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Thread: TSP to Change I Fund Index, Leave Others as Is

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    Default TSP to Change I Fund Index, Leave Others as Is



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  3. #2

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    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Quote Originally Posted by fretwell View Post
    Yes, this has been discussed, but since there hasn't been a formal document that lists the make up, and it is still a year out, we're waiting patiently. How are you getting the info on the proposed ETF symbol?
    THIS IS WHERE I WOULD PUT SOMETHING TO REPRESENT MY THINKING, BUT THEN THEY SHOW UP!
    Tracker =
    Check my position

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  5. #3

    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Quote Originally Posted by Frixxxx View Post
    Yes, this has been discussed, but since there hasn't been a formal document that lists the make up, and it is still a year out, we're waiting patiently. How are you getting the info on the proposed ETF symbol?

    The article said, "...The board at its most recent meeting accepted a recommendation by a consultant to switch to linking the I fund to the MSCI All Country World Index...", so I just looked up the "MSCI All Country World Index" fund.

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    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Quote Originally Posted by fretwell View Post
    The article said, "...The board at its most recent meeting accepted a recommendation by a consultant to switch to linking the I fund to the MSCI All Country World Index...", so I just looked up the "MSCI All Country World Index" fund.
    Gotcha, thanks, in my cursory review of the article I must have gleaned over the reference.
    THIS IS WHERE I WOULD PUT SOMETHING TO REPRESENT MY THINKING, BUT THEN THEY SHOW UP!
    Tracker =
    Check my position

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  9. #5

    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Quote Originally Posted by fretwell View Post
    Hopefully this is inaccurate information. ACWI includes the US. Its top holdings are

    APPLE INC
    MICROSOFT CORP
    AMAZON COM INC
    FACEBOOK CLASS A INC
    JPMORGAN CHASE & CO
    JOHNSON & JOHNSON
    EXXON MOBIL CORP
    ALPHABET INC CLASS C
    TENCENT HOLDINGS LTD China
    ALPHABET INC CLASS A

    All but Tencent is a US company

    Hopefully they are really talking about ACWX, which is the ACWI minus the US. Its top holdings are

    TENCENT HOLDINGS LTD China
    NESTLE Switzerland
    SAMSUNG ELECTRONICS LTD Korea (South)
    TAIWAN SEMICONDUCTOR MANUFACTURING Taiwan
    ALIBABA GROUP HOLDING China
    HSBC HOLDINGS PLC United Kingdom
    NOVARTIS AG Switzerland
    ROCHE HOLDING PAR AG Switzerland
    TOYOTA MOTOR CORP Japan
    BRITISH AMERICAN TOBACCO PLC United Kingdom

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    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Let's hope they have it straight, or get it straight by the time they make the change. Needs to be ex-US. We'll need to be writing in to the Board if there are any further references to ACWI as the date gets closer, rather than to ACWX. And spread the word on other fed retirement forums to get others to sit up and take note and make some noise too.
    "life can only be understood backwards, but it must be lived forwards" - soren kierkegaard

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  13. #7

    Default Re: TSP to Change I Fund Index, Leave Others as Is

    I haven't heard anything on this in a while. I wonder if it's still a consideration? Anyone know?

    https://federalnewsnetwork.com/commentary/2018/04/a-brighter-investment-outlook-for-the-i-fund/
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

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  15. #8

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    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Quote Originally Posted by tsptalk View Post
    I haven't heard anything on this in a while. I wonder if it's still a consideration? Anyone know?

    https://federalnewsnetwork.com/commentary/2018/04/a-brighter-investment-outlook-for-the-i-fund/
    I had not seen this before. I will go scan the meeting minutes and see if I can pick up any information on it.

    If true- that would be a significant improvement for the I fund. We needed wider exposure to the world.

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  17. #9

    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Quote Originally Posted by tsptalk View Post
    I haven't heard anything on this in a while. I wonder if it's still a consideration? Anyone know?

    https://federalnewsnetwork.com/commentary/2018/04/a-brighter-investment-outlook-for-the-i-fund/
    I know I've seen somewhere that they were going to delay until 2020 (I think on fedweek ), but here is something I found on Google real quick, seems they're waiting for some new managers first or something:

    https://www.pionline.com/article/201...ky-s-the-limit

    Sent from my SM-N960U using Tapatalk


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  19. #10

    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Here's a fedweek article discussing it:

    https://www.fedweek.com/tsp/more-pla...ts-to-the-tsp/

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  21. #11

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    Default Re: TSP to Change I Fund Index, Leave Others as Is

    Based on the link, MSCI All World doesn't seem to exist. MSCI ACWI does but contains 54.41% US stocks. Digging deeper I find MSCI ACWI EX USA INDEX. Maybe that is where they are going?


    If so percentages are Japan 16.13% United Kingdom 11.3% China 8.2% France 7.45%
    Canada 6.82% Other 50.1% v Japan 24.14% United Kingdom 16.92% France 11.14% Switzerland 9.17%
    Germany 8.68% Other 29.95% for the current MSCI EAFE. Couldn't find any info on "other".


    FWIW, MSCI ACWI EX USA earned -14.2% for 2018.


    https://www.msci.com/documents/10199...e-7340ff17c71c


    This link states -13.77% for 2018 but I have a saved one from this morning that states -14.2%. Maybe they update it daily?


    PO

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  23. #12

    Default Re: TSP to Change I Fund Index, Leave Others as Is

    I believe you are correct. It should follow the MSCI world excluding US. Similar to VXUS in Vanguard for FTSE

    Sent from my SM-N960U using Tapatalk

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