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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.15 | 1.15 | 0.00 |
Shares | 64.87 | 64.87 | 0.00 |
Bonds | 33.93 | 33.93 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.75 | 18.33 |
Price to Book | 2.86 | 2.73 |
Price to Sales | 2.19 | 2.00 |
Price to Cash Flow | 12.10 | 11.29 |
Dividend Yield | 1.99 | 2.06 |
5 Years Earnings Growth | 9.58 | 10.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.39 | 22.68 |
Financial Services | 17.18 | 16.42 |
Industrials | 11.14 | 11.55 |
Consumer Cyclical | 10.58 | 10.72 |
Healthcare | 9.02 | 11.00 |
Communication Services | 8.70 | 7.49 |
Consumer Defensive | 5.57 | 5.94 |
Energy | 3.31 | 3.97 |
Basic Materials | 3.23 | 3.78 |
Utilities | 2.61 | 2.70 |
Real Estate | 2.27 | 3.76 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index W | - | 42.68 | - | - | |
Nuveen Bond Index W | - | 29.96 | - | - | |
Nuveen International Eq Idx W | - | 15.73 | - | - | |
Nuveen Emerging Markets Eq Idx W | - | 7.43 | - | - | |
Nuveen Inflation Link Bd W | - | 2.05 | - | - | |
Nuveen Short Term Bond Index W | - | 2.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 10.16B | 15.85 | 19.31 | 10.79 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.7B | 14.31 | 17.30 | 9.82 | ||
TIAA-CREF Bond Index Institutional | 9.43B | 6.09 | 4.91 | 1.72 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.97B | 16.84 | 20.59 | 11.42 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.72B | 13.25 | 15.64 | 8.95 |
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