
and took the TREA daily changes, backed out 5% of the daily change in TRRSX , then multiplied by 1.05, then added this "ex- TRRSX " daily change to get a TREA ex- TRRSX NAV. Below is a plot showing the results. The black line is the actual
It is close but TRGMX (Mid Cap Growth) is 12.53%. TRRSX (Real Estate Securities) is 12.51%. Also It (TRGMX) has the highest one-year return - 44.35. If you wonder why I care, Juris can tell you! :-) Ray
founder Roy Neuberger passed away at age 107 on December 24. " There are good REITs alternatives to the above fund: CSRSX, FRESX, TRRSX , and ETFs VNQ and IYR. And, of course, TIAA/TREA will benefit if the CREs continue to do better.
there is some international CRE in the REA as I remember there is none invested in Hong Kong. There may be some invested in TRRSX but one would have to check the prospectus for that. In any case here are some excerpts from the article. Tougher-than
have the automatic rebalance set-up once year on my b-day. CREF Stock 70% TIAA Traditional 25% Real Estate Securities- TRRSX 5% I'm 46 and plan on working another 20 yrs. I know I don't have any bonds in this. Bonds totally confuse me with all
I have 3 Roth IRA's. OAKGX, OAKBX, & FMIHX. I don't plan on making any changes this year, but I've been thinking about a possible sunstitute for OAKBX at some point since I already have McGregor managing OAKGX. Now I said "thinking". It doesn't mean I will. This is probably a stupid question but would it be totally stupid to replace OAKBX with something like SEQUX? I know it doesn't hold bonds, but it does hold plenty of cash that protects on the downside and is used to purchase when they see something they want. It gives me high quality companies and different managers..so I've kind of diversified the management some. Also RYSEX is another idea. Small caps since I don't have a SC fund and its also a conservative fund that holds up well in down mkts. SC's have had their run so nows not the time for that I don't believe, but maybe in the future. By far the bulk of my retirement is with my 403b thru work. It's with TIAA-CREF and I have total mkt. plus international exposure etc... It looks like this; 70% CREF Stock 20% TIAA Traditional 5% Real Estate Securities ( TRRSX ) I like to counter this with actively managed focused funds like the ones I've mentioned. Thanks Clem
They are out right now but for the funds I track they are wrong; perhaps they are last Friday's value. For example TRRSX shows a day change of $0.03; the acutal change is $0.30. Ray