Sofia University TDA Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
TIAA Access Lifecycle Fund 2035 T4		C	U.S. All Cap	11	0.19%
TIAA Access Lifecycle Fund 2040 T4		C	U.S. All Cap	12	0.19%
TIAA Access Lifecycle Fund 2045 T4		C	U.S. All Cap	13	0.19%
TIAA Access Lifecycle Fund 2050 T4		C	U.S. All Cap	13	0.19%
CREF Global Equities R1		C	U.S. All Cap	14	0.24%
CREF Stock R1		B	U.S. All Cap	14	1.49%
TIAA Access Growth & Income Fund T4		C	U.S. Large Cap	15	0.09%
TIAA-CREF Equity Index Fund Retirement Class	TIQRX	C	U.S. All Cap	15	0.31%
TIAA Access Social Choice Equity Fund T4		D	U.S. Large Cap	16	0.75%
TIAA Access Small-Cap Blend Index Fund T4		C+	U.S. Small Cap	23	0.2%
TIAA Access Small-Cap Equity Fund		D+	U.S. Small Cap	23	1.59%
TIAA Access Lifecycle Retirement Income Fund T4		C	U.S. All Cap	5	0.17%
TIAA Access Lifecycle Fund 2015 T4		D	U.S. Large Cap	7	0.17%
TIAA Access Lifecycle Fund 2020 T4		D	U.S. All Cap	8	0.17%
TIAA Access Lifecycle 2025 T4		D	U.S. All Cap	9	0.18%
TIAA Access Lifecycle Fund 2030 T4		C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
CREF Growth R1		C--	U.S. Large Cap - Growth	20	0.2%
TIAA Access Mid-Cap Growth Fund T4		C-	U.S. Mid Cap - Growth	20	0.25%
U.S. Equities - Value
TIAA Access Large-Cap Value Fund T4		C++	U.S. Large Cap - Value	15	0.2%
TIAA Access Mid-Cap Value Fund T4		C++	U.S. Mid Cap - Value	18	0.25%
Specialty
TIAA Access Real Estate Securities Fund T4		B++	U.S. Real Estate	17	0.1%
Global & Intl. Equity
TIAA Access International Equity		B-	International Large Cap	15	0.34%
Bonds
CREF Money Market R1		C	U.S. Cash / Money Market	0	0%
CREF Bond Market R1		C-	Bond - Multi Sector	3	0.07%
CREF Inflation-Linked Bond R1		C+	U.S. Treasury - TIPS	4	0.2%
Other
TIAA Access Bond Fund T4			Other	0	0.08%

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