The TSPinvestor Plus and Apex allocations for March 2016 are:
Plus: 4% G Fund; 10% F Fund; 24% C Fund; 62% S Fund; 0% I Fund
Apex: 100% S Fund
These should be allocated prior to Mar 9, 2016 at noon EST.
To implement this allocation, login to your account and change the fund allocations (via interfund transfer) and your new contributions to the recommended percentage. These take effect the same business day if done before noon Eastern Time, otherwise it will be the next day.
The TSPinvestor Apex is a nominal 23% annual return strategy, and the Plus is a nominal 19% annual return.
Last month’s Plus performance was a gain of 7.9%, and the Apex gained 10.9%.
Overall the stock markets gained large returns, while the bond market slightly gained. The allocations for the upcoming month appears to be a further investment in the small cap stocks (S Fund).
Here is a comparison of the various allocations and funds performance for January 2016:
TSPinvestor Plus = 7.9%
TSPinvestor Apex = 10.9%
50% C & S = 9.0%
1/3 each in C, S & I = 7.8%
20% in each fund = 4.7%
G Fund = 0.1%
F Fund = 0.0%
C Fund = 7.1%
S Fund = 10.9%
I Fund = 5.4%
() – denotes negative return (or a loss)
NOTE: These are like comparisons based upon allocations on the 9th of the month.
Cumulative Returns since Nov 2015:
- F Fund = 2.40%
- G Fund = 0.70%
- 20% in each = (3.53)%
- C Fund = (4.91)%
- TSPi Plus = (6.54)%
- 50% in C &S = (7.05)%
- 1/3 each in C, S & I = (7.07)%
- I Fund = (7.17)%
- TSPi Apex = (9.23)%
- S Fund = (9.23)%