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Investment Options
TIAA-CREF is the sole plan service provider of the Pace 403(b) Retirement Plan effective January 1, 2011. As one of the countrys largest provider's of investment services, TIAA-CREF offers a robust investment lineup representing a broad range of investment styles.
To speak with a TIAA-CREF regarding investment options, call 1-800-842-2252.
Investment Fund Lineup
The investment fund list below contains the name, asset category and ticker symbol of the funds that will be available in the Plan.
|
Fund Category |
Fund Name |
Fund Ticker Symbol |
|
Stable Value |
TIAA Stable Value |
See TIAA-CREF website* |
|
Money Market |
CREF Money Market |
See TIAA-CREF website* |
|
Intermediate Term Bond |
CREF Bond Market |
See TIAA-CREF website* |
|
Intermediate Term Bond |
PIMCO Total Return |
|
|
Inflation Protected-Bond |
CREF Inflation Linked Bond |
See TIAA-CREF website* |
|
High Yield Bond |
TIAA-CREF High Yield - Retirement |
|
|
World Bond |
Templeton Global Bond Advisor |
|
|
Large Value |
Vanguard Equity Income |
|
|
Large Value |
Oakmark International |
|
|
Large Blend |
CREF Stock |
See TIAA-CREF website* |
|
Large Blend |
Vanguard Total Stock Market |
|
|
Large Growth |
Franklin Growth Adv |
|
|
Large Growth |
Calamos Growth & Income |
|
|
Mid-Cap Blend |
Aston/Optimum Midcap |
|
|
Small Cap |
T Rowe Price Small Cap Stock |
|
|
International Equity |
TIAA-CREF International Equity Index Retirement |
|
|
Emerging Markets |
Oppenheimer Developing Markets |
|
|
Real Estate |
Neuberger Berman Real Estate |
|
|
Real Estate |
TIAA Real Estate |
|
|
Balanced (Moderate) |
CREF Social Choice |
See TIAA-CREF website* |
|
Target Date Funds |
Wells Fargo Advantage DJ Target Date |
Various** |
* Fund information for TIAA-CREF funds can be found at:
http://www.tiaa-cref.org/public/performance/retirement/index.html
** Several Wells Fargo Target Date funds are also available. See the list of Target Date funds below:
|
Fund Name |
Ticker Symbol |
|
Wells Fargo Advantage DJ Today Fund |
|
|
Wells Fargo Advantage DJ 2010 Fund |
|
|
Wells Fargo Advantage DJ 2015 Fund |
|
|
Wells Fargo Advantage DJ 2020 Fund |
|
|
Wells Fargo Advantage DJ 2025 Fund |
|
|
Wells Fargo Advantage DJ 2030 Fund |
|
|
Wells Fargo Advantage DJ 2035 Fund |
|
|
Wells Fargo Advantage DJ 2040 Fund |
|
|
Wells Fargo Advantage DJ 2045 Fund |
|
|
Wells Fargo Advantage DJ 2050 Fund |
FUND CATEGORY FUND EXPENSE RATIO (%)
In addition to the investment fund lineup above, you can setup a Self-Directed Brokerage Account (SDBA). The SDBA is available for employees who prefer to invest independently and have access to hundreds of publically traded mutual funds. While there is not a fee to establish an account, individual funds may have transaction fees (buy and sell) as well as other fees and minimum contribution amounts. The SDBA does have an option to view only no fee funds. We encourage anyone interested in setting up a SDBA to meet with a TIAA-CREF counselor.
Particpants in the plan should maintain their ID and password information in a secure manner. Participants should also review confirmation letters and statements from the TIAA-CREF in a timely manner for accuracy and completeness.
