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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.06 | 1.07 | 0.01 |
Stocks | 89.97 | 89.97 | 0.00 |
Bonds | 4.39 | 4.54 | 0.15 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 4.47 | 4.48 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.84 | 17.58 |
Price to Book | 2.83 | 2.76 |
Price to Sales | 1.94 | 2.00 |
Price to Cash Flow | 11.51 | 11.54 |
Dividend Yield | 1.90 | 1.99 |
5 Years Earnings Growth | 10.65 | 11.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.74 | 23.47 |
Financial Services | 14.99 | 15.65 |
Consumer Cyclical | 12.36 | 11.01 |
Healthcare | 11.43 | 11.83 |
Industrials | 10.42 | 11.35 |
Communication Services | 6.87 | 7.22 |
Energy | 4.52 | 3.93 |
Consumer Defensive | 4.49 | 5.76 |
Basic Materials | 3.66 | 3.93 |
Utilities | 2.52 | 2.56 |
Real Estate | 1.99 | 3.30 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 13.53 | - | - | |
Nuveen Large Cap Growth W | - | 10.25 | - | - | |
Nuveen Growth Opportunities ETF | - | 10.22 | - | - | |
Nuveen Dividend Growth R6 | - | 8.76 | - | - | |
Nuveen Core Equity W | - | 8.74 | - | - | |
Nuveen Large Cap Value W | - | 8.58 | - | - | |
Nuveen Dividend Value R6 | - | 8.56 | - | - | |
Nuveen International Opps W | - | 8.25 | - | - | |
Nuveen Emerging Markets Eq W | - | 5.71 | - | - | |
Nuveen Quant Intl Small Cap Eq W | - | 4.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 11.26B | 0.52 | -1.55 | 1.07 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.44B | 2.80 | 6.50 | 9.06 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.79B | 2.47 | 5.43 | 8.25 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.14B | 2.24 | 4.60 | 7.50 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.1B | 3.01 | 7.09 | 9.60 |
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