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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.57 | 1.59 | 0.02 |
Stocks | 49.46 | 49.46 | 0.00 |
Bonds | 49.17 | 49.17 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.13 | 17.31 |
Price to Book | 2.72 | 2.61 |
Price to Sales | 2.03 | 1.90 |
Price to Cash Flow | 11.69 | 11.04 |
Dividend Yield | 2.04 | 2.17 |
5 Years Earnings Growth | 10.55 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.70 | 22.04 |
Financial Services | 16.84 | 15.92 |
Consumer Cyclical | 11.42 | 10.56 |
Healthcare | 10.44 | 11.42 |
Industrials | 10.42 | 11.10 |
Communication Services | 8.56 | 7.13 |
Consumer Defensive | 5.78 | 6.04 |
Energy | 3.52 | 4.40 |
Basic Materials | 3.40 | 3.91 |
Utilities | 2.56 | 2.89 |
Real Estate | 2.36 | 4.58 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Bond Index W | - | 37.86 | - | - | |
Nuveen Equity Index W | - | 32.61 | - | - | |
Nuveen International Eq Idx W | - | 12.22 | - | - | |
Nuveen Inflation Link Bd W | - | 5.86 | - | - | |
Nuveen Short Term Bond Index W | - | 5.82 | - | - | |
Nuveen Emerging Markets Eq Idx W | - | 5.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 11.3B | 2.72 | -0.46 | 1.40 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.3B | 2.94 | 7.45 | 8.54 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.76B | 2.88 | 6.40 | 7.81 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.08B | 2.82 | 5.57 | 7.14 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 7.97B | 2.95 | 8.03 | 9.06 |
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