Tiaa Retirement Plan
Performance
HelpPortfolio Return | 36.64% | 80.06% | 149.58% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.32% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,044 (+7.04%) | +$15,744 (+15.74%) | +$46,070 (+46.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
TIAA-CREF Lifecycle 2020 Retire | TCLTX | 18% | 7% | - |
TIAA-CREF Managed Allocation Fund Retirement Class | TITRX | 40% | 21% | - |
TIAA-CREF Lifestyle Moderate Fund Retirement Class | TSMTX | 42% | 25% | - |
TIAA-CREF Large-Cap Value Fund Retirement Class | TRLCX | - | 9% | 8% |
TIAA-CREF Social Choice Equity Fund Retirement Class | TRSCX | - | 14% | 17% |
TIAA-CREF Equity Index Fund Retirement Class | TIQRX | - | 24% | 28% |
Nuveen Small Cap Growth Opportunities Fund Class I | FIMPX | - | - | 7% |
Nuveen NWQ Multi Cap Value Fund Class I | NQVRX | - | - | 10% |
TIAA-CREF Large-Cap Growth Index Fund Retirement Class | TRIRX | - | - | 10% |
TIAA-CREF S&P 500 Index Fund Retirement Class | TRSPX | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |