Nuveen announced on Jan. 22, 2024, that its TIAA-CREF funds will be renamed as Nuveen funds. The name change will go into effect on May 1, 2024. According to the announcement, some funds will also receive updated benchmarks, investment objectives, or investment policy statements, but at this time, the firm does not anticipate any fund mergers or changes to the portfolio manager lineup on affected funds.
TIAA-CREF Lifecycle 2020 Advisor TCWHX
- NAV / 1-Day Return 9.18 / −0.22 %
- Total Assets 2.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.470%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Target-Date 2020
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.45%
- Turnover 18%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis TCWHX
Will TCWHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 76.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
TIAA-CREF Core Bond W | 20.25 | 523.2 Mil | — |
TIAA-CREF Core Plus Bond W | 12.55 | 324.2 Mil | — |
TIAA-CREF Inflation Link Bd W | 7.45 | 192.4 Mil | — |
TIAA-CREF Short-Term Bond W | 7.43 | 191.9 Mil | — |
TIAA-CREF International Eq W | 6.42 | 166.0 Mil | — |
Nuveen Growth Opportunities ETF | 4.78 | 123.4 Mil | — |
TIAA-CREF Large-Cap Growth W | 4.68 | 121.0 Mil | — |
Tiaa Cref Real Property Fnd Lp | 4.56 | 117.8 Mil | — |
TIAA-CREF Growth & Income W | 3.99 | 103.2 Mil | — |
Nuveen Dividend Growth R6 | 3.96 | 102.4 Mil | — |