Sofia University TDA Plan

NAME TICKER ACTION DATE REMOVE
Vanguard Target Retirement 2010 Fund Investor Shares VTENX was removed by bmurphy 9/25/2017 1:32:30 PM
Vanguard Russell 1000 Growth Index Fund Institutional Shares VRGWX was removed by bmurphy 4/20/2016 9:19:06 PM
iShares Russell 3000 ETF IWV was removed by bmurphy 4/20/2016 9:18:41 PM
Vanguard Target Retirement Income Fund Investor Shares VTINX was added by bmurphy 4/20/2016 9:16:03 PM
US Cash / Money Market USCASH was added by bmurphy 4/20/2016 9:16:03 PM
Vanguard Target Retirement 2050 Fund Investor Shares VFIFX was added by bmurphy 4/20/2016 9:16:02 PM
Vanguard Target Retirement 2045 Fund Investor Shares VTIVX was added by bmurphy 4/20/2016 9:16:02 PM
Vanguard Target Retirement 2040 Fund Investor Shares VFORX was added by bmurphy 4/20/2016 9:16:02 PM
Vanguard Target Retirement 2035 Fund Investor Shares VTTHX was added by bmurphy 4/20/2016 9:16:02 PM
TIAA Access Lifecycle 2025 T4 was added by bmurphy 4/20/2016 9:16:02 PM
Vanguard Target Retirement 2020 Fund Investor Shares VTWNX was added by bmurphy 4/20/2016 9:16:02 PM
Vanguard Target Retirement 2030 Fund Investor Shares VTHRX was added by bmurphy 4/20/2016 9:16:02 PM
Vanguard Target Retirement 2015 Fund Investor Shares VTXVX was added by bmurphy 4/20/2016 9:16:01 PM
Vanguard Target Retirement 2010 Fund Investor Shares VTENX was added by bmurphy 4/20/2016 9:16:01 PM
Vanguard Total Bond Market Index Fund Signal Shares VBTSX was added by bmurphy 4/20/2016 9:16:01 PM
iShares TIPS Bond ETF TIP was added by bmurphy 4/20/2016 9:16:01 PM
Vanguard Total Bond Market Index Fund Institutional Shares VBTIX was added by bmurphy 4/20/2016 9:16:01 PM
Calvert U.S. Large Cap Core Responsible Index Fund Class A CSXAX was added by bmurphy 4/20/2016 9:16:01 PM
iShares Russell 2000 ETF IWM was added by bmurphy 4/20/2016 9:16:01 PM
Rydex Russell 2000 Fund Class H RYRHX was added by bmurphy 4/20/2016 9:16:01 PM
Vanguard REIT ETF VNQ was added by bmurphy 4/20/2016 9:16:00 PM
iShares Russell Mid-Cap Value ETF IWS was added by bmurphy 4/20/2016 9:16:00 PM
iShares Russell Mid-Cap Growth ETF IWP was added by bmurphy 4/20/2016 9:16:00 PM
iShares Russell 1000 Value ETF IWD was added by bmurphy 4/20/2016 9:16:00 PM
Vanguard Russell 1000 Growth Index Fund Institutional Shares VRGWX was added by bmurphy 4/20/2016 9:16:00 PM
iShares MSCI EAFE ETF EFA was added by bmurphy 4/20/2016 9:16:00 PM
SPDR S&P 500 ETF Trust SPY was added by bmurphy 4/20/2016 9:16:00 PM
iShares Russell 3000 ETF IWV was added by bmurphy 4/20/2016 9:16:00 PM
Russell Global Equity Fund Class A RGEAX was added by bmurphy 4/20/2016 9:16:00 PM
iShares Russell 1000 Growth ETF IWF was added by bmurphy 4/20/2016 9:15:59 PM
iShares MSCI World ETF URTH was added by bmurphy 4/20/2016 9:15:59 PM
TIAA-CREF Equity Index Fund Retirement Class TIQRX was added by bmurphy 4/20/2016 9:15:59 PM

COMMENTS

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bmurphy4/20/2016 9:20:56 PM This is actually a crappy plan with many over-lapping fund offerings. I have left out a number of the higher cost over-lapping funds offered under the TIAA Access name in favor of biasing investors towards the lower cost CREF names. All of these offerings are wrapped in a variable annuity structure and you should expect your actual returns to be lower by 0.50% or more annually than displayed in our models.
bmurphy9/25/2017 1:32:56 PM Removed TIAA Access Lifecycle Fund 2010 T4.