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TIAA-CREF Lifecycle 2040 Institutional TCOIX

Analyst rating as of
NAV / 1-Day Return
9.80  /  0.81 %
Total Assets
5.6 Bil
Adj. Expense Ratio
0.240%
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
4.60%
Turnover
46%

Morningstar’s Analysis TCOIX

Will TCOIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Manager Departs From the TIAA-CREF Lifecycle Series; Ratings Unchanged

Associate Analyst

Summary

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The TIAA-CREF Lifecycle target-date series has unique traits and follows a sensible approach to portfolio construction, but the underlying funds are a mixed bag and there are a lot of moving parts for the team to keep track of. It continues to earn a Morningstar Analyst Rating of Neutral for all share classes.

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