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TIAA-CREF Lifecycle Retire Income Retire TLIRX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 10.83  /  +0.09 %
  • Total Assets 429.0 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.19%
  • Turnover 19%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:29 PM GMT+0

Morningstar’s Analysis TLIRX

Will TLIRX 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 TLIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TLIRX 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 TLIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

TIAA-CREF Funds to Be Renamed Nuveen; No Rating Changes

null Brian Moriarty

Brian Moriarty

Analyst Note

Nuveen announced on Jan. 22, 2024, that its TIAA-CREF funds will be renamed as Nuveen funds. The name change will go into effect on May 1, 2024. According to the announcement, some funds will also receive updated benchmarks, investment objectives, or investment policy statements, but at this time, the firm does not anticipate any fund mergers or changes to the portfolio manager lineup on affected funds.

by Brian Moriarty
Published on

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Portfolio Holdings TLIRX

More TLIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Bond W

20.92 92.2 Mil
—

TIAA-CREF Core Plus Bond W

12.96 57.2 Mil
—

TIAA-CREF Inflation Link Bd W

9.95 43.9 Mil
—

TIAA-CREF Short-Term Bond W

9.94 43.8 Mil
—

TIAA-CREF International Eq W

5.46 24.1 Mil
—

Tiaa Cref Real Property Fnd Lp

4.56 20.1 Mil
—

Nuveen Growth Opportunities ETF

4.05 17.9 Mil
—

TIAA-CREF Large-Cap Growth W

4.00 17.6 Mil
—

TIAA-CREF Growth & Income W

3.39 15.0 Mil
—

Nuveen Dividend Growth R6

3.36 14.8 Mil
—