TIAA-CREF Lifecycle Retirement Income Fund Retail Class

 (MUTF:TLRRX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.45%
   
1 week   +1.73%
   
4 week
   
-0.70%  
3 month
   
-1.49%  
YTD   +2.65%
   
1 year   +4.22%
   
3 years*   +8.13%
   
5 years*   +7.52%
   
*annualized
Best 3 month return+13.00%  
Worst 3 month return-15.43%  

Morningstar statistics

Morningstar category: Retirement Income
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Average
10 years     -     - -
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets321.13M 
Front load-  
Deferred load-  
Expense ratio0.63%  
Management fee-  
Fund familyTIAA-CREF Mutual Funds 

Asset allocation

Cash6.10%  
Stocks38.76%  
Bonds53.18%  
Preferred0.16%  
Other1.80%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$2,000  
AIP Initial$100  
AIP Additional$100  
11.18+0.02(0.18%)
Oct 24, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high total return over time primarily through income, with a secondary emphasis on capital appreciation. 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 managers expect to allocate approximately 40.00% of the fund's assets to equity underlying funds and 60.00% of its assets to fixed-income underlying funds. These allocations represent targets for equity and fixed-income asset classes. Target allocations may be changed 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 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* 0.34 0.57 1.14     -
Beta* 0.76 0.75 0.71     -
Mean annual return 0.56 0.77 0.64     -
R-squared* 95.40 95.97 96.55     -
Standard deviation 4.69 5.56 6.20     -
Sharpe ratio 1.42 1.66 1.22     -
* Against standard index

Top 10 holdings