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TIAA-CREF Lifecycle Index 2020 Retire TLWRX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 18.52  /  −0.70 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.23%
  • 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 TLWRX

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

  • People Pillar

    The People Pillar is our evaluation of the TLWRX 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 TLWRX’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 TLWRX

More TLWRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Bond Index W

38.52 1.2 Bil
—

TIAA-CREF Equity Index W

30.27 968.4 Mil
—

TIAA-CREF International Eq Idx W

11.42 365.3 Mil
—

TIAA-CREF Inflation Link Bd W

7.44 237.9 Mil
—

TIAA-CREF Short-Term Bond Index W

7.42 237.3 Mil
—

TIAA-CREF Emerging Markets Eq Idx W

4.85 155.0 Mil
—

Fixed Inc Clearing Corp.Repo

0.08 2.7 Mil
Cash and Equivalents

Usd

0.00 −554
Cash and Equivalents