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Morningstar

TIAA-CREF Lifecycle 2040 Institutional TCOIX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 10.04  /  0.40 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.72%
  • Turnover 26%

USD | NAV as of Dec 09, 2023 | 1-Day Return as of Dec 09, 2023, 1:30 AM GMT+0

Morningstar’s Analysis TCOIX

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

People Pillar

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

More TCOIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 80.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF International Eq W

11.86
637,494,198
—

Nuveen Growth Opportunities ETF

8.71
467,986,483
—

TIAA-CREF Large-Cap Growth W

8.68
466,610,255
—

TIAA-CREF Core Bond W

8.18
439,588,320
—

TIAA-CREF Large-Cap Value W

7.55
405,674,722
—

Nuveen Dividend Value R6

7.53
404,791,572
—

Nuveen Dividend Growth R6

7.52
404,006,599
—

TIAA-CREF Growth & Income W

7.50
403,143,199
—

TIAA-CREF International Opps W

7.11
382,265,059
—

Tiaa Cref Real Property Fnd Lp

5.56
298,876,945
—