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.
Morningstar’s Fund Analysis TCWIX
Will TCWIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCWIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TCWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TCWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.