Benefits Plans - Retirement Savings Plans: new investment funds
Vanguard Fund Lineup by Asset Class
Fourteen funds from the Vanguard family are available through TIAA-CREF and Fidelity Investments. Vanguard was chosen because it offers extremely low-cost mutual funds and is one of the most common retirement plan investment carriers in higher education, along with TIAA-CREF and Fidelity. It provides yet another option for you to save for retirement using funds with very low fees.
The 14 available funds encompass the major asset classes of domestic and international stock, bond, money market, and real estate funds. The fund choices allow you to assemble a broadly-diversified portfolio of funds that are cost-effective due to their low expenses. The funds have varying degrees of risk and reward that can meet the investment needs of both conservative and aggressive investors.
Please note the Vanguard Emerging Markets Stock Index Fund is only available through TIAA-CREF as Fidelity does not carry this fund on their record keeping platform.
Since your account is with TIAA-CREF and/or Fidelity, you do not open a separate account with Vanguard. Any customer service or other inquiries related to the Vanguard funds are also handled directly through TIAA-CREF and/or Fidelity.
Information on Vanguard funds may be found by logging into the secure TIAA-CREF and Fidelity Investments websites. For more informaiton on Vanguard, go to: vanguard.com
Announcement from Fidelity Investments about a Change to Vanguard Funds Effective as of the close of business on February 18, 2011, holdings in Vanguard Investor Class shares will be converted to Signal Class or Institutional Class shares. All new Vanguard investments, including contributions, exchanges-in, and loan repayments (if any) will be directed to Signal Class or Institutional Class shares of the applicable Vanguard fund after this date. Click here to read the notification from Fidelity. |
Fund Name |
Asset Class |
Vanguard Prime Money Market Fund |
Money Market |
Vanguard Inflation Protected Securities Fund |
Bond |
Vanguard Intermediate Term Treasury Fund |
Bond |
Vanguard Long Term Treasury Fund |
Bond |
Vanguard Short Term Treasury Fund |
Bond |
Vanguard Total Bond Market Index |
Bond |
Vanguard 500 Index Fund |
Stock: Domestic |
Vanguard Total Stock Market Index Fund |
Stock: Domestic |
Vanguard Emerging Markets Stock Index Fund1 |
Stock: International |
Vanguard European Stock Index Fund |
Stock: International |
Vanguard Pacific Stock Index Fund |
Stock: International |
Vanguard Total International Stock Index |
Stock: International |
Vanguard Balanced Index Fund |
Balanced |
Vanguard REIT Index Fund |
Sector |
1 The Vanguard Emerging Markets Stock Index Fund is only available through TIAA-CREF at this time.
How Do I Select Vanguard Funds?
You choose the Vanguard funds through your account on-line through the TIAA-CREF or Fidelity secure websites or by calling their national call centers to make allocation changes or transfers assets.
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TIAA-CREF |
Fidelity Investments |
While you may select Vanguard through your TIAA-CREF and/or Fidelity accounts, any Vanguard funds you select will be record kept by TIAA-CREF and/or Fidelity Investments. Your quarterly statements from TIAA-CREF and/or Fidelity will reflect any balances and transactions with the Vanguard funds as part of a consolidated statement.
Since your account is still with TIAA-CREF and/or Fidelity, you do not open a separate account with Vanguard. Any customer service or other inquiries related to the Vanguard funds are also handled directly through TIAA-CREF and/or Fidelity.
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