I-Fund benchmark index change is complete

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tsptalk

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According to the TSP website:

"I Fund benchmark index change complete — The transition of the I Fund benchmark to the MSCI All Country World Investable Market Index ex USA ex China ex Hong Kong Index (MSCI ACWI IMI ex USA ex China ex Hong Kong Index) is complete."
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The new I Fund benchmark index further diversifies I Fund investments and gives TSP participants access to more markets and companies. The index includes more than 5,000 large, medium, and small companies from more than 40 developed and emerging market countries.
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So it will be interesting to see what price they give the I-fund so we can figure out what we should be watching during the day.

 
TommyIV said:
How we found an equivalent ETF to follow yet?
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ACWI looks like it could be it, only because the TSP is now calling the benchmark index the "MSCI ACWI IMI ex USA ex China ex Hong Kong Index"

According to the TSP website, "I Fund benchmark index change complete — The transition of the I Fund benchmark to the MSCI All Country World Investable Market Index ex USA ex China ex Hong Kong Index (MSCI ACWI IMI ex USA ex China ex Hong Kong Index) is complete."
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tsptalk said:
That makes sense why ACWI was up today.

The X must be the ex-USA, China, Hong-Kong

I'll take a look. Thank you!
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I don't think it's ACWX either. I think that's just ex-USA and not necessarily ex-China and/or Hong Kong.

ACWX was up 1.74 at the close on Thu. According to TSP site, the I fund was up only 1.05.

Link to MSCI's info on it (but it doesn't really tell us anything about an ETF).

EDIT. From ChatGPT:

Currently, no ETF specifically excludes only the U.S., China, and Hong Kong while covering the rest of the MSCI ACWI (All Country World Index) IMI Index universe. However, ETFs that come close by focusing on the MSCI ACWI ex-U.S. are available, though they do include China and Hong Kong in their holdings. Notable options here include:

  1. iShares MSCI ACWI ex U.S. ETF (ACWX) – This fund tracks the MSCI ACWI ex-U.S. Index, covering developed and emerging markets excluding the U.S., but it does not exclude China and Hong Kong specifically.
  2. SPDR MSCI ACWI ex-U.S. ETF (CWI) – Another popular fund that also follows a similar structure to ACWX, including both developed and emerging markets outside of the U.S., though it includes China and Hong Kong.
At present, MSCI does offer a custom benchmark, the MSCI ACWI IMI ex USA ex China ex Hong Kong Index, but ETFs aligned directly with this index do not yet appear to be on the market. If a fund provider launches such an ETF, it would likely meet your specified regional exclusions more precisely. For now, investors may use a combination of funds with separate allocations to achieve a similar exposure balance
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cmalinowski said:
I don't think it's ACWX either. I think that's just ex-USA and not necessarily ex-China and/or Hong Kong.
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Good info, thanks. Well, maybe we're back to this....

https://finance.yahoo.com/quote/^753692-USD-STRD.

It doesn't seem to be very accurate either, but it may be the best we have right now. Although when I was checking that earlier, the TSP had not quite yet announced the completion of the move to the new index.

I think you're right. The link you gave is what we're looking for, but there just isn't a good ETF yet that tracks it.
 
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TommyIV said:
Apollo is saying the credit market is the main landing spot for the money-market rotation, not equities. Money flowing into the credit market would lower interest rates across its market. Margin available to investors is credit. Lower-interest rates for owed margin would lower the risk of using it to invest. New money would then fuel the market higher.
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Is there an F-fund play in there somewhere?
 
exnavyew said:
Is there an F-fund play in there somewhere?
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That would make sense, yet the bond performance through the two rate cuts this year has been a decline in price. If the bond market is on the verge of soaking in cash from money markets, it has opened up a buying opportunity for those who were priced out before the first rate cut.

ffund1120.gif
 
S-fund is cooking at the moment. A delayed reaction to the rate cuts? End of year seasonality? Other? :unsure:
 
I haven't seen any headlines that might cause it. Maybe it's just filling the open gap, in which case the midday dip would be about done.

The Russell 2000 is still up 1.7%. 😮
 
Russell 2000 near a five year high!? Time to bail? Tom Lee et al say stay the course.
Been in RUT since June but I just don't know...... :unsure:
tsptalk said:
I haven't seen any headlines that might cause it. Maybe it's just filling the open gap, in which case the midday dip would be about done.

The Russell 2000 is still up 1.7%. 😮
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Does TSP automatically calculate and distribute RMD's? (Required Minimum Distributions)
Or does a TSP account holder have to do RMD's strictly manually by themselves?
I keep getting 'non-answer' answers from TSP. :unsure:
Thx.
 
I guess the market didn't like the PCE report. 😭
Well, got 4+ hours left. Time enough to stage a comeback!? :unsure:
 
tsptalk said:
Good info, thanks. Well, maybe we're back to this....

https://finance.yahoo.com/quote/^753692-USD-STRD.

It doesn't seem to be very accurate either, but it may be the best we have right now. Although when I was checking that earlier, the TSP had not quite yet announced the completion of the move to the new index.

I think you're right. The link you gave is what we're looking for, but there just isn't a good ETF yet that tracks it.
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I have been looking at ACWX and IXUS, but they were both up 0.45 and 0.41 on Wednesday 11-27-24, but I fund was only up 0.16. I really need to find a ticker that matches I fund in order to run better analysis charts than EFA. I hope someone can find the right ticker.
 
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