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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.36 | 1.39 | 0.03 |
Stocks | 40.27 | 40.27 | 0.00 |
Bonds | 58.56 | 58.56 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.39 | 16.59 |
Price to Book | 2.68 | 2.44 |
Price to Sales | 1.96 | 1.78 |
Price to Cash Flow | 11.74 | 10.03 |
Dividend Yield | 2.05 | 2.26 |
5 Years Earnings Growth | 11.82 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.92 | 20.11 |
Financial Services | 15.86 | 15.77 |
Healthcare | 11.90 | 11.78 |
Industrials | 10.44 | 11.03 |
Consumer Cyclical | 10.19 | 10.38 |
Communication Services | 7.53 | 6.12 |
Consumer Defensive | 6.24 | 6.52 |
Energy | 3.89 | 5.32 |
Basic Materials | 3.77 | 4.63 |
Utilities | 2.67 | 2.90 |
Real Estate | 2.58 | 5.45 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Bond Index W | - | 39.75 | - | - | |
Nuveen Equity Index W | - | 26.60 | - | - | |
Nuveen International Eq Idx W | - | 9.75 | - | - | |
Nuveen Inflation Link Bd W | - | 9.67 | - | - | |
Nuveen Short Term Bond Index W | - | 9.67 | - | - | |
Nuveen Emerging Markets Eq Idx W | - | 4.52 | - | - | |
Federal Home Loan Banks 0.01% | - | 0.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 10.97B | 2.00 | -2.27 | 1.37 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.08B | 12.68 | 4.11 | 8.58 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.56B | 11.19 | 3.29 | 7.86 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 7.94B | 10.08 | 2.65 | 7.19 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 7.74B | 13.65 | 4.53 | 9.09 |
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