Life cycle funds from Fidelity and Vanguard have been added to the list of UWRP fund choices. This follows a review and recommendation to the Executive Vice President made by the UWRP/VIP Fund Review Committee on January 7, 2005.
Life cycle funds (also called "age-based funds") are an all-in-one portfolio that automatically invests funds according a specific retirement date or age. This type of investment provides a mix of more aggressive funds at a younger age that gradually become more conservative (through automatic rebalancing) up to retirement age. Designed for people who don't have the time, interest or ability to manage their own retirement portfolio, life cycle funds are just one of the many choices available to UWRP participants.
| Life Cycle Funds |
|---|
| Fidelity Freedom Funds NEW |
| Conservative |
| Fidelity Retirement Government Money Market Fund (631) |
| Moderate |
| Fidelity Asset Manager 50% (0314) |
| Fidelity Equity Income (0023) |
| Fidelity Equity Income II (0319) |
| Fidelity Fifty (0500) |
| Fidelity International Discovery (0305) |
| Fidelity Global Balanced (0334) |
| Fidelity Investment Grade Bond (0026) |
| Fidelity Spartan 500 Index (00317) |
| Fidelity Puritan (0004) |
| Fidelity U.S. Bond Index (0651) |
| Fidelity Spartan U.S. Equity Index (0650) |
| Aggressive |
| Fidelity Mid-Cap Stock (0337) |
| Fidelity Value (0039) |
| Fidelity Contrafund (0022) |
| Fidelity Growth Company (0025) |
| Fidelity Stock Selector (0320) |
| Fidelity Disciplined Equity (0315) |
| Fidelity Magellan (0021) |
| Fidelity Blue Chip Growth (0312) |
| Fidelity Dividend Growth (0330) |
| Fidelity Worldwide (0318) |
| Fidelity Growth & Income Portfolio (0027) |
| Fidelity Overseas (0094) |
| Fidelity Diversified International - (0325) |
| Conservative |
|---|
| TIAA Traditional Annuity (limitations apply*) |
| CREF Money Market |
| CREF Inflation-Linked Bond Account |
| Moderate |
| CREF Bond Market |
| CREF Equity Index |
| CREF Global Equities |
| CREF Social Choice |
| CREF Stock |
| TIAA Real Estate |
| Aggressive |
| CREF Growth |
| Life Cycle Funds |
|---|
| Vanguard Target Retirement Funds - NEW |
| Conservative |
| Vanguard Intermediate-Term Bond Index |
| Vanguard Intermediate-Term Investment Grade Fund |
| Vanguard Intermediate-Term Treasury |
| Vanguard Prime Money Market |
| Vanguard Short-Term Bond Index |
| Vanguard Short-Term Investment Grade Fund |
| Vanguard Short-Term Federal Fund |
| Vanguard Short-Term Treasury Fund |
| Vanguard Total Bond Market Index |
| Moderate |
| Vanguard 500 Index |
| Vanguard Asset Allocation |
| Vanguard Balanced Index |
| Vanguard Equity Income |
| Vanguard Growth & Income |
| Vanguard Growth Index |
| Vanguard High-Yield Corporate Bonds |
| Vanguard Morgan Growth |
| Vanguard Primecap |
| Vanguard Star |
| Vanguard Total Stock Market Index |
| Vanguard Wellesley Income |
| Vanguard Wellington |
| Vanguard Windsor |
| Vanguard Windsor II |
| Vanguard Value Index |
| Aggressive |
| Vanguard Extended Market Index |
| Vanguard International Growth |
| Vanguard International Value |
| Vanguard Small-Cap Index |
| Vanguard U.S. Growth |
* Limitations on the withdrawals and transfers from the TIAA Traditional Annuity are described as follows: For your Retirement Annuity contract (your University of Washington employer plan), you can make transfers and withdrawals from the TIAA Traditional Annuity through a Transfer Payout Annuity. With the Transfer Payout Annuity you'll receive your assets in 10 annual installments during which the balance remaining in the account continues to earn interest. For more information on the TIAA Traditional Annuity account or any of the TIAA-CREF investment choices please call TIAA-CREF at 800 842-2776 Monday through Friday, 8 a.m. to 10 p.m. (ET) or Saturday, 9 a.m. to 6 p.m. (ET).
Disclaimer: The University provides educational information and tools to help you make choices that suit your individual goals. The University cannot provide investment advice to employees.
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