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Asset classes are the major categories of financial securities. TIAA categorizes investments into five classes:
- Money market
- Fixed income (bonds)
- Equities (stocks)
- Real estate
- Guaranteed products
- Fixed income (bonds)
- Equities (stocks)
- Real estate
- Guaranteed products
Multi-asset is used to identify investments that contain more than one asset class. Brokerage holdings are labeled accordingly.
Accounts associated with the same employer will be grouped together.
Other accounts are grouped according to whether they are an IRA, brokerage account, mutual fund account, or after-tax annuity.
This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.
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