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TIAA-CREF Lifecycle 2020 Premier TCWPX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.42  /  0.26 %
Total Assets
4.0 Bil
Adj. Expense Ratio
0.540%
Expense Ratio
0.540%
Fee Level
Average
Longest Manager Tenure
15.32 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.55%
Turnover
26%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:47 PM GMT+00:00

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Morningstar’s Analysis

Will TCWPX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCWPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the TCWPX 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

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The Parent Pillar is our rating of TCWPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

TIAA-CREF Lifecycle Series Replaces Large-Cap Quant Equity Funds; No Change to Ratings

Senior Analyst

Analyst Note

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Three underlying equity funds of TIAA-CREF Lifecycle target-date series will be liquidated by Dec. 18, 2020. These funds, which currently account for about 25% of the equity sleeve, are TIAA-CREF Quant Large-Cap Growth, TIAA-CREF Quant Large-Cap Value, and TIAA-CREF Quant International Equity, all of which are unrated. They are being replaced by TIAA-CREF Large-Cap Growth Index, Nuveen Santa Barbara Dividend Growth, and Nuveen International Growth, which has a Morningstar Rating of Neutral.

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