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Morningstar

TIAA-CREF Lifestyle Conservative Instl TCSIX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 12.18  /  −0.65 %
  • Total Assets 309.3 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.98%
  • Turnover 19%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:32 PM GMT+0

Morningstar’s Analysis TCSIX

Will TCSIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

TIAA-CREF Lifestyle Conservative Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings TCSIX

More TCSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Plus Bond Instl

29.87 94.4 Mil
—

TIAA-CREF Short-Term Bond Inst

19.86 62.8 Mil
—

TIAA-CREF Core Bond Instl

9.96 31.5 Mil
—

TIAA-CREF International Eq Instl

6.15 19.4 Mil
—

Nuveen Growth Opportunities ETF

4.58 14.5 Mil
—

TIAA-CREF Large-Cap Growth Inst

4.48 14.2 Mil
—

TIAA-CREF Growth & Income Instl

3.82 12.1 Mil
—

Nuveen Dividend Growth R6

3.80 12.0 Mil
—

TIAA-CREF Large-Cap Value Instl

3.75 11.9 Mil
—

Nuveen Dividend Value R6

3.73 11.8 Mil
—