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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.56 | 1.56 | 0.00 |
Stocks | 66.11 | 66.11 | 0.00 |
Bonds | 32.39 | 32.39 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.16 | 17.38 |
Price to Book | 2.75 | 2.65 |
Price to Sales | 2.05 | 1.92 |
Price to Cash Flow | 12.07 | 11.21 |
Dividend Yield | 2.03 | 2.08 |
5 Years Earnings Growth | 10.20 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.65 | 22.63 |
Financial Services | 16.46 | 15.84 |
Consumer Cyclical | 11.30 | 10.87 |
Industrials | 10.39 | 11.23 |
Healthcare | 10.18 | 11.65 |
Communication Services | 8.23 | 7.14 |
Consumer Defensive | 5.86 | 5.97 |
Energy | 3.55 | 4.13 |
Basic Materials | 3.39 | 3.89 |
Utilities | 2.59 | 2.75 |
Real Estate | 2.38 | 3.91 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index W | - | 43.68 | - | - | |
Nuveen Bond Index W | - | 29.01 | - | - | |
Nuveen International Eq Idx W | - | 16.13 | - | - | |
Nuveen Emerging Markets Eq Idx W | - | 7.45 | - | - | |
Nuveen Inflation Link Bd W | - | 1.81 | - | - | |
Nuveen Short Term Bond Index W | - | 1.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 11.39B | 0.52 | -1.55 | 1.07 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.42B | 2.80 | 6.50 | 9.06 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.15B | 2.24 | 4.60 | 7.50 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.08B | 3.01 | 7.09 | 9.60 | ||
TIAA-CREF Lifecycle Index 2050 Inst | 6.97B | 3.11 | 7.35 | 9.79 |
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