Sometimes, you might want investment portfolios that are highly focused. Maybe you’re looking to choose socially responsible investments, so you want a fixed class that reflects your values. Perhaps you want to choose investment types that give you more control over the underlying funds.
Single Fund Portfolios may offer a range of investment types suitable for a variety of risk profiles. Some investment portfolios include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, is managed by a person using research, forecasts, and their own experience to make investment decisions.
Whatever your choice, the Single Fund Portfolios might be an investment path you wish to explore.
Changing Your Investments
Once you invest in a particular investment portfolio, you can transfer contributions and any earnings to another investment portfolio up to twice per calendar year or upon a transfer of funds to a ScholarShare 529 account for a different beneficiary.
Periodically Review Your Investments
It’s a good idea to periodically re-evaluate your investment strategy as your goals, investment horizon, and personal situation change — for example, annually at tax time, on a yearly basis if your income changes, or upon the birth of another child.
How Single Fund Investment Portfolios Work
These investment portfolios are each invested solely in shares of a single underlying fund. For those investment portfolios invested in an underlying fund, their performance is entirely reliant on the performance of that underlying fund and may be more volatile than the Enrollment Year Portfolios or the Multi-Fund Investment Portfolios. You should be aware that participants do not own shares of the underlying funds directly. Each of the Single Fund Investment Portfolios is described in more detail below.
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SOCIAL CHOICE(Risk Level — Aggressive) |
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INDEX BOND(Risk Level — Moderate)
Investment Objective. This Investment Portfolio seeks to provide a moderate rate of return primarily through current income.
Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. 100.00%TIAA-CREF Bond Index Fund (TBIIX)
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INDEX U.S.
(Risk Level — Aggressive) |
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INDEX U.S. EQUITY(Risk Level — Aggressive)
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term growth, mainly from capital appreciation.
Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the fund attempts to track a benchmark index. 100.00%TIAA-CREF Equity Index Fund (TIEIX)
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Single Fund Investment Portfolios
PORTFOLIO NAME | ALLOCATION | PORTFOLIO OBJECTIVE |
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SOCIAL CHOICE |
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(Risk Level — Aggressive)
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return.
Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund that invests primarily in equity securities. 100.00%TIAA-CREF Social Choice Equity Fund (TISCX)
Read More X |
INDEX BOND |
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(Risk Level — Moderate)
Investment Objective. This Investment Portfolio seeks to provide a moderate rate of return primarily through current income.
Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. 100.00%TIAA-CREF Bond Index Fund (TBIIX)
Read More X |
INDEX U.S. LARGE CAP EQUITY |
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(Risk Level — Aggressive)
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.
Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. 100.00%TIAA-CREF S&P 500 Index Fund (TISPX)
Read More
X
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INDEX U.S. EQUITY |
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(Risk Level — Aggressive)
Investment Objective. This Investment Portfolio seeks to provide a favorable long-term growth, mainly from capital appreciation.
Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the fund attempts to track a benchmark index. 100.00%TIAA-CREF Equity Index Fund (TIEIX)
Read More X |
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