TIAA-CREF Lifecycle 2040 Fund Retirement Class

 (MUTF:TCLOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.28%  
1 week
   
-0.42%  
4 week
   
-0.49%  
3 month   +3.98%
   
YTD   +4.05%
   
1 year   +14.90%
   
3 years*   +11.38%
   
5 years*   +14.65%
   
*annualized
Best 3 month return+26.68%  
Worst 3 month return-30.61%  

Morningstar statistics

Morningstar category: Target Date 2036-2040
  Return Risk Rating
3 years Above Average High
5 years Above Average Above Average
10 years     -     - -
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.18B 
Front load-  
Deferred load-  
Expense ratio0.72%  
Management fee-  
Fund familyTIAA-CREF Mutual Funds 

Asset allocation

Cash1.79%  
Stocks87.78%  
Bonds8.99%  
Preferred0.26%  
Other1.17%  

Purchase information

Initial$0  
14.20+0.08(0.57%)
Jul 22, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high total return over time through a combination of capital appreciation and income. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. The fund expects to allocate approximately 90.00% of its assets to equity underlying funds and 10.00% of its assets to fixed-income underlying funds. These allocations represent targets for equity and fixed-income asset classes. Target allocations will change over time and actual allocations may vary up to 10% from the targets.
Fund filings (PDF) »
Asset managers:
Hans Erickson (Started: Mar 31, 2006)
John Cunniff (Started: Mar 31, 2006)
Advisor Company:
Teachers Advisors, Inc.
Fund family reports on Morningstar »
TIAA-CREF Mutual Funds, c/o State Street Bank P.O. Box 8009, Boston, MA 02266-8009, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.08 -2.21 -2.80     -
Beta* 1.65 1.59 1.56     -
Mean annual return 1.69 1.02 1.30     -
R-squared* 94.46 96.70 97.42     -
Standard deviation 9.70 13.19 13.76     -
Sharpe ratio 2.08 0.93 1.12     -
* Against standard index

Top 10 holdings