Post by Admin/YBB on Apr 8, 2024 7:27:41 GMT -6
Qxxxxx Tickers for VAs
6-character Qxxxxx tickers exist for several variable annuities (VAs). Nasdaq Fund Network (NFN) provides these tickers for those who join the NFN with the goal of promoting visibility, transparency and universality of reference (NFN includes annuities, CITs, SMAs, UITs, 529s). As these are not listed securities, many firms have internal identifiers for their VAs, but some with national presence have also adopted, or set correspondences with the Qxxxxx tickers. This is of great benefit for these VA holders, especially when some are available within workplace 401k / 403b plans along with mutual funds, CITs, ETFs (through expensive brokerage windows). Qxxxxx tickers are recognized by several platforms; see below for sample quotes for CREF Stock R3 QCSTIX (beyond TIAA/CREF). However, they are supported by only a few portfolio management and analytics software (MFO Premium, Morningstar Portfolio (old) / Investor (new), etc).
TIAA/CREF is a major provider of VAs; its CREF Stock VA was the first VA in the US in 07/1952. All TIAA/CREF VAs have Qxxxxx tickers.
MFO Premium recently started recognizing TIAA/CREF Qxxxxx tickers through a website fix. Previously, it only recognized Lipper’s internal tickers xxxx as IF-xxxx, but now, e.g., the internal IF-CBMF matches with QCSTIX (CREF Stock R3), etc. This MFO Premium program for Qxxxxx is expected to grow.
Morgan Stanley even has listed VAs (MEGIX) that can be used by several vendors that put additional fee layers over them (annuity issuers, insurers, SMAs).
Nasdaq & NFN
www.nasdaq.com/market-activity/mutual-fund/qcstix
www.nasdaq.com/solutions/nasdaq-fund-network
www.nasdaq.com/docs/2021/02/03/0105-Q21_NFN%20FS%20General_Final_0.pdf
Pg 6-8 tickers; pg 12 fees www.nasdaqtrader.com/content/administrationsupport/nfn_faqs.pdf
NFN Fees www.nasdaqtrader.com/TraderNews.aspx?id=mfqsnews2015-004
Examples of QCSTIX recognized by may websites,
www.barrons.com/market-data/funds/qcstix
www.bloomberg.com/quote/QCSTIX:US
www.cnbc.com/quotes/QCSTIX
markets.ft.com/data/funds/tearsheet/summary?s=qcstix
www.marketwatch.com/investing/fund/qcstix
www.morningstar.com/funds/xnas/qcstix/quote
www.quicken.com/investing/mutual-funds/QCSTIX/CREF-Stock-Account-Class-R3
stockcharts.com/sc3/ui/?s=QCSTPX
finance.yahoo.com/quote/QCSTIX?.tsrc=fin-srch
www.wsj.com/market-data/quotes/etf/QCSTIX
6-character Qxxxxx tickers exist for several variable annuities (VAs). Nasdaq Fund Network (NFN) provides these tickers for those who join the NFN with the goal of promoting visibility, transparency and universality of reference (NFN includes annuities, CITs, SMAs, UITs, 529s). As these are not listed securities, many firms have internal identifiers for their VAs, but some with national presence have also adopted, or set correspondences with the Qxxxxx tickers. This is of great benefit for these VA holders, especially when some are available within workplace 401k / 403b plans along with mutual funds, CITs, ETFs (through expensive brokerage windows). Qxxxxx tickers are recognized by several platforms; see below for sample quotes for CREF Stock R3 QCSTIX (beyond TIAA/CREF). However, they are supported by only a few portfolio management and analytics software (MFO Premium, Morningstar Portfolio (old) / Investor (new), etc).
TIAA/CREF is a major provider of VAs; its CREF Stock VA was the first VA in the US in 07/1952. All TIAA/CREF VAs have Qxxxxx tickers.
MFO Premium recently started recognizing TIAA/CREF Qxxxxx tickers through a website fix. Previously, it only recognized Lipper’s internal tickers xxxx as IF-xxxx, but now, e.g., the internal IF-CBMF matches with QCSTIX (CREF Stock R3), etc. This MFO Premium program for Qxxxxx is expected to grow.
Morgan Stanley even has listed VAs (MEGIX) that can be used by several vendors that put additional fee layers over them (annuity issuers, insurers, SMAs).
Nasdaq & NFN
www.nasdaq.com/market-activity/mutual-fund/qcstix
www.nasdaq.com/solutions/nasdaq-fund-network
www.nasdaq.com/docs/2021/02/03/0105-Q21_NFN%20FS%20General_Final_0.pdf
Pg 6-8 tickers; pg 12 fees www.nasdaqtrader.com/content/administrationsupport/nfn_faqs.pdf
NFN Fees www.nasdaqtrader.com/TraderNews.aspx?id=mfqsnews2015-004
Examples of QCSTIX recognized by may websites,
www.barrons.com/market-data/funds/qcstix
www.bloomberg.com/quote/QCSTIX:US
www.cnbc.com/quotes/QCSTIX
markets.ft.com/data/funds/tearsheet/summary?s=qcstix
www.marketwatch.com/investing/fund/qcstix
www.morningstar.com/funds/xnas/qcstix/quote
www.quicken.com/investing/mutual-funds/QCSTIX/CREF-Stock-Account-Class-R3
stockcharts.com/sc3/ui/?s=QCSTPX
finance.yahoo.com/quote/QCSTIX?.tsrc=fin-srch
www.wsj.com/market-data/quotes/etf/QCSTIX