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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.87 | 0.87 | 0.00 |
Shares | 39.42 | 39.42 | 0.00 |
Bonds | 59.68 | 59.68 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.75 | 17.14 |
Price to Book | 2.86 | 2.51 |
Price to Sales | 2.19 | 1.88 |
Price to Cash Flow | 12.11 | 10.23 |
Dividend Yield | 1.99 | 2.22 |
5 Years Earnings Growth | 9.56 | 10.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.38 | 20.36 |
Financial Services | 17.15 | 16.38 |
Industrials | 11.23 | 11.25 |
Consumer Cyclical | 10.54 | 10.42 |
Healthcare | 9.00 | 11.01 |
Communication Services | 8.66 | 6.54 |
Consumer Defensive | 5.57 | 6.43 |
Energy | 3.32 | 4.89 |
Basic Materials | 3.25 | 4.38 |
Utilities | 2.63 | 2.91 |
Real Estate | 2.27 | 5.45 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Bond Index W | - | 39.88 | - | - | |
Nuveen Equity Index W | - | 25.88 | - | - | |
Nuveen Short Term Bond Index W | - | 10.09 | - | - | |
Nuveen Inflation Link Bd W | - | 10.00 | - | - | |
Nuveen International Eq Idx W | - | 9.56 | - | - | |
Nuveen Emerging Markets Eq Idx W | - | 4.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 9.99B | 15.85 | 19.31 | 10.79 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.56B | 14.31 | 17.30 | 9.82 | ||
TIAA-CREF Bond Index Institutional | 9.42B | 6.09 | 4.91 | 1.72 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.8B | 16.84 | 20.59 | 11.42 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.6B | 13.25 | 15.64 | 8.95 |
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