Lifecycle 2060

Target Date Series Target Date Series Target Date Series Target Date Series Target Date Series Target Date Series

Target Date Series Target Date Series Target Date Series Target Date Series Target Date Series

American Funds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series

AmericanFunds Trgt Date Retire R6 Series AmericanFunds Trgt Date Retire R6 Series AmericanFunds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series American Funds Trgt Date Retire R6 Series

Ticker

VSMAX QLSGX

ESPRX QLSGX

VTIAX VTIAX VTIAX VTIAX RNWGX LMGPX RNWGX LMGPX RNWGX

TIREX QREARX

QCSCPX QCSTPX N/A

N/A N/A N/A N/A N/A N/A

N/A

N/A N/A N/A N/A

Cammack Retirement Group | ? 2019 All Rights Reserved | For Plan Sponsor Use Only

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download