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Morningstar

TIAA-CREF Lifecycle 2020 Retirement TCLTX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 12.05  /  0.33 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 18%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:28 AM GMT+0

Morningstar’s Analysis TCLTX

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

People Pillar

The People Pillar is our evaluation of the TCLTX 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 TCLTX’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

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Portfolio Holdings TCLTX

More TCLTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 76.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Bond W

20.38
537,310,047
—

TIAA-CREF Core Plus Bond W

12.65
333,463,601
—

TIAA-CREF Short-Term Bond W

7.31
192,743,106
—

TIAA-CREF Inflation Link Bd W

7.29
192,236,353
—

TIAA-CREF International Eq W

6.19
163,167,573
—

Tiaa Cref Real Property Fnd Lp

5.26
138,717,469
—

Nuveen Growth Opportunities ETF

4.59
121,085,052
—

TIAA-CREF Large-Cap Growth W

4.49
118,395,576
—

Nuveen Dividend Value R6

3.98
104,811,635
—

TIAA-CREF Large-Cap Value W

3.97
104,740,450
—