TIAA-CREF Lifecycle 2050 Fund Retirement Class

 (MUTF:TLFRX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.22%  
1 week
   
-3.72%  
4 week
   
-5.43%  
3 month
   
-12.77%  
YTD
   
-10.93%  
1 year
   
-11.39%  
3 years*   +3.60%
   
5 years*   +4.82%
   
*annualized
Best 3 month return+26.43%  
Worst 3 month return-32.12%  

Morningstar statistics

Morningstar category: Target Date 2046-2050
  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 assets819.15M 
Front load-  
Deferred load-  
Expense ratio0.69%  
Management fee-  
Fund familyTIAA-CREF Asset Management 

Asset allocation

Cash2.08%  
Stocks88.02%  
Bonds9.12%  
Preferred0.03%  
Convertible0.01%  
Other0.75%  

Purchase information

Initial$0  
9.07+0.02(0.22%)
Feb 10, 4:00PM EST 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 adviser expects to allocate approximately 92.25% of the fund's assets to equity underlying funds and 7.75% of the fund's 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 ten percentage points from the targets.
Fund filings (PDF) »
Asset managers:
Hans Erickson (Started: Nov 30, 2007)
John Cunniff (Started: Nov 30, 2007)
Advisor Company:
Teachers Advisors Inc
Fund family reports on Morningstar »
TIAA-CREF, P.O. Box 1259, Charlotte, NC 28201, USA
212-916-5553 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.79 0.55 -0.90     -
Beta* 1.68 1.56 1.57     -
Mean annual return -0.33 0.51 0.59     -
R-squared* 97.26 95.19 96.43     -
Standard deviation 13.59 10.61 12.35     -
Sharpe ratio -0.30 0.58 0.57     -
* Against standard index

Top 10 holdings