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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.480 | 1.490 | 0.010 |
| Shares | 40.230 | 40.230 | 0.000 |
| Bonds | 58.660 | 58.660 | 0.000 |
| Convertible | 0.010 | 0.010 | 0.000 |
| Preferred | 0.010 | 0.010 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.164 | 17.002 |
| Price to Book | 2.679 | 2.513 |
| Price to Sales | 1.995 | 1.883 |
| Price to Cash Flow | 11.458 | 10.286 |
| Dividend Yield | 2.141 | 2.213 |
| 5 Years Earnings Growth | 8.939 | 10.882 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 24.090 | 20.428 |
| Financial Services | 17.470 | 16.391 |
| Industrials | 10.690 | 11.190 |
| Consumer Cyclical | 10.560 | 10.427 |
| Healthcare | 10.500 | 10.928 |
| Communication Services | 8.360 | 6.606 |
| Consumer Defensive | 6.370 | 6.402 |
| Energy | 3.400 | 4.863 |
| Basic Materials | 3.360 | 4.409 |
| Utilities | 2.710 | 2.913 |
| Real Estate | 2.490 | 5.442 |
Number of long holdings: 8
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Nuveen Bond Index W | - | 39.47 | - | - | |
| Nuveen Equity Index W | - | 26.59 | - | - | |
| Nuveen Inflation Link Bd W | - | 9.84 | - | - | |
| Nuveen Short Term Bond Index W | - | 9.83 | - | - | |
| Nuveen International Eq Idx W | - | 9.78 | - | - | |
| Nuveen Emerging Markets Eq Idx W | - | 4.39 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2040 Inst | 10.35B | 17.83 | 18.06 | 10.26 | ||
| TIAA-CREF Lifecycle Index 2035 Inst | 9.85B | 16.10 | 16.29 | 9.34 | ||
| TIAA-CREF Lifecycle Index 2045 Inst | 9.16B | 19.02 | 19.20 | 10.90 | ||
| TIAA-CREF Bond Index Institutional | 9.11B | 6.75 | 5.62 | 1.79 | ||
| TIAA-CREF Lifecycle Index 2030 Inst | 8.83B | 14.87 | 14.83 | 8.52 |
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