The TSPinvestor Plus and Apex allocations for July 2016 are:
Plus: 3% G Fund; 5% F Fund; 34% C Fund; 42% S Fund; 16% I Fund
Apex: Same as Plus.
These should be allocated prior to July 11, 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 and Apex performance had losses of 1.9%.
Here is a comparison of the various allocations and funds performance for May 2016:
S Fund = (0.7)%
TSPinvestor Apex = (1.9)%
TSPinvestor Plus = (1.9)%
50% C & S = 0.0%
1/3 each in C, S & I = (1.8)%
I Fund = (5.4)%
20% in each fund = (0.7)%
C Fund = 0.7%
G Fund = 0.1%
F Fund = 1.9%
() – 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 = 5.9%
- C Fund = 2.9%
- 50% in C &S = 1.6%
- G Fund = 1.3%
- S Fund = 0.6%
- 20% in each = 0.4%
- TSPi Plus = (0.1)%
- TSPi Apex = (0.1)%
- 1/3 each in C, S & I = (0.9)%
- I Fund = (7.3)%