Skip to Content

TIAA-CREF Lifecycle 2035 Institutional TCIIX

Analyst rating as of
NAV / 1-Day Return
10.55  /  0.76 %
Total Assets
4.8 Bil
Adj. Expense Ratio
0.430%
Expense Ratio
0.430%
Fee Level
Below Average
Longest Manager Tenure
14.28 years
Category
US Fund Target-Date 2035
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.11%
Turnover
17%
Premium

Morningstar’s Analysis

Will TCIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A new approach coming for retirees.

Senior Analyst

Summary

| |

In July 2019, the managers behind the TIAA-CREF Lifecycle series announced plans for a new approach in the retirement years. Instead of landing at a 40% equity stake, including a 5% position in direct real estate, and merging into a retirement-income fund 10 years after the target date, the funds will continue to glide down to a 20% equity stake until 30 years after target date. This glide-path extension will bring the series' equity exposure more in line with the peer average in the retirement phase. Overall, the series' stable management, well-diversified approach, and attractive pricing continue to support a Morningstar Analyst Rating of Bronze.

Unlock our full analysis with Morningstar Premium