TSPinvestor Basic September 2017 Allocations

The TSPinvestor Basic allocations for September 2017 are: 4% G Fund, 9% F Fund, 29% C Fund, 33% S Fund, and 25% I Fund.

These should be allocated prior to September 1, 2017 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on September 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 0.07%.

Monthly returns for August 2017:

  1. F Fund = 0.9%
  2. G Fund = 0.2%
  3. 20% in each fund = 0.2%
  4. TSPinvestor Basic = 0.1%
  5. C Fund = 0.3%
  6. I Fund = 0.0%
  7. 1/3 each in C, S & I = 0.0%
  8. 50% C & S = (0.1)%
  9. S Fund = (0.4)%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. C Fund = 22.6%
  2. 50% in C & S = 22.2%
  3. S fund = 21.5%
  4. 1/3 in each C, S & I = 20.3%
  5. I Fund = 15.9%
  6. 20% in each fund = 14.4%
  7. TSPi Basic = 7.8%
  8. F Fund =6.2%
  9. G Fund = 3.8%
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TSPinvestor Basic August 2017 Allocations

The TSPinvestor Basic allocations for August 2017 are: 6% G Fund, 11% F Fund, 25% C Fund, 27% S Fund, and 31% I Fund.

These should be allocated prior to August 1, 2017 at noon EST.  The Plus and Apex allocations will be released on August 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 1.75%.

Monthly returns for July 2017:

  1. I Fund = 2.9%
  2. C Fund = 2.1%
  3. 1/3 each in C, S & I = 2.0%
  4. TSPinvestor Basic = 1.8%
  5. 50% C & S = 1.6%
  6. 20% in each fund = 1.3%
  7. S Fund = 1.1%
  8. G Fund = 0.2%
  9. F Fund = 0.4%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. C Fund = 22.0%
  2. 50% in C & S = 21.8%
  3. S fund = 21.4%
  4. 1/3 in each C, S & I = 19.9%
  5. I Fund = 15.5%
  6. 20% in each fund = 13.9%
  7. TSPi Basic = 7.2%
  8. F Fund =5.5%
  9. G Fund = 3.6%

TSPinvestor Basic July 2017 Allocations

The TSPinvestor Basic allocations for July 2017 are: 15% G Fund, 29% F Fund, 23% C Fund, 0% S Fund, and 33% I Fund.

These should be allocated prior to July 3, 2017 at noon EST.  The Plus and Apex allocations will be released on July 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 0.5%.

Monthly returns for June 2017:

  1. S Fund = 2.3%
  2. 50% C & S = 1.5%
  3. 1/3 each in C, S & I = 0.9%
  4. C Fund = 0.6%
  5. 20% in each fund = 0.6%
  6. TSPinvestor Basic = 0.5%
  7. G Fund = 0.2%
  8. F Fund = (0.1)%
  9. I Fund = (0.2)%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. S fund = 20.1%
  2. 50% in C & S = 19.9%
  3. C Fund = 19.5%
  4. 1/3 in each C, S & I = 17.6%
  5. 20% in each fund = 12.4%
  6. I Fund = 12.3%
  7. TSPi Basic = 5.1%
  8. F Fund =5.0%
  9. G Fund = 3.4%

TSPinvestor Basic June 2017 Allocations

The TSPinvestor Basic allocations for June 2017 are:

5% G Fund; 9% F Fund, 27% C Fund, 20% S Fund, 39% I Fund.

These should be allocated prior to June 1, 2017 at noon EST.  The Plus and Apex allocations will be released on June 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 1.7%.

Monthly returns for May 2017:

  1. I Fund = 3.8%
  2. TSPinvestor Basic = 1.7%
  3. 1/3 each in C, S & I = 1.5%
  4. C Fund = 1.4%
  5. 20% in each fund = 1.1%
  6. F Fund = 0.8%
  7. 50% C & S = 0.3%
  8. G Fund = 0.2%
  9. S Fund = (0.8)%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. C Fund = 18.8%
  2. 50% in C & S = 18.2%
  3. S fund = 17.4%
  4. 1/3 in each C, S & I = 16.5%
  5. I Fund = 12.5%
  6. 20% in each fund = 11.8%
  7. F Fund =5.1%
  8. TSPi Basic = 4.5%
  9. G Fund = 3.2%

TSPinvestor Basic May 2017 Allocations

The TSPinvestor Basic allocations for May 2017 are:

6% G Fund; 12% F Fund, 24% C Fund, 17% S Fund, 41% I Fund.

These should be allocated prior to May 1, 2017 at noon EST.  The Plus and Apex allocations will be released on May 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 1.0%.

Monthly returns for April 2017:

I Fund = 2.6%

1/3 each in C, S & I = 1.6%

20% in each fund = 1.2%

S Fund = 1.2%

50% C & S = 1.1%

TSPinvestor Basic = 1.0%

C Fund = 1.0%

F Fund = 0.8%

G Fund = 0.2%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. S fund = 18.3%
  2. 50% in C & S = 17.8%
  3. C Fund = 17.1%
  4. 1/3 in each C, S & I = 14.8%
  5. 20% in each fund = 10.6%
  6. I Fund = 8.4%
  7. F Fund = 4.3%
  8. G Fund = 3.0%
  9. TSPi Basic = 2.8%

TSPinvestor Basic April 2017 Allocations

The TSPinvestor Basic allocations for April 2017 are:

18% G Fund; 27% F Fund, 22% C Fund, 0% S Fund, 33% I Fund.

These should be allocated prior to April 3, 2017 at noon EST.  The Plus and Apex allocations will be released on April 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 0.9%.

Monthly returns for Match 2017:

I Fund = 2.9%

1/3 each in C, S & I = 1.0%

TSPinvestor Basic = 0.9%

20% in each fund = 0.6%

G Fund = 0.2%

C Fund = 0.1%

50% C & S = 0.0%

F Fund = 0.0%

S Fund = (0.1)%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. S fund = 16.9%
  2. 50% in C & S = 16.5%
  3. C Fund = 15.9%
  4. 1/3 in each C, S & I = 13.0%
  5. 20% in each fund = 9.3%
  6. I Fund = 5.6%
  7. F Fund = 3.4%
  8. G Fund = 2.8%
  9. TSPi Basic = 1.7%

TSPinvestor Basic March 2017 Allocations

The TSPinvestor Basic allocations for March 2017 are:

5% G Fund; 6% F Fund, 24% C Fund, 33% S Fund, 32% I Fund.

These should be allocated prior to March 1, 2017 at noon EST.  The Plus and Apex allocations will be released on March 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 1.9%.

Monthly returns for February 2017:

I Fund = 1.4%

1/3 each in C, S & I = 2.6%

S Fund = 2.5%

50% C & S = 3.2%

C Fund = 4.0%

20% in each fund = 1.8%

TSPinvestor Basic = 1.9%

G Fund = 0.2%

F Fund = 0.7%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. S fund = 17.0%
  2. 50% in C & S = 16.5%
  3. C Fund = 15.8%
  4. 1/3 in each C, S & I = 12.7%
  5. 20% in each fund = 10.1%
  6. F Fund = 3.4%
  7. I Fund = 2.7%
  8. G Fund = 2.6%
  9. TSPi Basic = (1.0)%