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TIAA-CREF Lifecycle 2040 Retirement TCLOX

Analyst rating as of
NAV / 1-Day Return
13.61  /  2.10 %
Total Assets
5.5 Bil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
High
Longest Manager Tenure
16.51 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.85%
Turnover
46%

Morningstar’s Fund Analysis TCLOX

Will TCLOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This target-date series is unique, but not outstanding.

Summary

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The TIAA-CREF Lifecycle target-date series has unique traits and follows a sensible approach to portfolio construction, but the underlying funds are a mixed bag and there are a lot of moving parts for the team to keep track of. It continues to earn a Morningstar Analyst Rating of Neutral for all share classes.

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