Pima County Community College District TDA
Optional Retirement Plan
Fund Options
Well-Structured Selection
A strong and thoughtfully curated lineup supports meaningful diversification. While slightly broader than optimal, employees can still build portfolios confidently without excessive complexity.
Average Expense Ratio
Moderately High Fees
Fees are somewhat elevated but not excessive. Employees can still grow their investments, though lower-cost options would improve long-term outcomes.
Suggested Allocation *
Use the dropdown to explore different risk strategies - Super Conservative, Conservative, Moderate, Growth, and Super Growth - and see how each one changes your portfolio allocation
SELECT A STRATEGY
Projected Fees Saved
Fees Saved
$0
Allocation Strategy
Equity: 50%Fixed Income: 50%
Proposed Portfolio
#
Fund Name
Allocation
1.
Vanguard 500 Index Fund AdmiralVFIAX
30.0%
2.
CREF Core Bond Account (R2)QCBMPX
25.0%
3.
CREF Money Market Account (R2)QCMMPX
15.0%
4.
CREF Inflation-Linked Bond Account (R2)QCILPX
10.0%
5.
Vanguard Strategic Equity Fund InvestorVSEQX
7.5%
6.
Nuveen International Equity Index Fund (Retirement)TRIEX
7.5%
7.
Vanguard Explorer Fund AdmiralVEXRX
5.0%
8.
CREF Stock Account (R2)QCSTPX
0.0%
9.
Vanguard Selected Value Fund InvestorVASVX
0.0%
10.
Royce Small-Cap Opportunity Fund Institutional ClassROFIX
0.0%
11.
Nuveen International Equity Fund (Retirement)TRERX
0.0%
12.
Western Asset Core Plus Bond IWACPX
0.0%
13.
TIAA Real Estate AccountQREARX
0.0%
14.
Nuveen Real Estate Securities Select Fund (Retirement)TRRSX
0.0%
15.
Nuveen Lifecycle Retirement Income Fund (Retirement)TLIRX
0.0%
16.
Goldman Sachs Mid Cap Growth Fund InstlGGOIX
0.0%
17.
CREF Equity Index Account (R2)QCEQPX
0.0%
18.
CREF Global Equities Account (R2)QCGLPX
0.0%
19.
CREF Growth Account (R2)QCGRPX
0.0%