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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.62 | 1.62 | 0.00 |
Stocks | 63.60 | 63.60 | 0.00 |
Bonds | 29.52 | 30.43 | 0.91 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.57 | 0.57 | 0.00 |
Other | 4.64 | 4.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.56 | 17.56 |
Price to Book | 2.92 | 2.67 |
Price to Sales | 2.03 | 1.94 |
Price to Cash Flow | 11.83 | 11.28 |
Dividend Yield | 1.83 | 2.07 |
5 Years Earnings Growth | 10.35 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.02 | 22.51 |
Financial Services | 15.22 | 15.93 |
Consumer Cyclical | 12.53 | 10.92 |
Healthcare | 11.33 | 11.63 |
Industrials | 10.10 | 11.22 |
Communication Services | 7.24 | 7.25 |
Consumer Defensive | 4.53 | 5.94 |
Energy | 4.03 | 4.11 |
Basic Materials | 3.47 | 3.87 |
Utilities | 2.50 | 2.73 |
Real Estate | 2.05 | 3.89 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Core Bond W | - | 14.28 | - | - | |
Nuveen International Eq W | - | 9.67 | - | - | |
Nuveen Core Plus Bond W | - | 8.87 | - | - | |
Nuveen Large Cap Growth W | - | 7.22 | - | - | |
Nuveen Growth Opportunities ETF | - | 7.18 | - | - | |
Nuveen Dividend Growth R6 | - | 6.22 | - | - | |
Nuveen Core Equity W | - | 6.20 | - | - | |
Nuveen Large Cap Value W | - | 6.19 | - | - | |
Nuveen Dividend Value R6 | - | 6.16 | - | - | |
Nuveen International Opps W | - | 5.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 11.35B | 2.72 | -0.46 | 1.40 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.06B | 2.94 | 7.45 | 8.54 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.56B | 2.88 | 6.40 | 7.81 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 7.9B | 2.82 | 5.57 | 7.14 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 7.75B | 2.95 | 8.03 | 9.06 |
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