Skip to Content
Morningstar

TIAA-CREF Lifecycle 2035 Retirement TCLRX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 14.64  /  0.14 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.17%
  • Turnover 25%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 1:46 AM GMT+0

Morningstar’s Analysis TCLRX

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

People Pillar

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

Distinct elements exist in this reasonable target-date series.

Associate Analyst Spencer Brown

Spencer Brown

Associate Analyst

Summary

Sufficient resources support a team that plies a reasonable allocation process at this target-date series.

by Spencer Brown
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TCLRX

More TCLRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 77.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Bond W

12.96
586,124,306
—

TIAA-CREF International Eq W

10.09
456,135,904
—

TIAA-CREF Core Plus Bond W

8.04
363,501,411
—

Nuveen Growth Opportunities ETF

7.41
334,973,582
—

TIAA-CREF Large-Cap Growth W

7.39
334,078,979
—

TIAA-CREF Large-Cap Value W

6.42
290,257,957
—

Nuveen Dividend Value R6

6.41
289,669,821
—

Nuveen Dividend Growth R6

6.39
289,055,795
—

TIAA-CREF Growth & Income W

6.38
288,421,191
—

TIAA-CREF International Opps W

6.05
273,506,957
—