The TSPinvestor Plus and Apex allocations for May 2017 are:
Plus: 13% G Fund, 46% F Fund, 4% C Fund, 0% S Fund, 37% I Fund
Apex: 100% F Fund.
These should be allocated prior to May 9, 2017 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 each had gains of 1.7%.
Here is a comparison of the various allocations and funds performance for March 2017:
- I Fund = 5.3%
- 1/3 each in C, S & I = 3.0%
- C Fund = 2.0%
- 20% in each fund = 1.9%
- 50% C & S = 1.8%
- S Fund = 1.7%
- TSPinvestor Plus = 1.7%
- TSPinvestor Apex = 1.7%
- F Fund = 0.3%
- G Fund = 0.2%
() – 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*:
- 50% in C &S = 17.9%
- C Fund = 17.9%
- S Fund = 17.8%
- 1/3 each in C, S & I = 15.7%
- 20% in each = 11.0%
- I Fund = 10.5%
- TSPi Plus = 4.8%
- F Fund = 4.0%
- G Fund = 3.0%
- TSPi Apex = 1.8%
* November 2015 is the start of TSPinvestor.