University of Michigan 401a retirement 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-CREF Lifecycle Index 2035 Fund Institutional Class	TLYIX	C	U.S. All Cap	11	0.08%
TIAA-CREF Lifecycle Index 2040 Fund Institutional Class	TLZIX	C	U.S. All Cap	12	0.08%
TIAA-CREF Lifecycle Index 2045 Fund Institutional Class	TLXIX	C	U.S. All Cap	13	0.08%
TIAA-CREF Lifecycle Index 2050 Fund Institutional Class	TLLIX	C	U.S. All Cap	13	0.08%
TIAA-CREF Lifecycle Index 2055 Fund Institutional Class	TTIIX	C	U.S. All Cap	13	0.08%
TIAA-CREF S&P 500 Index Fund Institutional Class	TISPX	C	U.S. Large Cap	15	0.06%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
TIAA-CREF Social Choice Equity Fund Institutional Class	TISCX	C	U.S. All Cap	15	0.18%
TIAA-CREF Equity Index Fund Institutional Class	TIEIX	C	U.S. All Cap	15	0.06%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
TIAA-CREF Growth & Income Fund Institutional Class	TIGRX	C	U.S. Large Cap	16	0.45%
TIAA-CREF Small-Cap Blend Index Fund Institutional Class	TISBX	C+	U.S. Small Cap	23	0.07%
TIAA-CREF Small-Cap Equity Fund Institutional Class	TISEX	A+	U.S. Small Cap	23	0.44%
TIAA-CREF Lifecycle Index 2010 Fund Institutional Class	TLTIX	C	U.S. All Cap	6	0.05%
TIAA-CREF Lifecycle Index Retirement Income Fund Institutional Class	TRILX	C	U.S. All Cap	6	0.04%
TIAA-CREF Lifecycle Index 2015 Fund Institutional Class	TLFIX	C	U.S. All Cap	7	0.06%
TIAA-CREF Lifecycle Index 2020 Fund Institutional Class	TLWIX	C	U.S. All Cap	7	0.06%
TIAA-CREF Lifecycle Index 2025 Fund Institutional Class	TLQIX	C	U.S. All Cap	8	0.07%
TIAA-CREF Managed Allocation Fund Institutional Class	TIMIX	C	U.S. All Cap	9	0.42%
TIAA-CREF Lifecycle Index 2030 Fund Institutional Class	TLHIX	C	U.S. All Cap	10	0.08%
Vanguard Balanced Index Fund Institutional Shares	VBAIX	D	U.S. All Cap	10	0.08%
U.S. Equities - Growth
TIAA-CREF Large-Cap Growth Index Fund Institutional Class	TILIX	C--	U.S. Large Cap - Growth	20	0.07%
TIAA-CREF Large-Cap Growth Fund Institutional Class	TILGX	C--	U.S. All Cap - Growth	21	0.46%
TIAA-CREF Mid-Cap Growth Fund Institutional Class	TRPWX	B-	U.S. Mid Cap - Growth	21	0.47%
U.S. Equities - Value
TIAA-CREF Large-Cap Value Index Fund Institutional Class	TILVX	C++	U.S. Large Cap - Value	15	0.07%
TIAA-CREF Large-Cap Value Fund Institutional Class	TRLIX	C++	U.S. Large Cap - Value	16	0.45%
TIAA-CREF Mid-Cap Value Fund Institutional Class	TIMVX	C++	U.S. Mid Cap - Value	18	0.45%
Specialty
TIAA-CREF Real Estate Sec Instl	TIREX	B++	U.S. Real Estate	17	0.52%
Vanguard REIT Index Fund Institutional Shares	VGSNX	B++	U.S. Real Estate	18	0.08%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
TIAA-CREF International Equity Index Fund Institutional Class	TCIEX	B-	International Large Cap	14	0.07%
Vanguard Pacific Stock Index Fund Admiral Shares	VPADX	C-	Pacific	14	0.12%
Vanguard European Stock Index Fund Admiral Shares	VEUSX	B+	Europe	16	0.12%
TIAA-CREF International Equity Fund Institutional Class	TIIEX	A-	International Large Cap	16	0.51%
Vanguard Emerging Markets Stock Index Fund Institutional Shares	VEMIX	C	Emerging Markets	17	0.12%
TIAA-CREF Emerging Markets Equity Index Fund Institutional Class	TEQLX	C	Emerging Markets	17	0.25%
TIAA-CREF Emerging Markets Equity Fund Institutional Class	TEMLX	D	Emerging Markets	18	0.95%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C	U.S. Treasury - Short	1	0.1%
TIAA-CREF Short-Term Bond Fund Institutional Class	TISIX	B-	Bond - Multi Sector	1	0.28%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C--	U.S. Treasury - Long	12	0.1%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C-	U.S. Treasury - Short / Intermediate	2	0.1%
TIAA-CREF Inflation-Linked Bond Fund Institutional Class	TIILX	B+	U.S. Treasury - TIPS	3	0.27%
TIAA-CREF Social Choice Bond Fund Institutional Class	TSBIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
TIAA-CREF High-Yield Fund Institutional Class	TIHYX	C++	Bond - U.S. High Yield	4	0.37%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Other
TIAA-CREF Money Market Fund Institutional Class	TCIXX		Other	0	0%
TIAA-CREF Global Natural Resources Fund Institutional Class Shares	TNRIX		Other	0	0.74%

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